The British public after hearing they’ll now “save £27 a year” on their energy bills, despite the fact those same energy bills have gone up £300 in the last year.

SK HYNIX $SKHY should be up 20%+ off these results 🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY 🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY 🔹 Oper Margin: 80%; +3,300 bps YoY; record high 🔹 QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: 🔹 DRAM Bit Growth: Mid-20% QoQ 🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: 🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ 🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ Profitability: 🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢 🔹 EBITDA: $66.1B; 84% margin; +486% YoY 🔹 EPS: $41.07; +205% YoY Financials: 🔹 Cash: $86.3B; +311% YoY 🔹 Interest-Bearing Debt: $11.9B; -34% YoY 🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY 🔹 Operating Cash Flow: $41.3B; +281% YoY 🔹 Total Assets: $295.5B

Absolutely insane numbers from $SKHY

10/10 trailer Let’s hope the movie delivers🎬

MercadoLibre $MELI down over 7% in overnight trading, because of Brazil’s election result. An overreaction, or a fair one?

This would be great news. Then replace the energy secretary and it’s job done!

Picked up some $NBIS shares @ $159.50 🤝🏼

Nebius $NBIS secures $3.5billion financing facility with Citi $C - Marks next step in Nebius's strategy to fund global capacity build-out on attractive terms - Advances diversified capital structure built on a disciplined balance sheet - Increases flexibility over timing and structure of longer-term financing to fuel growth in 2027 and beyonD Nebius Group N.V. today announced that it has entered into a $3.5 billion senior secured facility provided by Citi. The facility provides access to capital at attractive rates to support Nebius's global capacity build-out, and advances the company's diversified and sequenced tunding strategy. It complements a funding base that includes customer prepayments and operating cash flows with other financing mechanisms. This provides flexibility over the timing and structure of further external capital-raising as the company continues to execute on its global buildout plans. Ophir Nave, Chief Operating Officer of Nebius, said: "We continue to execute our funding strategy as planned, and are pleased to have secured this financing from a leading global financial institution. This is a result of our disciplined approach to managing our balance sheet to fund our portfolio of projects, and once again demonstrates our ability to choose when and how we raise capital to support our growth. "Sequencing our financing is how we optimize our long-term cost of capital. This facility provides additional financing to support our near-term capacity build-out. We still have a range of capital sources available to us to finance the next phase of growth, including asset-backed financing based on investment-grade customer commitments of more than $40 billion of long-term contracts."

