Core Viewpoint - Sendero Resources Corp. has announced an updated early warning report filed by investor Peter Marrone regarding his securities holdings in the company, triggered by market purchases and a recent private placement [1][2]. Group 1: Investor's Holdings and Actions - The investor has acquired beneficial ownership of 69,300 shares through market purchases on October 15 and October 20, 2025 [3]. - The investor also acquired 421,000 shares through a brokered private placement [3]. - The investor's total beneficial ownership now stands at 2,156,966 common shares and 1,666,666 common share purchase warrants, representing approximately 8.94% of the company's issued and outstanding shares on an undiluted basis and approximately 14.82% on a partially diluted basis [3]. Group 2: Future Intentions and Corporate Actions - The investor has no current intentions to acquire additional securities or sell existing holdings but will work with the company to explore new business opportunities [2]. - Potential future actions by the investor may include corporate transactions such as mergers, reorganizations, or changes in the board of directors, although no specific plans are in place at this time [2].

Industrywide, the number of $100-plus bottles sold has fallen 18% in the past three months, according to the market research firm NielsenIQ. Why This News Matters to Investors Don Julio and other high-end tequila sales have softened, Diageo PLC said. Kevin Carter / Getty Images Close Key Takeaways Fewer booze buyers are reaching for the top shelf. Americans aren't thirsting for for the high-end tequila that once flowed freely, spirits companies said, as demand for $100 spirits has dropped off. Consumers app ...

Market Overview - Major U.S. stock indices remained stable, with the S&P 500 and Nasdaq rising for three consecutive days, while the Dow Jones Industrial Average fell slightly by 31.96 points, or 0.07%, closing at 47,850.94 points [2] - The labor market showed mixed signals, with initial jobless claims dropping to a three-year low of 191,000, significantly below economists' expectations of 220,000 [4] - The Chicago Fed's model estimates the unemployment rate to remain around 4.4%, indicating a resilient labor market despite some concerns [4] Company Performance - In the technology sector, Meta's stock rose by 3.43% following news of a potential 30% budget cut for its Metaverse projects, while Amazon's stock fell by 1.41% due to ongoing discussions with the U.S. Postal Service [2] - Snowflake's stock plummeted by 11.41% as its fourth-quarter product revenue guidance fell short of high growth expectations [6] - Hormel Foods saw a stock increase of 3.82% as the company projected better-than-expected annual profits, while Dollar General's stock surged by 10.5% after raising its annual guidance [7] Commodity Performance - International oil prices increased, with light crude oil for January delivery rising by $0.72 to $59.67 per barrel, a 1.22% increase, and Brent crude for February delivery up by $0.59 to $63.26, a 0.94% increase [7] - Spot gold prices slightly rose by 0.1% to $4,210.49, while COMEX gold futures increased by 0.2%, settling at $4,243.00 [7]

Core Points - The National Highway Traffic Safety Administration (NHTSA) has requested additional information from Waymo regarding its self-driving system after reports of illegal maneuvers around school buses [1][2] - Waymo's robotaxis have been reported to illegally pass school buses 19 times since the start of the 2025-26 school year, raising safety concerns [5][10] - Waymo claims that its software updates have improved safety, reporting a fivefold reduction in injury-related crashes compared to human drivers [6][8] Regulatory Actions - NHTSA's Office of Defects Investigation opened an investigation into Waymo in October after observing footage of a robotaxi maneuvering around a stopped school bus [3] - A letter from NHTSA to Waymo requested detailed information about its fifth-generation self-driving system and operations [2] - The Austin School District has requested that Waymo cease operations during peak school hours until further software updates are completed [9][10] Company Response - Waymo stated that the bus was partially blocking the driveway, which affected the robotaxi's visibility of the stop sign and flashing lights [4] - The company has issued software updates aimed at improving performance and has committed to continuous improvement [8] - Waymo maintains that its robotaxis are safer than human drivers, citing data on reduced injury crashes [6][8]

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. And just an hour to go now until the closing bell and stocks are mixed.The NASDAQ covering just above the flat line. Well, let's welcome in now Jared Blickery joining us to break down the headlines. Jared, what are you seeing in the markets. As you said, the markets are mixed.But if I show you what's going on today, you're going to say, "Well, that's a lot of chop." And this is the Dow down about 16 basis points or ...

