Javier Prada @JavierPrada: "📢 𝐖𝐞𝐞𝐤𝐥𝐲 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐓𝐞𝐜𝐡..."

Argentina

📢 𝐖𝐞𝐞𝐤𝐥𝐲 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐓𝐞𝐜𝐡 𝐒𝐮𝐦𝐦𝐚𝐫𝐲 A week full of news! Here’s a recap of the 𝐦𝐨𝐬𝐭 𝐫𝐞𝐥𝐞𝐯𝐚𝐧𝐭 𝐮𝐩𝐝𝐚𝐭𝐞𝐬: ─── 🚀 𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 1️⃣ $GOOG (Alphabet) ▪️ 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐝 𝐢𝐭𝐬 𝐥𝐚𝐫𝐠𝐞𝐬𝐭 𝐞𝐯𝐞𝐫 𝐞𝐪𝐮𝐢𝐭𝐲 𝐨𝐟𝐟𝐞𝐫𝐢𝐧𝐠, raising $84.75 billion to fund massive AI infrastructure investments. ▪️ Approximately $10 billion of the offering is expected to be purchased by Berkshire Hathaway. ▪️ The transaction would dilute existing shareholders by roughly 1.4%, a relatively modest impact. ▪️ Management previously repurchased shares aggressively when valuations were lower, helping offset concerns about dilution. 2️⃣ $MSFT (Microsoft) ▪️ At Build 2026, Microsoft unveiled seven proprietary AI models, led by MAI Thinking 1, its first in-house reasoning model. ▪️ According to independent evaluators, the model reportedly outperforms Anthropic's flagship model while offering significant cost advantages when running on Azure. ▪️ Announced Copilot Super App, integrating chat, work, and coding capabilities into a single platform. ▪️ Introduced the second-generation Majorana 2 quantum chip. ▪️ 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐢𝐬 𝐛𝐞𝐜𝐨𝐦𝐢𝐧𝐠 𝐥𝐞𝐬𝐬 𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭 𝐨𝐧 𝐭𝐡𝐢𝐫𝐝-𝐩𝐚𝐫𝐭𝐲 𝐀𝐈 𝐦𝐨𝐝𝐞𝐥𝐬. 3️⃣ $META (Meta Platforms Inc) ▪️ Launched a new Business AI Agent across WhatsApp, Instagram, and Facebook, targeting its 3 billion users. ▪️ Exploring premium AI subscription plans that could reach $200 per month. ▪️ Bloomberg reported Meta is considering a large equity raise to help finance AI-related capital expenditures. ▪️ The market reacted negatively to the possibility of shareholder dilution. 4️⃣ $AMZN (Amazon.com Inc) ▪️ Prime Day 2026 will run from June 23–26, earlier than usual. ▪️ Unveiled the next-generation Proteus robot, capable of voice-guided operation and working alongside employees without safety barriers. ▪️ Announced €10 billion of additional European logistics investments through 2030. 5️⃣ $AAPL (Apple) ▪️ According to reports, Apple is preparing to launch its first smart glasses featuring cameras and integrated audio. ▪️ Expected price range: $300–$500. ▪️ The move is aimed at competing directly with Meta's growing smart-glasses ecosystem. 6️⃣ $NVDA (NVIDIA Corporation) ▪️ Introduced RTX Spark, its first laptop-focused chip combining an ARM CPU and Blackwell GPU in a single processor. ▪️ Analysts compared the launch to Apple's M1 moment due to the efficiency benefits of ARM-based architecture. ▪️ Expected to arrive this fall in devices from Dell, HP, Asus, Lenovo, and Microsoft Surface. 7️⃣ 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦 (NASDAQ: AVGO) ▪️ Reported results that beat analyst expectations on revenue and earnings. ▪️ AI semiconductor revenue reached $10.8 billion, growing 143% year-over-year. ▪️ Guidance exceeded expectations overall. ▪️ Despite strong fundamentals, shares fell sharply after earnings, partly due to previously elevated valuation levels. ─── 🌍 𝐎𝐭𝐡𝐞𝐫 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 1️⃣ 𝐁𝐞𝐫𝐤𝐬𝐡𝐢𝐫𝐞 𝐇𝐚𝐭𝐡𝐚𝐰𝐚𝐲 (NYSE: BRK.B) ▪️ Expected to invest approximately $10 billion in Alphabet's capital raise. ▪️ The move is seen as potentially reflecting the influence of Greg Abel, who is increasingly taking a leading role in capital allocation decisions. 2️⃣ 𝐔𝐛𝐞𝐫 (NYSE: UBER) ▪️ Announced workforce reductions affecting 23% of its People & Place division (HR, recruiting, workplace operations, and culture). ▪️ The cuts represent less than 1% of Uber's total workforce. ▪️ Management stated the layoffs are not related to AI initiatives. 3️⃣ 𝐒𝐩𝐚𝐜𝐞𝐗 (Ticker: SPCX) ▪️ Set its IPO price at $135 per share, implying a valuation of approximately $1.77 trillion. ▪️ Expected to raise $75 billion in the offering. ▪️ Elon Musk is expected to retain roughly 82% voting control. ▪️ Analysts published extremely ambitious long-term forecasts, including projections for massive revenue growth through 2030 and beyond. ▪️ 𝐓𝐡𝐞 𝐈𝐏𝐎 𝐢𝐬 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭 𝐚𝐧𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞𝐝 𝐦𝐚𝐫𝐤𝐞𝐭 𝐞𝐯𝐞𝐧𝐭𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫.

Not investment advice. The author may have financial interests in the mentioned instruments.