Derick Hudson Shares of Meta Platforms ( META ) are in focus as investors gear up for the company’s earnings release due after the closing bell. The stock has edged modestly higher so far this year, up about 1.2% year-to-date and trading near the $671 mark. Attention is increasingly shifting to prediction platform Kalshi, where traders are positioning around the themes most likely to surface durin...
Derick Hudson Shares of Meta Platforms ( META ) are in focus as investors gear up for the company’s earnings release due after the closing bell. The stock has edged modestly higher so far this year, up about 1.2% year-to-date and trading near the $671 mark. Attention is increasingly shifting to prediction platform Kalshi, where traders are positioning around the themes most likely to surface during management’s remarks. The activity offers a snapshot of how the market is interpreting Meta’s near-term priorities and potential catalysts. One of the central areas of interest is Threads, with investors looking for updates on user growth, engagement trends, and its role within Meta’s broader social ecosystem. Developments tied to Muse are also expected to draw scrutiny, particularly around how the initiative could expand Meta’s capabilities in content creation and artificial intelligence. Cloud-related commentary is another key focus, as market participants assess how Meta is scaling its infrastructure to support AI workloads and digital services. Taken together, these themes are likely to influence investor sentiment and provide further clarity on the company’s evolving growth strategy. Outlined below is what traders on Kalshi are forecasting META to say in its upcoming earnings call: Thread / Threads — 98% Muse — 97% Cloud — 94% Ray-Ban — 87% Reels (3+ times) — 84% Hiring — 80% Dividend — 75% Oakley — 63% Algorithm — 60% Llama — 59% VR / Virtual Reality — 56% Hyperion — 43% Orion — 39% SAM — 28% TikTok — 19% More on markets Ray Dalio says a wealth tax may spark a bubble pop Big Tech earnings test AI spending as constraints begin to surface, Citi says Fed meeting ahead: Prediction markets highlight what Powell may signal Traders reprice Powell's timeline as Fed meeting approaches Only 11 mega-caps stand out in SA Quant Ratings as markets hover near highs
Derick Hudson Shares of Meta Platforms ( META ) are in focus as investors gear up for the company’s earnings release due after the closing bell. The stock has edged modestly higher so far this year, up about 1.2% year-to-date and trading near the $671 mark. Attention is increasingly shifting to prediction platform Kalshi, where traders are positioning around the themes most likely to surface durin...
Derick Hudson Shares of Meta Platforms ( META ) are in focus as investors gear up for the company’s earnings release due after the closing bell. The stock has edged modestly higher so far this year, up about 1.2% year-to-date and trading near the $671 mark. Attention is increasingly shifting to prediction platform Kalshi, where traders are positioning around the themes most likely to surface during management’s remarks. The activity offers a snapshot of how the market is interpreting Meta’s near-term priorities and potential catalysts. One of the central areas of interest is Threads, with investors looking for updates on user growth, engagement trends, and its role within Meta’s broader social ecosystem. Developments tied to Muse are also expected to draw scrutiny, particularly around how the initiative could expand Meta’s capabilities in content creation and artificial intelligence. Cloud-related commentary is another key focus, as market participants assess how Meta is scaling its infrastructure to support AI workloads and digital services. Taken together, these themes are likely to influence investor sentiment and provide further clarity on the company’s evolving growth strategy. Outlined below is what traders on Kalshi are forecasting META to say in its upcoming earnings call: Thread / Threads — 98% Muse — 97% Cloud — 94% Ray-Ban — 87% Reels (3+ times) — 84% Hiring — 80% Dividend — 75% Oakley — 63% Algorithm — 60% Llama — 59% VR / Virtual Reality — 56% Hyperion — 43% Orion — 39% SAM — 28% TikTok — 19% More on markets Ray Dalio says a wealth tax may spark a bubble pop Big Tech earnings test AI spending as constraints begin to surface, Citi says Fed meeting ahead: Prediction markets highlight what Powell may signal Traders reprice Powell's timeline as Fed meeting approaches Only 11 mega-caps stand out in SA Quant Ratings as markets hover near highs
Coca-Cola FEMSA press release ( KOF ): Q1 GAAP EPS of Ps.0.26. (Earnings per unit were Ps. 2.07 and per ADS were Ps. 20.67). Revenue of Ps.70.93B (+1.1% Y/Y). Volume increased 1.2% to 998.4 million-unit cases, driven by volume growth in most of our operations that was partially offset by a decline in Mexico. More on Coca-Cola FEMSA Coca-Cola FEMSA: An Irreplicable Logistics Machine At A Fair Price...
