RT NEAR Protocol (@NEARProtocol)"NEAR’s infrastructure is now powering early elements of an emerging AI economy." - @Bitwise_EuropeNEAR Intents Powers the AI-Native Transaction Layer ...

RT Custom Content from WSJ (@WSJCustom)Paid Program with @Google: The AI economy needs the electrical capacity to power it. Google’s Amanda Peterson Corio and Kim Greene from Georgia Power explain why public-private partnerships—and good “grid citizenship”—are key.https://t.co/zzSvCmx8sB https://t.co/KjsaZyiecg ...

AI 行业观点 - NEAR Protocol 认为“AI 是最后一波技术浪潮” [1] NEAR Protocol 的 AI 策略 - NEAR 正在构建一个私有的、智能的、用户拥有的 AI 经济 [1] 合作关系 - NEAR Protocol 与 @new_era_finance 合作，共同探索 AI 经济 [1]

The AI economy is booming these days, but the "real" economy is struggling in many areas. The housing market is very challenged, and the freight industry has been in a recession for a while now. The U.S. consumer is also showing major signs of strain, withLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my l ...

Core Thesis - Talen Energy Corporation represents a unique investment opportunity at the intersection of energy and digital infrastructure, transitioning from a traditional utility to a strategically essential platform [2][4] Company Overview - Talen Energy's share price was $418.03 as of October 16th, with trailing and forward P/E ratios of 111.87 and 22.78 respectively [1] - The company has undergone a restructuring in 2023, resulting in a clean balance sheet, reduced debt, and a focus on nuclear and gas assets while divesting from non-core operations and exiting coal generation [3] Financial Performance - Talen Energy generates approximately $1 billion in annual EBITDA, providing stable free cash flow for reinvestment in high-return projects [3] - The Cumulus Data Campus is pivotal for Talen's growth, with the capacity to scale over 1 gigawatt and attract hyperscale tenants, potentially increasing EBITDA and valuation multiples significantly [3] Market Position and Potential - Institutional shareholders such as Rubric Capital, Vanguard, and RIT Capital Partners provide stability and long-term alignment for Talen's equity base [4] - The company is positioned for a potential fivefold rerating as it transitions from a conventional utility to a hybrid energy-infrastructure platform, crucial for the AI economy [4] - Talen's combination of structural tailwinds, scarce physical assets, and disciplined management makes it one of the most asymmetric public market opportunities currently available [4]

Core Insights - Galaxy Digital Inc. reported a net income of $505 million for Q3 2025, with diluted earnings per share at $1.01, and adjusted EBITDA of $629 million, driven by the Digital Assets division [1][2] - The company experienced a 140% increase in digital asset volumes from Q2, contributing significantly to the profit increase [2] - Total platform assets reached $17 billion, with $8.8 billion in assets under management and $6.6 billion under stake, alongside $1.9 billion in cash and stablecoins [3] Financial Performance - The Global Markets segment achieved a record adjusted gross profit of $295 million, supported by strong spot and derivatives trading, including a $9 billion Bitcoin sale of approximately 80,000 BTC [2] - The asset management and infrastructure solutions departments generated $23 million in adjusted gross profit, attributed to over $2 billion in net inflows into alternatives and ETFs [5] - New digital asset mandates from treasury clients added $4.5 billion in assets, leading to annual recurring fee revenue exceeding $40 million [6] Strategic Developments - Galaxy's Helios Data Center in West Texas is progressing towards operational readiness in 2026, fully leased to CoreWeave for up to 800 MW of capacity, aligning with the company's long-term growth strategy [4] - The recent launch of the GalaxyOne platform in October provides individual US investors access to high-yield cash, cryptocurrency, and equity trading [6] Market Reaction - Following the Q3 report, Galaxy Digital's shares increased by more than 6% within 24 hours, with a trading volume of 16,874,909 shares, reflecting strong market performance in 2025 with an 82.55% year-to-date increase [7]

Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) is experiencing significant growth, with a 31.4% increase in September sales compared to the previous year, and a year-to-date run-rate of +36.4% [1][3] - TSMC's trailing 12-month revenue has more than doubled to nearly $105 billion, driven largely by the explosive growth of NVIDIA, which has seen its sales grow tenfold in the same period [3][17] - TSMC holds approximately 67% of the global foundry market and nearly 90% of advanced chip production, making it a critical player in the AI economy [17][19] Financial Performance - Analysts have raised TSMC's EPS estimates for 2025 from $9.28 to $9.77, indicating a projected annual growth of 39% [9][23] - Sales projections for TSMC are expected to exceed $120 billion, reflecting a 34% increase [9][23] - Next year's EPS estimate has increased by 9% from $10.34 to $11.29, with profit growth anticipated to be over 15% [24] Market Position and Demand - TSMC's 5nm and 3nm nodes are crucial for high-performance AI accelerators and are widely adopted in flagship smartphones and 5G infrastructure [6][19] - The company plans to begin production of its 2nm node by late 2025, promising significant improvements in power efficiency and performance [21][20] - TSMC's advanced manufacturing capabilities are essential for the infrastructure supporting the transition to an AI economy, with total datacenter capex projected to grow from nearly $600 billion this year to over $1 trillion by 2028 [12][13] Strategic Developments - TSMC is expanding its manufacturing footprint with the construction of a third facility in Phoenix, Arizona, as part of a broader investment strategy in high-tech manufacturing [18][19] - The company is positioned to benefit from the increasing demand for AI technologies, as evidenced by the close partnership with NVIDIA, which relies on TSMC for its advanced chip production [22][17]

Alphabet’s Google says it will invest $6.8 billion over two years in the UK to help build an artificial intelligence economy in the country https://t.co/WkHrVFbrzk ...

AI & Blockchain Integration - Ethereum Foundation establishes "dAI" team, aiming for Ethereum to serve as a foundational layer for the AI economy [1] Industry Focus - The initiative highlights the growing intersection of blockchain technology and artificial intelligence [1]

Core Insights - Gina Mastantuono's career trajectory showcases a strategic approach to career development, emphasizing the importance of versatility in finance and leadership roles [1][2][3] - Under her leadership as president and CFO, ServiceNow's market capitalization increased significantly from approximately $50 billion to over $200 billion since 2020, marking a successful tenure [3] - Mastantuono's focus on building strong teams and fostering "new power skills" is crucial for navigating the evolving landscape of the AI economy [4] Company Performance - ServiceNow made its debut on the Fortune 500 list in 2023, highlighting its growth and prominence in the enterprise software sector [3] - The company's revenue growth and market cap increase reflect effective financial and operational strategies implemented during Mastantuono's leadership [3] Leadership Philosophy - Mastantuono prioritizes hiring ambitious individuals with high potential, emphasizing the importance of curiosity and emotional intelligence in team dynamics [4] - The advice from former Uber CEO Dara Khosrowshahi to hire future leaders is a guiding principle for Mastantuono, indicating a forward-thinking approach to talent management [4] Future Aspirations - Mastantuono envisions a future role as a CEO, expressing a desire to lead a company to new heights and make a significant impact [5]