Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, according to people with knowledge of the matter https://t.co/HZPXveRB6S ...

Bill, I want to start off first with this idea of the bubble itself and sort of what the metrics you're using, uh, to, I guess, make that judgment call that this is indeed, uh, a bubble or a bubble territory. Well, the first thing you see is just the equity market valuations are really stretched. If you look at the Shiller case, uh, ratio, uh, it's 41 all the time.I was 44 in December 1999. The average over the last, uh, you know, 25, 30 years has been around 17. Uh, you look at the real equity risk premium ...

China has responded to what President Trump announced, suggesting that it does not believe that pressure and economic sanctions are going to work. That diplomacy is what has to be pursued here. Is that China basically telling the president we're not playing along with this effort.Um, more or less, yes. I think, um, you know, that the the white House is probably trying to ratchet up pressure not just on Iran, but a little bit on China ahead of the September visit of XI Jinping. Um, it's it's been sort of de ...

In this demo, we are going to show you how an ondevice local agent can boost productivity for developers with RTX Spark. Imagine we're maintaining an open source badmintonuling website. This is a live website and its codebase is on a GitHub where the community contributes new features.It's Monday morning and Slack is blowing up. Something happened to our website over the weekend and we haven't even had our first coffee. Luckily, we have a longunning Hermes agent on this laptop that monitors all of our commu ...

Market Dynamics & Trends - US stock indices exhibit overall weakness, accompanied by market concerns over Anthropic challengers, ARR second-derivative deceleration FUD, and impending IPOs [1] - Market liquidity and sector rotation velocity accelerate significantly following the SPCX pre-IPO period, preceding a major market correction in July [1] - The impending second trillion-dollar scale catalyst is projected to generate non-positive drivers for the broader Artificial Intelligence sector, excluding Artificial Intelligence healthcare [1] Macroeconomic & Industry Signals - Walmart ($WMT) earnings reports indicate cooling signals on the consumer demand side [1] - Semiconductor sectors experience pullbacks while approaching the NVIDIA earnings report scheduled for August 26th [1] - Market capital shifts entirely toward defensive and withdrawal positioning amid overall index corrections [1]

At Mayfield, Singh will focus on semiconductor, cybersecurity, and physical AI investments.https://t.co/Q270bEzdzA ...

Last week was the highest annualized $ETH supply growth since 2022.However, going back to 2015 tells the whole story.$NVDA made a killing selling GPUs to miners back then. https://t.co/G4tvbp9qrz ...

Strategic Infrastructure - Memory transitions from a standard system component to a strategic infrastructure for artificial intelligence [1] - Memory transforms from a commodity into a high-value asset essential for artificial intelligence advancement [1] Market Dynamics - Artificial intelligence drives critical requirements across a hierarchy of memory technologies including high bandwidth memory, DRAM, and SSDs [2] - Exponential context generation necessitates massive storage and processing capabilities through memory systems [2] Investment Opportunities - Enhancing memory systems enables higher intelligence, increased processing speed, and scalable deployment for artificial intelligence [1] - Artificial intelligence systems create an exciting growth era and critical demand for advanced memory solutions [2]

You know, Micron started right here in Boise nearly 50 years ago. You know, we are the innovators. We have 62,000 plus patents today.And of course, we have believed in the vision for memory. We save memory. Our vision is we'll accelerate intelligence to enrich life for all.>> That was Micron Sanjay Morotra earlier this morning talking to Jim about Micron's memory vision, noting the company was founded in Boise nearly 50 years ago. Katie Terasovv joins us with more on Mike Ron's impact to Boise. Katie, curio ...

Great to have you. >> You know, first of all, Jim, thank you for coming here. Welcome to Boisee Micron headquarters, hub of memory innovation for America and soon, as you can see in the background here, to be the hub of leading edge memory manufacturing.>> Can't help but notice it frankly. >> Now, amazing. >> Now, uh my colleague David Faber mentioned when we were growing up, we heard about this great thing called Bell Labs.It was where all the innovation was occurring. And who knew what would come up. Mayb ...