🐺Meta Shifts Spending, UiPath Surges, and Core PCE Ahead

Hey everyone! Sam here (AKA @SamSolid57 on X)

I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.

Let’s get into it

Mark Zuckerberg announced that Meta will cut overall spending by roughly 30 percent, continuing the efficiency wave that reshaped the company last year. But the headline came with a twist… Meta plans to increase investment into AI wearables, signaling a strategic push into on-device intelligence and next-generation hardware.

AR glasses, multimodal AI assistants, and spatial computing experiences are now core priorities, suggesting Meta sees a major platform shift coming. Investors are watching closely, because the timing of this re-acceleration could set the tone for Meta’s margin profile in 2025.

Seek Monthly Income. Aim to Navigate Uncertainty. Stay Invested.

Markets remain unpredictable, rate expectations keep shifting, equity volatility persists, and questions around tariffs and the AI trade continue to drive uncertainty.

As investors consider portfolio positioning for 2026, NEOS ETFs may offer a way to stay invested across equities, fixed income, and alternative asset classes while seeking outcomes like monthly income, enhanced tax efficiency, upside potential or in some cases, a measure of downside protection.

The award-winning firm behind the ETF.com “Best New Active ETF” and ETF Express “Best Options Strategies ETF Issuer ($1–10bn)” offers a suite of options- based ETFs that aim to harness volatility for monthly income, enhance after-tax outcomes, and potentially complement core allocations.

From equity and alternative high income strategies, to enhanced fixed income strategies, NEOS aims to deliver Next Evolution Options Strategies for today’s uncertain markets.

Explore their award-winning lineup at https://neosfunds.com.

UiPath ($PATH) surged more than 25% after delivering a clean beat-and-raise quarter. Revenue growth accelerated, ARR exceeded expectations, and management highlighted rapidly rising demand for AI agents and enterprise automation workflows.

Margins improved meaningfully, signaling that the company is transitioning from early growth mode into a more durable, profitability-focused phase. After lagging for months, PATH finally posted the kind of print that shifts investor sentiment back in its favor.

The Core PCE report (the Fed’s preferred inflation metric) drops this morning, and it’s arguably the most important macro release of the week. Economists expect readings to come in right around consensus, showing continued cooling without slipping into contraction territory.

If PCE hits in line or lower, it strengthens the case for more rate cuts next year. A hotter print, however, could spark volatility across equities, bonds, and crypto as markets reassess timing and magnitude of easing.

Follow us on YouTube