Today is air winning out. It is a good deck for a good day for technology. The TSMC results and guidance provide some confidence in the durability of the AFM.There's no air related slowdown, at least not yet. And air is going to remain a key driver for four markets. And so one of the most read stories today on the Bloomberg terminal and on the website is Ken Griffin, the founder of hedge fund Citadel, saying that Jeff, he is not helping hedge funds beat the market with astonishing returns.We're going to pul ...

So what's your read on Dream Force and Agent Force. Is it being adopted. Hey, Caroline, great to be here.Thanks for having me. So I'm here in San Francisco at Dreamforce, and I will tell you that there's a lot of talk about the agenda at Enterprise and what that means for customers. And what we saw yesterday was exactly what, with all due respect to Brody, we're talking about the need to show real customer adoption with real recognizable brands, talking about real business results.And I think what we've see ...

Is this a bubble. Well, thanks for having me on your program. And of course, that is the question that people are asking when things like this just go parabolic, to use a word that captures the imagination.People wonder, you know, how long can this go on. And they start comparing it to the past. We don't believe that it's a bubble.The underlying factor and force is the the usefulness that can be gotten from these A. I. models.And we're only at the very, very beginning of that. You know, companies are having ...

Quantum Computing Technology & Capabilities - D-Wave is deploying an advantage to quantum computer in Italy, available to researchers, scientists, and businesses to explore quantum computing [1] - D-Wave's 4400+ qubit advantage to system is considered the largest and most powerful quantum computer [2] - D-Wave's quantum computer has almost ten times more qubits than competitors [3][6] - D-Wave's quantum computer can compute properties of materials in minutes, a task that would take nearly 1 million years on the fastest supercomputers [3] - D-Wave's annealing quantum computers differ from gate model quantum computers used by others, leading to academic debate around qubit differences [5][6][7] Commercialization & Market Presence - D-Wave has sold a quantum computer to the Public Supercomputing Center in Germany for AI workflows [8] - D-Wave signed a memorandum of understanding with Yonsei University and Incheon City in South Korea for quantum computer acquisition [8] - D-Wave's quantum computers are used commercially, including by North Wales Police for optimizing vehicle placement [9][10] - D-Wave has both cloud-based and on-premise business models [10] Strategic Alliances & Initiatives - D-Wave is a founding member of the Q Alliance, supporting Italy's digital transformation [1]

Your team have been so on top of what has become a global concern about the design of door handles and latest cves. Yeah. The big concern here, I feel like in these issues of crashes and battery fires is is particularly the troubles that people are having with getting into these vehicles from the outside.Yes, there are issues with, you know, mechanical releases that are different from inside inside the vehicle and different from the typical way you get out of the vehicle. But what's really, I think, alarmin ...

How impactful is it that they're going get more and more on their own supply chain, their own hardware. Well, using in-house chips, of course, is paramount to what Apple has been doing under Tim Cook for the last decade and a half or so. But in terms of these new products today, this is probably the most minor set of Apple product refreshes that I could remember in recent history.What they've done here is essentially taking the designs from prior years, the iPad Pro design from last year, the MacBook Pro de ...

Company Performance & Outlook - SNL has a buy rating and a home price target of more than €1,000, with recent results and orders indicating potential stock appreciation [1] - Expectations for 2026 have been reset to a reasonable level, with no decline anticipated [2] - Growth beyond 2026 depends on demand from artificial intelligence players in the data center sector [3] Industry Trends & Dynamics - Momentum in the chip industry and market globally, acknowledged by ASML, is not yet fully reflected in firm orders [5] - There's a growing disconnect between announced deals and committed spending in the equipment industry, raising questions about financing [6] - Lead times for EUV tools from ASML are approximately 12 months, impacting production ramp-up into 2027 [8] - ASML is close to fully booked for 2026 deliveries of EUV tools, with limited upside potential [10] - ASML is preparing to avoid becoming a bottleneck for future growth, acknowledging industry demand [11] China Market - ASML's revenue exposure to China was 42% in the reported quarter, expected to decline significantly into next year [12] - Year-to-date system sales to China through September represent approximately 32% [12] - Chinese companies are currently ordering what they can due to restrictions, impacting the outlook for 2026 [13] - Lead times for tools purchased by Chinese customers are shorter than those for EUV tools, around six months or less [14]

Production Diversification - Apple is expanding manufacturing in Vietnam as part of its push into the smart home market [1] - This marks the first time Apple is manufacturing a new product category outside of China [3] - The move is part of a larger strategy to shift production away from China due to geopolitical risks, supply chain issues, and tariffs [4] - BYD, a Chinese EV maker, is a partner in this expansion, underscoring Vietnam's importance [3][4] Product Development & Strategy - Apple is working on three new devices for the home: a security camera, a home hub, and a tabletop robot [3] - These devices will reportedly use lower-cost LCD panels supplied by Tianma Microelectronics [1] - Apple aims to reignite consumer enthusiasm with these new products, addressing challenges in the smartphone market and AI integration [5][6][7] Market Impact - The new products, even if made in Vietnam, would still be subject to tariffs under the current regime [5] - The tabletop robot will feature an articulated arm and a display, potentially serving as a home hub for controlling appliances and facilitating communication [7][8] - The market is watching to see how consumers will react to these new product categories [7]

He's added on new updates today. How are we restricting content. So, Caroline, as I said, just to take a step back, we launched ten accounts in the US and now globally.Last year, teen accounts was to address the three things that parents were most concerned about, about their young people using Instagram. It was about unwanted contact. It was about the time they're spending on our app and it was about inappropriate content and minimising the amount of inappropriate content a teen would see on Instagram.What ...

AI Adoption & Strategy - AI native operations are crucial, partnerships with companies like Salesforce are important [1] - Rewiring processes end-to-end with a top-down mandate is necessary for high leverage AI applications [7] - AI adoption requires executive-level involvement, not just delegation to the CIO [6] - Focus on real ROI from AI products and leveraging data within ecosystems [12] Salesforce & Ecosystem - Partnerships with Salesforce are a key strategy for AI companies [1] - Integrating AI into regulated industries with existing infrastructure takes longer due to complexity [10] - Making the most out of data investment with agenda within the Salesforce ecosystem is important [11] Enterprise Challenges & Opportunities - Enterprises are seeking help with AI implementation across various categories [16] - Smaller startups face challenges entering the enterprise market due to hyperscalers [15] - The need for sharp differentiation is crucial for startups in the AI space [15] - AI adoption can lead to displacement of those not using AI [14] Voice & Conversational AI - Voice and conversational agents elevate customer experience across various company sizes [4] - Use cases for AI include enhancing customer support and shopping experiences [9]