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  • Cuggino likes Meta for cost discipline: ‘know where the lines are’ on AI spending

    Jeremy Phillips 4 min read Meta (META) reported Q4 2025 revenue of $59.89B, up 23.8% year over year, and committed to delivering operating income above 2025 levels despite $115-135B in 2026 capex guidance. Palantir (PLTR) grew U.S. commercial revenue 137% year over year to $507M in Q4 2025, with 2026 guidance calling for more than...

  • Why the XRP Price Can’t Break Out Until Bitcoin Clears $75,000

    Sam Daodu 6 min read XRP has tracked Bitcoin about 80% of the time over the past quarter, and BTC’s inability to break $75,000 is a key reason XRP remains stuck near $1.40 despite $1.44 billion in ETF inflows. Only 1% of Bitcoin’s supply sits between $72,000 and $80,000, and $4.34 billion in stacked short...

  • Key Investment Events in the Automotive and Embodied Intelligence Industries (Feb. 9

      Juwei Tech closed an A++ round on Feb. 27, backed by Binzhou Guotou Group. The company has completed three funding rounds to date, with previous investors including Jianyuan Tianhua Investment and Luxin Ventures. Founded in 2025, Juwei Tech specializes in quadruped robot development. Yinshi Robotics completed a C+ round on Feb. 25, with participation...