DN @ngda2003

$UBER TO ACQUIRE EZCATER FOR $2.3B IN CASH, EXPANDING UBER EATS INTO CATERING Uber is buying ezCater, a U.S. workplace meals and catering platform with 140,000+ restaurant partners and more than $2.5B in trailing 12-month gross bookings. ezCater is growing at a high-teens rate YoY, has average orders above $400, and is profitable on a non-GAAP operating income basis. Uber expects the deal to be margin accretive. After closing, ezCater will be integrated with Uber Eats and Uber for Business, giving Uber a larger presence in high-value group and enterprise food orders.

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Verdien ligger i dataene. Muse fanger uttalt kjøpsintensjon, samme datatype som gjør at Google og Amazon konverterer bedre enn annonser i en feed. Ett %-poeng bedre annonsepris er verdt 2,3 mrd dollar. Fem %-poeng er verdt 30 mrd i omsetning, og nesten alt går rett på bunnlinjen.

Økte Uber-posisjonen. 69 dollar krever at driftsmarginen faller under de 12,1 % selskapet allerede leverer. Markedet betaler for at forbedringen stopper. $UBER

50% av $GOOGL $GOOG allokeringen solgt i dag. Q2-rapporten forsterket avstanden med negativ fri kontantstrøm i 2026 og 2027 etter capex-hevingen til 195-205 milliarder dollar. Beholder resten, men størrelsen matcher ikke lenger overbevisningen.

$MSFT and $META were the two most-bought stocks by superinvestors last quarter. $MSFT has been substantially re-rated, while $META is still trading at 18x forward earnings.

Morgan Stanley on $AMZN (Bull Case Sees $500 PT) See AWS’s road to $1 trillion of revenue over the next 8-10 years, which paints a path toward $500 billion of company-wide EBIT and a $500 share price by year-end 2027. Our base case remains $335 PT, with the bull case increasingly in play if AWS delivers as we think it could. Amazon’s $1 trillion vision for AWS revenue reinforces the high-ROIC opportunity ahead. Believe Amazon is confident given 2Q26 earnings commentary laying out a vision of $1 trillion of AWS revenue, roughly 6x larger than the current ~$170 billion annualized, with long-term returns similar to the core AWS business over the past ~20 years. Amazon believes AWS could very possibly become a $1 trillion annual revenue business over time, with very appealing accompanying free cash flow and return on invested capital. Importantly, Amazon sees margins and returns in AI tracking what it saw with the core AWS business at the same point of evolution and actually a little ahead. Bringing on compute capacity remains the gating factor. As innovation and demand for GenAI tools continue to scale, we believe each hyperscaler’s ability to bring on compute capacity is the key factor driving forward revenue growth. Estimate Amazon will bring on 6-8 GW of compute capacity in 2026/2027. While visibility beyond 2027 is limited given server/rack purchase volumes, power requirements, regulatory uncertainty, and physical limits to faster data center openings, we believe Amazon is executing at an organized and rapid clip. As a base case, we assume adding 8 incremental GW per year is a reasonable range going forward. Analyst: Brian Nowak

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$META RELEASES MUSE CODE IN BETA Meta released Muse Code, a terminal agent powered by Muse Spark 1.2 that handles large repos with persistent agents and parallel sub-agents in isolated worktrees. Spark 1.2 scored 82.9% on Terminal-Bench 2.1, just behind Opus 5 at 86.7%

Mark Zuckerberg @finkd

3 months ago

Muse Spark 1.2 is our next step as we push toward frontier, with larger, more capable models on the way. Install it, use it, tell us what you think.

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$GOOGL falls nearly 5% after DeepMind CEO Demis Hassabis announces plans to step down 😳

Shay Boloor @StockSavvyShay

3 months ago

$GOOGL overhauls its AI leadership as Demis Hassabis steps away from day-to-day management of DeepMind to become Chairman and Chief Scientist. Separately, Jeff Dean (one of Google’s earliest employees and a key architect of its AI strategy for 15 years) is leaving to launch an

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$UBER Q2'26: bookinger +24% til 58 mrd, justert driftsresultat +40%, margin på bookinger 3,7% mot 3,3%. Aksjen ned 3,5% på Q3-guiding: bookinger 0,1% under konsensus, EPS 3,4% under. Markedet straffer inntjeningsguidingen, ikke veksten. #Investering #Aksjer #finans

$UBER AND WAYVE WIN LONDON ROBOTAXI LICENSES Uber and Wayve will offer supervised robotaxi rides in London this summer after securing private-hire licenses. Safety drivers will remain onboard, putting the pair ahead of planned launches from Waymo and Baidu.

$BR Q4: EPS +12% (topp av guide), salgsrekord, $1,5 mrd tilbakekjøp, utbytte +12%. Samtidig: tokenisert repo tredoblet til $360 mrd/dag, første on-chain proxy for tokenisert US-aksje. Markedet feirer EPS. Strukturskiftet ignoreres #investering #finans #aksjer

Jeg solgte CrowdStrike i dag, +134%🚀. Ikke fordi selskapet skuffer, Q1 var selskapets beste kvartal noensinne. Jeg solgte fordi kursen priser inn et eventyr selv ikke CrowdStrike leverer. Tallene under. $CRWD #Investering #Aksjer #Finans

Jeg kjøpte $UBER i dag. Bookinger +21% år over år. Non-GAAP EPS +44%. Bunnlinjen vokser dobbelt så fort som topplinjen. Dette er ikke et taxiselskap lenger, det er operasjonell giring. #Finans #Aksjer

Påfyll på $META @ $530.42 GAV $606.91 #finans #Aksjer

$CCJQ2: omsetning opp mot ventet, inntjening klart under. Mønsteret gjentar seg. Spotprisen stiger, men resultatet henger etter fordi mye av volumet er solgt på gamle kontraktsvilkår. Den lange historien om atomkraft og datasentre er uendret.

$CCJ Q2-tallene fra Cameco viser hvorfor uran-thesen og aksjekursen ikke alltid følger hverandre. Inntekter slo estimatene med over $50M. Justert EPS på $0,13 mot ventet $0,26 minner om at høyere spotpriser ikke automatisk gir høyere fortjeneste når kontraktene er langsiktige.

$CCJ Cameco leverte $588M i omsetning i Q2, over ventet. EPS på $0,04 mot ventet $0,26 er en klar miss. Toppen holder. Bunnlinjen sliter fortsatt med konverteringsøkonomi. Historien om atomkraft er intakt, marginene er ikke der ennå. #Finans #Aksjer

Ledelsen løftet ambisjonen for AWS til 1 000 mrd. dollar i årlig omsetning over tid. AWS omsatte for 128,7 mrd. i 2025. Veien dit krever rundt 29 % årlig vekst i åtte år. AWS leverte 36,7 % i kvartalet. Spørsmålet er ikke retningen, men varigheten. $AMZN

$GOOGL løftet capex til 195-205 mrd. dollar. Aksjen falt 6 %. $AMZN løftet capex til 220 mrd. Aksjen steg 7 %. Samme handling, motsatt reaksjon. Forskjellen: AWS akselererte i samme slipp. Markedet straffer ikke capex, men capex uten avkastning.

$AMZN AWS vokste 36,7 % i Q2, femte kvartal på rad med akselerasjon. Marginen gikk samtidig opp 650 bp til 39 %. Akselererende vekst og stigende margin, midt i den tyngste capex-syklusen selskapet har hatt. Normalt betaler du for vekst med margin. Her fikk du begge.