Core Insights - The article discusses the emerging investment opportunities in alternative networks that aggregate idle GPU capacity, driven by the increasing demand for AI computing and the limitations of traditional data center expansion [1][6][25] Cost Structure and Market Dynamics - Alternative networks do not rely on debt to finance data centers; instead, they incentivize participants directly for computing capacity, shifting costs from capital expenditures to distributed incentives [1] - The current economic landscape favors these companies as they can resell idle computing capacity at significantly lower costs compared to centralized data centers [1][8] Demand and Supply Constraints - Major tech companies like Microsoft, Alphabet, Amazon, and Meta are projected to spend a combined $370 billion on capital expenditures in 2025, yet they face significant delays in building new data centers, which can take up to six years [3] - AI computing workloads are expected to consume around 500 terawatt-hours annually by 2027, highlighting the urgent demand for power and computing resources [4][5] Investment Opportunities - The investment opportunity lies in the gap between surging AI demand and the slow expansion of centralized infrastructure, with a projected window of 24 to 36 months for these alternative networks to capitalize on this demand [6][19] - Companies that aggregate idle GPU capacity can quickly add nodes without the need for large upfront investments, creating a unique arbitrage opportunity [7][8] Market Segmentation - These networks are capturing demand from smaller labs, indie studios, and emerging markets that cannot afford traditional cloud services, positioning themselves as viable alternatives even after the constraints ease [8][23] - The article outlines three approaches for investors: aggregating idle GPU capacity, focusing on generic GPU computing, and offering a broader marketplace for cloud computing and storage [10][12][13] Risk and Maturation Timeline - The investment timeline suggests that the peak growth opportunity will occur from Q2 2026 to Q2 2027, with growth normalizing as new data centers come online [20][21] - The maturation phase will see these networks transition from high-growth arbitrage plays to steady-state infrastructure alternatives, maintaining profitability but with reduced explosive growth [22][24] Broader Implications - If GPU aggregation networks can prove their reliability and competitive pricing during the 2026-2028 constraint period, they may establish a legitimate market presence, even as hyperscalers regain market share [23] - The article emphasizes the importance of positioning to profit from the temporary dislocation in the market before normalization occurs [25]

周四，美国科技股七巨头指数涨0.39%，报208.39点。"超大"市值科技股指数涨0.43%，报403.79点。 Meta收涨3.43%，英伟达涨2.16%，特斯拉涨1.73%，微软涨0.65%，谷歌A则收跌0.63%，苹果跌 1.29%，亚马逊跌1.41%。此外，伯克希尔哈撒韦B类股收跌0.07%，AMD跌0.74%，台积电跌0.85%，礼 来跌1.85%。除了特斯拉、谷歌A、AMD、苹果、微软、英伟达、Meta Platforms、亚马逊之外， Salesforce收涨3.66%，甲骨文涨3.18%，Adobe涨0.6%，博通涨0.11%，高通涨0.1%，奈飞跌0.71%。 本文源自：金融界AI电报 ...

There is no denying that OpenAI is the artificial intelligence company that started it all, as the November 2022 launch of its ChatGPT large language model (LLM) has completely changed the way millions of users search and consume data. Having the ability to find large quantities of information, and condense millions of data points down into actionable insights, is very valuable. Thus, the launch of ChatGPT spawned a race between publicly listed mega-cap tech stocks to “catch up” with their own AI innovati ...

Core Insights - Replet is emerging as a significant player in the AI coding space, valued at $3 billion, enabling non-software engineers to create applications through AI assistance [1] - The partnership with Google Cloud is broadening Replet's reach, allowing various departments within organizations to develop internal tools [2] - Replet integrates with major data platforms like BigQuery, Databricks, and Snowflake, promoting a culture where everyone in an organization can engage in programming [3] Company Overview - Replet differentiates itself from competitors by having a strong partnership with Google Cloud, focusing on providing first-party products rather than just optionality [4] - The current strategic move towards enterprise-level AI coding reflects a growing trend in the industry, although Replet is not seeking additional capital at this time [4]

A Google search executive on Thursday pushed back against fears that its AI-powered search will harm web publishers and its advertising business, calling the technology an "expansionary moment†for th... ...