00:00Big tech is pivoting again, but not in the way you expected.
00:03Meta just confirmed plans to cut overall spending by roughly 30%,
00:07but the twist is that Mark Zuckerberg is actually re-accelerating investment into AI wearables.
00:14Think AR glasses, multimodal AI assistants, and spatial computing.
00:18Meta's message is clear.
00:20The next platform shift won't be social media.
00:23It'll be intelligence that lives on your face, in your pocket, and inside your daily workflow.
00:28Meanwhile, UiPath exploded more than 25% after a clean, beaten race quarter.
00:34Revenue growth accelerated, ARR topped expectations, margins improved,
00:38and demand for AI agents and automation is climbing fast.
00:42After months of lagging, Path finally delivered the kind of quarter that flips sentiment.
00:47And all of this is landing hours before core PCE hits the Fed's preferred inflation gauge.
00:53If the number comes in cool, rate cut hopes stay alive.
00:56If it runs hot, expect volatility across stocks, bonds, and crypto.
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