Core Insights - Uber has signed a multi-year partnership with Zoox to deploy purpose-built robotaxis on its ride-hailing platform, marking Zoox's first collaboration with a third-party service [1] - The partnership aims to launch in Las Vegas this summer, with plans for a rollout in Los Angeles by mid-2027 [1] - Uber aims to be the largest facilitator of autonomous rides globally by 2029, expanding its operations to 15 cities by the end of 2026 [1] Company Overview - Zoox, founded in 2014 and acquired by Amazon for $1.3 billion in 2020, features a unique design without a steering wheel or pedals, focusing on passenger experience [1] - The company has completed over one million autonomous miles and served more than 300,000 riders [1] Industry Context - The partnership reflects a growing trend of collaborations between ride-hailing platforms and autonomous vehicle developers as the sector moves towards commercialization [1] - Despite trailing behind industry leader Waymo, Zoox is expanding its operations with limited services in Las Vegas and pilot programs in San Francisco, Dallas, and Phoenix [1]

Core Viewpoint - Gold'n Futures Mineral Corp. will proceed with a share consolidation, reducing its outstanding common shares from approximately 236 million to about 2.36 million, effective March 17, 2026 [1][2]. Share Consolidation Details - The consolidation ratio is set at 100 pre-consolidation common shares for one post-consolidation common share [2]. - The total number of common shares will be reduced from 236,386,096 to approximately 2,363,858, subject to the cancellation of fractional shares [2]. - No fractional shares will be issued; any resulting fractional shares will be disregarded and cancelled without compensation [3]. Trading and Regulatory Information - Post-consolidation, the common shares will continue to trade on the Canadian Securities Exchange under the symbol "FUTR" [3]. - The new CUSIP number will be 38065C600 and the new ISIN will be CA38065C6009 [3]. - The consolidation is subject to the completion of required regulatory filings with the Canadian Securities Exchange [5]. Shareholder Instructions - Registered shareholders will receive a letter of transmittal for exchanging their pre-consolidation share certificates for post-consolidation certificates [4]. - Beneficial shareholders holding shares through brokers will not need to take any action regarding the consolidation [4].

Core Insights - Amazon's Zoox is launching its self-driving vehicles through the Uber app in Las Vegas this summer, indicating growth in the robotaxi market [1] - A multiyear partnership with Uber will also expand Zoox rides to Los Angeles next year, while maintaining its own app for rides [1] - Zoox's collaboration with Uber marks its first partnership with a third-party platform, showcasing Amazon's confidence in expanding its autonomous mobility services [3] Company Positioning - Amazon, having acquired Zoox in 2020, is currently trailing behind Alphabet's Waymo, which leads the U.S. robotaxi market with over 400,000 weekly rides across six metro areas [2] - Waymo is commercially operating in 10 U.S. cities and plans to expand to London and Tokyo by 2026, while Baidu's Apollo Go in Asia reported peak weekly rides exceeding 300,000 [2] Market Dynamics - The partnership with Uber is seen as a strategic move to enhance the rider experience and leverage Uber's platform for better demand access [3] - Uber's CEO highlighted that autonomous vehicles (AVs) accessed through its app have a 30% higher trip rate per day compared to those on standalone platforms, indicating a more efficient utilization of AVs [4] Future Plans - Uber aims to provide driverless rides in 15 cities by the end of 2026, with existing services in several U.S. cities and partnerships in the Middle East [5]

Core Viewpoint - First Canadian Graphite Inc. has appointed Antoine Fournier as Vice President of Exploration to enhance its exploration efforts for high-grade graphite projects in Quebec, aligning with the growing demand for critical minerals [1][6]. Group 1: Appointments and Expertise - Antoine Fournier brings over 35 years of experience in mineral exploration, with a strong background in industrial minerals and critical minerals essential for modern technologies [2][3]. - He has been involved in significant discoveries, including the Knife Lake Graphite Deposit and the Adina Deposit, which was awarded "Discovery of the Year" in 2024 [3]. - Shelley McDonald has been appointed as Corporate Secretary, contributing over 25 years of experience in regulatory compliance and corporate governance [5]. Group 2: Strategic Vision and Project Development - The appointments of Fournier and McDonald are part of First Canadian's strategic vision to accelerate the development of the Berkwood Graphite Project, which has a historical NI 43-101 estimate of 3.2 million tonnes of graphite at an average grade of 17% [6][9]. - The Berkwood Project is strategically located near major graphite developments and benefits from Quebec's clean hydroelectric power and supportive infrastructure [6]. Group 3: Incentive Programs - The company has granted stock options to both Antoine Fournier and Shelley McDonald as part of a long-term incentive program, with a total of 400,000 stock options approved at an exercise price of $0.50 [7].

