MELI Still Split: E-comm Burns Cash, Lending Tightens?U (Trans): Vector +23% QoQ; Turned Profitable One Quarter EarlyUBER: Robotaxi headaches; pivoting hard to delivery?SpaceX faces a $100bn+ lockup expiry; DeepSeek plans a sharp hike to API pricing | Daily News RecapAPP: Top performer stumbles — is the 'e-comm dream' still alive?DUOL (Trans): DAU +23%, Max plan may be discontinuedAppLovin (Trans): Model upgrade lagged; Q3 re-acceleratedMELI Trans: Revenue tops $10bn; margins still give way to investment.Block (Trans): Guidance raised, but Q4 growth eases to mid-teensSHOP: +30% Surge — Blowout Results, Valuation Conundrum?DIS Holds Up Amid HeadwindsSHOP (Trans): GMV +32%, next leg: agentic AI betDIS (Trans): Segment OP +21%, Buyback raised to $9bnCircle (Trans): Arc goes live on Sep 16; other rev. guidance doublesUBER (Trans): $10bn AV bet; buybacks yield to M&A for nowSpaceX’s Big AI Bet: Is the $100bn Prize Real?Draft ban roils AI compute supply chain; SpaceX adopts NVDA architecture for space compute | Daily News RecapAMD: Grabbing AI megadeals — why isn't the market buying?AMD (Trans): DC to double; 2x+ again by 2027SpaceX (Trans): AI turns profitable for the first time; targeting 100bn ARR by year-endSPOT: Muted print; story priced in, waiting for the next catalystSPOT (Trans): Subs Top 300mn, Monetizing MAUs