From @WSJopinion: Amazon’s deal with Globalstar is a reminder of how industrial policy can’t anticipate how markets and technologies will evolvehttps://t.co/qhF5NOtS7Z ...

We got 21 nos, right. And I was like, what are you guys thinking. They said, well, an this recipe sounds good in theory, but like where's the proof.These are the guys who invented GPT3. How much more proof do you want. And they said, what's GPT3.Oh my god. How do you go about educating somebody who doesn't even understand the technology and the breakthroughs that are happening in the machine learning community. Now, I was lucky cuz I had that training from grad school.I'd start a computer vision company. We ...

Amazon’s takeover of Globalstar is poised to benefit one of the company’s biggest rivals in hardware devices: Apple https://t.co/Nt8VogpWFB ...

About 2 minutes away from the end of the trading day, Katie Greifeld and Isabelle Li, she's in for Romaine Bostick here to help take us through the closing bell. It's a global simulcast. We're joined now by Carol Massar and Tim avec.We bring together all of our various audiences, Carol, to talk about yet another rally when it comes to these equity markets. Yeah, back to back gains here in a big way. Yeah right.Pretty significant holding on to these gains with just the last few minutes of trading. So I'm thi ...

>> GOOD MORNING. I AM MATT MILLER WITH YOUR BLOOMBERG BRIEF. LET’S GET YOU SET UP FOR THE TRADING DAY.BLOCKADES. THE U.S. SANCTIONED CHINA LINKED TANKER SALES OUT OF THE STRAIT OF HORMUZ, CHALLENGING PRESIDENT TRUMP'S IRAN CRACKDOWN. UNITED PITCHES A BLOCKBUSTER TIE UP WITH AMERICAN AIRLINES THAT COULD RESHAPE THE INDUSTRY AND TRIGGER A REGULATORY FIGHT.PLUS, BORING WOULD BE BETTER. BIG BANK EARNINGS CONTINUE AS SHAREHOLDERS HOLD OUT HOPE THAT THE MASSIVE MISSED YESTERDAY WILL NOT CARRY THROUGH TO J. P.MORG ...

RT PrisonProfessors (@MichaelGSantos)Amazon delivered two copies of Freedom of Money by @cz_binance. I have read this manuscript more than 50 times, and learned many lessons. I'm so grateful to him and the @PrisonProfBNB community for opening more opportunities for us in the future than in the past. I urge members of our community to learn from this memoir. ...

Core Viewpoint - Marll Technologies is positioned as a leading provider of data infrastructure and semiconductor solutions, primarily driven by the increasing demand for artificial intelligence and cloud computing, particularly in the data center segment which constitutes about 75% of its sales [2][20]. Company Overview - Marll operates in five key markets: data center, enterprise networking, carrier infrastructure, consumer, and automotive, as well as industrial markets [1]. - The company has strategic partnerships with major players like Nvidia, Amazon Web Services, Microsoft Azure, and Google Cloud, enhancing its market position [2][4]. Financial Performance - For fiscal Q4 and the full fiscal year 2026, Marll reported record revenue of $8.2 billion, reflecting a 42% year-over-year increase, primarily driven by robust AI demand [5][19]. - Non-GAAP EPS for Q4 was 80 cents, slightly above the estimate of 79 cents, while full-year EPS surged 81% to $2.84 [6][19]. - The data center segment grew 46% for the fiscal year, surpassing $6 billion [6]. Competitive Landscape - Marll faces competition from Broadcom and Advanced Micro Devices (AMD), which offer similar semiconductor solutions in the AI and data center markets [3]. - The company's unique value proposition lies in its focus on data infrastructure solutions and its ability to customize application-specific integrated circuits (ASICs) [4]. Recent Developments - Nvidia's $2 billion investment in Marll has strengthened its position in the AI market, allowing for enhanced communication between Marll's custom chips and Nvidia's GPUs [7][8]. - The demand for high-speed optical interconnects and custom silicon products has significantly contributed to revenue growth, particularly in the AI-driven data center buildout [9]. Growth Metrics - Revenue growth estimates for the next four quarters are nearly 37%, compared to a 5-year average of about 20% [10]. - EBITDA growth on a forward basis is projected at 41%, significantly higher than the historical average of 26% [10]. - The net income margin over the past 12 months is around 32%, vastly superior to the sector median of 5% and the company's previous 5-year average [11]. Technical Analysis - Marll's stock has recently reached a new 52-week high, outperforming the broader market with a 95% increase compared to the S&P 500 [16]. - The stock is trading above rising 50-day and 200-day moving averages, indicating a bullish technical trend [17]. Strategic Positioning - Marll's end-to-end solutions, covering everything from design to delivery, set it apart in the competitive landscape [20]. - The company is strategically positioned in high-growth markets such as artificial intelligence, automotive, and 5G, which are critical for its future growth [20].

Walmart-owned Flipkart, Amazon are squeezing India’s quick commerce startups https://t.co/Te7NH5EkUc ...

next up: @arc (platform), @circle (app)Token Terminal 📊 (@tokenterminal):@Hans8948217128 why not?google cloud (platform), google search (app)microsoft azure (platform), microsoft office (app)amazon aws (platform), amazon store (app)why could a chain not replicate this? @HyperliquidX is already on this path.. ...

Robots are on the roads, in the streets, performing on stage, even in the White House, and now in the workplace, too. As companies increasingly turn to humanoid robots to fill jobs in Shira, South Carolina, auto parts manufacturer Sheffller employs about 750 people and a couple of robots, too. This is Digit, 5'7, 205 lbs.It's made by Agility Robotics, where current co-car works. Why design it like a human. >> I think one of the reasons is it's easier for a robot to fit into a human workspace so that the wor ...