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 $SPCX (Space Exploration Technologies Corp) ▪️ Largest IPO in history, priced at $135/share, aiming to raise $75B. ▪️ Demand was heavily oversubscribed, with indications pointing to an opening price near $174/share (+30% vs IPO price). ▪️ The company debuted at a very demanding valuation, reportedly above 100x sales, reflecting expectations for future growth opportunities. 2️⃣ $NVDA (NVIDIA Corporation) ▪️ Signed a multi-year agreement with SK Hynix to co-develop next-generation memory for Vera Rubin chips, Vera CPUs, RTX Spark PCs, and Jetson Thor robotics platforms. ▪️ Announced a partnership with LG to co-develop mechanical systems and motors for humanoid robots. ▪️ Continues expanding its vision of “Physical AI”, bringing AI into real-world environments beyond screens. 3️⃣ 𝐈𝐧𝐭𝐞𝐥 (INTC) ▪️ Google reportedly placed an order exceeding 3 million TPUs to be manufactured by Intel Foundry for 2028. ▪️ According to estimates, this could represent roughly half of Intel’s expected production capacity during 2027-2028. ▪️ Nvidia is also evaluating Intel’s 18A manufacturing process for future multi-chip designs. ▪️ These developments further validate Intel Foundry's competitiveness. 4️⃣ $GOOG (Alphabet) ▪️ Cut the price of its AI Ultra plan from $249/month to $99/month. ▪️ Reduced pricing across the Gemini subscription lineup, intensifying the AI pricing war. ▪️ Waymo launched Waymo Premiere, a $30/month subscription tier offering priority access and additional ride benefits. 5️⃣ $AMZN (Amazon.com Inc) ▪️ Officially expanded Amazon Freight to all sellers, allowing Amazon to provide logistics services beyond its own marketplace ecosystem. ▪️ The initiative puts Amazon in more direct competition with UPS, FedEx, and DHL. ▪️ Introduced Graviton 5, a 192-core ARM processor built on TSMC’s 3nm process. ▪️ The chip is designed for agentic AI workloads. ▪️ Meta has reportedly committed to using tens of millions of Graviton 5 cores. ▪️ The Graviton business is now generating over $20B in annualized revenue, growing at triple-digit rates. 6️⃣ 𝐀𝐩𝐩𝐥𝐞 (AAPL) ▪️ Unveiled the largest Siri transformation in its history. ▪️ Siri AI is being rebuilt on a new architecture using Apple Foundation Models and will leverage Gemini technology. ▪️ Also introduced iOS 27, macOS 27, and the new Liquid Glass design language. 7️⃣ 𝐎𝐫𝐚𝐜𝐥𝐞 (ORCL) ▪️ Reported quarterly results with 21% revenue growth and 24% adjusted EPS growth, both above expectations. ▪️ Guidance was strong. ▪️ Backlog surged 363% year-over-year to approximately $638B. ▪️ Investors remain concerned about negative free cash flow and margin pressure caused by aggressive data center investments. 9️⃣ 𝐀𝐝𝐨𝐛𝐞 (ADBE) ▪️ Beat revenue and EPS expectations. ▪️ Revenue grew 13% year-over-year. ▪️ Raised full-year revenue and earnings guidance. ▪️ Despite strong results, shares weakened after the announcement that the CFO will depart, following the earlier departure of the CEO. ▪️ Leadership turnover remains a key investor concern. ─── 🌍 𝐎𝐭𝐡𝐞𝐫 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 1️⃣ $SPCX ▪️ Largest IPO in history, priced at $135/share, aiming to raise $75B. ▪️ Demand was heavily oversubscribed, with indications pointing to an opening price near $174/share (+30% vs IPO price). ▪️ The company debuted at a very demanding valuation, reportedly above 100x sales, reflecting expectations for future growth opportunities. 2️⃣𝐔𝐛𝐞𝐫 (UBER) ▪️ Opened a waiting list for its robotaxi service in London. ▪️ Commercial launch is expected by late 2026 or early 2027. ▪️ London could become the first major European city with autonomous transportation at scale. ▪️ Uber has already committed more than $10B to robotaxi initiatives. 3️⃣𝐕𝐢𝐬𝐚 (V) ▪️ Partnered with OpenAI to integrate payments directly into ChatGPT. ▪️ Through Visa Intelligent Commerce, AI agents will be able to authenticate payments, compare prices, and complete purchases on behalf of users. ▪️ This highlights the growing role of AI agents as commercial intermediaries. 4️⃣ 𝐋𝐮𝐱𝐮𝐫𝐲 𝐒𝐞𝐜𝐭𝐨𝐫 ▪️ 𝐋𝐕𝐌𝐇, 𝐇𝐞𝐫𝐦𝐞̀𝐬, and 𝐁𝐮𝐫𝐛𝐞𝐫𝐫𝐲 rallied strongly on Friday. ▪️ The move was driven by growing expectations of a potential peace agreement between the United States and Iran. ─── 📌 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐖𝐞𝐞𝐤 ✅ $SPCX completed the largest IPO ever. ✅ $NVDA expanded aggressively into memory and humanoid robotics. ✅ $GOOG triggered a major AI price war. ✅$AMZN continued monetizing its logistics and AI infrastructure businesses. ✅ Visa and OpenAI moved AI agents closer to becoming transactional platforms. ✅ Apple unveiled the biggest Siri overhaul in its history. ✅ Oracle delivered strong growth but faced concerns over cash flow and margins. ✅ Adobe beat expectations, but executive departures overshadowed results.

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