Goldman Sachs Sees a Shift in the Stock Market, & Names 2 Stocks to Buy Now Zeta Global ($ZETA) Zeta Global Holdings works in marketing technology, where it applies AI technology to both digital marketing and consumer intelligence. The company is best known for ZMP, its Zeta Marketing Platform, which uses AI to make sense of the trillions of consumer signals that pour in from the omnichannel universe. In addition, Zeta offers the Zeta Data Cloud, a proprietary data repository – and one of the largest in the industry. Customers can use the Data Cloud, in conjunction with agentic AI, to support up-to-date marketing decisions and automation. And finally, Zeta also offers Athena, an intelligent agentic AI which has evolved from a digital marketing copilot to become an enterprise intelligence operating system. Zeta’s growing use of AI across its marketing platform puts the company in a position to benefit as businesses seek more sophisticated ways to reach customers and measure advertising performance. This puts Zeta right in line with the secular growth trends of its industry. More and more business enterprises are using AI to power their marketing platforms, to incorporate higher levels of automation, and to improve both customer targeting and customer engagement. This naturally brings with it a shift towards more data-driven marketing, using AI to scour existing customer databases for the nuggets that will make advertising efforts more personalized – and then using AI to generate the statistics on more easily measured digital campaigns. Two additional key points underlie Zeta’s potential going forward. First, that the addressable market for the company’s products is growing. There is an expanding demand among businesses for improved customer data platforms and marketing automation, powered by AI-driven data analytics – the exact niche where Zeta lives. And on top of that, Zeta’s business model is based on user subscriptions and personalized customer relationships, giving it a solid foundation for strong recurring revenue. Keeping this in mind, we can turn to Zeta’s last earnings release, which covered 2Q26. The company boasted that the quarter was the 20th in a row with strongly positive, “beat and raise” results, and showed a top line of nearly $443 million. That figure beat the forecast by over $22 million, and was up more than 43% year-over-year. At the bottom line, the GAAP income figure of $8 million led to an EPS of $0.03, which was 6 cents better than had been expected. All of this has Goldman analyst Callie Valenti upbeat on the stock. She bases her view of the stock on several factors, and lays them out clearly, writing, “We see Zeta as a differentiated marketing technology platform that sits at the intersection of customer data, campaign activation, and measurement. Our view is based on Zeta’s ability to 1) gain share from legacy marketing platforms and fragmented point solutions, 2) benefit from its platform breadth as enterprises look to consolidate software spend and create room for AI investments, and 3) drive upside from the Palantir partnership through larger enterprise opportunities. We also see benefits from recent M&A that could strengthen Zeta’s Data Cloud and AI capabilities.” Of the path forward, Valenti says, “Zeta is benefiting from enterprise share gains as customers modernize legacy marketing platforms and consolidate fragmented data, intelligence, and activation tools. Our industry conversations suggest that enterprises are prioritizing AI investments and increasingly evaluating where existing software spend can be consolidated, which should benefit Zeta’s platform breadth and differentiated consumer data.” The Goldman analyst puts all of this into quantifiable terms with a Buy rating and a $45 price target that suggests an upside of 32% going into next year. $ZETA

Bullish for $NBIS who have a great track record

Sucking everything dry while their spending habits remain the problem. 🤌🏼

One of the very few positive decisions Labour have made since coming into power. British energy delivered by British workers.

Kemi Bacenoch is growing on me, she’s an impressive leader and has definitely turned things around for the Conservatives.

Damn that’s wild haha $TSLA

Musk predicts $SPCX will ~50X in <10 years

$ZETA analyst upgrades are rolling in following Zeta Live.🚀 Craig-Hallum raises Zeta Global price target from $30 to $38.

Roth MKM reiterates a Buy rating on $ZETA, with a price target of $55.00. The company’s shares closed last Friday at $33.09. 🚀

$ZETA KeyBanc reiterated a Buy rating on Zeta Global Holdings Corp today and set a price target of $38.00. Truist Securities Adjusts Price Target on Zeta Global to $38 From $30, Keeps Buy Rating $ZETA

Zeta Global Introduces AthenaOS Enterprise Platform Zeta Global ($ZETA) said Thursday it has introduced its enterprise operating system, AthenaOS, combining enterprise knowledge with predictive customer behavior models. AthenaOS is currently in internal testing, with a public beta set for later this year and general availability planned for Q1 2027, the company said. Zeta also introduced a headless integration tool, Athena MCP, at its Zeta Live 2026. Separately, Zeta said it is collaborating with Fireworks to build Athena Inference Model using Nvidia's ($NVDA) Nemotron architecture. It said the inference model will be part of the AthenaOS beta later this year. $ZETA $NVDA

Zeta Live 2026: Zeta Introduces AthenaOS, the Enterprise Intelligence Operating System that Turns Intelligence into Growth Built on the Zeta Data Cloud, AthenaOS combines enterprise knowledge with Zeta intelligence, dynamically builds around a business objective and learns from every outcome to drive smarter decisions, faster actions and measurable growth Athena MCP, Zeta's headless solution, brings Zeta intelligence into the applications, agents and workflows where enterprise teams already work New Athena Inference Model (AIM), developed in collaboration with Fireworks using NVIDIA
Nemotron, brings specialized Al to specific AthenaOS use cases Zeta has begun work on development of a specialized AIM chip with partners to deliver faster intelligence more efficiently through a capital-light approach