$META

Amazon's AI chip share surged to 7.5% from 1.4% in two years, reaching $20B annual run rate with triple-digit growth, threatening Nvidia's dominance.

SpaceX filed confidentially for IPO in April 2026, targeting $75B raise at $1.75-2T valuation. Analysts warn of historical risks facing mega-IPOs.

SpaceX IPO filings reveal Elon Musk holds Class B shares with 10 voting rights each, making him effectively irremovable without his consent and limiting investor influence.

Nvidia approaches historic $6 trillion valuation milestone with stock trading at reasonable 25x forward earnings, but investors should adopt 3-5 year time horizons due to AI spending cyclicality risks.

Major tech firms delivered mixed Q1 earnings April 29 as AI capex race exceeds $650B. Fed held rates steady amid inflation concerns.

Waters Parkerson invests $3M in CBIZ shares amid 51% stock decline, betting integration headwinds from Marcum acquisition will prove temporary.

AMD stock dropped 5% amid AI spending concerns but gained partnership validation from Meta's 6GW GPU commitment. July Advancing AI event and strong institutional positioning signal upside ahead.

Oil surges 5-6% on Iran tensions; Treasury yields top 4.4%. Fed holds rates at 3.75% as tech stocks fall 1-2% on OpenAI revenue miss.

Microsoft reports earnings alongside Meta, Alphabet, and Amazon on Wednesday, facing investor scrutiny over AI capacity constraints and $80 billion data center spending.

China's massive trade surplus bolsters Hong Kong equities despite Western investor retreat, reflecting a generational shift away from China exposure.

Microsoft, Amazon, Alphabet, and Meta report earnings after market close today with prediction markets pricing in 92-96% beat probabilities.

PayPal and Wingstop trade well below peaks with growth catalysts: PayPal leverages Venmo, BNPL expansion; Wingstop scales restaurant footprint with AI kitchen tech.

Magnificent 7 tech giants report April 29-30 earnings amid investor pressure to prove AI infrastructure investments generate sufficient cloud and advertising revenue growth against $115-200B annual capital spending.

U.S. stock futures rise ahead of Powell's final Fed speech and rate decision. Markets expect unchanged rates while tech earnings and oil surge 3.05% dominate focus.

S&P 500 fell 0.49% to 7,138.80 as investors await tech earnings and Fed decision. Polymarket predicts 61% odds of higher open April 29.

Australia proposes 2.25% tax on Meta, Google, TikTok revenue unless platforms negotiate deals with news publishers, targeting AUD 200-250 million annually for struggling journalism sector.

SpaceX's $75B IPO with 30% retail allocation risks repeating history. Analysts warn against day-one purchases due to unsustainable valuations and poor IPO track records.

Marvell Technology eyes rapid expansion as hyperscalers seek Nvidia alternatives, targeting $15 billion revenue by fiscal 2028 with 30%+ annual growth.

S&P 500 fell 50 basis points Tuesday as oil, dollar, and rates rose. Dispersion index compression and rising correlations signal potential further weakness.

Alphabet, Amazon, Microsoft, and Meta report earnings simultaneously, revealing whether their $600B+ AI capex translates to profits.