So, guiding clients through social listening and activist engagement, and brand neutrality. How do you stand for things without necessarily putting yourself in the line of fire? Like, that’s a thing. There’s the global AI governance race. There’s competing rules about how to shape AI’s futures. It was so fascinating, to me, to watch Google, of all companies, a company that has never really lacked for resources, go into the bond market, and raise more than $30 billion worth of 100-year debt. That’s a whole n ...

Core Viewpoint - Meta's CEO Mark Zuckerberg is facing questioning in a U.S. court regarding Instagram's impact on the mental health of young users, amid a significant trial concerning youth social media addiction [1] Group 1: Legal Context - The trial in Los Angeles could result in Meta being liable for damages if it loses, potentially undermining Big Tech's defenses against user harm claims [1] - The lawsuit is part of a broader global backlash against social media platforms concerning children's mental health, with countries like Australia and Spain implementing age restrictions on social media access [1] Group 2: Allegations and Defense - A California woman alleges that Instagram and YouTube contributed to her mental health issues, claiming the companies profited by engaging children despite knowing the potential harm [1] - Meta and Google have denied these allegations, highlighting their efforts to implement safety features for users and referencing studies that do not show a direct link between social media use and mental health changes in children [1] Group 3: Internal Studies and Testimonies - Zuckerberg is expected to be questioned about Meta's internal studies regarding Instagram's effects on younger users [1] - Adam Mosseri, head of Instagram, testified that he was unaware of a recent Meta study indicating no correlation between parental supervision and teens' social media attentiveness [1]

Tonight, a major setback in the search for Nancy Guthrie. The glove found near her home not matching in the DNA database as the sheriff reveals to us the fresh leads they're now pursuing. Possible new clues in the videos. Was the suspect wearing a ring under that glove? Plus, the hope that DNA found inside the house could lead to a suspect. And the sheriff tells us that major tech companies, even Mark Zuckerberg, have reached out to help. Also breaking tonight, a man with a loaded shotgun in tactical gear r ...

AND NANCY GUTHRIE. >> HER HOME NOT MATCHING IN THE DNA DATABASE. AS THE SHERIFF REVEALS TO US THE NEW LEADS THEY'RE NOW PURSUING.POSSIBLE NEW CLUES IN THE VIDEOS. WAS THE SUSPECT WEARING A RING UNDER THAT GLOVE. PLUS, THE HOPE THAT DNA FOUND INSIDE THE HOUSE COULD LEAD TO A SUSPECT.AND THE SHERIFF TELLS US THAT OTHER TECH COMPANIES, EVEN MARK ZUCKERBERG, HAVE REACHED OUT TO HELP. DANGEROUS STORMS BATTERING THE WEST. VIOLENT WINDS TRIGGERING THIS DEADLY 30 CAR PILEUP.THE DESPERATE SEARCH FOR SKIERS TRAPPED I ...

TONIGHT WE'RE JUST LEARNING. A GROUP OF SKIERS IS TRAPPED IN AN AVALANCHE NEAR SACRAMENTO. WE'RE COMING ON THE AIR WITH THE NEW DEVELOPMENTS IN THE INVESTIGATION INTO NANCY GUTHRIE'S DISAPPEARANCE.LAW ENFORCEMENT NOW SAYS THE DNA ON THE GLOVES FOUND NEAR HER HOME ARE NOT A MATCH WITH ANYTHING IN THEIR DATABASE. OUR TEAM HAS A BRAND NEW INTERVIEW WITH THE SHERIFF ON THE INVESTIGATION AND THE THOUSANDS OF LEADS HE SAYS THEY'RE TRACKING DOWN. ALSO NEW TONIGHT.WE'RE JUST LEARNING. A GROUP OF SKIERS IS TRAPPED I ...

RT Sundar Pichai (@sundarpichai)See you all at Google I/O starting May 19th! https://t.co/KgNKbb3nMu https://t.co/OD6x3IYtTi ...

Tonight, new challenges in the search for Nancy Guthrie. The DNA on the glove found two miles from her home did not match any DNA in the National Datab Bank, nor did it match the DNA taken from her property. But the Pima County Sheriff tells us that DNA from the home could be the suspects.We believe that we may have some DNA there that may be our suspect, but we won't know that until that DNA is separated, sorted out, maybe admitted to COTUS, maybe through Gen Genealogy. >> That's pretty critical. >> Absolu ...

