The Robot Boom Is Here. Which Company Comes Out on Top?

Robots are moving into factories, warehouses and hospitals faster than most people realize. When a new industry takes off like this, the instinct is to buy a basket of names and hope one of them hits.

The trouble is that baskets dilute your winners. In a lot of booms, a single company ends up taking the lion's share, while everyone holding the other six watches from the sidelines.

Our report names the one robot company we think comes out on top, and explains why. It normally sells for $19.99, but today it's free. Opt in and we'll also text you alerts on the stock, so you don't miss a move.

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☕️ GM Munchers! I thought my wife had a spending problem at the yarn store until she pointed out that Anthropic lost $80 billion in six months. She has a point.

On today’s menu:

• 🤖 The AI Giant That Lost $80 Billion In Six Months

• 🚗 Tesla’s Profit Keeps Shrinking Despite A Beat

• 🎬 Netflix Continues To Crash

• 📱 Meta Crushed It & The Market Cheered

• 🇫🇷 France’s Bond Market Is Breaking

Yesterday’s numbers:

BREAKING NEWS

🤖 The AI Giant That Lost $80 Billion In Six Months

Here’s a number that’ll make your eyes water. Anthropic, the company behind the Claude AI chatbot, just reported a net loss of $80.7 billion for the first half of 2026. Yes, billion, in just six months. The figure came from a leaked draft of its IPO paperwork. But before you panic, there’s a huge catch to that scary headline.

Here’s the twist. About $72 billion of that “loss” wasn’t real money spent. It was an accounting charge tied to the rising value of special bonds that can convert into Anthropic stock. Because the company got way more valuable, the paper value of those bonds shot up, and accounting rules force that to show up as a “loss.” No cash actually left the building. Strip it out, and Anthropic is a wildly fast-growing business. Revenue hit $16.3 billion in the first half, up from just over $1 billion a year earlier, and third-quarter revenue jumped another 45%.

So the real story isn’t the loss. It’s the bill.

• 💸 The compute commitment is staggering: Anthropic has promised to spend at least $518 billion over the next decade on cloud computing, chips, and infrastructure.

• 📈 Growth has to stay explosive: With a bill that big, revenue can’t just grow, it has to keep accelerating, or the math gets ugly fast.

• 🎯 A few customers carry a lot: Roughly 20% of revenue reportedly comes from just two customers, which is great until one pulls back.

As for the IPO, Anthropic is targeting the week of November 9 to kick off its roadshow, though some investors are quietly whispering about a lower valuation, closer to $1.5 trillion instead of the roughly $2 trillion once floated.

The Munch Take: Here’s why this matters for way more than one company. Anthropic’s enormous spending becomes revenue for the giants that hold up the whole stock market, think Nvidia, Microsoft, Amazon, Alphabet, and Broadcom. Millions of people own those stocks through index funds and retirement accounts without realizing it. So when Anthropic commits half a trillion dollars, that money flows straight into the AI names propping up everyone’s portfolio. That’s why this IPO is a big deal: it’s one of the first real chances for regular investors to judge whether the companies driving the AI boom can grow into all the capacity being built for them. If growth keeps roaring, the whole AI trade gets a confidence boost. If the IPO lands with a thud, that fear won’t stay contained to one stock. We’re not telling you to buy or avoid anything, since it isn’t even public yet. But watch this one closely. A big chunk of the market is riding on whether demand can keep outrunning these jaw-dropping bills.

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STORY OF THE DAY

🚗 Tesla’s Profit Keeps Shrinking Despite A Beat

Tesla just reported its latest quarter, and it’s a classic good-news-bad-news story. The good news: earnings came in at $0.48 per share, beating what Wall Street expected, and the company’s car-making profits actually improved after a rough stretch. The bad news: profit is still falling, and Tesla is pouring money into expensive bets that haven’t paid off yet. Revenue landed at $28 billion, basically flat from a year ago.

Let’s start with what went right. Tesla’s automotive gross margin, basically how much profit it keeps on each car after building costs, bounced back above 18%. That’s a genuine relief after margins had been getting squeezed hard by price cuts. Deliveries came in at about 486,000 vehicles, down slightly from last year but better than feared. So the core car business steadied itself, which is exactly what nervous investors wanted to see.

Now the tricky part. Even with that margin recovery, Tesla’s operating income, its core profit from running the business, dropped a whopping 56% from a year ago. Why? Because Elon Musk is spending aggressively on artificial intelligence and his Optimus humanoid robot project. That spending is growing faster than the company’s profits, which drags the bottom line down hard.

• 📉 Profit is still sliding: A 56% drop in operating profit shows how much Tesla’s big futuristic bets are eating into today’s earnings.

• 🔋 Other businesses are growing: Tesla’s services and energy arms are expanding nicely, with services revenue hitting a record and helping offset the flat car sales.

