"The biggest AI spenders are some of the largest, wealthiest companies in history. They see AI as a long-term opportunity with an enormous total addressable market. The stakes, and the difference between being 'first' and 'fourth', are enormous." - Morgan Stanley's Nathan Sheets

Semi is a Latin-derived prefix meaning half, partly, or incompletely. There is very little about the semiconductor business that is half, part, or incomplete right now...

“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for the market to retest its lows.”

" ... a real economic blockade." 

Warren constantly brands herself as a defender of workers, yet her preferred outcome here appears to have been the complete destruction of a company.

https://x.com/tom_bike/status/2050995071827255586All crew on the unidentified northbound carrier were safe after the attack off Sirik, Iran, east of the strait, the monitor said. Iranian officials have asserted that they control the strait and that ships not affiliated with the United States or Israel can pass if they pay a toll.

Did Taylor accidentally honey-pot his own comrades?

...declaring the Supreme Court “illegitimate" is a statement that has dangerously moved beyond the mere hyperbolic as Democrats push to pack or even eliminate the Court...

"GameStop had around $9 billion in cash..." 

Google admitted its carbon emissions rose 48% in five years and has conceded its 2030 net-zero target may be out of reach as AI energy demand continues to accelerate...

The Democratic advantage has shrunk by 12 points. 

The history of technological change is not one of a fixed pie with a shrinking share attributable to labor, but instead of a growing pie, in which new technologies expand capacity, enlarge the productive frontier...

"They had the opportunity to make sure they could survive. They didn't want to look at the math." 

These people have never been in a life-or-death situation like the arresting officers...

No country in Europe meets the 2.1 birth rate needed to sustain population levels...

Over 1,100 institutions have signed up to charity scheme promoting ‘everybody’s welcome’ messaging...

Kremlin concedes: "The Urals are now within reach, be vigilant."

Marion Maréchal warns of leadership of successive French governments who stand idly by as France self-destructs...