Core Viewpoint - REITs are regaining favor as a safe haven investment, showing a year-to-date increase of 6.9% compared to a broader market decline [1] Group 1: Market Dynamics - The turning point for market sentiment occurred in early February, coinciding with a reversal of previously hot trades and a focus on significant capital expenditure (capex) by hyperscalers during earnings season [3] - Major tech companies like Microsoft, Google, and Amazon experienced declines of 5%, 10%, and 18% respectively, contributing to a 4% drop in the Nasdaq and a 2% drop in the S&P in the first two weeks of February [7][8] - Traditional safe havens, including gold and silver, have not performed well, leading investors to consider REITs as a more reliable option [9][11] Group 2: REITs' Fundamental Strength - REITs have demonstrated strong fundamental performance over the past five years, with metrics such as FFO (Funds From Operations) growth and improved margins [13][16] - The median REIT trades at 13.8X FFO, significantly lower than the S&P's 29.3X trailing earnings, indicating a divergence in valuation [21] - REITs currently offer an FFO yield of 7.24%, compared to the S&P's earnings yield of 3.4%, allowing for larger dividend payouts [24] Group 3: Cash Flow Reliability - REITs benefit from contractual revenue streams that can extend up to 30 years, providing visibility into future cash flows and supporting consistent dividend growth [17][19] - A forecast indicates that 36 REITs are expected to increase their dividends in the first quarter of 2026, reflecting their reliable cash flow structure [17] Group 4: Direct Benefits from Tech Capex - Many REITs are positioned to benefit directly from the trillions of dollars being spent on AI infrastructure, with companies like Equinix reporting accelerating growth in AFFO per share due to increased demand for data centers [29] - The demand for infrastructure related to AI is driving significant growth opportunities for REITs, contrasting with the challenges faced by hyperscalers [29] Group 5: Market Correction and Future Outlook - The current market correction is seen as a recalibration of previously inflated tech valuations, with capital shifting towards undervalued sectors like REITs [32][33] - The outperformance of REITs in 2026 is viewed as just the beginning, with expectations for further normalization of relative value as the market adjusts [33]

Summary of Eaton Corporation Conference Call Industry Overview - The focus of the conference call was on data center technologies, specifically power and thermal management within data centers [1] - Eaton Corporation is involved in the electrical businesses sector, with significant emphasis on data center build-outs in the US [1] Key Points and Arguments Data Center Build-Outs - Eaton estimates that the cumulative opportunity for data center build-outs in the US will reach approximately 100 gigawatts (GW) by 2028 [2] - As of the end of the previous year, there was an installed capacity of about 35 to 40 GW, with 17 GW planned for 2026 [2] - There is a backlog of over 165-200 GW planned through 2030 and beyond, indicating strong growth potential [2] - The visibility for future installations could extend up to 10 years due to the backlog, despite physical and labor constraints [3] Voltage and Power Management - The transition to 800-volt direct current (DC) in data centers is seen as a significant architectural change, with designs currently being developed [11] - Transitioning to DC power could yield a 5% efficiency gain, potentially providing an additional 5 GW of power from existing infrastructure [12] - Solid-state transformers are crucial for this transition, allowing for direct conversion from medium voltage to DC, thus simplifying the architecture and reducing losses [14][15] Eaton's Position and Technology Development - Eaton has been investing in next-generation power electronics for about 10 years, positioning itself well in the solid-state transformer market [16] - The company has initiated pilots for medium-voltage solid-state transformers and acquired Resilient Power for their technology [17] - Mass adoption of solid-state transformers is anticipated within the next 2 to 3 years, coinciding with advancements in chip technology [18] Circuit Protection and Safety - The shift to higher voltage systems necessitates new circuit protection devices, as direct current requires faster interruption methods compared to alternating current [21][22] - Eaton has been investing in solid-state and hybrid circuit protection to meet these new demands [22] Systems Approach in Data Centers - Customers are increasingly seeking a systems approach to data center design, integrating various components for optimal efficiency rather than selecting best-of-breed products individually [26] - This trend is likened to the Apple ecosystem, where components work seamlessly together [26] Gray Space vs. White Space - The distinction between Gray Space (power systems) and White Space (IT systems) is becoming less relevant as power demands increase and rack densities rise [30] - Eaton is becoming more involved in discussions about power flow from utility to rack, indicating a shift in design considerations [30] Distributed Power Generation - The trend towards bidirectional power flow, including on-site generation, aligns well with Eaton's technology, such as microgrid controllers and energy-aware UPS systems [32][33] Liquid Cooling Technology - Liquid cooling is becoming essential as chip power requirements increase, with advancements in cold plate technology for efficient heat dissipation [34][35] - Boyd Thermal, acquired by Eaton, is positioned well in the market due to its reliability and rapid development capabilities [40][41] Additional Important Insights - Eaton's strong historical performance in the Gray Space is complemented by its growing capabilities in the White Space [30] - The company is focused on maintaining reliability and speed in product development to meet the demands of rapidly evolving chip technologies [49] - There is a positive outlook on Eaton's EPS growth compared to peers, with ongoing M&A and organic investments to utilize excess cash effectively [50]

>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS "BLOOMBERG TECH." COMING UP, WARNER BROTHERS REOPENS NEGOTIATIONS WITH PARAMOUNT SKYDANCE AFTER IT PROPOSED OR HINTED AT RAISING ITS BID AND SWEETENING OTHER TERMS OF ITS OFFER. PLUS, RENEWED SELLING IN SEVERAL TECH GIANTS ARE WEIGHING ON STOCKS WITH LINGERING ANXIETY OVER THE OUTLOOK FOR A.I. AND CAPITAL RAISES MORE THAN $10 BILLION, GIVING THRIVE AN EXPANDED WAR CHEST TO INVEST IN A. ...