Macros & Micros
@macromicrohq
From global events to everyday nuances — commentary on how every change is impacting personal finance.
Uber is reportedly in talks with Mubadala Investment to acquire the core delivery assets of Turkish startup Getir — including its FreshDirect unit — in a deal that could value the business at up to $1 billion. The move signals Uber’s intent to deepen its Middle East logistics…
Doordash’s (DASH) platform doesn’t have a ton of lock-in and requires high ongoing spending to remain competitive- any consumer can open several other delivery apps easily. As a result, DoorDash has little pricing power, and must offer low delivery fees to consumers, reasonable…
$CAVA updated its plans for the rest of 2025, as it sees between 68 and 70 net new restaurants opening in fiscal 2025, the same view it had in August. It expects same-restaurant sales growth to be between 3% and 4%, down from a prior view of 4% to 6%. CAVA Restaurant-level…
Bloomberg is reporting that Apple is set to pay Alphabet (GOOG) for using a modified Gemini AI version for the iPhone. Apple’s relationship with Google is shifting from collecting over $20 billion annually as Google’s default browser for search to now paying the tech giant for AI…
$ETN (Eaton CEO):- "Now in addition to these higher-power chips requiring more and more electrical equipment, which is a great thing for our business, once you get above roughly 50 kilowatts per rack, traditional air cooling is replaced by liquid cooling. The physics of these…
Uber Technologies, Inc. and Toast, Inc. have formed a multi-year partnership to integrate Uber's delivery marketplace into Toast's restaurant platform. Infinite loop.
Ryanair Holding ( $RYAAY) CEO:"We were 85% hedged out to March 2026 or for this year at $76 a barrel, down from $84 a barrel last year. Today, we're able to announce that we're 80% hedged for FY '27 at just under $67 a barrel. That will be a very significant 10% saving on our…
Volkswagen( $VWA) CFO & COO said during earning call. "Operating result in Q3 was negative at minus EUR 1.3 billion. Two main reasons for that. First, the successful ramp-up of electric vehicle continues to dilute the operating margin. On top, results were significantly impacted…
bloomberg.com/news/articles/… Most companies are thinking about stablecoins wrong. They’re asking, “Should we accept stablecoin payments?” or “Should we issue our own stablecoin?” Those questions miss the point. The right question is: “When our company needs programmable money…
Monday, November 3 Earning Reporting. Palantir Technologies ($PLTR) is set to release its Q3 earnings after the close, consensus calling for about a 67% rise in EPS and over 50% Y/Y revenue growth. The stock has surged roughly 157% YTD. Palantir’s valuation leaves little room…
Revolut announced Thursday it has abolished all fees and spreads for converting between USD and stablecoins USDT and USDC, allowing its 65 million users worldwide to exchange up to €500,000 monthly at exact 1:1 rates across six blockchain networks. The zero-fee model, effective…
Trainium2 continues to see strong adoption, is fully subscribed is now a multibillion-dollar business that grew 150% quarter-over-quarter,” Amazon CEO Andy Jassy said on the company's earnings call. Marvell manufactures Amazon's Trainium processors. $MRVL manufacture the…
In the first half of 2025, Temu’s monthly active users in Latin America soared 143% year-on-year to 105 million, according to market intelligence firm Sensor Tower. This has put pressure on $MELI margins.
A key stat from Coinbase's ($COIN) Q3: Nearly 20% of its revenue came from stablecoins.This was supported by the revenue-sharing alliance with $USDC issuer Circle ($CRCL).
Coinbase Global (COIN) is nearing a roughly $2B acquisition of stablecoin infrastructure startup BVNK, in a deal that's expected to close later this year or early next.
$META - Video is a particular bright spot with video time spent on Instagram up more than 30% since last year. And as video continues to grow across our apps, Reels now has an annual run rate of over $50 billion. Improvements in our recommendation systems will also become even…
Nvidia (NVDA) CEO Jensen Huang said that AI has become a virtual cycle, which will fuel continued growth. The AIs get better. More people use it. More people use it, it makes more profit, creates more factories, which allows us to create even better AIs, which allows more people…
$AAPL Revenue from Greater China fell 3.6% year-over-year during the period to come in at $14.49B, below the $16.43B that analysts had expected.
JPMorgan Chase @jpmorgan alerted the U.S. government to over $1B in suspicious transactions involving Jeffrey Epstein and some Wall Street names, The New York Times reported.
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