Welcome back. The AI infrastructure boom has plenty of capital. What it may be running short on is political support.From Texas to New York and Pennsylvania, lawmakers are putting new restrictions on data centers as communities raise concerns about power, water, and higher utility bills. At the same time, tech companies are pouring billions of dollars into the AI buildout. So, is that backlash becoming a real financing risk.Joining us now is JP Morgan's head of AI infrastructure investment banking, Kevin Cu ...

WhatsApp’s two-step verification previously relied on a six-digit PIN, but now users can choose a longer, alphanumeric password with special characters.https://t.co/Rr6LYGrgtB ...

if this isn't clear to you you're not paying attention, this is a megatrendAnsem 🐂🀄️ (@blknoiz06):yea but onchain requires minimal capital, & we are in hypergrowth mode so successful startups will pay high costs for user acquisition because the winning outcome is being the next apple/facebook/tik tok, so you have ppl who will literally get paid to trade & once you are doing ...

yea but onchain requires minimal capital, & we are in hypergrowth mode so successful startups will pay high costs for user acquisition because the winning outcome is being the next apple/facebook/tik tok, so you have ppl who will literally get paid to trade & once you are doing trading volume its easy to continue to share the upside with usersone of the unique advantages of crypto that beats out tradfi counterparts is how easy it is to bootstrap startups with token airdrops & fee-sharing, uber did similar w ...

🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 Apple Pay and Google Pay are now live on Binance US.🔹 Meta is set to launch its consumer AI agent platform "Hatch" within the coming weeks, ahead of its new "Watermelon" model in October, per The Information.🔸 President Trump is preparing a new 7.5% tariff on China over cheap exports, aiming to avoid disrupting the trade truce or his planned summit with Xi Jinping, per AP.🔹 US Treasury expands sanctions risk on Iran across five sectors includin ...

Product Strategy - Meta plans to launch the consumer AI agent platform "Hatch" within the coming weeks [1] - Meta schedules the release of its new "Watermelon" model for October [1]

Does that mean you need to sell your stocks that are involved with the data center. You'd be like us in the trust. I think you sell some.You can't be as heavily invested in this theme because the price turning multiples are not going to expand. And if the dwindling supporters of data centers lose their positions the coming election, the people selling these stocks now will look like Jesus after the election. But let's say how about the uh money that's flowing into Proctor Gamble and Coca-Cola or the United ...

Portfolio Strategy and Valuation - The portfolio value reaches 1.5 million dollars with total gains amounting to 540 thousand dollars, achieving a time-weighted compounded growth rate of 14.8% [8][12] - The investment strategy implements a buy-the-dip approach across 14 positions, allocating 10 thousand dollars of incremental cash to the first company hitting its predefined target buy price [1][7] Individual Stock Targets and Metrics - Google maintains the largest position at 27 thousand dollars, with a buy target set at 250 dollars based on a 12% earnings per share growth assumption [13][15][18] - Mastercard represents 13% of the portfolio with a position near 200 thousand dollars and a buy target established at 450 dollars [19] - Amazon holds a position of 191 thousand dollars, featuring a buy target of 200 dollars and a projected 19.3% compounded growth rate [27][28] - Meta constitutes a 10% portfolio position valued at 150 thousand dollars, carrying a buy target of 450 dollars [31][32] - Costco trades at a significant premium, requiring a 38% price drop to reach its buy target of 600 dollars [49][50] Industry Insights and Controversies - Uber faces critical media scrutiny regarding pricing allegations, though official audits clarify that dynamic pricing relies on real-time market conditions rather than personalized surveillance pricing [75][76][97][104] - Deepwater Asset Management estimates that Meta could face approximately 25 billion dollars in regulatory fines over a 5-year period while generating annual cash flows between 40 billion and 60 billion dollars [115]

[music] Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There is just an hour to go until the closing bell now and stocks are under pressure here as Treasury yields rise and investors digest the latest batch of earnings.The hour finances Jared Blickery standing by with the latest. Jared, >> thank you Josh. We had a nice 4-day run.Then the S&P and NASDAQ fell off yesterday as the Dow hit a record high. Today, all three are underwater, although it's not uh the Dow ...

Meta is back on trial in what could be the most consequential moment in social media history. After losing trials this year in both Los Angeles and New Mexico, centered on child safety, [music] youth mental health, and deceptive product design, the tech giant is now facing a federal lawsuit filed by 29 state attorneys general in federal court in Oakland, California. This is a bellweather case that could entirely reshape [music] its business practices and could have implications across the social media lands ...