What's the the investor digestion going on, do you think. Well, I think right now we have a ton of momentum in the business. We also had some good luck on the sport outcomes side in Q2.So that was nice. And we're geared up for what is the most important time of year coming up with NFL and then obviously college sports and the World Series and Challenge. It's a big, big time of year.It's when we make our most revenue and acquire most customers and make our most adjusted EBIT. So really excited for that. And ...

Well, now let's get back uh to the drama surrounding uh the Bureau of Labor Statistics, which will certainly come up with with the president at 8 a. m. the uh as well as the accuracy of the data.Senior economics reporter Steve Leeman is taking a look at the shrinking budget. Maybe that's one of the reasons, but uh Jeremy Seagull just teed off on the on it yesterday. Steve, it is amazing that you send stuff out the the response rate is in the 60s.used to be in the '9s. >> It's it's at 43% >> even lower. And ...

Summary of Meta Platforms Inc Conference Call Company Overview - **Company**: Meta Platforms Inc (META.O) - **Industry**: Internet - **Market Cap**: $2,162,748 million - **Current Stock Price**: $695.21 - **Price Target**: Raised from $750.00 to $850.00, implying a ~9% upside [1][5] Key Financial Metrics - **2026 EPS**: Increased by ~9% to $32.78 [1][10] - **2025 Revenue Estimates**: Increased by ~3% to $199,668 million [2][20] - **2026 Revenue Estimates**: Increased by ~4% to $236,348 million [2][20] - **Free Cash Flow (FCF)**: Expected to fall by ~19% in 2026 due to increased capital expenditures [10][20] Core Insights - **Engagement Growth**: - 5%/6% increase in time spent on Facebook/Instagram in the latest quarter, following previous increases of 7%/6% and 8%/6% [9] - Video engagement on Instagram and Facebook grew by over 20% year-over-year [9] - **Monetization Improvements**: - AI-driven enhancements led to a 5%/3% lift in ad conversions on Instagram/Facebook [9] - Continued improvements in ad recommendation systems are expected to drive further monetization [9] Investment and Growth Strategy - **Increased Investment**: - Capex for 2026 raised by ~17% to $105 billion, focusing on both near-term and long-term opportunities [10][20] - Investments in AI and content creation tools are expected to drive higher profitability and engagement [2][28] - **Long-term Growth Options**: - Potential for superintelligence and generative AI to create additional growth avenues [2][28] - Focus on efficiency and productivity improvements across operations [28] Risks and Considerations - **Free Cash Flow Concerns**: - FCF per share expected to decrease to $15.09 in 2026, down from $17.37 in 2025 [20] - **Market and Regulatory Risks**: - Potential declines in engagement or slower monetization of Reels could impact growth [32] - Regulatory challenges may affect ad targeting capabilities [32] Valuation Metrics - **Implied 2026 P/E**: - Base case at 26x EPS, bull case at 31x EPS [3][22] - **EBITDA Estimates**: - Average FY26E EBITDA projected at $164,572 million [3] Conclusion - **Overall Rating**: Overweight, with a structural pivot towards efficiency and improved revenue trends across Meta's platforms [5][28] - **Future Outlook**: Continued focus on AI investments and monetization strategies is expected to support revenue growth and profitability in the coming years [2][28]

Today we announced the launch of the SEC’s AI Task Force that will spearhead the agency’s efforts to enhance innovation and efficiency in its operations through the responsible use of AI.https://t.co/qZxYUkc8YN ...

AI Adoption - Embracing AI demonstrates confidence, strategic thinking, efficiency, and a future-oriented mindset [1] - Openly using AI positions professionals as forward-thinking rather than lazy [1]

They should try being efficient and effective first https://t.co/gyAU1o4cKT ...

They have failed to focus on efficiency for the mass market https://t.co/YVksgE7sP3 ...

The best way to build an L2 is to lean into the L1's offerings (security, censorship resistance, proofs, data avail...) more, and reduce your logic to just being a sequencer and a prover (if based, just a prover) over the core execution.This is the combination of trust minimization and efficiency that the 2010s enterprise blockchain crew wanted, but was never able to achieve. Now, with Ethereum L2s, you can achieve it. And we've already seen successful examples of the L1's features protecting users' rights ...

Core Idea - The traditional view of work as time spent should be redefined to focus on value created through collaboration and orchestration [3][4][6] - Businesses should shift from individual execution to orchestrating talent and resources to create value [2][4][8] - The "Manny framework" emphasizes managing collaborative talent, embracing orchestration, and identifying who can best perform specific tasks [8][9] Key Strategies - Implement systems to scale impact and improve efficiency, enabling one person to do the work of multiple people [10][11] - Build collaborative networks to find, vet, and nurture talent partnerships globally [17] - Navigate quality through processes, such as templates and checklists, to ensure consistent outcomes across the team [12][13] Benefits of Orchestration - Orchestration provides freedom and income for the orchestrator, projects based on talent for collaborators, and better outcomes for clients [13][14] - It allows for the creation of a world-class team regardless of geographical limitations [5][6][7] - It enables individuals to move beyond trading time for money and scale value infinitely [6][16] Mindset Shift - Transition from being a "doer" to a "director," similar to a film director who hires specialists [9][10] - Focus on the value that can be orchestrated, not just the value that can be executed [16] - Challenge the traditional approach to work and embrace the possibilities of a collaboration economy [17][18]

RT BNB Chain Developers (@BNBChainDevs)Full BEP here 👇https://t.co/DmFqIBfSfIBEP-593 isn’t just a performance boost—it’s a step toward a more decentralized, efficient BSC. ...