RT Four.meme-華語 (@fourdotmemezh)https://t.co/P50JGo73zK AI Agent Series — Roadmap IntroductionToday, we introduce the official roadmap for the https://t.co/P50JGo73zK AI Agent Series — a structured, long-term initiative to integrate AI into the @BNBCHAIN ecosystem.Within the current BNB Chain ecosystem, AI is still in its early stages.We aim to help users gradually understand AI and learn how to use it effectively.This is not just a feature update.It is a progressive roadmap for building an AI-native ecosys ...

Nexgen Energy (NYSE:NXE) Q4 2025 Earnings call March 04, 2026 08:30 AM ET Company ParticipantsGraham Tanaka - PresidentLeigh Curyer - CEO and DirectorRalph Profiti - Managing Director of Equity ResearchTravis McPherson - Chief Commercial OfficerConference Call ParticipantsAndrew Wong - Equity Research AnalystMohamed Sidibé - Equity Research AnalystOperatorThank you for standing by. This is the conference operator. Welcome to the NexGen Energy fourth quarter 2025 results conference call. As a reminder, all p ...

Group 1: Walmart - Walmart has demonstrated impressive performance over the past six months despite facing headwinds such as tariff-related issues that increased expenses for many retailers [4] - The company attracts significant foot traffic due to its low-price promise, which is particularly appealing to consumers amid rising costs of everyday items [5] - Walmart's extensive retail presence, large purchasing scale, and adoption of new technologies, including artificial intelligence, position it for outstanding long-term returns [6] - As a Dividend King, Walmart has increased its dividend payouts for at least 50 consecutive years, providing assurance to investors regarding the sustainability of its dividend program [7] Group 2: Moderna - Moderna has been struggling with declining sales of its coronavirus vaccine but is making meaningful clinical and regulatory progress [8] - The company is nearing the launch of an important product, specifically its investigational personalized cancer vaccine, mRNA-4157, which has shown strong efficacy in preventing recurrence or death in melanoma patients when combined with Merck's Keytruda [9]

Nexgen Energy (NYSE:NXE) Q4 2025 Earnings call March 04, 2026 08:30 AM ET Company ParticipantsGraham Tanaka - PresidentLeigh Curyer - CEO and DirectorRalph Profiti - Managing Director of Equity ResearchTravis McPherson - Chief Commercial OfficerConference Call ParticipantsAndrew Wong - Equity Research AnalystMohamed Sidibé - Equity Research AnalystOperatorThank you for standing by. This is the conference operator. Welcome to the NexGen Energy fourth quarter 2025 results conference call. As a reminder, all p ...

Core Viewpoint - NVIDIA's potential announcement of a new inference chip at the upcoming GTC conference may have contributed to the decline in memory stocks like Micron and SanDisk, raising concerns about a shift in the memory market narrative [1][2] Group 1: Market Reactions - Micron's shares fell after a significant sell-off in Korean memory stocks, with SK Hynix dropping 11.5% and Samsung 9.9% [1] - Despite the broader market weakness, American memory stocks like Micron and SanDisk showed resilience, with Micron up 3.3% and SanDisk up 4.2% before market opening [1] - The KOSPI index fell 12% in the latest trading session, with SK Hynix and Samsung experiencing further declines of 9.6% and 11.7%, respectively [1] Group 2: NVIDIA's New Chip - NVIDIA is reportedly preparing to launch a new chip that utilizes a radically different architecture, focusing on SRAM instead of high-bandwidth memory (HBM) [1] - The new chip is expected to enhance efficiency for inference workloads, potentially allowing NVIDIA to compete more effectively against companies like Broadcom [1] - NVIDIA's acquisition of Groq for $20 billion indicates a strategic shift towards this new architecture, which could impact the demand for HBM and NAND flash memory [1] Group 3: Implications for Memory Stocks - The introduction of NVIDIA's new chip could lead to a re-rating of memory stocks, particularly if it disrupts the current memory supercycle that has benefited companies like Micron and SanDisk [2] - Micron's guidance suggests projected revenue of $18.7 billion for the next quarter, indicating strong performance despite potential long-term threats from NVIDIA's new technology [2] - SanDisk is expected to report historic EPS growth this year, but the market is concerned about the long-term implications of NVIDIA's advancements [2]

Riskified (NYSE:RSKD) Q4 2025 Earnings call March 04, 2026 08:30 AM ET Company ParticipantsAglika Dotcheva - CFOChett Mandel - Head of Investor RelationsEido Gal - Co-founder and CEOReginald Smith - Executive Director of Equity ResearchRyan Tomasello - Managing DirectorTerry Tillman - Managing DirectorTimothy Chiodo - Managing DirectorWill Nance - VPConference Call ParticipantsClark Wright - VP and Research AnalystCristopher Kennedy - Research AnalystOperatorGood day, and thank you for standing by. Welcome ...

