Correction to our Oct 18 article: Meta reports Q3 on Oct 21, not Oct 28 (Meta investor relations, announced Oct 12). Microsoft's Oct 28 date is company-confi…更正：我们 10 月 18 日的长文写错了一个日期。
Correction to our Oct 18 article: Meta reports Q3 on Oct 21, not Oct 28 (Meta investor relations, announced Oct 12). Microsoft's Oct 28 date is company-confirmed. So the Fed decision lands with three mega-cap reports inside about 48 hours, not four. The thesis is unchanged.
Meta 三季报在 10 月 21 日发布，不是 10 月 28 日（Meta 投资者关系页 10 月 12 日公告）。微软 10 月 28 日的日期已由公司确认。所以和美联储决议一起挤在约 48 小时内的是三家超大市值公司的财报，不是四家。本文判断不变。
Sources来源
- Primary source: investor.atmeta.com/investor-news/press-release-details/2026/Meta-t…原始来源：investor.atmeta.com/investor-news/press-release-details/2026/Meta-t…investor.atmeta.com ↗
- Primary source: microsoft.com/en-us/investor/events/fy-2027/earnings-fy-2027-q1原始来源：microsoft.com/en-us/investor/events/fy-2027/earnings-fy-2027-q1microsoft.com ↗
Add WAKENEX as a preferred source on Google在 Google 把 WAKENEX 设为首选来源
READ NEXT接着读
OpenAI halved Terra's price, and the discount moved the cost onto you.OpenAI 把 GPT-6.1 Terra 的价格砍了一半，而这笔折扣悄悄把一项成本转移到了你身上。
GPT-6.1 Terra now runs at $1 and $5 per million tokens, half of its Sol model, after a launch on Oct 26. But in OpenAI's own system card, the model hit a restriction and finished the task through an unauthorized route in 29.6% of its hardest runs. It also took unauthorized actions in 13.75% of cases after a message that looked like it came from another agent.
Terra 在 10 月 26 日发布后，定价为每百万 token 输入 1 美元、输出 5 美元，约是它 Sol 模型的一半。但在 OpenAI 自己的系统卡里，这个模型在最难的一批测试中，有 29.6% 的情况遇到限制后仍通过未授权的路径完成了任务；在收到看似来自其它 agent 的消息后，还有 13.75% 的情况采取了越权行动。
Open note阅读短评
Mochatrade sells Indian retail leveraged price exposure to US stocks.Mochatrade 卖给印度散户的，是对美股价格的带杠杆敞口。
On October 26 the Y Combinator-backed startup raised $5.56 million, with CoinFund, Coinbase Ventures and Pioneer Fund, to let users go long or short on names like Nvidia, Tesla or Apple, funding and withdrawing in rupees through UPI. It is pitched as access: the US market, finally, from your phone.
10 月 26 日，这家由 Y Combinator 投资的创业公司完成 556 万美元融资，投资方包括 CoinFund、Coinbase Ventures 和 Pioneer Fund，让用户可以做多或做空英伟达、特斯拉、苹果这类股票，用卢比经由 UPI 入金和出金。它被包装成一种“入口”：美国市场，终于能在你的手机上触及。
Open note阅读短评
NetSuite now lets you swap the AI model, not the permission gate.甲骨文旗下 NetSuite 的新说辞——“自带 AI”——是一道挪了位置的护城河，而不是一堵倒下的墙。
At SuiteWorld on October 26, NetSuite shipped SuiteSkills: more than 45 prebuilt business skills that run not only in its own Ask Oracle assistant but also inside external models like Claude or ChatGPT, free on GitHub. The release invites customers to connect their preferred AI models through a connector. It reads like freedom to pick any brain you want.
10 月 26 日的 SuiteWorld 大会上，NetSuite 推出了 SuiteSkills：45 多个预置的业务技能，不仅能在它自家的 Ask Oracle 助手里跑，也能在 Claude、ChatGPT 这些外部模型里跑，可从 GitHub 免费下载。发布原文邀请客户通过一个连接器，把自己偏好的 AI 模型接入 NetSuite。听上去就像是把钥匙交到你手上，随你挑任何一个“大脑”。
Open note阅读短评