$META's FCF turned negative in Q3 2026: "Capital expenditures, including principal payments on finance leases, were $34.9 billion, driven by investments in servers, data centers and network infrastructure. Free cash flow was negative $2.1 billion." - CFO

$META CFO: "We ended Q3 with over 66,000 employees, down 12% from Q2 following the May 2026 head count reduction."

$META's Special Committee: "...timing is important to secure capital before competitors saturate various funding options. Recent significant capital raises at other notable companies....have resulted in an increasingly challenging environment for raising capital"

$META CEO on Muse: "....we have more than 10 million people in the US and Canada who have set it up. But I think one of the biggest constraints so far is that, because this is a compute-intensive service to run, we have not launched it globally yet"

Lam Research: "...record revenue, profit, and earnings per share in the September quarter.." $LRCX: -5% AH

Texas Instruments CEO: "Revenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center" $TXN: -0.2% AH

$META Meta Announces New Class C Common Stock — Introduces publicly listed, non-voting Class C shares effective January 19, 2027. — Shareholders to receive one Class C share per Class A or B share, effectively a 2-for-1 stock split. — New shares intended to fund AI investments, acquisitions & employee compensation. — Structure preserves Zuckerberg's control and existing shareholder voting rights. — Class C shares expected to list on Nasdaq.

$TSLA key metrics:

Tesla CEO: "In Q3, we maintained strong momentum on many projects spanning Super Intelligence (SI), robotics and renewable energy ...Strength in our core business also continued, and we achieved our second consecutive quarter of TTM revenue in excess of $100B" $TSLA: +1.4%AH

Knight-Swift Transportation CEO: "Industry capacity remains under pressure, and sourcing quality drivers is as challenging as it has been in years." $KNX: +1.3% AH