Dror Shilo @ShiloDror

*Citi Partners With Coinbase to Enable Stablecoin Payments for Institutional Clients -- WSJ: BBG

Huge change on site. The GEX heatmap update frequency has been increased significantly. Get second-to-second updates See more: unusualwhales.com/stock/SPY/gree…

$GPRO TO MERGE WITH STARMAN OPTICAL GoPro has agreed to merge with optical-photonics company Starman Optical in a $285M recapitalization deal. GoPro shareholders will receive about $1.14/share in cash and retain roughly 10% of the combined company. ~$92M of GoPro debt will be repaid at closing. The combined company will remain publicly listed on Nasdaq and plans to expand beyond consumer cameras into AI data-center infrastructure, government, defense and aerospace using Starman’s U.S.-made optical transceivers.

איך זה הגיוני שב 2026 עושים כתבות על ילדים שמשקיעים ולא על הורים שלא מבינים כלום בהשקעות. אולי כתבה על הורים שמפקירים את הילדים שלהם בגלל שהם לא מבינים כלום יעשה יותר טוב. שיחה מהפלטפורמה האחרת: ״…מה נשמע מיכה אם תוכל בטובך לענות לי על השאלה אני אשמח ממש יש לי 5000 שקל זמינים … עדיף לשחק איתם עם השקעות או לשים את ה5000 שקל האלה בהשקעה ארוכת טווח כי בסופו של דבר אני רוצה כמה שיותר להפיק מהכסף הזה עוד כסף. בסופו של דבר אני בן 16 וזה כסף לא קטן בשבילי במיוחד שעבדתי בשבילו … (אני: אתה צריך להתייעץ עם ההורים ) זה כמובן אבל הם לא מבינים כל כך בהשקעות או מה לעשות עם הכסף …״

$META Platforms Q2’26 Earnings Highlights 🔹 Revenue: $60.8B (Est. $60.17B) 🟢; +28% YoY 🔹 EPS: $6.18 (Est. $7.22) 🔴; -13% YoY 🔹 DAP: 3.60B (Est. 3.61B) 🟡; +3% YoY 🔸 FY26 CapEx: $130B-$145B, from $125B-$145B Guide: 🔹 Q3 Revenue: $61B-$64B (Est. $63.15B) 🟡 🔹 FY26 Expenses: $165B-$169B; raised for Q2 legal charges 🔹 FY26 Oper. Income: Above 2025 level 🔹 FY26 Remaining Tax Rate: 15%-17%; from 13%-16% Q2 Segment: 🔹 Advertising Revenue: $59.4B (Est. $59.01B) 🟢; +27% YoY 🔹 Family of Apps Revenue: $60.4B (Est. $59.60B) 🟢; +28% YoY 🔹 Family of Apps Operating Income: $23.4B 🔹 Reality Labs Revenue: $431M (Est. $441.5M) 🔴 🔹 Reality Labs Operating Loss: ($4.62B) (Est. ~$5.0B) 🟢 Other Metrics: 🔹 Ad Impressions: +14% YoY 🔹 Avg. Price per Ad: +12% YoY 🔹 Headcount: 75,472; -1% YoY 🔹 CapEx: $31.08B (Est. ~$33.7B) 🟡 🔹 Operating Cash Flow: $31.9B 🔹 Free Cash Flow: $784M 🔹 Dividend & Equivalents: $1.35B 🔹 Cash, Equivalents & Marketable Securities: $90.26B Financials: 🔹 Oper. Income: $18.8B (Est. $21.5B) 🔴; -8% YoY 🔹 Costs & Expenses: $42.0B; +55% YoY 🔹 Operating Margin: 31%; -1,200 bps YoY 🔹 Net Income: $15.8B; -14% YoY 🔹 Long-Term Debt: $83.66B 🔹 Includes $2.40B of legal proceeding charges recognized in Q2 CEO Commentary: 🔸 “AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities.” 🔸 “The results are already showing, and I'm optimistic about the potential ahead.”

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$CRWV | 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞: Cantor reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟓𝟔 Analyst highlights multi-billion deals and capacity ramp, with backlog and growth outlook strengthening.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $HON Honeywell Signs Defense Deal, Commits $𝟓𝟎𝟎𝐌 to Boost Production 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Honeywell signs 𝐬𝐮𝐩𝐩𝐥𝐢𝐞𝐫 𝐟𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤 agreement with U.S. Department of War. ➤ Company to invest $𝟓𝟎𝟎𝐌 in multi-year production expansion. ➤ Focus on 𝐧𝐚𝐯𝐢𝐠𝐚𝐭𝐢𝐨𝐧 systems, actuators, and electronic warfare tech. ➤ Systems support 𝐩𝐫𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐦𝐮𝐧𝐢𝐭𝐢𝐨𝐧𝐬 and missile maneuverability. ➤ Electronic warfare solutions used in 𝐟𝐢𝐠𝐡𝐭𝐞𝐫 𝐣𝐞𝐭𝐬 and AMRAAM missiles. ➤ Honeywell among first 𝐓𝐢𝐞𝐫 𝟏 suppliers in this program. ➤ Move aims to accelerate 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 production capacity and readiness.

Top 10 stocks with the highest projected revenue growth for 2026: 1. $NBIS 2. $IREN 3. $NVDA 4. $PLTR 5. $BESI 6. $ALAB 7. $CRDO 8. $RDDT 9. $AVGO 10. $APP

$ETOR is surging over 14% in the pre-market session following strong Q4 2025 results

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The 🇺🇸 stock market just closed the day RED 🔴🔴🔴🔴

$META $NVDA $GOOGL - META MAY BUY BILLIONS IN GOOGLE AI CHIPS Meta is in talks with Google on a multi-billion-dollar deal to buy Google’s AI chips starting in 2027, and may rent them from Google Cloud as early as next year, The Information reports. The move would mark Google’s first major push to sell its TPUs beyond its own data centers, potentially making it a stronger competitor to Nvidia. Some Google Cloud executives think the strategy could capture up to 10% of Nvidia’s yearly revenue.

BREAKING: Grand Theft Auto 6, GTA 6 delays release until Nov 19, 2026. Stock is down 11% on the news.

FED'S HAMMACK: IS CONFIDENT FOMC DECISION WAS THE RIGHT ONE

Warren Buffett just said: - “I thought I would remain CEO as long as I thought I was more useful than anybody else, in terms of being CEO” ... “And it surprised me, you know, how long it went. - “It was unfair, really, not to put Greg in the job” ... “The more years that Berkshire gets out of Greg, the better”