--- title: Syz The Moment description: Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 22 Oct 2026 - - - #### META $META REPORTEDLY PLANS TO CREATE A NEW CLASS OF STOCK WITH NO VOTING RIGHTS The goal is to let Meta sell new shares to pay for its AI buildout without weakening Mark Zuckerberg's control, per WSJ. It could be announced as soon as Wednesday's earnings - Semafor Source: Evan [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![META $META REPORTEDLY PLANS TO CREATE A NEW CLASS OF STOCK WITH NO VOTING RIGHTS](https://blog.syzgroup.com/hubfs/1792613373564.jpg) ![META $META REPORTEDLY PLANS TO CREATE A NEW CLASS OF STOCK WITH NO VOTING RIGHTS](https://blog.syzgroup.com/hubfs/1792613373564.jpg) 22 Oct 2026 - - - #### JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS $SPCX Source: Gugarvin [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS](https://blog.syzgroup.com/hubfs/1792614104064.jpg) ![JP MORGAN HAS MORE THAN DOUBLED IT’S SPACEX PRICE TARGET FROM $240 TO $500 AFTER LAST NIGHTS EARNINGS](https://blog.syzgroup.com/hubfs/1792614104064.jpg) 22 Oct 2026 - - - #### $TSLA beat Q3 revenue and EPS estimates. But beneath the headline, the picture looks less convincing. → Automotive revenue: −3% → Operating income: −56% → Free cash flow: −62%. Robotaxis and Optimus offer upside, but execution is everything. Can Tesla turn AI ambition into profits? Tesla Q3 FY26: • Revenue flat Y/Y at $28.0B ($0.2B miss) • Gross margin 20% (+3pp Y/Y) • Operating margin 3% (-3pp Y/Y) • CapEx +110% Y/Y to $4.7B • Free cash flow -62% Y/Y to $1.5B • Non-GAAP EPS $0.48 ($0.03 beat) Key Updates: - Started providing Robotaxi rides using Cybercabs on September 3 in Austin - Optimus production began in Fremont on high-volume lines - Megafactory Texas began production, with planned capacity of 50 GWh Source: App Economy Insights, Thomas Bennett [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) ![$TSLA beat Q3 revenue and EPS estimates. But beneath the headline, the picture looks less convincing.](https://blog.syzgroup.com/hubfs/1792645248882.jpg) ![$TSLA beat Q3 revenue and EPS estimates. But beneath the headline, the picture looks less convincing.](https://blog.syzgroup.com/hubfs/1792645248882.jpg) 22 Oct 2026 - - - #### Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years. That means each new manufacturing node can boost memory output from existing factories without needing to build more fabs. Source: Shay Boloor [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years.](https://blog.syzgroup.com/hubfs/1792613962258.jpg) ![Micron $MU has increased the amount of DRAM produced per wafer by ~400x over the past 30 years.](https://blog.syzgroup.com/hubfs/1792613962258.jpg) 22 Oct 2026 - - - #### According to the WSJ, more oil is now coming out of the Gulf than before the Iran Wa WSJ: "Persian Gulf oil exports have surpassed prewar levels, as an improvised shipping system under U.S. protection is helping tankers move oil through one of Iran’s fiercest waves of attacks in the Strait of Hormuz. Middle East oil flows, including shipments through Hormuz and alternative routes across the region, averaged more than 24 million barrels a day in the week through Oct. 18, surpassing prewar levels of 23.3 million, according to ship tracker Kpler". [#oil|](https://blog.syzgroup.com/syz-the-moment/tag/oil) [#Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) ![According to the WSJ, more oil is now coming out of the Gulf than before the Iran Wa](https://blog.syzgroup.com/hubfs/1792645511356.jpg) ![According to the WSJ, more oil is now coming out of the Gulf than before the Iran Wa](https://blog.syzgroup.com/hubfs/1792645511356.jpg) 22 Oct 2026 - - - #### NVIDIA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS Each one arrives with computing, cabling, power, and liquid cooling already installed, built around Nvidia's Vera Rubin systems. That cuts setup time at a ready site from 6 months to as little as 14 days. Partners plan to deliver them worldwide in early 2027. Jensen Huang: "An AI factory creates value when it starts producing tokens, not when construction is complete." “With NVIDIA DSX POD, we’re bringing factory-built precision and speed to AI infrastructure construction — reducing deployment time from months to weeks so customers can scale capacity and bring revenue-generating production online faster.” Source. Evan on X [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![NVIDIA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS](https://blog.syzgroup.com/hubfs/1792613840082.jpg) ![NVIDIA JUST INTRODUCED DSX POD, AI DATA CENTERS THAT SHIP IN CONTAINERS](https://blog.syzgroup.com/hubfs/1792613840082.jpg) 22 Oct 2026 - - - #### France’s fiscal problem is becoming a corporate earnings problem. Yesterday (Wednesday), Carrefour reportedly plunged more than 13% after cutting its outlook, warning that looting and store disruptions could cost €80–200 million in operating income. But the damage extends beyond supermarkets. Debt near 119% of GDP. A deficit above 5%. Public spending around 57% of GDP. Now add unrest that hurts confidence, disrupts businesses and threatens tax revenues. The vicious circle tightens: → Persistent deficits require more borrowing. → Higher yields increase interest costs. → Weak growth complicates consolidation. → Political resistance makes reform harder. France is not inevitably heading for a debt crisis. But postponing difficult decisions keeps raising the eventual cost. The risk for Europe? A French fiscal shock would test the eurozone on a scale Greece never could. Source: Michel A.Arouet [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) ![France’s fiscal problem is becoming a corporate earnings problem.](https://blog.syzgroup.com/hubfs/1792658316826.jpg) ![France’s fiscal problem is becoming a corporate earnings problem.](https://blog.syzgroup.com/hubfs/1792658316826.jpg) 22 Oct 2026 - - - #### Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company. Excluding $NVDA, no other MAG 7 company is growing revenue faster. Q3 revenue: +26% YoY. $META’s biggest competitive advantage is distribution. 3.6 billion people use Meta’s platforms every single day. Nearly half the world’s population. Facebook, Instagram, and WhatsApp are the three most used social platforms in the world. While other AI companies spend billions acquiring users, Meta already has direct access to billions of them. And with Muse gaining traction, this advantage is becoming even more powerful. Other AI companies are fighting for users. $META already has them. Source: Daniel [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company.](https://blog.syzgroup.com/hubfs/1792646060691.jpg) ![Yes Meta results were a mixed bag but here's a positive way to look at this mega-cap tech company.](https://blog.syzgroup.com/hubfs/1792646060691.jpg) [1](https://blog.syzgroup.com/syz-the-moment/page/1) [2](https://blog.syzgroup.com/syz-the-moment/page/2) [3](https://blog.syzgroup.com/syz-the-moment/page/3) [4](https://blog.syzgroup.com/syz-the-moment/page/4) [5](https://blog.syzgroup.com/syz-the-moment/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/page/1250?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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