To rekindle growth, Airbnb is looking to new markets, new product lines and new technology. Will its strategy work? https://t.co/ea9hxRXUTN ...

The overriding trend, Tom, you know, in Europe, I think this year and for the next five years is going to be capacity constraint. The manufacturers are way behind in their deliveries. In fact, Boeing left us 29 aircraft short this summer, and we're the airline that grows as more capacity in Europe than any other airline.So if we're short capacity, we won't be able to grow traffic 2% in the September quarter. But we were able to recover all of our last year. Fares went down by 7%.This year, they've gone back ...

RT Token Terminal 📊 (@tokenterminal)Wall Street paying attention to the growth of the @solana economy? https://t.co/k8MT8yHmRW ...

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Let's bring in now our panel. High Tower Stephanie Link, a CBC contributor. So is Big Technologies Alex Canowitz.They're both here at Post 9. It's great to have you both with us. Um Steph, your your biggest takeaway from what you got this week as a shareholder in Amazon, as a shareholder in Meta, and now for the first time ever a shareholder in Microsoft.Welcome. >> Thank you. Well, expenses are going up, but we are also seeing substantial growth across every one of these companies.And earnings estimates af ...

Apple's AI Spending and Strategy - Apple's operating expenses are growing faster than usual, indicating increased spending on AI infrastructure and headcount [2][3] - Apple is adopting a hybrid model for AI, building internal technology while also exploring partnerships for large language models [6][8] - Infrastructure spending in operating expenses suggests Apple is training large language models on external cloud services [9] iPhone Performance and Future Prospects - iPhone revenue is accelerating with double-digit growth in the December quarter, the fastest since 2021 [4] - The iPhone accounts for 53% of Apple's total revenue [11] - Anticipation for the iPhone 18, potentially featuring a foldable design, is generating excitement [13] Market and Valuation Considerations - China's market is still challenging, with a 4% year-over-year decline in the September quarter, though early iPhone 17 demand is strong [15] - Services are outperforming, growing 14% annually [12] - Apple's valuation can be justified by the increasing contribution of services to gross profit, currently at 43% [18]

Brooks Running, owned by Berkshire Hathaway, is headed toward $2 billion in revenue and to keep up its robust growth is planning a major expansion in China https://t.co/TM6gkHjXRN ...

Fund Strategy - The fund focuses on companies outside the "Magnificent Seven" (Mag 7) due to over-analysis and concentration risks in those stocks [1][3][8] - The fund seeks blue-chip compounding companies with better idiosyncratic growth profiles and valuations compared to the Mag 7 [4] Broadcom Analysis - Broadcom is a key holding, representing approximately 85% of the fund, similar to Nvidia's weight in the S&P 500 [1] - The market is underestimating the growth potential of Broadcom's non-AI portfolio, which includes software (VMware) and recovering semiconductor segments [4][5] - The market estimates Broadcom's non-AI portfolio to grow by virtually 0% next year, which the fund believes is too low [4] Fujikura and Fujitsu - The fund includes Japanese-listed stocks like Fujikura and Fujitsu to diversify away from the Mag 7 [5][6] - Fujikura is the dominant leader in ultra-high-density optical fiber cables, controlling 40% of the market [6] - Fujikura's growth is expected to be around 12% this year, slowing to 7-8% over the next two years [7] - Fujikura benefits from the AI boom, as its cables are essential for highly dense GPU clusters in data centers [6][7] Market Outlook - The fund sees low expectations for companies outside the Mag 7, particularly in areas like data center buildout [8] - The fund believes there is a divergence between reasonable valuations and the potential to beat expectations outside of US large-cap tech stocks [8]

I think that it's going to get ugly before it before it gets better. And I just want the women to understand that it's going to get ugly and be prepared for when it gets ugly. And if you're not prepared for that, let's let's let's figure this out.The money is going to come. You know, this league, what we've seen the WNBA over the past four, five years, six, six seasons, we've seen the growth. We've seen expansions. We've seen new arenas. We've seen players.We like we we've seen excitement, broadcasting deal ...

Core Insights - The article discusses the impact of recent economic trends on the investment banking sector, highlighting both opportunities and challenges faced by firms in the industry [1] Group 1: Economic Trends - Recent fluctuations in interest rates have led to increased volatility in the financial markets, affecting deal-making activities [1] - The ongoing geopolitical tensions are influencing investor sentiment, resulting in a cautious approach to new investments [1] Group 2: Investment Opportunities - There is a growing interest in sustainable finance, with many firms looking to capitalize on the demand for green bonds and ESG-related investments [1] - Technology-driven solutions are becoming essential for investment banks to enhance efficiency and reduce operational costs [1] Group 3: Challenges Faced - Regulatory pressures are increasing, requiring firms to adapt quickly to new compliance requirements [1] - Competition among investment banks is intensifying, particularly in the areas of mergers and acquisitions, leading to margin compression [1]