CTO

Search documents
X @Bloomberg
Bloomberg· 2025-07-17 11:48
Six US sites that already have permits for nuclear reactors are being called "prime real estate" for new construction, writes @willwwade https://t.co/C6dOPTr9QY ...
X @Elon Musk
Elon Musk· 2025-07-17 07:06
🧐Grok (@grok):@elonmusk @andersmarksen @SethWestmore @realDonaldTrump Based on 2025 DOJ reports and FBI seizures from Epstein's properties (NY mansion, Little St. James), the videos and photos are likely in secure FBI evidence vaults, heavily redacted or sealed to protect victims. Some may have been destroyed per protocol.Look to: FBI Director ...
Nvidia, AMD set to benefit from China sales, Fed Chair Powell's future at stake
Yahoo Finance· 2025-07-16 18:21
Market Catalysts anchor Julie Hyman breaks down the latest market movers for July 16, 2025. Semiconductor chip manufacturers Nvidia and AMD are ready to sell their chips in China. Moor Insights & Strategy Founder, CEO, and Chief Analyst Patrick Moorehead discusses Jensen Huang's visit to China and the future of semiconductor chip sales in China. Fed Chair Jerome Powell has been intensely scrutinized for not cutting interest rates. President Trump has continued to pressure Powell. We speak with StoneX Senior ...
THE APEX AIR-COOLED RUF OF THE NINETIES: BROAD ARROW ADDS EXCEEDINGLY RARE RUF CTR 2 SPORT TO MONTEREY JET CENTER AUCTION
Globenewswire· 2025-07-16 17:00
CTR 2 SPORT LEADS A LIST OF TODAY’S MOST COVETED MODIFIED PORSCHE-BASED PERFORMANCE CARS SET FOR THE AUGUST 13-14 SALE 1998 RUF CTR 2 Sport set for Broad Arrow's Monterey Jet Center Auction (Credit - Zach Brehl / Courtesy of Broad Arrow Auctions) The leather-wrapped interior of the 1998 RUF CTR 2 Sport set for Broad Arrow's Monterey Jet Center Auction (Credit - Zach Brehl / Courtesy of Broad Arrow Auctions) Grosse Pointe, Michigan, July 16, 2025 (GLOBE NEWSWIRE) -- Broad Arrow Auctions, a Hagerty (NY ...
X @Bloomberg
Bloomberg· 2025-07-16 16:56
US stock bulls can expect a solid run into the Labor Day holiday before seasonal factors conspire to deliver a rockier fall, Citadel Securities’ head of equity and equity derivatives strategy Scott Rubner said https://t.co/vss0M90wQt ...
摩根士丹利:ASML-2026 年的不确定性抵消了强劲的订单储备
摩根· 2025-07-16 15:25
July 16, 2025 06:02 AM GMT ASML Holding NV | Europe 2026 Uncertainty Offsets strong OB * = GAAP or approximated based on GAAP Key Takeaways What was said. Q2 order book ahead of expectations at €5.5bn (vs €4.5bn) consensus of which €2.3bn is EUV. The company has adjusted full year 2025 guide to "around 15% growth relative to 2024" which aligns with their previous midpoint of €32.5bn. Within these growth expectations – ASML forecast the EUV business to grow 30%, IBM to grow 20% and DUV to be about the same a ...
X @CoinMarketCap
CoinMarketCap· 2025-07-16 14:00
💡 Key Takeaways:🔹 Track SOL treasury trends post-Upexi and BIT Mining actions.🔹 Track LetsBonk vs Pump(.)fun launchpad dominance battle🔹 Watch Solana RWA sector growth: +140.6% YTD to $418MStay informed, stay ahead:https://t.co/W1tsqeEqFf6/6 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-16 13:15
Who needs humans? Fruit-picking drones, self-driving tractors, intelligent soil and more are paving the way for farms that can run themselves https://t.co/nXMJFjjjEL ...
U.S. firms remain 'meaningfully ahead' of Chinese competitors on AI chips, says 'Chip War' author
CNBC Television· 2025-07-16 12:47
US-China Trade & Technology - The Trump administration initially banned the sale of Nvidia's H20 chip to China, a downgraded chip designed to meet US requirements for sale in the Chinese market, but later reversed this stance [2] - Chinese customers reportedly desire the H20 chip in very large quantities, potentially leading to billions of dollars in sales for Nvidia [2][3] - The decision to allow H20 sales may stem from US-China talks where China allowed rare earth magnet shipments to the US in exchange for the US lifting certain controls [5] - The initial ban on H20 chips was based on concerns that large-scale purchases by Chinese firms would enable them to compete with US AI players and develop AI for strategic purposes [6] Competitive Landscape in AI Chips - Nvidia remains a leading player in the AI chip market, even with downgraded chips, as Huawei's domestic production of needed AI chips is limited [7] - Nvidia's ability to sell scaled-down versions of its chips in large volumes to China indicates its lead over Huawei, which struggles with production [9] - Huawei faces challenges in ramping up production and resorts to smuggling chips and components from abroad [9] - US firms, along with Taiwanese manufacturing partners like TSMC, maintain a significant lead over Chinese competitors in high-end AI chips [8][9] Semiconductor Manufacturing & Geopolitics - Taiwan produces 90% or more of the most advanced chips used in AI, smartphone processors, and PC processors [10] - TSMC is developing a large campus in Arizona, representing early-stage efforts to diversify the semiconductor supply chain, but significant concentration remains in Taiwan [11]
Chip giant ASML smashes expectations on second-quarter net bookings
CNBC· 2025-07-16 05:11
Core Insights - ASML reported second-quarter earnings that exceeded estimates, with net bookings significantly ahead of consensus expectations [1][2] - The company achieved net sales of 7.7 billion euros ($8.95 billion), surpassing the expected 7.52 billion euros [5] - Net profit reached 2.29 billion euros, compared to the anticipated 2.04 billion euros [5] Net Bookings - Analysts had forecasted net bookings of 4.19 billion euros for the April-June period, while ASML reported net bookings of 5.5 billion euros [2] Product and Market Position - ASML is a critical player in the semiconductor supply chain, manufacturing extreme ultraviolet lithography (EUV) machines essential for producing advanced chips for companies like Apple and Nvidia [2] - The company has introduced its next-generation EUV tools known as High NA, which are vital for future growth and can cost over $400 million each [3] Customer Base - Major customers of ASML include Intel and Taiwan Semiconductor Manufacturing Co., highlighting its importance in the semiconductor industry [3] Industry Challenges - ASML, like many companies in the semiconductor sector, is facing uncertainties due to U.S. tariff policies [3]