• 🤖 It’s becoming an AI and robot bet: More and more, Tesla’s stock isn’t about cars anymore. It’s about whether the AI, robotaxi, and robot dreams actually come true.

The Munch Take: This quarter was fine, not thrilling. The margin recovery is genuinely encouraging and the EPS beat is nice, but let’s not kid ourselves: Tesla is now a company spending enormous sums on far-off dreams while its actual car business sits flat. That’s the whole investment case in a nutshell. If you buy Tesla today, you’re not really buying a car company anymore, you’re betting that Musk can get the self-driving robotaxis to work across the country and humanoid robots. That could be a massive payoff, or an expensive disappointment, and nobody knows which yet. Our stance hasn’t budged one inch. We only find Tesla interesting below $300, and it’s trading well above that, so we’re simply not buyers no matter how the robots are coming along. We respect the ambition and we’d never bet against Musk lightly, but we also refuse to overpay for promises. Great vision, flat core business, rich price. We watch, we wait, and we stay patient.

MARKET OVERVIEW

🍟 Tasty Movers & Shakers

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🔥 $NVDA Nvidia rose 2.54% after CEO Jensen Huang revealed Vera Rubin DSX Pods, a new AI data center system built to go live in days instead of months. The company keeps finding ways to make the AI buildout faster, which is exactly what its customers crave.

🖥️ $SMCI Super Micro surged 9.55% after hiking its quarterly revenue forecast roughly $4 billion above its earlier guidance.

🛡️ $NET Cloudflare jumped 5.38% as demand for cybersecurity spiked after critical flaws were found in widely used PHP code.

🎬 $NFLX Netflix sank 5.31% after weak fourth-quarter guidance stoked fears about slowing viewer engagement, even with an earnings beat. A beat means little when the forecast makes investors nervous.

📞 $T AT&T dropped 6.59% even after beating expectations, as softer wireless subscriber growth overshadowed its stronger revenue.

✈️ $UAL United Airlines gained 3.99% despite missing on earnings and revenue, as strong booking demand showed travelers will happily pay up for flights. Sometimes the story matters more than the scorecard.

STOCK OF THE DAY

📱 Meta Crushed It & The Market Cheered

As we always say, never bet against the Zuck.

$META Meta reported its latest quarterly earnings yesterday and the stock jumped about 5%. Revenue came in at a massive $64.6 billion, up 26% from a year ago and comfortably beating what Wall Street wanted. On top of that, Meta guided for an even bigger quarter ahead, forecasting $73 to $76 billion in revenue. In a jittery market obsessed with whether AI spending will pay off, that’s exactly the kind of strength investors were hoping to see.

Now, if you glanced at the headline earnings number, you might have gotten confused. Meta reported earnings of $3.83 per share, which looks like a big miss. But here’s the catch, and it matters: that number was dragged down by a one-time legal charge of nearly $10 billion tied to a settlement over youth safety. Strip that out, and Meta actually earned about $7.40 per share, a genuine beat. The market saw right through the noise and focused on the real story: the core advertising business is absolutely humming.

• 💰 Ads are on fire: Meta’s AI is making its ad targeting smarter, helping advertisers get better results, which keeps the money flowing in.

• 🤖 Muse is catching on: Meta’s new AI assistant, Muse, reportedly hit over 5 million downloads in its first few weeks, a strong early sign.

• ⚖️ The “miss” was a mirage: That scary low EPS was just a one-time legal charge, not a sign the business is slowing.

But here’s the thing to keep an eye on, and it’s the same worry hanging over the entire AI world: the spending. Meta is now planning to spend up to $145 billion this year building out AI infrastructure. That’s a staggering amount, and it’s pushing the company’s free cash flow way down.

The Munch Take: This was a strong quarter, and the stock reaction tells you the market agrees. The key lesson here is one we love teaching: don’t panic at a scary headline number without reading the fine print. That ugly EPS “miss” was just a one-time legal bill, and savvy investors knew to look past it to the booming ad business underneath. Here’s our honest read, though. Meta is a genuinely elite, cash-gushing machine, and the fact that it’s spending $145 billion on AI while its core business stays this strong is impressive. But that spending is the whole debate. We keep coming back to it: history shows you don’t bet against Zuckerberg, the man gets doubted and keeps proving people wrong. So we respect this result a lot. We’re not chasing the stock after a 5% pop, and we never buy into an earnings spike. But Meta stays firmly on our watchlist as one of the better-run giants in the AI race. Great quarter, enormous bet, and a CEO who’s earned the benefit of the doubt. Watch the spending and don’t count him out.

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Pre-Market Fuel

1. ✈️ This new United lounge looks crazy.

2. 🇫🇷 France’s bond market is breaking.

3. 💉 Is a regulated market for peptides coming?

4. 🚀 Berkshire Hathaway just hit a new record high.

🍪 Munchy Memes

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