The CapEx shock in one screenshot
Across the last few mega-cap prints, 2026 CapEx plans moved from "already huge" to "did someone spill a trillion dollars on the keyboard."
– $Meta Platforms (META.US)$ guided $115–135B vs $110B consensus, with the stock up ~10% on the day, but that pop has not fully held, which is a subtle signal that investors want proof, not poetry about "superintelligence."
– $Microsoft (MSFT.US)$ guided $140–150B vs $109B consensus, and t...

$Amazon (AMZN.US)$ shares rose in extended trading after the company reported third quarter earnings and revenue that beat estimates and painted a rosier outlook for the current quarter.
The company reported earnings per share of $1.43, surpassing Bloomberg consensus that called for $1.16. Revenue reached $158.9 billion, above estimates of 157.3 billion.
The company expects operating income to reach $16 billion to $20 billion in the fourth ...