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Tesla, Meta, and Microsoft earnings recap, where investors can look for opportunities, Fed concerns
Youtube· 2026-01-29 16:34
分组1 - Major tech companies like Meta, Microsoft, and Tesla reported earnings with significant spending, impacting stock reactions differently [4][5][11] - Meta's spending plans exceeded expectations, with a projected expenditure of over $100 billion by fiscal 2026, and a reported spending of $72 billion in the last year, nearly doubling from 2025 [11][12] - Microsoft faced a negative stock reaction despite beating earnings expectations, attributed to concerns over spending and slower cloud growth, with a backlog of over $600 billion in performance obligations [6][8][10] 分组2 - Tesla's capital expenditures are projected to increase from $8 billion in 2024 to over $20 billion in 2025, reflecting a shift towards becoming a transportation services company rather than just a car manufacturer [18][19] - Tesla reported 1.1 million paying Full Self-Driving (FSD) subscribers and is focusing on expanding its FSD capabilities and the potential for a robo-taxi network [20][21] - The company is also transitioning to produce the Optimus robot, aiming for a production capacity of 1 million units per year by the end of 2026 [22][23] 分组3 - Southwest Airlines issued a strong forecast for 2026, projecting earnings to be 300% greater than in 2025, driven by new initiatives like assigned seating and baggage fees [46][48] - The airline reported strong demand and operational improvements, including a successful transition to assigned seating, which addressed customer concerns about the previous open seating policy [56][58] - Despite challenges from winter storms, Southwest Airlines maintained the lowest cancellation rate among larger carriers, indicating effective operational management [61]
X @Bloomberg
Bloomberg· 2025-12-17 17:16
Mexico’s state power company and private partners plan to add 6 gigawatts of new electricity generation capacity next year, the latest announcement in President Claudia Sheinbaum’s plan to grow the nation’s energy supplies. https://t.co/Bo4O4Odyks ...
X @The Economist
The Economist· 2025-11-22 14:20
By making electricity generation flexible, geothermal kit could double the value of the power it stores https://t.co/NMVOdy3us7 ...
This Is Not Your Typical Power Plant
Bloomberg Originals· 2025-11-01 16:00
Waste Incineration Process - Each scoop contains approximately 6 tons of waste [2] - The furnace processes 6 tons of waste at a time [2] - The waste incineration process generates enough heat and electricity to power 10 households annually [3] Energy Production and Capacity - The facility covers approximately 17% of Copenhagen's annual energy needs [3] - The incineration process heats the equivalent of 16 Olympic-size swimming pools of water from 0 to 100 degrees Celsius daily [4] Facility Operations - The waste is burned at a temperature exceeding 850 degrees Celsius [4] - The waste is transported via a chute to the furnace [1][3]
X @Bloomberg
Bloomberg· 2025-07-22 08:20
Gas Consumption - Spain's gas consumption for electricity generation increased significantly [1] - Gas consumption for electricity generation surged 41% in the first half of the year [1]
X @Elon Musk
Elon Musk· 2025-06-20 10:29
Solar Energy Growth in China - Solar power generation in China is projected to surpass the total electricity generation from all sources in the USA within 3 to 4 years [1] - China's solar power generation was approximately one-third of the total electricity generation in the USA last month [1] - Solar power generation in China is doubling every 2 years, indicating a rapid growth rate [1]