Edgewater says AppLovin $APP is entering a “show-me” phase as growth normalizes. The firm says MAX is nearing a functional ceiling, market share growth is less consistent, and “competition is impacting APP’s net spreads at the margin.” 4Q26/2027 estimates are moving lower.

Zeta Global: The Master Thesis Here’s my latest Substack thesis paper. An updated take on my $ZETA Global thesis. Everything you need to know… - KPIs - MOAT. - Infographics. - Financial Model. - Value Proposition. - Management’s Roadmap. Of course, entirely FREE. Substack article link 🔗: wealthmatica.substack.com/p/… Please enjoy, Nick.

Today, we announced a new @ZetaGlobal hub in London, strengthening our presence in the U.K. and bringing our Intelligent AI Infrastructure to more enterprises across the market and help us grow even faster in the UK and Europe. I am also excited to welcome our new U.K. President, Lalitha Stables. She brings experience from HubSpot, Salesforce and Google and will lead the strategy behind our continued growth in the U.K. $zeta LG 🚀🚀🚀 businesswire.com/news/home/2…

Official Interview: Dylan Taylor | @dylan Voyager Technologies CEO on Starlab, Golden Dome, Palantir & the Moon. Here's the summary... In this 35 minute interview we dove into the future of the company and Voyager's roadmap to become a $10B business: 1:00 Background & Life 1:35 Core thesis of Voyager 3:17 Energetics monopoly 6:10 Golden Dome & Defense 8:42 Guidance: Organic 25% CAGR 9:56 Agentic AI spectrum platform 12:35 LEO & space edge computing 15:35 Orbital datacenter supply chain 19:09 Datacenters on the Moon 20:18 Starlab's revenue potential 22:00 Starlab's operating platform 25:07 Starlab's 2029 timeline 26:04 Does Starlab need NASA? 27:35 Astrobic & Lunar 30:34 Lunar power generation 33:08 How large can Voyager be? Thank you, @dylan for coming on the podcast. It was a pleasure and we'll do it again soon! $VOYG

Cybercab pricing vs Uber pricing This is a game changer 😳

This is what a defeated aircraft carrier looks like. The USS Abraham Lincoln arrived in Thailand, covered in rust and clearly visible fractures. It did not even have a working elevator for the planes. There are usually 4 of them. The planes are visible on deck, but should be in the hangar in the deck below. The carrier could not continue fighting against Iran. Tired and broken. Leaking toilets.

Nvidia $NVDA Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $96.2B (Est. $92.2B) 🟢; +106% YoY 🔹 Adj. EPS: $2.22 (Est. $2.10) 🟢; +120% YoY 🔹 Data Center: $89.0B (Est. $85.8B) 🟢; +117% YoY 🔹 Adj Gross Margin: 75.0% (Est. 75%) 🟡; +250 bps YoY Q3 Guide: 🔹 Revenue: $108.0B +/- 2% (Est. $104.2B) 🟢 🔹 Adj Gross Margin: 74.0% +/- 50 bps 🔹 Adj OpEx: ~$9.0B Segment Revenue: 🔹 Data Center: $89.0B; +117% YoY 🔹 Edge Computing: $7.2B; +27% YoY Financials: 🔹 Adj Operating Income: $64.0B; +124% YoY 🔹 Adj OpEx: $8.2B; +54% YoY 🔹 Adj Net Income: $54.0B; +118% YoY 🔹 Free Cash Flow: $21.3B 🔹 Cash & Cash Equivalents: $22.4B 🔹 Short-Term Debt: $1.0B 🔹 Long-Term Debt: $32.4B Capital Return: 🔹 Shareholder Returns: ~$26.0B in Q2 🔹 Remaining Authorization: ~$99.0B Key Updates: 🔹 GAAP-to-non-GAAP adjustment includes $7.8B of net gains from equity securities 🔹 Outlook assumes no Data Center compute revenue from China 🔹 Vera Rubin is ramping into full production with racks running at partners Comments: 🔸 “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.” 🔸 “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

HERE’S EVERYTHING $META AGREED TO IN ITS $18B TEEN SAFETY SETTLEMENT New protections for users under 18 across Instagram and Facebook: TIME LIMITS • Default 2-hour daily limit • Default 12 a.m.-6 a.m. nighttime block • Parent approval required to remove either restriction FEED + SAFETY • Option for a non-personalized feed • Hide like and reaction counts • Stronger age checks and removal of users under 13 • More tools for parents and guardians • Respond to 90% of potentially harmful content reports within 6 hours OVERSIGHT • Maintain & improve teen safety measures for 10 years • Independent compliance audits for 5 years PAYMENTS • ~$12.7B paid to states • Another $5.3B contingent on TikTok and YouTube agreeing to similar terms If TikTok and YouTube join, Meta’s default teen time limit drops from 2 hours to 1 hour per day. Meta will also record a ~$10B legal expense in Q3 2026, while keeping its July guidance unchanged.

BREAKING: We just received data on new stock trades by Nancy Pelosi. She bought up to $12,000,000 in stock and call options in a company called Bloom Energy, $BE Bloom produces onsite energy for data centers. Full trade list up on Quiver.

I interviewed $ZETA Global CFO, Chris Greiner. Come to find out, the company is "ahead of plan..." Big things are coming – here's what we cover: - Can $ZETA beat long term targets... again. - Athena, Palantir, Business intelligence. - Strength in Macro headwinds. - Stock-based compensation. 0:51 Ahead of plan… 3:30 Organic growth rate 5:47 New growth verticals 6:38 Business Intelligence 8:42 BI expected margins 9:00 SBC & Dilution 11:23 Macro headwinds 13:26 Palantir & Expansion 14:32 Credit facility & M&A 16:35 M&A Private v. Public 17:43 Tell us about David Steinberg Chris gave us some more clarity on the quarter, specifically on the forward roadmap. Watch it here: piped.video/MOVBOFmW1WI Thank you for joining me, Chris. $ZETA x $PLTR

Let’s be honest, you’re paying $4/gallon for Israel.