If uh Iran is committed to becoming a nuclear weapons power, I do think it puts the regime at risk. I really do. I think it would be the end of the regime if they tried to do that.It's a very simple decision. If what they want is nuclear reactors so they can have electricity. There are so many in the c so many other countries in the world that do that and they don't have to enrich their own uranium, they can do that.But if what they want is a secret program buried in a mountain where no one can see it and i ...

A macroeconomic factor is an economic, environmental, or geopolitical event that broadly affects a regional or national economy. https://t.co/yhPnyaMG9y ...

former energy secretary, former governor of Texas and newly served executive chair of Nano Nuclear as well, the hottest IPO in the United States in 2024. That, of course, Mr. . Rick Perry.Secretary Perry, governor Perry, thank you very much for joining us. I'll get to nano Nuclear in just one second. What do you think is going to be the ultimate outcome in the Israel-iran situation.>> Well, trying to put your finger on this one at this particular point in time may be a bit of a hat trick, but certainly the ...

The White House saying President Trump will decide on a strike on Iran within the next two weeks while the conflict in the Middle East escalates between Israel and Iran without a resolution in sight. Mark Esper, former Secretary of Defense and former Secretary of the Army joins us now. It's great to have you, Secretary Esper.What do you think President Trump will do. Well, good morning, Sarah. Um, look, first of all, I thought he made a smart decision by pausing the clock, if you will, and giving himself mo ...

Core Insights - Roche's phase III SUNMO study results indicate that the combination of Lunsumio® (mosunetuzumab) and Polivy® (polatuzumab vedotin) significantly improves progression-free survival (PFS) and objective response rate (ORR) in patients with relapsed or refractory large B-cell lymphoma (LBCL) compared to the standard treatment R-GemOx [1][2][5] Study Results - The combination therapy showed a 59% reduction in the risk of disease progression or death (hazard ratio [HR] 0.41, p<0.0001) with a median PFS of 11.5 months, which is three times longer than the 3.8 months observed with R-GemOx [2][4] - The 12-month PFS rate was 48.5% for the combination therapy compared to 17.8% for R-GemOx [2][3] - Objective response rates were 70.3% for the combination versus 40.0% for R-GemOx, with complete response rates of 51.4% compared to 24.3% [3][4] Safety Profile - The safety profile of the Lunsumio and Polivy combination was consistent with known profiles of the individual drugs, with low incidence of cytokine release syndrome (CRS) and similar rates of grade 3-4 adverse events compared to R-GemOx [4][5] - Fewer patients in the combination group discontinued treatment due to adverse events (2.2% vs. 4.7%) [4] Clinical Implications - The combination therapy may provide a well-tolerated alternative to traditional chemotherapy, suitable for outpatient settings, addressing the urgent need for effective treatments in difficult-to-treat LBCL [3][6] - The National Comprehensive Cancer Network (NCCN) has included Lunsumio and Polivy in its guidelines as a category 2A recommendation for second-line treatment of diffuse large B-cell lymphoma [2][3] Roche's Commitment - Roche aims to enhance treatment options for patients with lymphomas through its extensive portfolio and ongoing clinical trials, including the STARGLO study evaluating Columvi® (glofitamab) [7][8] - The company has a strong focus on developing innovative therapies for hematologic diseases, with a robust pipeline that includes various bispecific antibodies and antibody-drug conjugates [13][14]

Thanks for having me on, Frank. Yeah, dollar's being held back by some uncertainty here and frankly being down 8%. It's just a scratch. Susan, it's just you're calling it just a scratch like Elon Musk.So, it's actually down more than 9%. But I want to get to the action this week in particular. So, I think a lot of people are saying people are piling into the dollar as a safe haven, but you're saying it's something a bit different.You're saying it's some short covering and just also a bare market bounce. Yea ...

TOM: THE NEXT INDUSTRIAL REVOLUTION IS HERE AND IT'S POWERED BY AI. THE U.S. AND CHINA MAY DOMINATE, BUT IS EUROPE READY TO CLOSE THE GAP. NVIDIA IS BETTING BIG ON EUROPE, NEW AI FACTORIES, POWERFUL CHIPS AND BOLD PREDICTIONS.THE CONTINENT MAY BE LATE TO THE AI PARTY BUT NVIDIA RECKONS IT IS CATCHING UP. THE SEAL OF ARM SAYS THE CHIPS ARE READY BUT EUROPE'S GRID IS NOT. IT THEY WON THE U.K. AND THE REST OF THE CONSONANT FACE A POWER PROBLEM. >> THE U.K. IN EUROPE, THE ENERGY NEEDS ARE NOT IN THE TENS OF MEG ...