Coca-Cola FEMSA press release ( KOF ): Q1 GAAP EPS of Ps.0.26. (Earnings per unit were Ps. 2.07 and per ADS were Ps. 20.67). Revenue of Ps.70.93B (+1.1% Y/Y). Volume increased 1.2% to 998.4 million-unit cases, driven by volume growth in most of our operations that was partially offset by a decline in Mexico. More on Coca-Cola FEMSA Coca-Cola FEMSA: An Irreplicable Logistics Machine At A Fair Price Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2025 Earnings Call Transcript Coca-Cola unveils $1B South Africa investment plan through 2030 Seeking Alpha’s Quant Rating on Coca-Cola FEMSA Historical earnings data for Coca-Cola FEMSA
OpenAI is the target of new lawsuits over the mass shooting in Tumbler Ridge, British Columbia, that allege the artificial intelligence company could have stopped the suspected killer from using its popular chatbot, ChatGPT, ahead of the attack. One of the cases, which were filed Wednesday in federal court in San Francisco against OpenAI and its chief executive officer, Sam Altman , was brought by...
OpenAI is the target of new lawsuits over the mass shooting in Tumbler Ridge, British Columbia, that allege the artificial intelligence company could have stopped the suspected killer from using its popular chatbot, ChatGPT, ahead of the attack. One of the cases, which were filed Wednesday in federal court in San Francisco against OpenAI and its chief executive officer, Sam Altman , was brought by a 12-year-old, who was shot during the incident and remains in intensive care, and her mother. Another lawsuit was brought by the mother of a girl killed in the shooting. According to the lawsuits, OpenAI knew that Jesse Van Rootselaar, who was identified as the chief suspect behind the massacre in February at Tumbler Ridge Secondary School, was planning the attack due to the shooter’s ChatGPT use, but made a “conscious decision not to warn authorities.” “ChatGPT played a role in the mass shooting and OpenAI could have, and should have, prevented it,” according to the complaints, which allege the startup wanted to avoid having to contact police each time OpenAI’s safety team spotted a ChatGPT user planning to carry out a violent act. OpenAI didn’t immediately respond to a request for comment. A series of suits have been filed so far against chatbot makers since 2024, most of them targeting OpenAI and ChatGPT. Most of the suits allege that extensive use of the technology has inflicted a range of harms on children and adults alike, fostering delusions and despair for some and leading others to death by suicide and even murder-suicide . On Feb. 10, Van Rootselaar allegedly carried out the mass shooting in northeastern British Columbia, killing eight people — including her mother and stepbrother, along with six others at the school, five of whom were children, and injuring more than two dozen others. Van Rootselaar, 18, was found dead after the shooting from what appeared to be a self-inflicted wound. In the wake of the shooting, OpenAI said it banned Van Rootselaar for violat...
Humanoid robots, or bipedal machines powered by software, are emerging as one of the more tangible outputs of the artificial intelligence revolution. The growing obsession with them is easy to explain: They look like us, move like us and—increasingly—can learn like us. That makes them the ultimate general-purpose machine for factories, warehouses and eventually your home. But unlike traditional in...
Humanoid robots, or bipedal machines powered by software, are emerging as one of the more tangible outputs of the artificial intelligence revolution. The growing obsession with them is easy to explain: They look like us, move like us and—increasingly—can learn like us. That makes them the ultimate general-purpose machine for factories, warehouses and eventually your home. But unlike traditional industrial robots, which are fixed and specialized, humanoids promise flexibility: one machine, many tasks. And of course, after more than a century of science fiction about their imminent arrival, they capture the imagination. On this episode of Bloomberg Primer , join us to walk alongside them as they begin to enter our world. The promise of humanoids is driving a new technology race increasingly framed as China versus the US. China has early momentum, backed by strong government support, industrial policy and a deep manufacturing base. Morgan Stanley says that backing is already helping the Asian nation lead development. The US, meanwhile, is defined by its current AI leadership and companies like Nvidia and Tesla pushing aggressive timelines. For now, the reality is modest. Barclays estimates the humanoid market currently at just $2 to $3 billion. But forecasts diverge sharply upward. The bank sees $40 billion by 2035 and as much as $200 billion in more optimistic scenarios, with gains spread beyond Big Tech to actuator makers, automation firms and precision engineering companies. Morgan Stanley goes further, projecting a market that could surpass $5 trillion by 2050 when including supply chains, maintenance and services. In this episode of Primer , we look at Nvidia Corp.’s hope to power the “brains” of humanoids while its GPUs go into data centers, training AI models and teaching them to work. We look at Elon Musk’s goal of getting his Optimus humanoids into the general population, while 1X in Silicon Valley has more modest plans to put humanoids in the home. The near-t...
