Core Insights - The article highlights the dominance of GPUs in training and deploying large language models, emphasizing the importance of the CUDA software stack in enhancing their functionality [1]. Company and Industry Summary - GPUs are identified as the default hardware for large language model applications, indicating a strong market position for companies producing these components [1]. - The integration of CUDA software with GPUs is noted as a significant factor that contributes to their effectiveness in machine learning and AI applications [1].

Key Points Nu shares have more than quadrupled in the last three years, driven by robust revenue and profit gains. There are clear signs that the business is building an economic moat similar to banking powerhouses. Investors could benefit from a potential tailwind due to the stock’s attractive valuation. 10 stocks we like better than Nu Holdings › In its first 12 months as a publicly traded company, Nu Holdings (NYSE: NU) had a disappointing run. Shares were down 62% during the troubling time. ...

Trump Media & Technology Group ( NASDAQ:DJT ) — owner of President Trump's Truth Social platform — announced a shocking, all-stock merger agreement this morning with privately held nuclear fusion company TAE Technologies in a deal valuing the combined businesses at more than $6 billion. ...

DELIVER Middle East, the region’s newest premier matchmaking event for retail, commerce, and supply chain leaders, will make its highly anticipated debut in Dubai on 21–22 January 2026, powered by a strategic partnership with DP World as Headline Sponsor and Launch Partner.Following its rapid expansion across Europe, America, and Asia, DELIVER now brings its signature AI-powered, team-enabled matchmaking model to the Middle East, uniting over 200 senior retail executives from leading brands including Alshay ...

Core Viewpoint - Micron's stock surged over 10% following strong quarterly results, driven by increased demand for memory chips due to the tech industry's focus on building AI-capable data centers [1] Financial Performance - Micron's DRAM revenue increased by 69% to $10.8 billion in the first quarter, primarily due to AI-related demand for high bandwidth memory (HBM) chips [2] - The company's earnings per share (EPS) reached $4.78, exceeding the expected $3.95, while quarterly revenue was $13.6 billion, surpassing the $13 billion estimate by analysts [3] - Revenue from NAND storage chips used in data centers exceeded $1 billion for the first time [3] Future Outlook - Micron forecasts second-quarter revenue between $18.3 billion and $19.1 billion, significantly above the $14.4 billion expected by analysts [4] - The company anticipates EPS to reach $8.42 at the midpoint for the February quarter, ahead of the $4.71 estimate, with projected gross margin hitting an all-time high of 68% [4] Market Dynamics - CEO Sanjay Mehrotra noted that AI data center buildout plans have sharply increased demand for memory and storage, with supply expected to remain short of demand for the foreseeable future [5] - The market for HBM chips is projected to grow from $35 billion in 2025 to $100 billion by 2028 [5] Analyst Sentiment - Following the positive earnings surprise, Wall Street analysts raised their price targets for Micron shares, with some estimates reaching as high as $500 [6] - Analyst Melissa Fairbanks from Raymond James increased her price target from $190 to $310, citing favorable industry conditions driven by AI-related demand and tight global supply [6] Stock Performance - Micron's shares were trading around $251, with a year-to-date increase of approximately 210% [7]

While most investors obsess over SPY and VOO, Vanguard Total International Stock Index Fund ETF Shares (NYSEARCA:VXUS) has quietly delivered 29% returns through mid-December 2025, crushing the S&P 500's 15% gain. ...

Pershing Square Holdings Ltd. said it will invest as much as $1 billion in Howard Hughes Holdings Inc. to back its purchase of specialty insurer Vantage Group Holdings Ltd. Bill Ackman’s hedge fund agreed to buy non-voting preferred shares issued by Howard Hughes, according to a statement Thursday. Howard Hughes said in a separate statement that it was buying Vantage for about $2.1 billion. Most Read from Bloomberg Photographer: Jeenah Moon/Bloomberg Pershing Square is Howard Hughes’ largest sharehold ...

Core Insights - Wuthering Waves Version 3.0, titled "Dawnbreaker," is set to launch on December 25, 2025, featuring significant updates and new content [1][2][5] - The game has received multiple awards, including the Players' Voice Award at TGA 2025 and the Google Play Best Ongoing Award, highlighting its success and recognition in the gaming industry [4][9] Game Features - The update introduces a new episodic campaign, Chapter III, which combines science fiction and space romance elements, allowing players to explore new areas and embody new resonators, Lynae and Mornye [2][5] - New main quests include Chapter III Act 1: What Burns Beneath Frostlands and Chapter III Act 2: Ode to the Second Sunrise, set in the new region of Lahai-Roi [5][8] - Players will experience new gameplay mechanics, including a new exploration method, new monsters, and a unique narrative [4][5] New Content and Events - Version 3.0 will feature new weapons such as the Spectrum Blaster and Starfield Calibrator, as well as new Echoes and Phantom Echoes [8] - Special events include collaborations with SEGA, area exploration events, and various leisure events, enhancing player engagement [8] - A new utility, the Expedition Motorbike, will be introduced to improve exploration [5][8] Community Engagement - As a gesture of gratitude, Kuro Games has gifted players x1600 Astrite via in-game mail [6] - The company encourages community involvement through a Fan Creation Program and various merchandise offerings [8] Company Background - Kuro Games, founded in 2014, is known for developing high-quality original games, including the successful Punishing: Gray Raven, which achieved over 30 million downloads [11]

Factorial, the start-up, said the listing would provide money that would help it bring new solid-state batteries to market as soon as 2027. ...

Core Insights - The trucking industry faces significant challenges related to diagnostics and repair processes, which can lead to costly downtime for owner-operators [2][5][6] - The lack of a right-to-repair framework for commercial trucks results in information being inaccessible, causing small carriers to incur higher repair costs [6] Group 1: Industry Challenges - Owner-operators often underestimate the importance of diagnostics and the control over the repair process, leading to expensive habits [2] - Uncertainty regarding the severity of truck issues, rather than the cost of parts, is a major contributor to breakdown expenses [5] - North America spends tens of billions of dollars annually on fixing commercial trucks, with off-highway equipment further increasing this expenditure [6] Group 2: Company Background - Tyler Robertson, founder of Diesel Laptops, transitioned from a truck dealership to creating a diagnostic software solution after recognizing the inefficiencies in the repair process [3][4] - Diesel Laptops began as a side hustle, offering diagnostic software bundled with hardware, addressing a gap in the market for accessible truck diagnostics [4]