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Introducing x402 payments.
Agents can now access our stock market data using USDC.
There's no API key or account to set up.
All your agent needs is a wallet on Base.
And it pays for each request as it goes, with no subscription or prepaid credits.
Agents can now access our stock market data using USDC.
There's no API key or account to set up.
All your agent needs is a wallet on Base.
And it pays for each request as it goes, with no subscription or prepaid credits.
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RT @virattt: We’re launching France this week 🇫🇷
Full financials for every French company.
From giants like Hermès and L'Oréal to small c…
Full financials for every French company.
From giants like Hermès and L'Oréal to small c…
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The Fed held at 3.75% to 4.00% today.
Since the first cut in September 2024, the Fed's rate is down 1.5 points.
The 10-year Treasury yield is up 1.34 points, from 3.65% to 4.99%.
When the cuts began, the 10-year was 1.85 points below the Fed rate.
Today, it's a full point above.
Since the first cut in September 2024, the Fed's rate is down 1.5 points.
The 10-year Treasury yield is up 1.34 points, from 3.65% to 4.99%.
When the cuts began, the 10-year was 1.85 points below the Fed rate.
Today, it's a full point above.
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Robinhood now makes more from prediction markets than from crypto.
It took less than 2 years.
Per its Q3 report, $HOOD event contracts brought in $173 million, up 500% YoY
Crypto did $120 million, down 55% YoY.
Customers traded a record 16.4 billion event contracts, up 600% YoY.
It took less than 2 years.
Per its Q3 report, $HOOD event contracts brought in $173 million, up 500% YoY
Crypto did $120 million, down 55% YoY.
Customers traded a record 16.4 billion event contracts, up 600% YoY.
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AI chip deals have grown 8x in two years.
Yesterday, two deals totaling $103 billion were announced.
Anthropic ($ANT) secured a $63 billion lease of Broadcom AI chips.
SpaceX ($SPCX) secured a $40 billion lease of Nvidia GPUs.
SpaceX already spends $1.72 on capex for every $1 of revenue.
The lease adds at least $8 billion a year on top of that.
The previous record, $36 billion of Google chips, was 5 months ago, also by Anthropic.
In 2024, the largest chip financing on record was CoreWeave's $7.5 billion.
Yesterday, two deals totaling $103 billion were announced.
Anthropic ($ANT) secured a $63 billion lease of Broadcom AI chips.
SpaceX ($SPCX) secured a $40 billion lease of Nvidia GPUs.
SpaceX already spends $1.72 on capex for every $1 of revenue.
The lease adds at least $8 billion a year on top of that.
The previous record, $36 billion of Google chips, was 5 months ago, also by Anthropic.
In 2024, the largest chip financing on record was CoreWeave's $7.5 billion.
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Boeing is down 10% today after its airplane unit lost money again.
That unit has now lost money in 29 of the last 30 quarters.
Commercial Airplanes lost $697 million last quarter, about $4.3 million per plane delivered.
Since 2019, Boeing's airplane business has lost $49 ries.
In 2018, before the 737 MAX grounding, it made about $9.7 million per plane.
Boeing's backlog is a record $745 billion, over 6,300 planes.
That is about 10 years of work at today's delivery pace.
That unit has now lost money in 29 of the last 30 quarters.
Commercial Airplanes lost $697 million last quarter, about $4.3 million per plane delivered.
Since 2019, Boeing's airplane business has lost $49 ries.
In 2018, before the 737 MAX grounding, it made about $9.7 million per plane.
Boeing's backlog is a record $745 billion, over 6,300 planes.
That is about 10 years of work at today's delivery pace.
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Brazilian companies listed in the US lost $100 billion in market value yesterday.
The top 21 Brazilian stocks listed in the US went from $620B to $520B in market cap.
Banks and fintechs took the worst of it:
XP fell 48%, Bradesco 28%, Itau 20% and Nubank 17%.
Brazil's techs lost $60 billion, 21% of their value, in one session.
Petrobras lost the most dollars of any single company, $24 billion, on a 14% drop.
Not every stock dropped: Vale, which sells iron ore for dollars, only slipped 3%, and Suzano, the pulp exporter, rose 2%.
iShares Brazil fund (EWZ) closed down 20%.
The top 21 Brazilian stocks listed in the US went from $620B to $520B in market cap.
Banks and fintechs took the worst of it:
XP fell 48%, Bradesco 28%, Itau 20% and Nubank 17%.
Brazil's techs lost $60 billion, 21% of their value, in one session.
Petrobras lost the most dollars of any single company, $24 billion, on a 14% drop.
Not every stock dropped: Vale, which sells iron ore for dollars, only slipped 3%, and Suzano, the pulp exporter, rose 2%.
iShares Brazil fund (EWZ) closed down 20%.
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General Motors is leaving NYSE for Nasdaq.
This will make it the cheapest stock in the Nasdaq-100.
$GM trades at 0.34x its trailing sales, while the median Nasdaq-100 stock trades at 6.7x.
The cheapest stock in the index today is Comcast, at 0.64x.
GM's $187 billion in in the index, ahead of Tesla, Micron and Broadcom.
Its $64 billion market cap would rank 66th.
The gap is margins: GM keeps about 2 cents of every sales dollar, the median Nasdaq-100 company keeps 20.
