7 days ago
Goldman Sachs upgrades Palantir Technologies to Buy from Neutral, citing an explosion of demand for sovereign and bespoke AI.
#upgrades
#upgrades
8 days ago
Jamie Dimon has spent much of this year warning that the bond market is a problem waiting to happen. On April 28, at a conference hosted by Norway's sovereign wealth fund, the JPMorgan Chase CEO said there would be "some kind of bond crisis," according to TheStreet.
The debt he had in mind was mostly owed by governments. But Dimon has long argued that the pain lands somewhere else.
In a 2025 Fox Business interview, he said bond market volatility hurts the people raising money, small businesses included. He admitted he could not tell whether trouble was six months or six years away. This time, he named the next group in line.
Also read: Scott Bessent just made a bold move on the bond market
Speaking on the sidelines of a JPMorgan event in London on Oct. 6, Dimon said the worldwide scramble for capital could begin to squeeze corporate borrowers, Bloomberg reported. Investors will keep asking for more, he said. At some point, that feeds into corporate debt and credit spreads.
#debt
The debt he had in mind was mostly owed by governments. But Dimon has long argued that the pain lands somewhere else.
In a 2025 Fox Business interview, he said bond market volatility hurts the people raising money, small businesses included. He admitted he could not tell whether trouble was six months or six years away. This time, he named the next group in line.
Also read: Scott Bessent just made a bold move on the bond market
Speaking on the sidelines of a JPMorgan event in London on Oct. 6, Dimon said the worldwide scramble for capital could begin to squeeze corporate borrowers, Bloomberg reported. Investors will keep asking for more, he said. At some point, that feeds into corporate debt and credit spreads.
#debt
16 days ago
BAGHDAD (AP) — The U.S. military announced on Wednesday that it has completed the withdrawal of all American troops from Iraq, ending a 12-year mission to fight the Islamic State group. The last U.S. troops left an air base in northern Iraq under a deal between Baghdad and Washington.
The withdrawal, agreed on two years ago, comes against the backdrop of the ongoing war between the United States and Iran that has also sometimes spilled over into Iraq, with Iran-backed militias firing on U.S. troops and the U.S. striking the groups' strongholds.
Baghdad touted the end of the U.S. mission as a sign of the country's increasing strength and sovereignty.
The withdrawal was also celebrated by Iran-backed groups but raised concerns among some other Iraqis, particularly in the Kurdish region. Meanwhile, questions loom around the future of the Iraqi militias, which the Baghdad government has sought — with little success so far — to disarm.
Pentagon spokesperson Sean Parnell said in a statement that U.S. troops and equipment had completed an "orderly departure" from the air base in Irbil, in northern Iraq's semi-autonomous Kurdish region.
#baghdad #withdrawal #kurdish #northern
The withdrawal, agreed on two years ago, comes against the backdrop of the ongoing war between the United States and Iran that has also sometimes spilled over into Iraq, with Iran-backed militias firing on U.S. troops and the U.S. striking the groups' strongholds.
Baghdad touted the end of the U.S. mission as a sign of the country's increasing strength and sovereignty.
The withdrawal was also celebrated by Iran-backed groups but raised concerns among some other Iraqis, particularly in the Kurdish region. Meanwhile, questions loom around the future of the Iraqi militias, which the Baghdad government has sought — with little success so far — to disarm.
Pentagon spokesperson Sean Parnell said in a statement that U.S. troops and equipment had completed an "orderly departure" from the air base in Irbil, in northern Iraq's semi-autonomous Kurdish region.
#baghdad #withdrawal #kurdish #northern
26 days ago
On September 15, Digital Realty (NYSE:DLR) made ServiceFabric MCP available, a software layer that lets AI agents design, monitor and troubleshoot network connections across more than 800 data centers, including third-party sites. That nudges a real estate company toward becoming a control panel for enterprise AI. It arrives after second quarter results reported on July 23, when Core FFO per share, the company's preferred earnings yardstick, excluding net promote rose to $2.13 from $1.87 a year earlier. Here is what the launch does, and what it has yet to prove.
