the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%
Video · 2026-07-20
META down 2.8% on AI capex concerns
The catalyst: AI capex concerns.
The team debates whether Meta's new AI, semiconductor manufacturing, and prediction market initiatives are value-added ideas or wasted capital for the tech juggernaut.
As reported: “Meta Makes Big Moves Around AI Models and Chip Production” — Yahoo, 2026-07-20.
What happened after
T+1 -0.3%T+5 -8.0%T+20 -11.9%
More: META move history · track record · that day's brief · watch on YouTube
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