AI Market & Value Creation - A significant portion of the AI market prioritizes value creation [1] - The company dominates the value creation segment of the AI market due to its unique capabilities [1] Competitive Advantage - The company's offerings provide America with a substantial unfair advantage in both industry and government [2] - The company's results are exceptional, surpassing normal or even strong performance metrics [1][2] Key Capabilities - FD orchestration, ontology, and Foundry are essential components for success in the value-driven AI market [1] - Deep understanding and access to the game are crucial for achieving extraordinary results [1]

Obviously, there are some questions about the valuation side of it. Um, to Dan's point, and it looks like one of the people hinting in that direction is one of the people who made his name during the financial crisis. >> Yeah, Michael Bur, the hedge fund manager who called out that 2007 financial crisis and the collapse of the US housing market back in 2007, has now put a sour note on this AI trade.perhaps one of the biggest calls on this bubble race that we've gotten so far that kind of puts a little realn ...

[Music] Good Tuesday morning from YA finds his New York City headquarter studios and now finds executive editor Brian Sazi. Lots happening in markets right now to say the very least. Of course, we stop earning season and that continues on.To that end, Palanteer stock is getting drilled uh in the pre-market despite a blowout third quarter. And who said stock valuations don't matter. Suddenly they do.Uber stocks also coming under pressure following a solid quarter of its own. Gross bookings popped 21% and cam ...

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Tuesday, 4th November.Coming up on the show, stocks across the world stumble as correction fears mount. We have big news on Tesla and its shareholder vote on Elon Musk's proposed $1 trillion pay package. And an exclusive this morning.I'll be talking to the CEO of Cognizant. He's just announced a big AI partnership. But before we start, some breaking news.Former US Vice President Dick ...

they should give him $1 trillion if he has to generate $7 trillion of market cap and benefit to the shareholders. I think that Musk is integral to Tesla. I think that if you're invested in Tesla, you're not invested because it's a car company. It's a tech company. It's a future company.It's robo taxis. It's robots. And he is a modern-day Thomas Edison.You got to go with it. Write the check and let him do his thing. When you invest alongside Elon Musk, you typically make a lot of money.Yes, it can be a bumpy ...

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Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, Thomas Hayes, Chairman and Managing Member of Great Hill Capital, joins Senior Reporters Allie Canal and Brooke DiPalma to discuss the wins, losses, and surprises of the recent 2025 Q3 earnings report. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right ...

Cloud Computing & AI Infrastructure - OpenAI signed a $38 billion deal with Amazon Web Services [1] - The deal includes immediate access to Nvidia's GPUs [1] - AWS is one of multiple cloud providers for OpenAI, including Microsoft, Oracle, and Google [2] - Hyperscalers are increasing spending to build computing power for generative AI providers like OpenAI [2] - The industry focus is on securing as much computing capacity as possible [3]

Amazon shares jumping today after the company announced a $ 38 billion partnership with OpenAI, giving the Cha GPT maker access to Amazon's cloud infrastructure and Nvidia's AI technology. Yahoo Finance tech editor Dan Howley joins us now to break it all down. So Dan, this agreement essentially links Amazon, OpenAI, and Nvidia, three heavyweights in one move.And it was a little confusing to me at first because why wouldn't Open AAI just go directly to Nvidia. So how does this work in practice. And why are w ...

Palanteer's third quarter results are hitting the wire and let's take a look at where some of these numbers landed. So Palanteer reporting third quarter earnings and revenue above expectations. Also raised its fourth quarter and fullear sales outlook.You're seeing shares up around 4% in after hours trading revenue coming in at 1.18% billion for the three months ending September 30th. That's a 63% increase from the previous year and above the 1.09% billion Wall Street expected. Now driving that revenue beat ...