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
The pitch is that enterprise AI needs more than servers. It needs power, cooling, and sovereign placement that software can control. ServiceFabric MCP handles four jobs: designing and provisioning connections, spotting capacity and watching live network health, managing access through OAuth 2, and handing troubleshooting to agents with links into chat and monitoring tools. It is also open by design. Customers do not have to live only in Digital Realty buildings or commit to a single AI model. An IDC research VP argues that public cloud interfaces alone cannot give enterprises enough control over data movement and policy, which favors providers that pair global reach with programmable interconnection. Digital Realty runs the system on its own AI workloads, and See All AI, a medical imaging developer, leans on the Boston campus and ServiceFabric to move large datasets quickly and securely.
The financial engine underneath is running hot. Renewal leases in the second quarter were signed at rates 25.4% higher on a cash basis, which shows customers will pay more to stay put. Signed leases waiting to start added up to a $1.9 billion backlog of annualized base rent at 100% share, so future revenue is already lined up. Management responded by lifting its 2026 Core FFO per share outlook, excluding net promote, to $8.15 to $8.20.
Start with what the launch has not shown yet. Digital Realty itself calls MCP an emerging standard, and ServiceFabric MCP is still being validated across internal, enterprise, and partner deployments. The announcement puts no dollar figure on what it could add to revenue, and the company describes it only as the first programmable surface of a larger architecture that may later stretch into ***** e, power and inventory. Until customers pay for this layer, it is a promising idea more than a line item.
Then there is the bill for the physical side. Digital Realty carried about $18.6 billion of debt at June 30, 2026, and its 2026 development spending outlook, net of partner contributions, now sits at $4.25 billion to $4.75 billion. The outlook also ***** umes new long-term debt priced at 4.5% to 5.5%, up from the earlier 4.0% to 4.5%. To help pay for growth, the company has sold roughly 13.5 million shares this year for about $2.5 billion, which spreads future earnings across more owners. And the quarter's headline flattered a bit: Core FFO per share of $2.65 included a $18
26 days ago
By Stine Jacobsen, Jacob Gronholt-Pedersen and Tom Little
COPENHAGEN, Sept 19 (Reuters) - Denmark and Greenland on Saturday said any agreement with the United States would not compromise Greenland's sovereignty, after President Donald Trump said the deal would give Washington "permanent control" over the Arctic island's security, leaving its precise scope unclear.
The United States, Denmark and Greenland said late on Friday they had reached an agreement for the US to develop a significant military presence on Greenland, while prohibiting US adversaries from building their own bases on the island.
Key details of the agreement have not been made public, including the scale of US military presence in the self-governing Danish territory and whether any formal power over foreign policy and resources would be ceded to Washington.
Denmark and Greenland expressed hope that a deal, which is expected to be signed during the UN General ******* embly next week, would end months of uncertainty triggered by Trump's threats to seize control of Greenland.
#greenland #control
COPENHAGEN, Sept 19 (Reuters) - Denmark and Greenland on Saturday said any agreement with the United States would not compromise Greenland's sovereignty, after President Donald Trump said the deal would give Washington "permanent control" over the Arctic island's security, leaving its precise scope unclear.
The United States, Denmark and Greenland said late on Friday they had reached an agreement for the US to develop a significant military presence on Greenland, while prohibiting US adversaries from building their own bases on the island.
Key details of the agreement have not been made public, including the scale of US military presence in the self-governing Danish territory and whether any formal power over foreign policy and resources would be ceded to Washington.
Denmark and Greenland expressed hope that a deal, which is expected to be signed during the UN General ******* embly next week, would end months of uncertainty triggered by Trump's threats to seize control of Greenland.
#greenland #control
26 days ago
PLTR trades near $176 and a $5,000 stake could grow to $8,162 in the bull case or fall to $4,629 in the bear case by 2031.
Palantir posted 93% revenue growth in Q2 2026, raised full-year guidance to $8.15 billion, and hit a Rule of 40 score of 155.
