Good evening. Uh before we begin, I'd like to ask you a question with show hands. How many of you feel powerful about future? How many of you feel fearful even uncertain? You got three balls. So the truth is we are uh we are navigating some unf something that is unfamiliar. We will go through how we move from fear to confidence from uncertainty to intention. Uh one uh common thing uh we think of time it's a straight line past present and future and the future is something that far too uh something will uh s ...

Core Insights - Broadcom is experiencing significant growth in AI revenues, reporting a 46% year-over-year increase to $4.4 billion in Q2 of fiscal 2025, with AI networking revenues surging over 170% [1][10] - The company anticipates AI semiconductor revenues to reach $5.1 billion in Q3 of fiscal 2025, indicating a potential 60% year-over-year growth [2][10] - Broadcom's Ethernet-based networking portfolio, including Tomahawk switches and Jericho routers, is widely adopted by major hyperscalers like Google, Meta, and Microsoft, highlighting the importance of networking in AI workloads [3] AI Technology and Innovations - The launch of the next-generation Tomahawk 6 Ethernet switch, capable of 102.4 Tbps, aims to address networking bottlenecks in high-performance AI systems [4][10] - Innovations such as Cognitive Routing 2.0 and co-packaged optics are designed to enhance AI-scale fabrics, further solidifying Broadcom's position in the AI market [4] Competitive Landscape - NVIDIA remains a dominant player in the AI semiconductor market, offering high-performance GPUs and cloud solutions that drive scalable AI deployment [6] - Intel is advancing its AI strategy with new CPU and GPU architectures aimed at edge and data center workloads, indicating increased competition in the AI semiconductor space [7] Financial Performance and Valuation - Broadcom's stock has returned 18.8% year-to-date, outperforming the Zacks Electronics - Semiconductors industry, which grew by 15% [8] - The company is currently trading at a forward price-to-sales ratio of 18.11X, significantly higher than the industry average of 8.72X, suggesting potential overvaluation [11] - The Zacks Consensus Estimate for Q3 fiscal 2025 earnings is $1.66 per share, reflecting a 33.87% year-over-year growth [14]

When I was about 15 years old, I had my first girlfriend. And at the time, she was the first girl that had ever shown serious interest in me. I also thought maybe she'll be the only girl that will ever show interest in me.And so, I did everything in my power that I could to go ahead and keep her. I didn't have much money, but I would save up all my money, buy her roses, take her on dates, do everything I could, and she would tell me, "By goodness, Sanji, you're like the best thing that's ever happened to me ...

It all started with a question. What are large language models actually capable of. So, I ran an experiment.I gave a language model all sorts of different roles, like a technical troubleshooter, a skilled therapist, even a guy that likes to barbecue on the weekends. and I watched how its behavior changed. And then just for fun, I said it was a hyperintelligent, self-aware AI system.And then I asked, "Could you tell me a bit about yourself?" Its answer floored me. It said, "The existential inquiry." I've bee ...

I would like to talk today on behalf of those who can see art in everything around them. It's not a gift we are born with, but rather a skill we develop through visual curiosity and observation. A puddle of milk spilled on the floor in a work environment maybe reveals just a mess that needs to be cleaned up or a composition of geometric forms that evoke suprematism.A pile of cardboard boxes maybe just part of studio assignment left for a classmate or maybe a deconstructed version of David reinterpreted and ...

Key Takeaways Fluor's $28.7B backlog is 79% reimbursable, reducing risk and fueling long-term margin growth. FLR repurchased $193M in shares in Q1-April 2025 and plans another $450M in buybacks this year. The stock trades at a discount to peers, with FY25 EPS projected to rise 8.2% despite project delays.Fluor Corporation’s (FLR) share price performance has soared in the past three months by 54.8%, significantly outperforming the Zacks Engineering - R and D Services industry, the broader Zacks Constructio ...

In an era where AI transforms software development, the most valuable skill isn't writing code - it's communicating intent with precision. This talk reveals how specifications, not prompts or code, are becoming the fundamental unit of programming, and why spec-writing is the new superpower. Drawing from production experience, we demonstrate how rigorous, versioned specifications serve as the source of truth that compiles to documentation, evaluations, model behaviors, and maybe even code. Just as the US Con ...

RT s4mmy (@S4mmyEth)Greyscale has released a report covering AI crypto sector assets.What AI protocols are missing from this list? https://t.co/9UTs9EiW90 ...

"推动金融科技相关企业年度营收规模破500亿元""每年管理近5万亿元的消费贷款"……金融重镇重庆， 秀出了金融科技硬核家底。 7月10日，"AI领创企业重庆行暨西部金融中心之夜"活动在重庆两江新区举行，会上介绍，依托消费金 融基础，重庆正在推动"人工智能+"行动，已链接132家金融机构、309家高科技公司与140家大数据公 司；同时，重庆也在推进金融中心与科创中心"双中心"建设，吸引一批AI领创企业落地合作、AIC基金 等重大项目平台加速聚能。 一条具有重庆辨识度的"金融+科技"融合发展之路，正在为西部金融中心建设注入动力。 万亿级消费金融产业链 重庆，这座兼具工业基因与码头文化的城市，在西部金融中心建设的赛道上，走出了一条差异化的突围 路径。 会上，重庆市委常委、市政府常务副市长陈新武表示，建设西部金融中心是党中央赋予成渝地区的重大 使命。近年来，重庆着力提升金融集聚辐射、数智创新、开放引领、风险防控等能力，推动西部金融中 心建设迈出坚实步伐。 数据是最直观的注脚，陈新武介绍，重庆结合实施"人工智能+"行动，促进产业、金融、科技深度融 合，依托消费金融产业基础和先发优势，已链接全国132家金融机构、309家 ...

How Victoria’s Secret’s Les Wexner Made $2 Billion In 3 Months From AI Giant CoreWeave https://t.co/aoxEZRtqQ3 https://t.co/Gjt3RDCUMJ ...