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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI demand is strong; AI returns face scrutiny. $META: $60.8B revenue (+28% YoY), EPS $6.18, margin 31% vs 43%, FY26 capex $130B-$145B. SOX: -18.9% in July, 11% below its 50-day MA; SMH outflows $1.3B. Watch FOMC, $MSFT, oil. #AI #Semis
2026-07-29T20:57:13.565Z