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@kobeissiletter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
World & Business
CNBC puts revenue above LSEG's $12.72 billion estimate and reports $4.4 billion in net income.
Entertainment
Netflix reported Q3 revenue of $12.87B (+12% YoY), beating on EPS ($0.87) and operating margins (34.6%), but Q4 guidance disappointed. Ad revenue was trimmed to ~$2.7B from ~$3B due to slower rollout. Stock dropped ~3-4% after hours.
World & Business
One post gives Japan's gross government debt-to-GDP ratio as 204.4%; another warns a Taiwan crisis could exceed COVID-19's economic toll.
World & Business
Coin Bureau says South Korean stocks lost ₩170 trillion on October 20; SK Hynix fell as much as 5.6%.
World & Business
Business Insider reports AWS took ownership of racks earlier in the supply chain, committing cash before installation.
World & Business
The Kobeissi Letter says September's $134 billion surplus was up 51% year over year, its second-largest on record.
AI
Bloomberg links the possible deal to a second facility at Nscale's West Virginia campus, separate from existing agreements.
Technology
The Kobeissi Letter, citing Bloomberg, said a deal could bolster the Nvidia-backed data center developer’s IPO prospects.
World & Business
A post says Anthropic is negotiating to secure additional computing capacity, potentially 460 megawatts in West Virginia.
World & Business
A post cites a 5.5% weekly Nasdaq 100 slide; another argues 'Black Monday' warnings can be buying signals.
Technology
A post puts shipments at 255.3 million units and calls it the largest quarterly decline on record.
World & Business
Citadel Securities recorded $9.1 billion in weekly retail net buying, concentrated in semiconductors and AI-linked stocks.
World & Business
One post puts Brent around $106 a barrel and claims Iran is targeting ships in the Strait of Hormuz.
World & Business
September 2026 Producer Price Index data released Oct 15 showed a 1.3% month-over-month rise (vs. 0.6% expected), one post reported.
Technology
A tech news roundup says ASML also raised its 2026 outlook as chip demand strains semiconductor equipment capacity.
World & Business
The Financial Times reports September’s annual rate was up from 3.4% in August and above economists’ 3.6% forecast.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
World & Business
The Kobeissi Letter says JGB holdings fell $90 billion to $3.19 trillion in Q3, their lowest since Q1 2020.
Technology
A post relaying SpaceX's announcement says 800 MHz spectrum could improve indoor coverage; the agreement still needs FCC approval.
World & Business
FT reports OpenAI told investors annualized revenue was approaching $50 billion in September, versus a widely reported $70 billion.
