The stakes involved with quantum computing are huge. You will be able to solve problems that are unsolvable right now with classical computing and at the same time consuming a lot less energy than what classical computers are consuming right now. I'm sure you're fully aware of the energy requirements for the latest GPU systems and they are daunting to say the least.Quantum computers not only give you significantly better computing power. We are talking a million or a billion times better computing power but ...

Joining me now is Alanis co-founder and CEO Evan Smith. Evan, good to see you again. Well, we got the uh producer price index reading coming out in just a few hours, which I guess is a big piece of this.What is it about the tariff impact as we continue to see it starting to show up in numbers that people might be missing. Well, the way we conceptualize of tariffs historically is that you you only are paying the tariff when the product comes into the country, right. It's applied to the border.So, you think a ...

Welcome back to the exchange. Nvidia getting some more love from the street today. Popper Sandler raising its price target to $225 a share from 180 ahead of earnings later this month.The firm expecting results to be in line with company expectations but sees more room to run as Nvidia alleviates supply shortages. For more, let's bring in Harsh Kumar, senior research analyst at Piper Sandler. Harsh, so um there's a lot of demand here already.How much do the changes in China with policy there uh how much is t ...

Reuters reporting today that US authorities have been placing secret trackers into shipments of advanced semiconductors in an attempt to find chips that are being diverted into China. Christina Partzilla is digging into that story for today's tech check. And Christina, this is this is interesting.Wonder how effective that is. Yeah, it's a good point. Well, US authorities, like you said, just they may be tracking devices on shipments of advanced AI chips, but industry sources tell me we shouldn't expect to s ...

Meanwhile, mortgage rates are on the move. Diana Ol has the details there. Diana.>> Well, John, rates continue to fall. The average on the 30-year fix dropped a little more today to 6.53%. That's the lowest since October.It had been holding in a very narrow range over the past several months, but appears to be pushing lower for now. Anyway, that is driving refinance demand. Those applications jumped 23% last week compared with the previous week.According to the Mortgage Bankers Association, that's the stron ...

Coreweave's Business and Market Position - Coreweave's backlog is lumpy due to dealing with major AI companies like Microsoft (70% of their revenue), OpenAI, Google, and AWS [2] - A Microsoft deal closed in early Q3, which will be reflected in the next quarter's backlog [2] - Coreweave's revenue growth is expected to reaccelerate in Q4 with Blackwell chips coming online [4] - Coreweave massively increased contracted power this quarter, indicating future demand [4] - Coreweave is one of the few companies that can successfully operate large-scale GPU AI training clusters [8] - Diversification is occurring with enterprise clients and a new hyperscaler coming on board [9] Competition and Future Outlook - Customer concentration, especially with Microsoft, is a significant risk [7] - The AI market could potentially be larger than the trillion-dollar public cloud market [7] - Coreweave exclusively partners with Nvidia for GPU clusters [11] - It is important to consider the impact of hyperscalers building their own AI chips and the depreciation of currently purchased chips [10] - Google, as a new customer, makes TPUs, which could impact the relationship with Nvidia in the future [11][12]

We operate an exchange and then we we operate a data business that also has coindesk media out there and a conference business and we just we wake up every day saying how can we service institutions throughout our organization. We have a over a thousand customers which is quite quite a number in in the crypto space which is which is still growing and you know it feels like this may be a good time for crypto cuz you see the Genius Act coming out of Congress the Clarity Act that came out of the house are prov ...

the Mega Cap winners, but are outside the sector. Joining me now is Michael Kantrowitz, chief investment strategist at Piper Sandler. Michael, welcome.Give me your best ideas. Good afternoon. Yeah.>> Good afternoon. Yeah. >> So the tech sector is obviously done great.But very few investment managers can only own the tech sector, even if it is the best performing area. So we've been focused on really the last couple of years as tech has been leading, trying to highlight stocks outside of the tech sector or i ...

hair growth. Learn more at Mike Wirth AECOM. >> This market's going into a speculative frenzy.People are racking up huge gains in quantum computing stocks even as the technology is still in its infancy. But maybe it's closer than we think. But I'm not scolding you.I want to take the speculation seriously, because maybe it's not that speculative after all. Which brings me to D-Wave quantum, a stock that's up nearly 2,000% over the past 12 months. I want some of that.Last Thursday, D-Wave reported. Honestly, ...

Sir, there's uh new reporting that the Russians have um hacked into some computer systems that manage US federal court documents. I wonder if you've seen this reporting and if you plan to bring it up with Putin when you see him later in the week. I guess I could.I surprised, you know, are you surprised. They hack in. That's what they do.They're good at it. We're good at it. We're actually better at it.But no, uh I I have heard about it. I've heard about it. ...