Now, yesterday we had it. This time gains in the cash trade because of optimism on ending a shutdown. And President Trump has expressed his support for the bipartisan deal to end the US shutdown.He spoke yesterday in the Oval Office. I think based on everything I'm hearing, they haven't changed anything. And we have support from enough Democrats and we're going to be opening up our country to better whistleblowers, but we'll be opening up our country very quickly.For the latest, we're joined by bloomberg Wa ...

Supply Chain & Partnerships - No single entity controls the entire supply chain, emphasizing the reliance on partners for business at scale [1][2] - The company acknowledges a past issue with a partner but reaffirms their long-standing relationship and expects a rapid resolution [3][4] - A contract delay with a partner is expected to cause a delay in revenue, not a loss, highlighting the nature of working within an ecosystem [5] Diversification & Risk Management - The company is actively diversifying its client base, reducing reliance on a single client from 85% to no more than 35% of its backlog [9] - The company is diversifying its data center providers, with no single provider representing more than 20% of the 2.9 gigawatts of power being delivered over the next 24 months [10] - The company is implementing measures to future-proof against delays, including building a self-build organization for data centers and diversifying data center providers [12][13] Government & Regulatory Support - The company advocates for government assistance in addressing permitting issues and speeding up infrastructure attachment to the grid [16] Market Demand & Capacity - Client demand for infrastructure overwhelms the market's capacity to deliver, indicating a systemic shortage of GPUs and computing infrastructure for AI buildout [22][23] Strategic Initiatives - The company has a contract with Nvidia that allows for repurposing compute to new companies and startups, fostering ecosystem resilience [18][19]

You have to start with in video, right. It's all we've been hearing about. Ticker NVIDIA shares have been down nearly 2%.So basically the issue is that SoftBank sold its entire stake in in video pocketing about $5.83% billion. So what it's showing is that the company needs more money to kind of chase these number of projects that it has. Right.It has Stargate data centers, it has AOL iRobot manufacturing sites in the U.S. that it needs to put its money toward. And the company said the sale, it has nothing t ...

Tell us about take us back to that Father's Day in 2023, so a couple of years ago and the murder and killing that happened, who was he. What happened to him. Walk it out and why this became such a big story and certainly something that got officials in Canada, the U.S. and elsewhere alarmed.Well, many viewers may remember this extraordinary series of events that actually began later in the year on September 2023, when the then Canadian prime minister, Justin Trudeau, accused agents of the Indian government ...

What's the next step. The title report. The next step for China's bull markets, where they'll look for the next step.Yeah, I think, you know, for next year we still remain bullish. To me, I think the big change is really the global monetary order reconstruction from a, you know, strong dollar to a weak dollar and then from China us constantly in the trade negotiations to a G-2 framework. And then probably more importantly is the deep sea moment, not just in Asia but many other industries where there is a ma ...

This is an individual who had a $10 million bounty on his head here in the United States until quite recently. Did he deserve to be in the Oval today. Yeah.You know, I was actually Treasury spokesperson when we sanctioned him, so it's quite the turnaround. You know, deserve is a strong word. I think at the end of the day, the U.S. government always deals with unsavory characters.And because of certain goals and objectives and the U.S. always pursues its national security interests unapologetically and clear ...

Peter Tchir of Academy writing markets are rejoicing the end of the government shutdown. But none of the other issues that have been bothering the market itself just yet. Peter joins us now for more.Peter. Good morning. Good to see it. Good morning.Let's talk about those other issues. What are they. I think you just talked about a lot of them.What is the valuation. Correct. Fair or not.Right. It's it feels a bit frothy. You're now seeing your mega caps move 10% on the back of earnings reports, which seems l ...

So we have the ADP saying that jobs fell an average of 11,250 on a weekly basis in the four weeks up to October 25 John. Now, on a headline basis, taking that at face value, it suggests it certainly leans against the labour market stabilisation idea. It probably does capture some of those headlines we've been seeing on big high profile companies making job cuts across the country.There are some caveats with this data. Number one, it's new. So old economies are getting used to it and working out what trends ...

Jeff, let's just talk about this. I know you're tracking it. Energy constraints.We were hoping that maybe this is something out in our future. Is it right here in our present. Oh, it's right here in our presence.It's discussion around data centers. You know, you take gas. You know, the constraint on there is gas turbines.It's grid. Grid is copper. We look at what's going on in the oil market this morning as it's restrictions around, you know, ships, availability of ships, refineries.You know, all of these o ...

The Senate passing legislation to end the government shutdown with support from a handful of Democrats. The bill now heading to the Republican controlled House. Joining us now is Bloomberg's Mike Shepard.Shep, just walk us through the progress we've made in the last 24 hours and the sequence of things over the next 24 hours. Well, we saw the Senate reach a breakthrough last night, Jon, with the chamber voting 60-40 to pass this interim spending measure that will keep most of the government open at least thr ...