App Economy Insights

🗓️ What are you watching this week?

• Tuesday: $NVDA $DIS $JD $KLAR $AS
• Wednesday: $PANW $TGT $GLBE
• Thursday: $WMT $BABA $PDD $ESTC

All visualized in our newsletter

📊 This Week in Visuals

🦎 Berkshire $BRK.A
🏦 Nu $NU
🌐 Cisco $CSCO
⚙️ Applied Materials $AMAT
☁️ Nebius $NBIS
🧠 Cerebras $CBRS
👟 On $ONON
💊 Hims & Hers $HIMS
📺 The Trade Desk $TTD
📆 Monday $MNDY
🌎 DLocal $DLO
appeconomyinsights.com/p/pro-this-wee…

🏦 NVIDIA helped bankroll the AI boom.

But will its next CEO be willing to do the same?

Today's visuals:

🤖 Anthropic's compute cost surge
🧱 CoreWeave's $846M interest bill
🎮 GTA VI's $1B preorder head start
🌊 Sea's potential Monee IPO
appeconomyinsights.com/p/nvidia-jense…

$NU Nubank Q3 FY26:

• Customers +12% Y/Y to 143M
• Deposits +19% Y/Y to $47.5B
• Revenue +39% Y/Y to $5.8B ($0.1B beat)
• Net income +39% Y/Y to $1.1B
• EPS $0.22 (in line)

🚨 Jensen Huang is OUT.

NVIDIA's founder resigns amid a scandal involving an alleged Chinese spy.

After 33 years, the face of the AI revolution is gone.

Colette Kress takes over as interim CEO.

What happens to $NVDA now?