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How stories reported by r/stocks ended up labelled, and how often it had them first.
A forum of readers, so it never counts as corroboration. Trust weight 30/100. A label describes how a story was sourced overall, not a verdict on r/stocks. How labels work
OpenAI told investors its annualized revenue was approaching $50B at the end of September, below the roughly $68-70B figure widely reported earlier, according to FT and CNBC reporting. AI stocks including Nvidia, Oracle and CoreWeave fell on the news.
A Reddit user on r/stocks describes an opportunity through a venture fund to invest in Anthropic at a valuation based on its Series H of +/- $965bn, citing an Anthropic news link, and asks for opinions on whether to invest given illiquidity and a 6 month post IPO lockup.
A post reports Samsung Electronics' preliminary third-quarter operating profit of 107.40 trillion won ($80.2 billion), up 782% year over year, on AI-driven memory chip demand. Revenue is stated at about 195 trillion won, up nearly 127% from a year earlier.
A Reddit r/stocks post states that the 10-year Treasury yield broke through 5.3%, oil prices returned above $100, and Fed minutes hinted at a possible future rate hike, yet the market sell-off was weak. The author asks whether this reflects market resilience or investors waiting for a catalyst.
Posts claim the FCC approved SpaceX to deploy up to 15,000 next-generation Starlink satellites for direct-to-cell service, and that SpaceX agreed to acquire Grain Management's 800 MHz low-band spectrum licenses, pending FCC approval.
A Reddit r/stocks post argues that analysts are missing something big by treating AI frontier labs as normal companies, and that the AI spending boom is justified by quasi-religious beliefs about AGI rather than realistic business outcomes.
A bipartisan House Select Committee on China report found Webull is tied in structural ways to China, according to CNBC, and Webull stock dropped about 19-20%. A second post questions the report's timing and novelty.
A Reddit user on r/stocks says they read Big Tech nuclear deal announcements and found that most add new capacity rather than buying existing power. They cite Amazon's 690 MW at Calvert Cliffs with ~190 MW of uprates and Google's 890 MW of uprates plus a 2,700 MW financial contract.
A r/stocks post claims SpaceX is planning a $40 billion debt raise to buy Nvidia chips, split into $10 billion in bank loans and $30 billion in investment-grade bonds with Apollo Global Management leading. The post also claims Nvidia owns about $21 billion worth of SpaceX stock.
A Reddit r/stocks post argues that people have repeatedly called market-cap ceilings ridiculous over decades, citing the first $1 trillion public company and talk of companies approaching $6 trillion. It also notes market caps compound in percentages rather than trillion-dollar increments.
South Korea's Ministry of Science and ICT plans to launch a 4.7 trillion won ($3.5 billion) programme to develop a frontier AI model from March 2027, with a lead developer to be selected via competitive tender. The ministry said the initiative is separate from its home-grown foundation model programme.
Posts on r/stocks and r/investing report that Uber Technologies and ezCater announced an agreement for Uber to acquire ezCater in an all-cash transaction valued at $2.3 billion.
A post on r/stocks reports that the S&P 500 and Nasdaq Composite reached new all-time intraday highs on Tuesday, helped by chipmaker gains and declines in oil prices and Treasury yields.
A Reddit post says Michael Burry sold LULU and bought DECK as a proxy, positioning around expected Q4 tax-loss selling pressure in LULU. The post also says Burry plans to repurchase LULU after the wash sale period ends.
A Reddit user on r/stocks says they started building positions in rare earth stocks UUUU and MP a few weeks ago and plan to keep accumulating, citing Western efforts to reduce dependence on China's rare earth supply chain and expected demand growth from AI, defense and robotics.
Tesla reported third-quarter vehicle deliveries of 486,532 and production of 464,391, according to a Reddit r/stocks post. The post states deliveries topped analyst expectations of around 461,100.
A post on r/stocks reports that S&P 500 and Dow futures rose early Friday as traders assessed September's jobs report, citing weak payrolls and a higher unemployment rate.
The U.S. Bureau of Labor Statistics reported that nonfarm payroll employment rose by 29,000 and the unemployment rate was 4.2% in September. Community posts add that economists had expected 84,000 jobs and 4.1% unemployment, and that prior months were revised lower.
A Reddit r/stocks post states that Twilio ($TWLO) is set to join the S&P 500 on October 6, citing a Yahoo Finance article. The post also notes the stock's year-to-date and one-year gains and a $46B market cap.
South Korea announced a $120bn plan to build eight large-scale nuclear reactors in the US, including six Westinghouse AP1000 units and two APR1400 units, as part of a $350bn investment package to secure tariff exemptions.
A post on r/stocks states that the SEC has proposed an accredited investor exam intended to expand private market access, with a 60-day comment period.
A Reddit user on r/stocks states they sold their last NVDA, GOOGL and MSFT positions, arguing hyperscaler AI economics require far more revenue than currently exists. The post cites figures attributed to the Financial Times.
Decrypt reports Google's Gemini 4 Argon tops 12 of 18 benchmarks in Google's own table and resists hijacking best. An r/stocks post says Alphabet rolled out Gemini 4 Argon, setting records in software engineering benchmarks and tying for first in cybersecurity defense.
Posts report Micron's Q4 results beat analyst estimates on EPS and revenue and that its Q1 guidance exceeded consensus, while the stock fell about 2%.
US senators from both parties said they reached a deal to reform permitting laws for large energy and infrastructure projects, with a vote not occurring before the midterm elections. Senator Sheldon Whitehouse said more work on amendments is needed before a vote.
Posts on r/stocks and r/investing state that the 30-year Treasury touched 5.62% and closed at 5.59%, and that only Micron among the 10 biggest US companies has a forward earnings yield above the long bond. The posts ask whether the risk-free rate changes holding decisions.
A post on r/stocks states that the PCE inflation gauge is due tomorrow at 8:30 AM ET with Wall Street consensus at 3.7% year-over-year, and that the BEA is implementing a retroactive methodology overhaul expected to shave 15 to 20 basis points off the core reading.
A r/stocks post, citing Barclays credit research and UBS initiation files, describes CoreWeave's liability structure and GPU collateral depreciation as structurally fragile. It lists balance sheet figures including $51.4B in total commitments and roughly $6.4B cash on hand.
A r/stocks post reports that FICO shares dropped 17% premarket after TransUnion extended VantageScore 4.0 mortgage pricing through the end of 2028, following the FHFA's expanded acceptance of VantageScore 4.0 effective January 1, 2027.
Nvidia and AMD have reportedly increased outreach to the White House and Commerce Department, asking the administration to press Congress to drop or soften proposed AI chip export restrictions to China. The companies are also seeking changes to the Chip Security Act's chip tracking requirements.