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X @Ansem
Ansem 🧸💸· 2025-12-10 01:36
https://t.co/aDR1t8nBx1Michael Sayman (@michaelsayman):An exciting life update: I have left Meta Superintelligence Labs and joined @whop.Today marks the end of an unbelievable chapter. I first joined Meta 12 years ago, when I was only 17 years old. I basically grew up inside the company. I learned to build, to lead, and to work https://t.co/rTGCB7goVD ...
Schwab’s SCHD ETF Is Mostly Solid, But 1 Top Holding Is Concerning
Yahoo Finance· 2025-12-09 23:53
Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is a favored investment option for retirees, focusing on dividend-paying U.S. stocks with strong financial metrics and a history of consistent dividend payments [1]. Dividend Yield and Top Holdings - SCHD currently offers a yield of 3.9%, surpassing most other stocks and the S&P 500 [2]. - The top five holdings contributing to this yield include: - Merck (MRK): 4.71% yield, contributing 3.51% to ETF yield - Cisco Systems (CSCO): 4.67% yield, contributing 2.06% to ETF yield - Amgen (AMGN): 4.54% yield, contributing 3.03% to ETF yield - Bristol Myers (BMY): 4.24% yield, contributing 4.9% to ETF yield - AbbVie (ABBV): 4.22% yield, contributing 3.1% to ETF yield [2]. Dividend Safety Analysis - The dividend safety varies among the top holdings, with Merck showing a conservative payout ratio of 43% and a history of uninterrupted payments for over 26 years [4]. - Cisco's payout ratio is 63%, while Amgen's is 73% and Bristol-Myers is 85%, indicating increasing risk as the payout ratios rise [5]. - AbbVie presents the highest concern with a 501% payout ratio based on trailing earnings, but its operating cash flow of $18.8 billion in 2024 allows for a more manageable 58.6% cash flow payout ratio [6][7].
X @The Wall Street Journal
The U.S. Navy has awarded tech firm Palantir a contract worth hundreds of millions of dollars to manage the supply chain of its nuclear submarine fleet https://t.co/BnrxbYPBf6 ...
The 3 Smartest Quantum Computing Stocks to Buy With $1,000 in 2026
The Motley Fool· 2025-12-09 23:00
Core Insights - Quantum computing presents a significant opportunity for investors, particularly through established tech giants rather than pure plays [1][2][3] - Major tech companies are heavily investing in infrastructure to support AI and are also exploring quantum computing as a complementary technology [2][19] Company Summaries Alphabet - Alphabet is recognized as a leading opportunity among major AI stocks, with a diverse ecosystem that includes internet search, advertising, cloud computing, and custom chip design [6][19] - The company is investing in quantum computing through its quantum processor, Willow, which is currently used for simulations against supercomputers [9][10] - Alphabet's integration of AI across its services positions it well to commercialize quantum computing applications in the future [10][19] Nvidia - Nvidia is a key player in the AI movement, providing GPUs and software that are central to generative AI development [11][19] - The company is exploring quantum AI opportunities with products like NVQLink and an alternate version of CUDA for hybrid computing environments [13][14] - Nvidia's strategy focuses on bridging traditional and quantum computing rather than investing heavily in supercomputers [14][19] Amazon - Amazon's AI ecosystem mirrors that of Alphabet, with significant revenue from e-commerce, cloud computing, and advertising [16][19] - Amazon Web Services (AWS) is the largest cloud platform and is a primary source of AI growth for the company [17][19] - The company has developed its own quantum processing chip, Ocelot, and offers a quantum computing architecture called Amazon Bracket within AWS [18][19] Investment Themes - The analysis emphasizes that Alphabet, Nvidia, and Amazon have established successful AI businesses, allowing them to explore quantum computing without it being a core growth strategy [19][20] - AI is expected to drive growth for these companies in the coming years, providing a dual upside for investors as quantum applications are developed [20][21]
X @Bloomberg
Bloomberg· 2025-12-09 22:20
Disney nominated former Apple COO Jeff Williams to join its board next year, tapping a tech veteran with decades of experience https://t.co/4shsfCgRlc ...
