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RT The All-In Podcast (@theallinpod)Pod up: 90 minutes with Bestie Elon! 🚀@elonmusk joins to talk:-- Three years of X-- Grokipedia-- Tesla vote and his future with the company-- OpenAI lawsuit and for-profit conversion-- AI power efficiency-- Self-driving, robotaxis-- Bill Gates flips on climate-- Solar, nuclear, and the future of energy(0:00) Disgraziad Corner: The most disgraceful things of the week!(3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately(11:35) Creating ...

Core Insights - The arms race in building data centers for artificial intelligence is extending into the bond market, with significant financing transactions occurring since September [1] - According to Bank of America, "hyperscale cloud service providers" would need to utilize 94% of their operating cash flow to fund AI infrastructure if relying solely on internal funds, prompting a shift towards bond investors to share some of the costs [1] - The financing scale this year is nearly equivalent to the total debt financing from 2020 to 2024 [1] Financing Activities - Oracle issued $18 billion in public company bonds [1] - Meta raised $27 billion in private bonds for its Hyperion data center [1] - Meta also conducted a $30 billion public bond issuance [1] - Oracle and OpenAI secured $38 billion in private loan transactions for data center financing [1]

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. Markets getting a boost here following big tech earnings.Amazon continuing to rip. We'll have more on that. But right now, there's under an hour to go until the closing bell and stocks are high.Let's take a look at the popular averages. Dow's up about 150 points. S&P 500, your broad gauge is up about 6/10 of a percent and your tech heavy NASDAQ up about 1%.Let's welcome in now senior reporter Enz Fer. Enz, break dow ...

(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it changed free speech on the internet (42:49) Tesla vote on Elon's compensation, would he leave Tesla if it doesn't pass? (47:40) OpenAI lawsuit, for-profit conversion ...

Five tech titans just sent a clear message to Wall Street: The artificial intelligence megatrend remains strong. All that talk about an AI bubble bursting and AI stocks crashing should be set aside – at least for now. Meta Platforms (META), Microsoft (MSFT), Google parent Alphabet (GOOGL), Amazon (AMZN) and Apple (AAPL) all posted solid results this past week. All signaled that they plan to step up already-massive bets on the artificial intelligence megatrend. The Facebook parent's big spender talk did spoo ...

Google is the only one of tech’s big names to go all in on vertical integration. Lately, its do-it-all-yourself approach has been winning over not just markets but also rivals—including Microsoft and OpenAI https://t.co/Fgt12hkU6i ...

JUST IN: Elon Musk has called for an investigation into the reported death of an OpenAI whistleblower. https://t.co/5458m4GGyZ ...

Core Insights - Cadence Design Systems (CDNS) reported better-than-expected third-quarter 2025 results, exceeding management's guidance [1] Financial Performance - Non-GAAP earnings per share (EPS) of $1.93 beat the Zacks Consensus Estimate by 7.8% and increased 17.7% year over year [2] - Revenues of $1.339 billion surpassed the Zacks Consensus Estimate by 0.9% and increased 10.2% year over year [2] - Guidance for EPS is set between $1.75 and $1.81 on revenues of $1.305 to $1.335 billion [2] Revenue Breakdown - Product & Maintenance revenues, accounting for 90.2% of total revenues, reached $1.208 billion, rising 9.8% year over year [3] - Services revenues, making up 9.8%, totaled $131 million, increasing 13.9% year over year [3] - Backlog increased, driven by demand in AI, high-performance computing (HPC), and automotive sectors [3] Backlog and Demand - Record backlog of $7 billion at the end of the third quarter, indicating strong customer demand and visibility into 2026 [4] - Current remaining performance obligations were $3.5 billion at quarter-end [4] Industry Trends - AI is significantly transforming semiconductor and system design, with robust design activity in data centers and automotive sectors [5] - Increased R&D budgets in AI-driven automation are benefiting Cadence's solutions, particularly its AI portfolio [6] Strategic Partnerships - Strengthened partnerships with Samsung, TSMC, and OpenAI, with OpenAI utilizing the Palladium emulation platform [7] Future Outlook - Management expects 2025 backlog to reach a new high, supported by multiyear recurring arrangements [8] - Full-year revenue outlook for 2025 raised to $5.262-$5.292 billion, indicating a growth of 13.5% from the previous year [9] - Non-GAAP EPS for 2025 is projected between $7.02 and $7.08, reflecting a rise of 17.8% from the prior year [10]

Fwiw I think we are a way off, yet to experience full blown euphoria from crypto AIThe @ft is producing several pieces on Agentic Commerce; nuts that Walmart added $40bn to its market cap on the OpenAI partnership announcement https://t.co/HNydU5wuwI ...