August 4, 2025 01:18 PM GMT CREDIT STRATEGY US Corporate Credit Strategy Chartbook 0.3 0.5 0.8 0.8 0.91.41.71.72.0 3.3 3.74.24.3 4.34.75.0 5.2 5.3 0.0 1.0 2.0 3.0 4.0 5.0 6.0 AAA AA IG Corp BBB A B HY Corp BB CCC and lower (%) 2025 YTD Total & Excess Returns by Quality Bucket (%) Excess Total Global Strategist +1 212 761 8041 Joyce Jiang Strategist +1 212 761 0165 Karen Chen Strategist +1 212 761 1199 Christina Sigler Strategist +1 212 761 4116 Limited+ Yagyesh Modi Strategist +91 22 6293-5945 0.48 0.38 0.4 ...

Key Takeaways QSI reported a Q2 loss of 16 cents per share, matching estimates and flat year over year.QSI's Q2 revenues rose 12.4% Y/Y to $0.59M but missed estimates by more than 61%.QSI cut 2025 expense guidance to approximately $98M from a prior range capped at $103M.Quantum-Si incorporated (QSI) reported second-quarter 2025 loss of 16 cents per share, which matched the Zacks Consensus Estimate. The company had incurred a loss of 16 cents per share in the year-ago quarter.Quantum-Si’s revenues increased ...

Microsoft hired one of the founders of Google’s DeepMind to help it catch up in the AI race. Now, Mustafa Suleyman is raiding his former shop for top talent. https://t.co/jhY1BYSTSG ...

Steve. >> Yeah, Mel, there's so much to unpack here and so let me tell you the big headline numbers here and what is actually new and what is kind of continuations of partnerships and so forth that Apple already has. The big headline here though, $2.5% billion.That's going to go towards an expansion of the Corning facility that already exists in Kentucky with the goal of eventually all glass that's made on your iPhones and your Apple watches will come out of that facility. Right now, that's it's uh other pl ...

Investment & Production - Apple is expected to commit an additional $100 billion (十亿) to domestic manufacturing [1] - This pledge aims to increase US production of Apple products [1] Trade & Tariffs - The increased US production is a strategy to avoid potential tariffs on iPhones [1]

It's now so normalized to invest in college dropouts that you actually see people investing in high school students. I'm not kidding about this. So the IMO gold medal is the math olympiad and there are venture capitalists who will give calls to every single student that performs well on the on the math olympiad and these are high school students.What are these investments exactly. Like are you're funding their tuition or No, no, no. I am taking 10 or 20% of a company of a Delaware court most likely that you ...

Open AAI just announcing two new openw weight AI models. Those are models where some of the parameters around how they're trained are public and accessible. McKenzie Sagalos is here.She's got more on how this could change the AI race in today's tech check. And Mac, we're talking about not completely open source, but a little bit. And that's a really important distinction here, Becky.So, OpenAI is shifting strategy today, making its tech more accessible than it's been in six years. Because until now you coul ...

#decisionmaking #tech #podcastshorts #ai #artificialintelligence Statistician and AI advisor Cassie Kozyrkov, who counsels Fortune 100 companies and authors the popular Decision Intelligence newsletter, joins journalist Molly Wood to explore how generative AI is reshaping decision-making. With AI capable of producing infinite “good-ish” options, Cassie explains why more choice can lead to confusion—and how decision intelligence helps us navigate complexity with clarity. A must-watch for business leaders, da ...

[Music] In my school, I used to be an average performer. One fine day, the principal of my school called me in his office. He was very furious and I was very nervous.Suddenly, he pulled me towards him and laughed. From those chills running down my body to moving to a comfort zone was a great relief. He told me something and I still carry it with me till date.Sugep I really believe in you and you know what you can be in one of the top performer in the upcoming board exams. He actually meant leaving those ave ...

The AI talent search is starting to feel like the NBA offseason, with big salaries, surprise moves, and plenty of drama.Menlo Ventures' @deedydas joined us on @EquityPod to talk about the wildly-competitive future of AI team building: https://t.co/XhpsUNbhja https://t.co/cFMHC7ylkw ...