NetApp, Inc. (NTAP) Presents at Raymond James TMT & Consumer Conference Transcript
Seeking Alpha· 2025-12-09 19:07
Group 1 - The article does not provide any specific content related to a company or industry [1]
Pressure builds on Apple and CEO Tim Cook with holiday executive shakeup
CNBC Television· 2025-12-08 21:16
Yeah, it's been quite a few days over at Apple and lots of big shots out there in Certino. They're getting new careers for the holidays. Now, we saw several changes in just the last seven days on top of several departures over the last few months.Now, someone not leaving Kelly, that would be Chip boss Johnny Scroogi. Bloomberg kind of set up some red flags over the weekend with a report that said Sruji told CEO Tim Cook he wants to step down from the his position but this morning in a memo to staff told the ...
Rivalry Made us Better
kind of what happened with Koshi in the election was a bit of a Chad GPT moment for our industry. Koshi is one of the fastest growing companies on the planet. In the last week, they announced their $1 billion raise and an 11 billion valuation.Today joins me for his only interview following these announcements. [music] >> An industry truly becomes an industry when there's a rivalry. Without Poly Market, we wouldn't have pushed our marketing and pushed our product as hard.>> Did you ever cross paths with SPF. ...
Stock Market Navigates Cautious Optimism Ahead of Pivotal Fed Decision
Stock Market News· 2025-12-08 11:07
Market Overview - U.S. equity markets are cautiously trending higher as investors prepare for the Federal Reserve's final monetary policy meeting of the year, with expectations for an interest rate cut [1][6] - Major U.S. indexes recorded solid gains last week, with the S&P 500 closing up between 0.3% and 0.4%, and the Nasdaq Composite climbing 0.9% to 0.91% [4][5] Premarket Activity - U.S. stock futures indicate a steady to slightly positive trend, with S&P 500 E-mini futures up approximately 0.1% to 0.2%, and Nasdaq 100 futures rising by about 0.18% to 0.27% [2] - Significant individual stock movements include Top Wealth Group Holding Limited surging over 125%, Paranovus Entertainment Technology Ltd. up more than 103%, and Cemtrex, Inc. gaining over 81% [3] Upcoming Economic Data - Key economic data releases this week include the delayed October Job Openings and Labor Turnover Survey (JOLTS) report on December 9, and weekly jobless claims along with September trade data on December 11 [8] - The New York Fed's consumer inflation expectations survey is also scheduled for release on December 8 [8] Corporate Announcements - Earnings season is winding down, with notable companies such as Oracle and Adobe set to report quarterly results this week, which could lead to significant stock movements [10] - Air Products and Yara International are in discussions for low-emission ammonia projects, with final investment decisions expected by mid-2026 [11] - Safran launched a new digital ethics reporting platform aimed at enhancing its ethics alert system [11] - German warship maker TKMS reported a substantial increase in financial figures for fiscal year 2024/2025, with order intake six times higher than the previous year [11]
Netflix-Warner Deal May Pose Problem, Trump Warns
Youtube· 2025-12-08 09:35
Core Viewpoint - The article discusses the potential implications of a significant deal involving Netflix and Warner Bros, highlighting concerns about regulatory approval and market share impacts. Group 1: Deal Overview - The deal is described as massive and transformative, with uncertainty surrounding the regulatory approval process and its potential challenges [2][3]. - There are concerns about how the deal could affect market share and whether asset disposals might be necessary [4][5]. Group 2: Regulatory Considerations - The article emphasizes the importance of antitrust scrutiny, with lawyers analyzing the deal's structure to make it more regulatory-friendly [5][6]. - A significant breakup fee of $5.8 billion is mentioned, which may provide some reassurance to Warner Bros in case the deal does not materialize [6]. Group 3: Industry Context - The convergence of media and technology is noted, with historical examples of telecom, media, and tech companies merging and separating over time [9][10]. - The current deal sets a precedent for future transactions in the telecom, media, and technology (TMT) space, although past mergers have had mixed success [11][12].