META Sparks Momentum Meltdown
As a result of Meta's pivot toward becoming a cloud and selling its "excess compute", and away from "drunken sailor CapEx", Mag7s just had their best day against Semis on record...
As a result of Meta's pivot toward becoming a cloud and selling its "excess compute", and away from "drunken sailor CapEx", Mag7s just had their best day against Semis on record...
Trump briefed on options for 'all-out war'...
Officials have described spate of cases as an "espionage epidemic"...
To limit exposure, Apple is structuring any deal around devices sold only in China rather than global models.
The high court allows states to ban an idea that almost no one supports, thanks to a historically incompetent policy campaign...
It is clearer every day that most people posing as journalists are essentially Democrat campaign workers instead of reliable sources of the news or the truth...
...the case is one of many taking aim at social media companies, accusing them of designing the platforms to addict young users.
" utterly false ..."
You think a backseat driver is annoying? Try a dashboard with biometric monitoring skills and the ability to speak in bleeps, dings, and buzzes...
"Pretty obvious this bird will be at DC this weekend."
Mag7 vs. SOX having its best day on record as love affair with chips stocks appears to be ending.
Warsh was reluctant to say much about his own views on appropriate monetary policy or the economic situation, but he made two dovish comments...
80% of finance and insurance companies were already using AI...
...sigh!
Goldman now expects the global oil surplus to be about 3 million barrels per day (bpd) next year
Elon envisions X as a single place where you can bank, chat, earn, advertise, use AI, shop, and more...
The establishment has a problem...
...did META just shatter the market’s central premise that compute is scarce...
