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🟢 Analyst changes for $FSLR: 4 price target raises in the past 7 days. Maheep Mandloi (Mizuho Securities) and William Blair among them.
🟢 $PINS caught 9 price target raises in the past 7 days. Justin Patterson (KeyBanc) and Mark Shmulik (Bernstein) among them.
🟢 Analyst changes for $RDDT: 4 price target raises in the past 7 days. Mark Shmulik (Bernstein) and Deepak Mathivanan (Cantor Fitzgerald) among them.
🟢 Analyst changes for $PINS: 8 price target raises in the past 7 days. Mark Shmulik (Bernstein) and Brad Erickson (RBC Capital) among them.
🟢 $LLY caught 4 price target raises in the past 7 days. RBC Capital and Jasper Hellweg (Argus Research) among them.
🟢 Analyst changes for $DASH: 1 upgrade and 3 price target raises in the past 7 days. Wedbush and Nikhil Devnani (Bernstein) among them.
🟢 Analyst changes for $AMZN: 4 price target raises in the past 7 days. Gil Luria (D.A. Davidson) and Deepak Mathivanan (Cantor Fitzgerald) among them.
🟢 Analyst changes for $NFLX: 4 price target raises in the past 7 days. Argus Research and David Joyce (Seaport Global) among them.
$META
Nvidia Invests $3B in Meta's Equity Fundraise as Muse Partnership Expands
$NUE
Nucor Reports Q3 Earnings Beat with Higher Steel Prices Driving Profits
🟢 Analyst changes for $TSLA: 2 upgrades and 4 price target raises in the past 7 days. BNP Paribas and CLSA among them.
🟢 $BE caught 4 price target raises in the past 7 days. Sunaina Ocalan (Bernstein) and Julien Dumoulin-Smith (Jefferies) among them.
🟢 $FLG caught 4 price target raises in the past 7 days. Morgan Stanley and RBC Capital among them.
Meta's cash-flow turn has company.
Latest quarterly FCF:
Microsoft +$19.64B (Jun)
Amazon -$7.69B (Jun)
Alphabet -$5.86B (Jun)
Oracle -$5.40B (Aug)
Meta -$2.12B (Sep)
Different periods and company definitions. $MSFT is the positive outlier. Watch how much survives capex.
$META generated $32.79B in operating cash in Q3, yet reported negative $2.12B in free cash flow.
Capex, including finance-lease payments: $34.91B.
The cash engine is still growing. The investment bill has overtaken it.
Watch the gap, not just the negative sign.
$LVS earnings and revenue below estimates.
EPS $0.54 vs $0.68 est · Rev $3.2B vs $3.3B est
stock -4.7% 📉 at posting
$MCO earnings and revenue below estimates.
EPS $4.14 vs $4.25 est · Rev $2.0B vs $2.1B est
stock -1% 📉 at posting
$CB earnings
EPS $7.66 vs $6.79 est · Rev $14.9B vs $15.7B est
stock -0.3% 📉 at posting
$ISRG earnings and revenue above estimates.
EPS $3.00 vs $2.65 est · Rev $3.0B vs $2.9B est
stock +1.1% 📈 at posting
Bitcoin is entering institutional planning models. That doesn't make the ride smooth.
J.P. Morgan now covers $BTC in its long-term outlook, but leaves it out of its main portfolio matrices because correlations are unstable.
The five-year chart puts that in perspective.