Core Viewpoint - Keysight's ML Optimizer offers a revolutionary solution for semiconductor parameter extraction, addressing the complexities and inefficiencies of traditional optimization methods [2][29]. Group 1: Challenges in Parameter Extraction - The complexity of semiconductor device models has increased, making parameter extraction a significant challenge due to the large number of interrelated parameters [6][11]. - Traditional optimization algorithms, such as Newton-Raphson and Levenberg-Marquardt, often get trapped in local optima, leading to suboptimal extraction results [7][9]. Group 2: Introduction of ML Optimizer - Keysight introduced the ML Optimizer, which utilizes machine learning techniques to dynamically learn the optimization space, allowing for simultaneous optimization of over 40 parameters and multiple target plots [12][13]. - The ML Optimizer is designed to be robust against noise and does not rely on gradient information, making it more effective in non-convex spaces [12][13]. Group 3: Practical Applications and Benefits - In practical applications, the ML Optimizer demonstrated its efficiency by achieving good fitting for a diode model in approximately 300 trials, regardless of initial conditions [16]. - For the GaN HEMT model, the ML Optimizer completed parameter extraction in under 6000 trials within minutes, showcasing its speed and effectiveness [17]. - The optimizer enhances convergence and robustness through an integrated cost function, allowing it to handle complex models like BSIM4 and ASM-HEMT [18][19]. Group 4: Summary and Future Outlook - The ML Optimizer significantly simplifies the parameter extraction process, reducing modeling time from several days to just hours while improving fitting quality and consistency [29]. - The tool was showcased at IC-CAP 2025, with a recorded webinar available for further insights and demonstrations [23].

Core Insights - Arm Holdings (ARM) faces increasing risks of slower growth in China due to the country's shift towards RISC-V architecture, which contributed 19% of ARM's total sales in fiscal 2025, with revenues from China rising only 7.5% year over year [1][7] Group 1: Market Dynamics - China's ambition to localize its semiconductor ecosystem is driving the promotion of RISC-V as an alternative to Arm's proprietary models, offering cost advantages and design flexibility [2] - Major Chinese tech firms, including Alibaba Cloud, Huawei, Tencent, and ZTE, are backing RISC-V, which raises competitive pressure on ARM's presence in China [3][7] Group 2: Competitive Landscape - NVIDIA and AMD are closely monitoring China's shift to RISC-V, as it poses a threat to their market positions in AI hardware and server chips [4][5] - AMD's EPYC server chips directly compete with China's new Lingyu RISC-V server chip, indicating potential market share erosion for AMD if RISC-V adoption accelerates [5] Group 3: Financial Performance - ARM's stock has gained 18% year to date, outperforming the industry's 5% rally, but it trades at a forward price-to-sales ratio of 31.5, significantly higher than the industry's 8.1 [6][8] - The Zacks Consensus Estimate for ARM's earnings has been declining over the past 60 days, reflecting potential challenges ahead [10]

Core Insights - The analyst emphasizes a tech-focused approach to investment research, leveraging 25 years of experience in IT and investment to provide unique insights [1] - The analyst's background includes significant experience in virtualization, cloud technologies, and telecommunications, which informs their investment strategies [1] - The research covers various themes such as automated supply chains, Generative AI, telecommunications capital expenditures, and the deflationary nature of software and semiconductors [1] Investment Philosophy - The analyst adopts a moderate stance, focusing on capital preservation strategies, particularly in light of past losses during the Global Financial Crisis (GFC) [1] - The investment journey began with mutual and indexed funds, transitioning to individual stocks after learning from previous investment mistakes [1] - The analyst values unique perspectives and insights from platforms like Seeking Alpha, which enhance the investment decision-making process [1] Additional Activities - The analyst is involved in non-profit work, dedicating time to assist needy families and contributing to enterprise tech reviews [1] - The analyst has entrepreneurial experience in real estate and farming, although with mixed success [1]