Christina in the gang, back to you. >> All right, Rick Santelli I'll take it. Thank you.Despite the weak ADP jobs report, the S&P 500 and the Nasdaq did hit all time highs today as investors focused on progress on the trade front, with the president announcing a trade framework with Vietnam. So let's bring in Scott Wrenn of Wells Fargo Investment Institute and Adam Crisafulli of Vital Knowledge. Great to have you both here.And, Adam, I'm going to kick this conversation off with you because we're two days in ...

China’s top electric vehicle maker, BYD, has shelved plans to build a major plant in Mexico over geopolitical tensions and uncertainty stemming from US President Donald Trump’s trade policies https://t.co/V3RCLvk6Gf ...

ROVR is a DePIN constructing a geospatial data platform.Since launching in September, contributors have uploaded 16.7 million km of signed sensor traces.Here's everything to know 👇Youssef (@0xYoussef_):What if anyone could contribute to the real-time 3D datasets powering self-driving cars, robots, and spatial AI?That’s the vision behind @ROVR_Network, a DePIN network turning everyday drives into high-fidelity geospatial data.Let's dive in👇 https://t.co/f95WlIt3QN ...

Flash | 29 Jun 2025 17:21:37 ET │ 10 pages Hangzhou Hikvision Digital Technology (002415.SZ) Kyna WongAC +852-2868-7820 kyna.wong@citi.com Canada Gov't's Ban on Local Operation; Limited Rev Impact Likely CITI'S TAKE As per UDN, 28-June, Canada's gov't requested Hikvision to cease its operation in Canada due to national security reasons while Canada's gov't also forbid gov't departments, institutions and SoEs to procure or use any product from Hikvision, and will also ensure the existing products from Hikvis ...

Core Insights - Google's data centers have seen a dramatic increase in electricity consumption, more than doubling from 14.4 million megawatt-hours in 2020 to 30.8 million megawatt-hours in 2024, indicating a growth of over 113% in just four years [1][2][5] - Data centers are responsible for 95.8% of Google's total electricity usage, highlighting the significant impact of this segment on the company's overall energy consumption [2] - The company's power usage effectiveness (PUE) has improved only marginally over the past decade, reaching 1.09 in 2024, suggesting that further efficiency gains may be challenging to achieve [6] Energy Strategy - Google is committed to using only carbon-free electricity sources, which has led to substantial investments in various energy technologies, including geothermal, nuclear fission, and fusion [7][10][15] - The company has made significant renewable energy purchases, including 600 megawatts of solar capacity in South Carolina and 700 megawatts in Oklahoma, as part of a broader $20 billion investment in carbon-free power plants [11][12] - Currently, about 66% of Google's data center electricity consumption is matched to the hour with carbon-free sources, but there are regional disparities, with Latin America achieving 92% while the Middle East and Africa only reach 5% [14]

Summary of Planet Labs (PL) Update / Briefing July 01, 2025 Company Overview - **Company**: Planet Labs (PL) - **Industry**: Geospatial services and satellite imaging Key Points Industry Dynamics - The global geopolitical landscape is increasing demand for sovereign access to geospatial services, with governments recognizing the importance of timely and comprehensive earth data for security and strategic decision-making [4][19] - There is a growing need for advanced analytics to support peace and security efforts globally [4][19] Contract Wins and Partnerships - Planet Labs announced a significant contract with the German government valued at EUR 240 million, aimed at enhancing European peace and security through dedicated satellite services [5][17] - This contract includes access to PlanetScope and high-resolution data, along with AI-enabled solutions for improved situational awareness [5][6] - The company has secured four major awards since the last earnings call, including expansions with the U.S. Department of Defense and the U.S. Navy [11][12] - Planet's partnerships with Japan and Germany highlight its long-standing relationships and trust built over more than ten years [6][33] Product Offerings - Planet's solutions include Maritime Domain Awareness (MDA) and Global Monitoring Service (GMS), which provide critical intelligence and situational awareness for defense and intelligence customers [13][15] - MDA is rapidly adopted for its ability to monitor vast ocean areas daily, while GMS offers comprehensive insights into strategic locations worldwide [13][15] AI Integration - The integration of AI with Planet's daily scan capabilities is transforming the analysis of geospatial data, enabling proactive vigilance and anomaly detection at an unprecedented scale [12][37] - AI is expected to democratize access to geospatial capabilities, enhancing the value derived from satellite data [38][39] Financial Outlook - All five contracts discussed are expected to generate annual contract values in the eight figures, with two contracts reaching nine-figure scales [17][18] - The company is focused on delivering exceptional value and systematically expanding its market presence [17][18] Manufacturing and Capacity - Planet Labs is building satellites in-house, leveraging its expertise in scaling satellite production to meet customer demands [21][22] - The company has launched over 600 satellites to date, positioning itself uniquely to fulfill large-scale contracts [22][33] Future Growth and Strategy - Planet aims to expand its footprint with existing customers while exploring new opportunities with other government clients [34][35] - The company is well-positioned to support European countries as they enhance their defense capabilities in response to geopolitical pressures [32][33] Collaboration and Innovation - Planet is collaborating with Anthropic to fine-tune AI models using satellite data, enhancing the accuracy and scalability of satellite image analysis [46][49] - The partnership aims to protect proprietary image archives while leveraging AI to unlock new capabilities [49][50] Conclusion - Planet Labs is strategically positioned to meet the increasing demand for geospatial services amid a changing geopolitical landscape, with a strong focus on AI integration and expanding its customer base [52][53]

考虑到地缘政治风险加剧，许多人在月中质疑债券供应量是否会接近预期。但投资者保持坚挺，继续购 买债券。美国高等级债券与其他市场一样上涨并获得了动力，创下年内第二佳月度回报，并将年初至今 的涨幅推高至4%以上。 6月份，银团利用较低的融资成本，共发行了1095亿美元的新债券，略高于1050亿美元的预期。6月下半 月表现亮眼，发行量强劲，回报稳健。 一项针对债券承销商的非正式调查显示，周二没有潜在借款人考虑发行新的美国投资级债券，美国一级 市场本周很可能已经结束。 ...

When you look at trade negotiations right now, could they actually change the outcome of the European economy. Well, I think that there's going to be a very relevant factor. And if you see, for instance, if you watch our our predictions, they are different alternatives, different different scenarios according to the different outcomes that we might have.I hope that, you know, the negotiations will be finalized. So at least this, you know, will deliver a little bit of predictability because now, you know, th ...

Amid geopolitical chaos, financial markets are learning to keep calm and carry on, write @ScouseView and @marcusashworth (via @opinion) https://t.co/TwmJlfLR3W ...

What future opportunities do you see in in China, whether it's public or private markets. And what would it take for you to then, I guess, establish an office to your point, to then increase your on the ground capabilities. Yeah.In terms of Chinese market, it's a little bit tricky and it's complicated to invest in Chinese market. Is that an economic consideration that a geopolitical comparison of both and of the Chinese tech sector is very promising. At the same time, China's private property market and mac ...