CAROL: PIPER, MORGAN STANLEY, JP MORGAN. THEY ARE STILL EXPECTING THE STOCK TO GO HIGHER. TIM: LET'S TALK NVIDIA, SHARES HIGHER BY 1.2%.3.8% TRILLION DOLLARS IS THE MARKET CAP RIGHT NOW. IT DID SURPASS MICROSOFT TO BECOME THE WORLD'S MOST VALUABLE PUBLICLY TRADED COMPANY. THE LAST TIME NVIDIA HIT A NEW RECORD WAS PRE-DEEPSEEK IF MY CALCULATIONS ARE CORRECT.WHAT HAS HAPPENED SINCE THEN. TO GIVE INVESTORS THE CONFIDENCE THAT THIS COMPANY CAN STILL MOVE HIGHER. ED: YOU HAVE TO LOOK AT AI AS AN ECOSYSTEM AND WH ...

How much do investors want to be in on the chip, the infrastructure names that broaden out perhaps. Well, the portfolio manager for this fund, Tony Kim, is really looking across the value chain for opportunities in artificial intelligence. But right now, where he sees some of the biggest opportunity is in those infrastructure and hardware names.If you look at where the money is being spent on A. I. today, the almost quarter of $1,000,000,000,000 being spent by the Mega-cap tech names is being concentrated i ...

On the live feed. During the presentation, I noticed there were several million people tuned in on eggs. What do we know about this new SUV and the appetite here for Jeremy.Yeah, the excitement around show me and its electric vehicles is quite something. The founder late June just did this presentation in Beijing a little while ago and he talked about this new SUV. It's going to be priced around $35,000 at the low end.It'll go up to about $46,000. And he took aim directly at Tesla. Tesla's Model Y is the be ...

There's anywhere we could take this. Right. But let's just start with the basics.The US government and its military industrial complex or the defense industrial base. How modern is it. In the scheme of everything. Ted, we just discussed in the show.It's getting more modern. I would say the reality is that today the defense industrial base is still quite traditional. And you can look at the recent strikes on Iran as a perfect example of that.Yes, we know that fifth generation fighters escorted B-2 bombers to ...

Copyright & Fair Use - Entropic acquired over 7 million pirated books and later physical copies to train its large language models [1][2] - A judge ruled that using physical copies to train AI models constitutes fair use, but not the pirated copies [3] - An appeal is likely regarding the fair use ruling [4] - The ruling hinges on whether ingesting information for AI training is considered fair use, which would allow companies to use data without compensation [5] Industry Implications & Concerns - Generative AI benefits from the fair use ruling, but companies face navigation challenges [5] - The industry is keen on the fair use ruling, as it allows for data ingestion without payment [6] - Publishers fear that AI could reduce book sales if people can obtain information directly from AI [6] - There are concerns about the incentive for authors to write new books if their work is used by AI without commercial benefit [7]

You yourself have a rich history in defense from an active service perspective, Ted. But I'm interested as to, therefore, what the active innovation play is. How do you invest into this moment.It's it's kind of fragmented right now, but Palantir is obviously the purest play. And if if you look at the latest conflicts on, you know, coming out of Israel and Iran and also the Ukraine and Russia, these advanced technologies that are being used are giving both Israel and Ukraine a heads up as it relates to their ...

Key Findings - An AI, specifically from XPO, tops HackerOne's US leaderboard, marking the first time a machine achieves this [1][2] - Cyber attacks are increasing, and software vulnerabilities are growing due to more engineers and code development with AI, which is trained on vulnerable open-source software [3][4] - CISOs and CIOs are seeking consolidated cybersecurity solutions, indicating a market need for platforms like XPO that can find and automatically fix vulnerabilities [4][5] XPO's Strategy and Capabilities - XPO aims to build a cybersecurity platform that helps find and fix vulnerabilities automatically, emphasizing the importance of defense tech in the current landscape [5][6] - XPO's AI identifies vulnerabilities in top companies like Palo Alto Networks, AT&T, Disney, and Sony, with these companies proactively fixing the issues [7][8] - XPO is focused on speed to stay ahead of cyber threats, emphasizing the need to secure perimeters before attacks occur [9][10] Market and Investment Perspective - AI is significantly impacting various fields, including defense, cybersecurity, customer service, and software engineering, reinventing large industries [12] - XPO aims to enhance the performance of cybersecurity professionals and automate mundane tasks like reconnaissance, scanning, exploitation, and reporting [13] - XPO is focused on working with top companies in sectors with the greatest security needs, such as financial services and healthcare [15]

Is five year agreement, right. That gives the nuclear company access to to warp speed to a platform. And Jonathan, I'll start with you.What is it that this software platform and technology allows you to do or what does it allow you to accelerate. Yeah, great question. We have built two reactors in this country in the last 30 years, and the last two we built were down in Georgia.We had 10,000 people on that construction site at peak and hundreds of thousands of pages of documents with the full force and weig ...

Some breaking news I've just reported with Bloomberg Star on a hole that Hamid Afshar, who is a key lieutenant and has been a key lieutenant of Elon Musk at Tesla, has left the company in recent days. This is somebody that was in charge of manufacturing and sales for North America in Europe. And what sources are telling us is that he has left he's also no longer in the directory at Tesla.There's a lot that we don't know. Caro I've emailed Elon Musk to ask him what's going on and why Hamid left the company. ...

Astronauts from the US, India, Poland and Hungary are on their way to the ISS after SpaceX's successful launch of the Axiom 4 mission. Here's what sets it apart. ...