▶ 1:33 · $NVDA · Meta Settles Federal Social Media Addiction Trial | Bloomberg Tech 8/26/2026

episode briefing

Meta Settles Federal Social Media Addiction Trial | Bloomberg Tech 8/26/2026

2026-08-26 · 7 company · 8 thematic

sentiment

6 bull0 bear1 neu

speakers

Co-founding partner at Floodgate venture capital firm, researching AI-native organizational structures and investing in infrastructure software for enterprise AI adoption.

chris womack

CEO of Southern Company, a utility serving 9 million customers across the Southeast, managing data center grid integration and rate structures for AI-driven load growth.

mizuho managing director

Semiconductor analyst at Mizuho Securities providing earnings preview and demand analysis for Nvidia.

jb mccuskey

Led bipartisan coalition of 29 state attorneys general in lawsuit against Meta over social media addiction and child safety, resulting in $17-18B settlement with injunctive relief.

quote

“I THINK THE CATALYSTS ARE SO GREAT. YOU JUST NOT GOING TO GET A BAZOOKA TONIGHT THAT MAKES EVERYBODY GO OUT IN RUSSIAN BY IMMEDIATELY BUT I STILL LOVE THE SET UP INTO THE END OF THIS YEAR.”

—unknown

now playing · $NVDA

$NVDA···bullish· mediumunknown

Nvidia earnings preview: high beat expected but stock needs longer-term catalyst to break out

Analysts expect a $3B revenue beat and guidance above $100B for Q3, but the stock has stalled after recent quarters; the real catalyst will be Blackwell/Vera Rubin ramp and $500B…

$NVDA···bullish· mediummizuho managing director

Mizuho sees Blackwell ramp driving Nvidia setup into year-end

Blackwell demand far exceeds constrained supply; modest October shipments ramp sharply in January quarter, with longer-term projections likely deferred to October Germany event ra…

$META···neutral· mediumjb mccuskey

Meta settles 29-state social media addiction trial for up to $18B with teen safety mandates

The bipartisan settlement removes litigation overhang but imposes costly structural changes including nighttime blocks, daily limits, and age verification for users under 18, with…

$SO···bullish· highchris womack

Southern Company CEO sees data center demand putting downward pressure on customer rates

The utility's 9M-customer territory has a significant, non-declining pipeline of data center projects; collateral requirements and minimum bills ensure hyperscalers bear grid upgr…

$RAMPbullish· mediumann miura-ko

Floodgate's Miura-Ko cites Ramp as AI-native org enabling all employees

Ramp exemplifies the AI-build organization by enabling every employee from sales to finance to leverage AI agents, with resources to build internal tooling harnesses that smaller…

$ACELASbullish· lowann miura-ko

Acelas highlighted as early leader in company-wide AI agent deployment

Acelas is far ahead in enabling all employees to generate and use AI agents across functions, representing the frontier of AI-native organizational design.

$FLOODGATEbullish· high· posann miura-ko

Floodgate partner Ann Miura-Ko bets on AI infrastructure software for non-technical employees

AI-native companies are building internal 'software factories' with agents across sales, marketing, and finance; the gap between early adopters like Ramp and the 90% of startups l…

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