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X @Bloomberg
Bloomberg· 2025-07-09 17:48
US-based funds Goldcrest Capital and Collaborative Fund have invested $13.5 million in a seed round for Argentine energy tech startup Unblock, which converts excess gas from oil and gas companies into computing power. https://t.co/3QY3nM2HSd ...
X @The Economist
The Economist· 2025-07-09 17:40
In the recent flare-up between India and Pakistan, advanced Chinese weapons went head-to-head with Western and Russian counterparts for the first time. Listen to “Drum Tower” to find out how they performed https://t.co/b0mB4ZMn6x ...
AST SpaceMobile Trades at a Premium: Time to be Cautious?
ZACKS· 2025-07-09 17:31
Key Takeaways ASTS has deployed five Bluebird satellites and plans to launch Block 2 BB satellites in 2025. ASTS' valuation significantly exceeds that of satellite peers competing in the same space. Research and Development costs jumped 67.6% in Q1, adding margin pressure in a volatile macro environment.AST SpaceMobile (ASTS) has effectively deployed its initial set of five commercial satellites in low earth orbit. Named Bluebird, these satellites feature over 5,600 cells within the premium low-band spect ...
X @The Economist
The Economist· 2025-07-09 16:40
“This is no time to dismiss climate tech as a tree-hugging virtue,” argues the venture capitalist. “On the contrary, it is one of the most important levers of geopolitical influence” https://t.co/qFiqmkfzC4 ...
Danone: Planting Value In A Divided Global Foodscape
Seeking Alpha· 2025-07-09 16:18
Core Insights - The article emphasizes a focused investment strategy in the micro-cap segment, utilizing technical analysis and the CAN SLIM methodology to identify high-growth companies often overlooked by mainstream analysts [1] - The research process integrates both fundamental and technical perspectives, focusing on indicators such as relative strength, unusual trading volume, and earnings acceleration to spot stocks poised for significant breakouts [1] - The goal is to identify opportunities early, before broader market recognition drives prices higher, thereby providing actionable insights for investors [1] Investment Strategy - The investment strategy combines technical analysis with the CAN SLIM methodology, which is designed to uncover emerging businesses with strong financial momentum and rapid earnings growth [1] - The approach also considers signs of institutional interest as key indicators that may precede explosive stock moves [1] Market Analysis - The analyst has experience in Forex trading, enhancing the ability to interpret price action, volatility, and market sentiment, which contributes to refining entry and exit timing [1] - The multi-market background allows for a better understanding of the behavioral aspects of trading [1] Research and Community Engagement - Writing on Seeking Alpha is a crucial part of the investment process, allowing for the validation of ideas, documentation of research, and connection with a community of like-minded investors [1] - The articles focus on uncovering under-the-radar growth stocks with compelling fundamentals and favorable technical setups [1]
Nvidia wins race to become first $4trn listed company
Sky News· 2025-07-09 16:12
Core Viewpoint - Nvidia has become the first publicly listed company to reach a market value of $4 trillion, marking a significant milestone in its growth trajectory driven by the AI technology boom [1][2]. Company Performance - Nvidia's share price increased by over 2% at market open, contributing to its achievement of the $4 trillion market cap [1]. - Since its market debut in 1999, Nvidia's share value has surged by 409,825%, reflecting its strong performance over 26 years [2]. - The company has transformed from a gaming hardware provider to a key player in AI infrastructure, with its chips now essential for various applications including natural language processing and robotics [12]. Market Context - The recent rise in Nvidia's stock value has coincided with a broader trend of optimism in US stock markets, attributed to delays in the implementation of tariffs by the Trump administration [8]. - Despite concerns regarding global AI demand and competition from low-cost alternatives like DeepSeek, analysts believe Nvidia's market value has further growth potential [3][9]. Future Outlook - Analysts project that while Nvidia may face slower growth and increased competition, it remains an attractive investment opportunity with a forecasted top-line growth of over 50% this year [14]. - The company's trading at a relatively modest 32 times expected earnings suggests continued potential for investors looking to capitalize on the AI boom [14].
Microsoft: Record High Price Is A New Beginning (Technical Analysis)
Seeking Alpha· 2025-07-09 15:53
Group 1 - The article discusses Microsoft Corporation's stock performance and provides a positive outlook based on its fiscal Q3 earnings review, emphasizing the "Rule of 40" as a key metric for evaluation [1] - The investment style promoted by the company focuses on delivering actionable and clear investment ideas derived from independent research, which is aimed at helping investors achieve better returns [1] - The company claims to have a proven method that not only helps members outperform the S&P 500 but also aids in avoiding significant losses during periods of high market volatility [2]
Innovation ETF (ARKK) Hits New 52-Week High
ZACKS· 2025-07-09 15:45
Group 1 - ARK Innovation ETF (ARKK) has reached a 52-week high, increasing approximately 92.4% from its 52-week low of $36.85 per share [1] - The ETF focuses on "disruptive innovation," investing in companies involved in DNA technologies, automation, robotics, energy storage, artificial intelligence, and Fintech [1] - Cathie Wood, CEO of Ark Investment Management, has made significant moves by purchasing shares of CRISPR Therapeutics AG and Beam Therapeutics Inc., while selling shares of 908 Devices Inc. and Roku Inc., indicating a bullish stance on gene-editing technologies [2] Group 2 - ARKK shows a weighted alpha of 60.23 and a 20-day volatility of 29.55%, suggesting potential for continued strength and gains for investors [4] - Despite market turbulence, Cathie Wood maintains a positive outlook on the transformative power of emerging technologies [3]
X @Ansem
Ansem 🧸💸· 2025-07-09 15:42
RT Dirichlet (@0xdirichlet)We needed to recruit significantly more world-class talent across ops, eng, product, design, legal/compliance, etc. @sphere_labs for the once-every-few-generations opps we're seeing @sphere.Thus, we had to get one of the best to ever do it.Come join us in the trenches for(a) retardio amounts of pain and suffering(b) to build something insanely great for frontier markets that need the technology the most —(c) but almost no one else wants to goDMs are open 🫡 ...
What Happens When We Lose Ourselves To Tech | Victor Gbesimi Odele | TEDxJewels Leading Lights Youth
TEDx Talks· 2025-07-09 15:41
[Music] [Applause] Technology. That seems to be the newest word in 2025, isn't it? If you interact with any social media platform, you just can't seem to escape it. Isn't it amazing the things the machines we built can actually do? Think about it. Cameras, lights, screens, gadgets, barriers broken, interconnected together, reaching far beyond. You can name it. Isn't it just amazing? But there seems to be a question nobody's really asking. At what cost? Have you ever really thought about it? At what cost? Yo ...