American Express - American Express reported better-than-expected earnings, with revenue reaching $18.4 billion, an 11% increase year-over-year, and EPS at $4.14, surpassing expectations [2][5] - The growth was driven by higher card member spending and increased card fees, particularly for the premium Platinum card, which has an annual fee of $895 [3][4] - The CEO noted strong demand for the Platinum card, stating it exceeded expectations, indicating robust performance among affluent consumers [4][7] Regional Banks - Zions Bancorporation experienced a rebound after a significant drop due to concerns over alleged loan fraud, with the stock gaining over 2% following an upgrade from analysts [8][10] - The market reaction to Zions' write-off of $50 million was deemed excessive, as it wiped off approximately $1 billion in market value, but analysts see this as a long-term investment opportunity [10][12] - Concerns about credit quality in the regional banking sector persist, with investors cautious following past issues in 2023 [12][13] Alphabet (Google) - Alphabet's stock has seen over 30% gains this year, with Guggenheim raising its price target from $210 to $280, maintaining a buy rating [15][16] - The digital advertising market is expected to remain steady, with Alphabet and Meta anticipated to capture more ad dollars, reflecting growing confidence in advertiser demand [17][18] - The removal of antitrust concerns has positively impacted Alphabet's outlook, contributing to a more bullish sentiment among analysts [18]

This space is dynamic, right. Because it's highly analogous with matter. You know, a lot of the story around matter is how their work in AI improves, ad pricing ad impacts that core business you are looking at.It's a very different scale and early stage. I just love to get a presentation of the thesis and why this is an interesting domain within I. Yeah.Thank you, Ed and Caroline as well for having me on. So we are excited to announce the coming out of Stealth of Context this morning. Their $10 million seed ...