Today

5m 30s

Big Tech lights up the premarket

About this episode

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports

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