Per GM's 8-K filed today, a Nasdaq listing "provides eligibility for potential inclusion in the Nasdaq-100 Index.
This will make it the cheapest stock in the Nasdaq-100.
$GM trades at 0.34x its trailing sales, while the median Nasdaq-100 stock trades at 6.7x.
The cheapest stock in the index today is Comcast, at 0.64x.
GM's $187 billion in in the index, ahead of Tesla, Micron and Broadcom.
Its $64 billion market cap would rank 66th.
The gap is margins: GM keeps about 2 cents of every sales dollar, the median Nasdaq-100 company keeps 20.
Per GM's 8-K filed today, a Nasdaq listing "provides eligibility for potential inclusion in the Nasdaq-100 Index.
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Coca-Cola's growth is no longer coming from price hikes.
From mid-2022 through 2024, higher prices added 9% to 13% to Coke's sales growth every quarter. The amount of Coke actually sold grew about 2%.
That has flipped.
Per the Q3 release out today, pricing added 1% while ond straight quarter at 5%.
Volume has now outgrown pricing for three quarters in a row, the first time since at least 2018.
Coca-Cola is now growing on volume, not price.
From mid-2022 through 2024, higher prices added 9% to 13% to Coke's sales growth every quarter. The amount of Coke actually sold grew about 2%.
That has flipped.
Per the Q3 release out today, pricing added 1% while ond straight quarter at 5%.
Volume has now outgrown pricing for three quarters in a row, the first time since at least 2018.
Coca-Cola is now growing on volume, not price.
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RT @virattt: Economic output per person is one of my favorite stats.
I am extremely bullish on humanity’s ability to create huge gains wit…
I am extremely bullish on humanity’s ability to create huge gains wit…
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Anthropic's models now earn more than they cost to run, per the S-1 filed today
18 months ago it was the opposite. Every $1 of revenue cost $2.51 in compute.
As of Q2 2026, that same $1 costs $0.48.
Revenue grew 31x. Compute grew 6x.
18 months ago it was the opposite. Every $1 of revenue cost $2.51 in compute.
As of Q2 2026, that same $1 costs $0.48.
Revenue grew 31x. Compute grew 6x.
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Americans are holding onto their phones longer than ever.
Only 2.6% of Verizon's postpaid lines upgraded their phone last quarter.
That is the lowest Sep quarter since $VZ started publishing in 2019, when it was 4.8%.
Equipment revenue fell 9% y/y and promo spending on new r the Q3 release: "The average time customers keep their mobile devices continues to increase.”
Only 2.6% of Verizon's postpaid lines upgraded their phone last quarter.
That is the lowest Sep quarter since $VZ started publishing in 2019, when it was 4.8%.
Equipment revenue fell 9% y/y and promo spending on new r the Q3 release: "The average time customers keep their mobile devices continues to increase.”
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RT @virattt: We now track 500+ KPIs on @findatasets.
This includes data like Starlink subscriptions from $SPCX or Palantir's ARR.
Compani…
This includes data like Starlink subscriptions from $SPCX or Palantir's ARR.
Compani…
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Anthropic ($ANT) makes $6.6M of revenue per employee.
In tech, only Nvidia makes more. Everyone else is below half that.
Per the S-1 filed today, Anthropic has about 5,300 employees.
A year ago, revenue per employee was $1.4M.
In tech, only Nvidia makes more. Everyone else is below half that.
Per the S-1 filed today, Anthropic has about 5,300 employees.
A year ago, revenue per employee was $1.4M.
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RT @virattt: Anthropic just filed for IPO.
H1 2026 highlights:
• $16.3B revenue, up 14x YoY
• $693M operating loss, down 68% YoY
• $131.7B…
H1 2026 highlights:
• $16.3B revenue, up 14x YoY
• $693M operating loss, down 68% YoY
• $131.7B…
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RT @virattt: AI Hedge Fund now prices in trading costs.
Just like a real fund does.
How it works:
1 • you buy a stock
2 • you pay a sprea…
Just like a real fund does.
How it works:
1 • you buy a stock
2 • you pay a sprea…
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RT @virattt: Your agent can now get stock market data for as little as $0.02.
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RT @virattt: x402 is now live on @findatasets.
Your agent can now pull stock market data without an API key and pay per request.
No subsc…
Your agent can now pull stock market data without an API key and pay per request.
No subsc…
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Meta reported Q3 earnings yesterday.
It now has $810B in future commitments.
• Leases not started: $355.7B (vs $58.1B y/y)
• Other commits: $454.5B (vs $81.2B y/y)
The leases are for data centers, energy and network infrastructure. The other are mostly cloud capacity and servers.
Commitments grew by $182B in Q3, while Meta holds $82.45B in cash and securities.
Free cash flow was -$2.12B for the quarter, and share buybacks were zero through Sep.
It now has $810B in future commitments.
• Leases not started: $355.7B (vs $58.1B y/y)
• Other commits: $454.5B (vs $81.2B y/y)
The leases are for data centers, energy and network infrastructure. The other are mostly cloud capacity and servers.
Commitments grew by $182B in Q3, while Meta holds $82.45B in cash and securities.
Free cash flow was -$2.12B for the quarter, and share buybacks were zero through Sep.
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