Group 1: Chipotle Mexican Grill (CMG) - Bill Ackman of Pershing Square Capital Management completely exited his position in Chipotle Mexican Grill, which was previously his top holding by market value [2][4] - Chipotle's shares have more than quadrupled from September 30, 2016, to the end of 2025, significantly outperforming the S&P 500 [5] - Comparable restaurant sales for Chipotle fell by 1.7% in 2025, indicating a decline in transactions despite passing higher prices to consumers, suggesting inflationary pressures are impacting performance [8] - The forward price-to-earnings ratio for Chipotle is 26, which is considered a premium for a restaurant chain experiencing declining existing-store sales [9] Group 2: Amazon (AMZN) - Bill Ackman has significantly increased his stake in Amazon, acquiring an additional 3,784,508 shares in the December-ended quarter, bringing his total to over 9.6 million shares, making it the new No. 3 holding for Pershing Square [11][12] - Amazon accounted for 37.6% of U.S. retail e-commerce in 2024, highlighting its dominance in the online marketplace [12] - While e-commerce generates substantial revenue, it is often low-margin; the majority of Amazon's operating income comes from Amazon Web Services (AWS), which is experiencing reaccelerated growth due to generative AI and large language model solutions [13] - Amazon's shares are currently trading at just under 10 times forecast cash flow for 2027, making them historically inexpensive compared to the median multiple of 30 throughout the 2010s [14]

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Core Insights - Canal+ has entered a multi-year partnership with Google Cloud to integrate generative AI into its production and streaming operations, aiming to enhance its competitive edge in the media landscape [1][1][1] Group 1: Partnership Details - The partnership will utilize Google's video generative AI, Veo 3, allowing production teams to pre-visualize scenes and recreate historical moments from archival photographs [1][1] - Canal+ will ensure intellectual property protections, stating that rights and asset ownership will be "deeply protected" within Google's secure technical environment [1][1] Group 2: Strategic Goals - Canal+ aims to reach up to 100 million subscribers by 2030, following its acquisition of South Africa's MultiChoice [1][1] - The deployment of AI technology will enhance personalized recommendations on the Canal+ App, with a rollout planned for European and African markets starting in June 2026 [1][1]

Core Insights - Billionaires are increasingly investing in the artificial intelligence (AI) sector, recognizing its potential for operational efficiency, innovation, and earnings growth, which is expected to enhance stock performance in the future [1] - Stanley Druckenmiller, a prominent investor, has made significant moves in AI stocks, including closing his position in Meta and increasing his stakes in Alphabet and Amazon, both of which are generating substantial revenue from AI [2][3][8] Investment Moves - Druckenmiller closed his position in Meta Platforms, which represented 1.3% of his portfolio, after holding it for only one quarter [8] - He increased his investment in Alphabet, which now constitutes 2.6% of his portfolio, and has been a holder since the third quarter of the previous year [8] - Druckenmiller also added to his position in Amazon, which now makes up 3.7% of his portfolio, having owned shares since the fourth quarter of 2024 [8] Company Performance - Alphabet's Google Cloud reported a 48% revenue increase to over $17 billion, driven by demand for AI infrastructure and solutions [10] - Amazon Web Services (AWS) achieved a $142 billion annual revenue run rate, benefiting from a booming AI business [10] - Both Alphabet and Amazon are recognized as leading players in the cloud computing sector, which is central to AI growth and activity [11] Investment Considerations - For investors seeking immediate AI revenue growth, Alphabet and Amazon are recommended due to their established cloud services [11] - Meta is suggested for those looking for future AI innovation, as the company is heavily investing in AI research and development [12] - Each of these companies has a solid business foundation and is making progress in AI, presenting multiple viable investment opportunities [13]

Core Viewpoint - Amazon's stock has declined approximately 7% in early 2026, underperforming the S&P 500, which has remained roughly flat during the same period [1] Group 1: Financial Performance - Amazon's fourth-quarter net sales increased by 14% year over year, reaching $213.4 billion [5] - The company's operating income for the fourth quarter rose to $25.0 billion, up from $21.2 billion a year earlier, with a potential figure of $27.4 billion without special charges [6] - Amazon's trailing 12-month operating cash flow grew by 20% year over year to $139.5 billion, indicating strong operational performance despite a decline in free cash flow [8] Group 2: Investment Strategy - Amazon is undergoing a significant investment cycle to enhance its cloud computing and AI capabilities, which is currently masking its true profitability [2] - The decline in free cash flow to $11.2 billion from $38.2 billion is primarily due to a $50.7 billion increase in capital expenditures related to AI investments [7] - CEO Andy Jassy emphasized the company's confidence in achieving attractive returns on invested capital from its AI investments, highlighting the strong demand signals in the AWS business [10] Group 3: Market Position and Valuation - Despite recent stock declines, Amazon's shares are considered attractively priced relative to its substantial operating cash flow [11] - The current price-to-earnings ratio of about 30 is viewed as reasonable given the financials and the 24% growth rate in the AWS segment [12] - The significant operating cash flow underscores the scale of Amazon's profit engine, which is funding its expansion efforts [12]

Yeah. So if you go back in history and see, you know, Microsoft was the sole partner for Openai and, you know, they had most of their cloud needs going through Microsoft Cloud. But at one point, Microsoft said, you know, we already have a whole lot of exposure and allowed Openai to go work with other vendors.And Oracle was the big winner at that point. So that's they have a very big contract with Openai called Stargate, under which we have datacenter construction going on in Texas and the whole thing. Abile ...