Robert Way/iStock Editorial via Getty Images The Market Is Still Underestimating AMD’s Position Investors have spent many years viewing Advanced Micro Devices, Inc. ( AMD ) as a cyclical challenger as opposed to one of the most compelling companies in the world for the AI infrastructure era. That old way of viewing things is clearly no longer valid. AMD is now far more than just a CPU share-gain s...
Robert Way/iStock Editorial via Getty Images The Market Is Still Underestimating AMD’s Position Investors have spent many years viewing Advanced Micro Devices, Inc. ( AMD ) as a cyclical challenger as opposed to one of the most compelling companies in the world for the AI infrastructure era. That old way of viewing things is clearly no longer valid. AMD is now far more than just a CPU share-gain story. It has EPYC CPUs , Instinct accelerators, ROCm software, and the list goes on. This places the company much closer to the center of AI infrastructure spending than the market used to assume. The most critical point in the system is not only who has the fastest single chip, but who can help customers deploy enough compute at scale. This clearly shows why AMD’s opportunity is expanding. In its most recent reported quarter , AMD said Q4 2025 revenue rose 36% year over year to $10.2 billion, while full-year 2025 revenue rose 32% to $33.7 billion. Data Center revenue was a record $4.3 billion in Q4, up 22% year over year, while full-year Data Center revenue reached a record $14.3 billion, up 39%. AMD’s strategic pillars (AMD) AI Demand Is Moving Toward AMD’s Strengths The most important part of the bullish case is that AI demand is not static. The market largely still likes to frame AI chips as a one-company story. This is a far underestimation of how large the AI buildout is becoming, and how much customers want a serious contender to Nvidia ( NVDA ). AMD correctly described its AI roadmap as an open ecosystem strategy. The company revealed important plans like the Instinct MI350 series, continued ROCm development, and rack-scale designs. It also previewed Helios , a rack-scale reference design based on future MI400 GPUs, EPYC “Venice” CPUs, and Pensando networking. This is incredibly important as AI infrastructure is becoming more and more a full-stack systems problem rather than a single-chip purchasing decision. AMD Instinct MI350X accelerator (AMD Advancing AI 2025 Pr...
Robert Way/iStock Editorial via Getty Images The Market Is Still Underestimating AMD’s Position Investors have spent many years viewing Advanced Micro Devices, Inc. ( AMD ) as a cyclical challenger as opposed to one of the most compelling companies in the world for the AI infrastructure era. That old way of viewing things is clearly no longer valid. AMD is now far more than just a CPU share-gain s...
Robert Way/iStock Editorial via Getty Images The Market Is Still Underestimating AMD’s Position Investors have spent many years viewing Advanced Micro Devices, Inc. ( AMD ) as a cyclical challenger as opposed to one of the most compelling companies in the world for the AI infrastructure era. That old way of viewing things is clearly no longer valid. AMD is now far more than just a CPU share-gain story. It has EPYC CPUs , Instinct accelerators, ROCm software, and the list goes on. This places the company much closer to the center of AI infrastructure spending than the market used to assume. The most critical point in the system is not only who has the fastest single chip, but who can help customers deploy enough compute at scale. This clearly shows why AMD’s opportunity is expanding. In its most recent reported quarter , AMD said Q4 2025 revenue rose 36% year over year to $10.2 billion, while full-year 2025 revenue rose 32% to $33.7 billion. Data Center revenue was a record $4.3 billion in Q4, up 22% year over year, while full-year Data Center revenue reached a record $14.3 billion, up 39%. AMD’s strategic pillars (AMD) AI Demand Is Moving Toward AMD’s Strengths The most important part of the bullish case is that AI demand is not static. The market largely still likes to frame AI chips as a one-company story. This is a far underestimation of how large the AI buildout is becoming, and how much customers want a serious contender to Nvidia ( NVDA ). AMD correctly described its AI roadmap as an open ecosystem strategy. The company revealed important plans like the Instinct MI350 series, continued ROCm development, and rack-scale designs. It also previewed Helios , a rack-scale reference design based on future MI400 GPUs, EPYC “Venice” CPUs, and Pensando networking. This is incredibly important as AI infrastructure is becoming more and more a full-stack systems problem rather than a single-chip purchasing decision. AMD Instinct MI350X accelerator (AMD Advancing AI 2025 Pr...