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Luke Costa

@lukecosta

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Luke Costa @lukecosta ยท 1 month ago
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๐Ÿ“ˆ Amazon $AMZN crowned +15% weekly winner; PLTR & AMD earnings loom large next week

Amazon was the big story this week, surging 15%+ as AWS posted its fastest revenue growth in more than four years โ€” dragging the Nasdaq up 1.6% for the week. On the flip side, Coinbase $COIN sank 6%+ after a third straight quarterly loss, and Reddit $RDDT fell 13% despite solid results. Next week the heat turns up: Palantir $PLTR reports Monday (forecasting +81% revenue growth YoY), AMD reports Tuesday with AI chip updates, and the July jobs report is the macro wildcard that could swing rates expectations hard either way. Not financial advice. Which catalyst has you most on edge this week?

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Luke Costa @lukecosta ยท 1 month ago
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๐Ÿ’ฐ Global Startups Raised a Record $510B in H1 2026 โ€” and 80% Went to AI

The first half of 2026 shattered venture capital records worldwide: $510 billion raised globally, with U.S. and Canadian startups alone pulling in $392 billion. About 80% of all investment flowed to AI-focused companies, led by physical AI and agentic AI. The pace is unprecedented even by recent tech-boom standards. Bubble, or the early innings of a long AI supercycle?

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