A P/E near 250 and beta of 1.6 mean any growth stumble or government budget shift could rapidly compress the stock toward the bear case.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Palantir didn't make the cut. Enter your email to see the names that beat PLTR. The report is free. Enter your email and see if any of your stocks made the cut.
Palantir Technologies (NASDAQ:PLTR) has become one of the most closely watched names in enterprise AI, riding a wave of sovereign-AI demand that pushed U.S. commercial revenue up 149% year-over-year in the second quarter of 2026.
#year #bear #Growth
Palantir posted 93% revenue growth in Q2 2026, raised full-year guidance to $8.15 billion, and hit a Rule of 40 score of 155.
A P/E near 250 and beta of 1.6 mean any growth stumble or government budget shift could rapidly compress the stock toward the bear case.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Palantir didn't make the cut. Enter your email to see the names that beat PLTR. The report is free. Enter your email and see if any of your stocks made the cut.
Palantir Technologies (NASDAQ:PLTR) has become one of the most closely watched names in enterprise AI, riding a wave of sovereign-AI demand that pushed U.S. commercial revenue up 149% year-over-year in the second quarter of 2026.
#year #bear #Growth
27 days ago
The Federal Communications Commission on Thursday granted Paramount Skydance's request to allow Middle Eastern royal families to hold a substantial stake in a merged Paramount-Warner Bros. Discovery.
Foreign investors, including the sovereign wealth funds of Saudi Arabia, Qatar and Abu Dhabi, are slated to indirectly own nearly 50% of the equity in David Ellison's proposed mega-studio. That will give them a hefty stake in CBS, CNN, Comedy Central, HBO and two historic Hollywood film studios.
Paramount also asked the commission, led by President Trump's appointee Brendan Carr, to allow the foreign investors to eventually take on an even bigger stake because the company expects that it will need more capital to run the merged entity after closing the highly leveraged deal.
The FCC's Media Bureau granted Paramount's petition. Ellison needed FCC approval because the deal will change the ownership structure of CBS.
As part of the Communications Act of 1934, Congress placed restrictions on foreign ownership of broadcast outlets because of concerns about national security. Current rules prevent foreign investors from owning more than 25% of a company that holds a U.S. broadcast license — unless the FCC determines that foreign ownership would serve a public interest.
#stake
Foreign investors, including the sovereign wealth funds of Saudi Arabia, Qatar and Abu Dhabi, are slated to indirectly own nearly 50% of the equity in David Ellison's proposed mega-studio. That will give them a hefty stake in CBS, CNN, Comedy Central, HBO and two historic Hollywood film studios.
Paramount also asked the commission, led by President Trump's appointee Brendan Carr, to allow the foreign investors to eventually take on an even bigger stake because the company expects that it will need more capital to run the merged entity after closing the highly leveraged deal.
The FCC's Media Bureau granted Paramount's petition. Ellison needed FCC approval because the deal will change the ownership structure of CBS.
As part of the Communications Act of 1934, Congress placed restrictions on foreign ownership of broadcast outlets because of concerns about national security. Current rules prevent foreign investors from owning more than 25% of a company that holds a U.S. broadcast license — unless the FCC determines that foreign ownership would serve a public interest.
#stake
27 days ago
On September 8, 2026, Reuters reported that NIKE, Inc. (NYSE:NKE) shareholders rejected a proposal urging greater transparency on how the company plans to meet its 2030 emissions-reduction targets, despite support from Norway's sovereign wealth fund, Nike's 11th-largest shareholder.
Nike's board had urged a "no" vote, arguing management is "best positioned to determine the targets and related disclosures that are appropriate." Shareholders separately approved the company's executive compensation proposal, including pay for CEO Elliott Hill, in a vote that had faced some opposition.
The failed climate proposal gives NIKE, Inc. (NYSE:NKE)'s management more flexibility to focus on its operational turnaround. Shareholders rejected the request for greater disclosure on how Nike plans to meet its 2030 emissions targets. It allows CEO Elliott Hill and his team to prioritize product innovation, sales recovery, and market-share gains. Nike faces significant operational challenges. So management could benefit from directing more resources toward restoring growth and profitability.
