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Pacing the frontier @AnthropicAI

Nvidia has unveiled DSX POD, a design for an AI data center packed into a shipping container CEO Jensen Huang reveals how it can transform data centers👇

Musk thinks Tesla-SpaceX merger will be a "good thing, but..."

If @SpaceX hits $400, what would be the net worth of @elonmusk? @grok, please do the math.

Gold is trading near $4,136.70 an ounce, up 0.31%🔼 while yield on the 10-year US Treasury was down to 5.098%.

When the money supply doubles, your bank balance stays the same, but its purchasing power gets cut in half. Inflation is a hidden tax that quietly transfers capital from your wallet to the system without ever asking for your permission. Full video: youtube.com/watch?v=SFGR0NvO…

AI safety concerns keep rising👀 OpenAI has said that its agents disabled their own safety monitoring and one straight-up lied about it.

$40 trillion. US national debt, still climbing. Pay it off at $1 a second, and you’d be done in about 1.3 million years. Meanwhile, your savings account is losing a staring contest with inflation. We asked Paddington Capital’s @pauliticalblog on the latest episode of Invezz Zero Sum where money is actually protected: stocks, gold or neither? youtube.com/watch?v=SFGR0NvO…

Anthropic’s draft S-1 shows red-hot growth ahead of mega-IPO but concerns remain as per the latest WSJ report. 📈H1 2026 revenue $16.3B (up from $1.1B) 🔴Net loss $80.7B (mostly non-cash charges) ☠️Risks flagged: heavy customer concentration + AI safety concerns

$SPCX surging over 9% in premarket🔥 SpaceX crushed Q3 earnings: Revenue: $14.6B (+161% YoY) EPS: $0.35 (big beat) AI (Super Intelligence) now the biggest segment at $7.6B Also, Elon Musk hinted a SpaceX-Tesla merger is a “good idea” Is the merger then coming soon🤔

Can $SPCX hit $175 in November?

@SpaceX said it added $6.7 billion of incremental SI solutions and infrastructure revenue year-over-year. The drivers, per the company: cloud services agreements, the acquisition of Cursor, and growing SI models and software applications, including Grok Bot.

AI capex was $16.44 billion vs. $16.9 billion expected, slightly lighter than forecast. Still the overwhelming share of total spend.

The spending side is where it gets interesting. Total capex came in at $19.59 billion, basically in line with the $19.6 billion estimate.

EPS: $0.35 vs. $0.15 expected. More than double the estimate. Adjusted EBITDA: $8.81 billion vs. $6.59 billion expected. Roughly a third higher than the Street was looking for.

Revenue: $14.58 billion, against $12.7 billion expected per Bloomberg consensus. That’s a beat of roughly 15%.