A new class of workers has been minted by the AI era in South Korea: neither white nor blue collar, but “silicon collar”. The government is debating what to do with the wealth of its chip-industry insiders https://t.co/QJcTShcEaB ...

RT Senator John Cornyn (@JohnCornyn)Texas continues to lead the way in chip innovation & advanced manufacturing.@SpaceX & @Tesla’s new semiconductor fabrication facility in Grimes County has the potential to create thousands of jobs for Texans, strengthen America’s semiconductor and AI industry supply chains, & help bring critical chip manufacturing back home.@SpaceX & @Tesla have also committed to invest millions of dollars in the local community and schools, and I look forward to seeing the benefits to Gr ...

On this episode of Ino, we talk a lot about that scarylooking employment report today. It's not as scary as it looks and we spend a lot of time talking about the impact of the technology revolution. Greetings everyone.I'm Kathy Wood and this is Ino. The employment report today was uh somewhat scary on the surface and we understand the fears. Uh the actual uh employment number so this is the increase or decrease in uh nonfarm payroll employment was minus 23,000.uh expectation was for plus 80,000 and perhaps ...

Industry Trends - Artificial intelligence-impacted hedge fund Situational Awareness made a significant investment in private semiconductor manufacturing innovator Source Foundry [1] Investment Dynamics - Situational Awareness executed a major financial commitment toward reinventing traditional chip manufacturing methodologies [1]

Macroeconomic & Market Trends - S&P 500 headed for a record high driven by trade optimism and rate cut expectations, with the two-year yield dropping about 9 basis points [1][2] - U.S. payrolls declined sharply last month, and government figures for May and June were revised downward by 103,000 jobs [4] - Investor bullishness climbed to its highest level since 2021, while growth was the best performing factor on a long-short basis [6] - The AI and capital expenditure boom is twice the size of the 1990s/2000s telecom and fiber buildout and about half of the housing expansion in dollar notional terms [19] Corporate Performance & Strategy - Akamai experienced a 39% growth in cloud infrastructure services and anticipates 50% for the full year, driven by $2.8 billion in multiyear commitments [33][39] - Once Upon a Farm anticipates an EBITDA inflection upward in 2027 and targets reaching over $1 billion in revenue [68][75] - Airbnb reported overall nights and seats booked jumping 10% to 148.3 million in the second quarter, leading to a 17.4% stock increase [111] - Microchip forecast adjusted per share metrics that beat average analyst estimates, with the stock up more than 30% year-to-date [114] Industry Developments & Challenges - Major hyperscalers and tech companies including Alphabet, Amazon, Nvidia, Meta, Oracle, and SpaceX have raised more than $200 billion from dollar bond sales year-to-date [130] - New York City created over 21,000 jobs in the past six months and city-based companies raised over $21 billion in venture capital [163]

Labor Market and Employment Trends - Total employment decreased by **23 thousand** jobs, primarily driven by seasonal reductions in local education workers [3] - Retail sector experienced a loss of **19 thousand** jobs, while hiring slowed down in social services and health sectors to **22 thousand** new positions [4] - Unemployment rate stood at **4.1%** as a result of a shrinking labor force [4] - Artificial intelligence-related infrastructure and manufacturing positively contributed to the job market, adding **22 thousand** construction jobs (including **19 thousand** in non-residential construction and specialty contractors adjacent to AI data centers) and **4 thousand to 6 thousand** jobs in computer and semiconductor manufacturing [16][17] Macroeconomic and Industry Dynamics - Oil and gas prices experienced significant volatility driven by geopolitical headlines, military strikes, and ongoing conflict concerns [6][10] - Affordability, standard of living, and cost of living remained prominent concerns for consumers and key factors in recent elections [8][10][11] Financial Technology and Investment Trends - Retail investors increasingly utilized artificial intelligence technology to build sophisticated models, generate trading strategies, and automate execution as DIY hedge fund managers [11][12][13][15] - Widespread adoption of similar artificial intelligence models raised market concentration risks and potential for amplified market swings [14]

The AI frenzy has produced obvious winners in semiconductors. But many of Japan’s AI successes are in less flashy trades https://t.co/UojZi18LxA ...

_Before trading options, please read the Options Disclosure Document: https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document._ Tech roared back to life as tensions eased in the Middle East, sending markets back to all-time highs. Coupled with strong earnings, the breakout could be a bullish signal for equities moving forward. Against that backdrop, Tony shares two new trade ideas in semiconductors and tech. Questions? Drop them below 👇 and we’ll reply right in the comm ...

RT Token Terminal 📊 (@tokenterminal)Ondo-issued assets have grown to 228k+ holders across four tokenized asset sectorsStock tokens account for 80.2% of holders, while funds account for 12.6%At the individual asset level, USDY has the most holders, followed by NVDAon https://t.co/7zdcFUkJ3S ...

Macroeconomic Trends and Labor Market - Employers unexpectedly cut 23 thousand jobs in July, while the unemployment rate fell to 4.1% due to a decrease of 264 thousand in the labor force[2][3] - Average hourly earnings grew by 3.2% on an annual basis, and local government education lost nearly 50 thousand jobs while construction jobs increased by 22 thousand[3][4] - Bond yields decreased, with 2-year yields dropping by 7 basis points and 10-year yields dropping by 5 basis points, while gold prices increased by nearly 3% trading above 4,300[2][30] Corporate Earnings and Market Movers - Sweetgreen shares tumbled double digits after slashing its outlook due to falling in-store sales amid cyclosporasa and salmonella outbreaks[25] - Alphabet (Google) issued 25 billion dollars in U.S.-denominated debt to support immense AI infrastructure capex, while Take-Two shares rose 1.5% despite an earnings miss ahead of the upcoming Grand Theft Auto VI launch[26][47][71] - SK Hynix plans to spend 38 billion dollars to expand chipmaking facilities in South Korea to double production capacity and ease global memory chip shortages[28] Fiscal and Industry Developments - Ethan Allen CEO defends the company's long-term interior design and vertically integrated retail strategy amid an activist campaign by DGB Investments[180] - Tanger reports resilient outlet shopping traffic and increasing use of AI chatbots to handle over 50% of customer service interactions[161][175] - Cryptocurrency exchange-traded funds experienced 750 million dollars in inflows following a cold storage wallet hacking incident involving a third-party provider[97]