Welcome back to Overtime. Investors extremely bullish for today's big IPO. Bullish, the crypto exchange rallying more than 83% after pricing at $37 a share, which was above its expected range.It opened at 90 bucks, hit an intraday high of 118, halted within moments of opening due to that volatility. Well, sticking with that theme, some of the biggest M&A deals of the year have been announced in the past two months as well. And there have been 38 deals valued over $10 billion so far in 2025.That's the most e ...

We heard in that conversation with Scott Bessen that maybe this does apply to other industries. Maybe. Will this be a pay for play.More broadly, what do you make of it. You could figure out how to read the U.S. and Chinese government relations between, you know, what they say and what they all do. Please, please keep me enlightened and inform me where it confuses every other viewer that you listen to.I do think both of these countries leaders fully know that they need to work together. You know, 150% tariff ...

RT Frank Downing (@downingARK)AI is going to transform how we think about software and shape the future of cloud spending. Microsoft's earnings call last night was case in point:At current growth rates, the Intelligent Cloud segment (+25% y/y) is on track to be larger than Productivity Software (+14% y/y) in the next few quarters.We just published a blog that dives into what's causing this shift and where its going 👇https://t.co/rsjzWe7PN2 ...

Todd, I'll go to you for this one first. Some argue that the AI trade really falls into more of that thematic bucket. There's a wide array of thematic ETFs out there for just about anything.If you can think it, there's probably an ETF for it. But how much of one's portfolio should be allocated to themes. You mentioned just how much in the beginning some advisers are allocating to the thematic trade, but is there any kind of a consensus building that you can see about whether that consensus is either underpl ...

Market Trend - The number of professional software developers is expected to increase over time due to the increasing ease of software development [1] - There is a growing demand for bespoke software tailored for specific individuals or teams [2] Productivity Impact - Software development tools act as a multiplicative factor, enhancing developer productivity rather than replacing them [3][4] - Top users of certain software development tools are observed to be making 10+ pull requests (PRs) every day [3] - The bar to creating software is being lowered [4] Future Outlook - The long-term impact of these tools on the software development landscape remains uncertain, requiring close monitoring [4]

Group 1 - The event held on May 9 in Chengdu focused on artificial intelligence, new display technologies, and software industries, aiming to create a collaborative platform and attract quality industrial resources to Sichuan [1] - Over 180 quality enterprises from within and outside the province participated, showcasing investment opportunities and project information through a list of 195 opportunities released by the Sichuan Economic and Information Technology Department [1] - Local enterprises shared insights on the unique advantages of Sichuan's digital industry environment, while potential investors expressed strong interest in investing in the region [1] Group 2 - Sichuan's artificial intelligence industry is projected to exceed 130 billion yuan in revenue in 2024, with a year-on-year growth of over 25%, marking a significant milestone [2] - The new display industry in Sichuan is expected to surpass 150 billion yuan, ranking third in the country for display panel shipments, with nearly 20% of global flexible screens produced in the region [2] - The software business revenue in Sichuan has surpassed 600 billion yuan, with a growth rate exceeding 10%, maintaining the leading position in the central and western regions of China [2] Group 3 - Chengdu has established itself as a benchmark city for digital economic development in the central and western regions, leveraging artificial intelligence, new display technologies, and software industries as key growth engines [2] - The city has developed a robust industrial ecosystem in artificial intelligence, with a core industry scale exceeding 100 billion yuan, structured around an "1+3+1" model [2] - In the new display sector, Chengdu has attracted over 1,800 innovative enterprises, with an expected industry scale of nearly 90 billion yuan in 2024, reflecting a year-on-year growth of 27% [3]