Riskified (NYSE:RSKD) Q4 2025 Earnings call March 04, 2026 08:30 AM ET Company ParticipantsAglika Dotcheva - CFOChett Mandel - Head of Investor RelationsEido Gal - Co-founder and CEOReginald Smith - Executive Director of Equity ResearchRyan Tomasello - Managing DirectorTerry Tillman - Managing DirectorTimothy Chiodo - Managing DirectorWill Nance - VPConference Call ParticipantsClark Wright - VP and Research AnalystCristopher Kennedy - Research AnalystOperatorGood day, and thank you for standing by. Welcome ...

BETS. STEPHEN MIRAN I'M PLEASED TO SAY JOINS US AROUND THE TABLE FOR A CONVERSATION ABOUT THAT AND A WHOLE LOT MORE. GOOD MORNING.THANK YOU FOR BEING HERE SIR LET'S START WITH THE SHOCK OVER THE WEEKEND. WHAT'S THE RESPONSE FOR POLICYMAKING LIKE THE ONE PLAYING OUT IN THE MIDDLE EAST. AT THE MOMENT I THINK IT'S TOO EARLY TO HAVE FIRM VIEWS AS A RESULT OF THAT.THE BIGGER QUESTION IS DOES OIL STAY UP OR COME BACK DOWN. THAT WILL DEPEND ON HOW THINGS PLAY OUT. EVEN THAT SAID IF OIL STAYS AT THESE TERMS TO ME I ...

Financial Data and Key Metrics Changes - 2025 was a defining year for the company, marked by significant infrastructure investments, regulatory advancements, and a CAD 1 billion equity raise, highlighting the company's leverage to future uranium prices and balance sheet optimization [3][19] - The company ended the year with a strong cash position of over CAD 1.1 billion, which is sufficient to cover the first 12 months of construction estimated at approximately CAD 300 million [16][31] Business Line Data and Key Metrics Changes - The company has contracted 2 million pounds of uranium per year over the first five years, with a break-even point at 3.5 million pounds, indicating a strong demand for uranium [46] - Spot purchases by utilities surged 85% year-over-year, accounting for a quarter of all spot volumes, reflecting the fragility of supply in the uranium market [10][9] Market Data and Key Metrics Changes - Uranium prices have increased from $17 per pound in 2017 to $90 per pound today, yet there has been no material supply response, indicating a structural supply deficit [9][10] - The U.S. is anticipating electrical growth of 8%-10% through to 2030, driven by increased demand for nuclear energy [5][6] Company Strategy and Development Direction - The company aims to transition efficiently into construction of the Rook One project following final federal approval, with a focus on disciplined execution and creating enduring value for stakeholders [20][19] - The company is positioned to capture the next phase of value creation, underpinned by a de-risked development pathway and robust market fundamentals [19][20] Management's Comments on Operating Environment and Future Outlook - Management highlighted a genuine structural shift in global energy demand that benefits the nuclear energy industry, with public policy and capital now aligned to support nuclear growth [4][3] - The company is optimistic about the future, anticipating that the uranium market will remain structurally under-supplied, with the deficit widening every year [8][9] Other Important Information - The company has completed the Canadian Nuclear Safety Commission hearings, marking the final stage of the federal approvals process [12][14] - The company has received strong support from local indigenous communities and provincial leadership, which is crucial for project advancement [13][14] Q&A Session Summary Question: Comments on construction readiness and skilled labor - Management expressed confidence in the team's readiness and the high interest in joining the company, indicating that they have been planning for this project for many years [24][26] Question: Changes in financing alternatives and strategic sell-down - Management noted that the number of interested parties for financing has increased, and they are focused on maintaining exposure to uranium prices at the time of delivery [31][32] Question: Expected accomplishments in the next 6-12 months - Management outlined that initial activities will focus on earthworks and preparation for shaft sinking, with immediate acceleration of site activity expected [34][35] Question: Initial CapEx number for Rook One - Management confirmed that the estimated CapEx remains at CAD 2.2 billion, with no material movement in that number despite inflation [36][37] Question: Power availability and infrastructure for construction - Management confirmed that LNG will be used during construction and that they are working closely with the Saskatchewan Highways Department to maintain access roads [39][41] Question: Offtake contracting agreements and production percentages - Management stated that they currently have 2 million pounds contracted per year and are in advanced negotiations for additional contracts, particularly with demand from Asia [46][45] Question: Timeline for environmental and regulatory applications for Patterson Corridor East - Management indicated that while the timeline is subject to permitting, they believe the development path for Patterson Corridor East could be shorter than that for Rook One [48][50]

Riskified (NYSE:RSKD) Q4 2025 Earnings call March 04, 2026 08:30 AM ET Speaker4Good day, and thank you for standing by. Welcome to the Riskified fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please pr ...