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@ckcapitalxx
Investor in defense, space, tech & photonics | Co-Owner @CVresearch_ | Portfolio live on Autopilot | NFA DYOR | https://substack.com/@cvresearch
World & Business
CNBC reports steady capital spending alongside the earnings miss; one post put Amazon's stock drop at 12%.
Technology
Techmeme, citing Meta, reports Q3 operating income fell 37% YoY to $12.99B on a $9.89B AG settlement charge.
AI
A post claims ninefold year-over-year growth; another says SpaceX has 1.7GW of compute capacity, targeting 2.5–3GW by end-2026.
Technology
Meta’s Home Link giveaway accompanies the release, but the ready-made device only runs official firmware.
World & Business
The September payrolls report came in well below expectations of roughly 84,000 to 90,000 jobs, and prior months were revised down by 60,000. Reuters and market pricing indicated traders shifted toward expecting the Fed to hold rates steady in October.
YouTubeTechnology
A post says Google's planned prototype satellite will explore whether space could host large-scale AI computing infrastructure.
