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Lam Research $LRCX expects global wafer fabrication equipment spending to exceed $200B in 2027, up from the mid $150B range in 2026. DRAM is projected to lead percentage growth, followed by leading edge foundry logic & NAND, driven by AI infrastructure demand.

Here’s how the magnificent 7 has closed trading today🔴🔴🟢🔴🔴🔴🔴 Nvidia $NVDA -4.40%🔴 Amazon $AMZN -4.57%🔴 Apple $AAPL +1.23%🟢 Microsoft $MSFT -2.23%🔴 Tesla $TSLA -3.08%🔴 Meta $META -6.98%🔴 Google $GOOGL -3.15%🔴

Nvidia $NVDA announced 100+ partners advancing AI agent safety through OpenShell. - OpenAI - Anthropic - Microsoft $MSFT - Amazon $AMZN - Google $GOOGL - Palantir $PLTR - SpaceX $SPCX The ecosystem spans AI models, cloud infrastructure, cybersecurity & enterprise software.

Bloom Energy $BE just reported earnings⚡️ Revenue: $1.23B Vs $1.07B EST EPS: $0.94 Vs $0.67 EST

Western Digital $WDC just reported earnings Revenue: $4.38B Vs $4.15B EST EPS: $4.64 Vs $4.10 EST

Bloom Energy $BE reports earnings today after close⚡️ The implied move is: 8.56% The expectations are: Revenue: $4.14B EPS: $4.06 Expect numbers at 4:02PM EST Here’s the Historical Earnings Data👇

Western Digital $WDC reports earnings today after close The implied move is: 6.25% The expectations are: Revenue: $4.14B EPS: $4.06 Expect numbers at 4:02PM EST Here’s the Historical Earnings Data👇

Affirm $AFRM announced a new buy now pay later partnership with Sam’s Club $WMT Affirm will be exclusive financing partners However, Walmart uses their own developed financing tool called OnePay

When the earnings are good but the reaction doesn’t go as planned

JP Morgan, Wells Fargo, Bank of America, & Citi have detected unauthorized AI agent use on customer accounts Although the agents haven’t been hacking past firewall systems as previously suspected, they are accessing the banks through user provided logins Because the banks don’t

Wall Street analysts have made adjustments on $META TD Cowen: $865 to $850 Pivotal Research: $960 to $930 Barclays: $780 to $880 Citi: $895 to $905 Wells Fargo: $1,000 to $995 BofA: $810 to $845 KeyBanc: $905 to $900

Several major analyst firms have put out updates today on their Tesla $TSLA stance Piper Sandler: $450 to $475 JP Morgan: $425 to $430 UBS: $391 to $425 Canaccord: $410 to $442 Mizuho: $450 to $460 Morgan Stanley: $400 to $410

Here’s how the magnificent 7 has opened trading today🔴🔴🟢🔴🔴🔴🔴 Nvidia $NVDA -1.95%🔴 Amazon $AMZN -1.87%🔴 Apple $AAPL +0.35%🟢 Microsoft $MSFT -0.35%🔴 Tesla $TSLA -2.49%🔴 Meta $META -5.17%🔴 Google $GOOGL -1.35%🔴

The Pentagon has said they are planning to purchase an additional 850 Lockheed Martin $LMT F-35 Lightning fighter jets They currently have only have about 800 F-35 jets across all three branches Air Force: F-35A 500 aircraft Marine Corps: F-35B 420 aircraft Navy: F-35C 273

Meta $META has reported they will spend $825B in future commitments Operational & Finance Leases: $335.7B Non-Cancellable Contracts: $454.5B Cloud Capacity Obligations: $14.7B Capital Expenditures: $145B Restricted cash Escrow: $10.8B

SpaceX $SPCX ended Q3 with 13.6M Starlink consumer subscribers, adding 1.6M in Q3. Starlink Mobile reached 22M monthly users, up 37% QoQ, while aviation agreements now cover roughly 12,000 aircraft, with installations continuing into 2027.

Nvidia $NVDA announced Vera Rubin DSX POD🤖 A pre tested compute clusters designed to cut deployment from months to days. Partners include Dell, HPE, Lenovo, Schneider Electric, Vertiv & Anduril, simplifying AI infrastructure deployment.

$META Muse 20 minutes after giving it bank login

International Business Machines $IBM just reported earnings: Revenue: $17.10B Vs $16.84B EST EPS: $2.95 Vs $2.87 EST

Lam Research $LRCX just reported earnings🥼 Revenue: $8.21B Vs $8.14B EST EPS: $2.19 Vs $2.18 EST