When we talk about infinity, what comes to our mind, universe, distant cosmos, especially when you are the fan of interstellar. I'm not sure whether you have seen that, but you know that's that's the world that he creates. But in my view, infinity starts right here.It's with everyone. Infinity is our ability to think beyond who we truly are and our ability to think beyond our own current reality. Infinity is also about thinking something that is not possible and we can achieve anything in our life.My name i ...

This is the latest zero-day released by security researcher Nightmare Eclipse, despite Microsoft publicly threatening to take legal action against them.https://t.co/htZE8ODIm2 ...

Welcome to Trader Talk. I'm Kenny Pulkar, your host. And today I am joined by Jared Blickery, who's the Yahoo Finance Markets and Data Editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF, which I think is a fascinating product.So, we're going to talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So tell the audience a little bit what you mean by the founder 100.>> With the ...

We may never achieve a utopia, but it is worthy and worth it to attempt. Everything that's awesome in my life is kind of a cult. We had to go over to the Windows team.They wouldn't reply to our emails. They wouldn't fix our bugs. And we had to go over there with a baseball bat.An org like Microsoft can't. >> Yes. >> But a startup can.Yes. >> And every startup must. >> Gary, so good to have you, brother.Thank you so much for joining us today. >> Thanks for having me. >> Amazing, dude.Well, we're going to cov ...

Technology & AI Sector - CoreWeave reported robust sales forecasts and order books driven by surging demand for AI compute infrastructure, with 23% of its costs allocated to Nvidia chips and 80% of its revenues derived from major hyperscalers Microsoft, Meta, and Alphabet [4][5] - Tencent posted a net income of 56 billion yuan, falling slightly short of estimates, while revenue slightly beat expectations amid a broader consumption slump in China [59][60][61] - The sovereign wealth fund of South Korea estimated next year's technology and innovation investments to range from 600 billion South Korean won on the lower end to over 1 trillion South Korean won on the higher end, targeting Series B companies rather than large conglomerates like Samsung and SK [40][43][44] Macroeconomics & Energy - Crude oil prices climbed for a sixth consecutive day amid ongoing skepticism over restoring energy flows through the Strait of Hormuz, with crude up about 12% for the week [12][52][54] - Goldman Sachs projected total U.S. equity issuance to reach approximately 1.1 trillion dollars in 2026, representing about 1.7% of total market capitalization [32][33] - The U.S. labor market generated an average of only 20,000 jobs per month over a recent three-month period, with wages growing at an annualized pace of just 2.3% [22] - S&P 500 companies tracked approximately 50% earnings growth in the second quarter, and even excluding one-off gains, earnings grew by 31% [30] Commodities & Global Trade - Ukrainian strikes on Russian refineries and key Black Sea grain terminals disrupted exports, with Ukraine's agricultural exports in August down 75% compared to the same period last year [83][84] - Japan previously intervened in foreign exchange markets to the tune of about 150 billion dollars over recent years to support the yen [107]

Financial Performance & Capital Costs - Neo cloud operating margins improved slightly from 1% in the previous quarter to 5%, yielding a 1% return on invested capital [2] - Neo cloud borrowing costs increased from 8% to close to 10%, resulting in negative capital efficiency where borrowing at 10% generates only a 1% return on assets [3][4] - Neo cloud entities operate at a revenue run rate scale of 10 billion dollars, yet continue to generate low returns that fail to justify their existence [5] - Nvidia possesses 60 billion dollars in net cash and is projected to generate 200 billion dollars over the next 12 months [9] Industry Dynamics & Strategic Partnerships - Nvidia proposed a 500 billion dollar financing pool to guarantee loans and reduce borrowing costs for companies purchasing its chips instead of competitors like Broadcom, AMD, or Intel [6][7][8] - Nvidia loan guarantees represent a financial commitment where failed data centers transfer the debt back to Nvidia [9] - Hyperscalers like Microsoft utilize a three-part strategy involving self-building, infrastructure leasing, and reselling compute capacity from neo clouds like CoreWeave to manage demand without over-investing [11][12] - Neo cloud providers face long-term viability risks as major clients like Microsoft and Meta are projected to build sufficient internal capacity within 3 to 5 years [13]