Nike has already made measurable progress toward its environmental targets. It limits the immediate financial impact of the rejected proposal. The company reported an 11% reduction in supply-chain emissions from its 2015 baseline in fiscal 2024, while its 2030 targets call for a 65% reduction in operational emissions and a 30% reduction across its supply chain. This progress gives Nike evidence that it is chasing its climate goals even without expanding its current disclosure.
Shareholders' approval of Elliott Hill's compensation package shows support for Nike's leadership despite the difficult turnaround. Investors approved more than $36 million in total compensation for Hill for fiscal 2026, even though Norway's wealth fund and major proxy advisers opposed the package. Shareholder support gives Hill greater room to execute his strategy as Nike works to stabilize sales, rebuild its market position, and restore long-term earnings growth.
#reduction #elliott #greater
Nike's board had urged a "no" vote, arguing management is "best positioned to determine the targets and related disclosures that are appropriate." Shareholders separately approved the company's executive compensation proposal, including pay for CEO Elliott Hill, in a vote that had faced some opposition.
The failed climate proposal gives NIKE, Inc. (NYSE:NKE)'s management more flexibility to focus on its operational turnaround. Shareholders rejected the request for greater disclosure on how Nike plans to meet its 2030 emissions targets. It allows CEO Elliott Hill and his team to prioritize product innovation, sales recovery, and market-share gains. Nike faces significant operational challenges. So management could benefit from directing more resources toward restoring growth and profitability.
Nike has already made measurable progress toward its environmental targets. It limits the immediate financial impact of the rejected proposal. The company reported an 11% reduction in supply-chain emissions from its 2015 baseline in fiscal 2024, while its 2030 targets call for a 65% reduction in operational emissions and a 30% reduction across its supply chain. This progress gives Nike evidence that it is chasing its climate goals even without expanding its current disclosure.
Shareholders' approval of Elliott Hill's compensation package shows support for Nike's leadership despite the difficult turnaround. Investors approved more than $36 million in total compensation for Hill for fiscal 2026, even though Norway's wealth fund and major proxy advisers opposed the package. Shareholder support gives Hill greater room to execute his strategy as Nike works to stabilize sales, rebuild its market position, and restore long-term earnings growth.
#reduction #elliott #greater
28 days ago
Financial infrastructure provider Fin.com has "emerged from stealth" with $20m in seed funding.
In a statement, the New York-based firm said the round was led by venture firm Expa and Uber co-founder Garrett Camp.
Coinbase Ventures, Tenet Fund, Second Sight Ventures, and various sovereign and family offices across the Gulf and Africa, among others, also participated.
Fin.com, co-founded by Nabeel Alamgir and Mustafa Dar, operates a "single orchestration layer" to allow clients to receive, convert, and move money across borders using local payment rails.
The platform also integrates SWIFT messaging, USD virtual accounts, stablecoin settlement, liquidity management, and compliance tools into a single network, the company added.
#expa #camp
In a statement, the New York-based firm said the round was led by venture firm Expa and Uber co-founder Garrett Camp.
Coinbase Ventures, Tenet Fund, Second Sight Ventures, and various sovereign and family offices across the Gulf and Africa, among others, also participated.
Fin.com, co-founded by Nabeel Alamgir and Mustafa Dar, operates a "single orchestration layer" to allow clients to receive, convert, and move money across borders using local payment rails.
The platform also integrates SWIFT messaging, USD virtual accounts, stablecoin settlement, liquidity management, and compliance tools into a single network, the company added.
#expa #camp
29 days ago
Hive Digital Technologies Chief Financial Officer Darcy Daubaras joined Steve Darling from Proactive to discuss the appointment of renowned capital markets executive Hubert Marleau as an Independent Director of HIVE's wholly owned subsidiary, BUZZ High Performance Computing (BUZZ HPC), a move designed to strengthen governance and strategic oversight as the company expands its sovereign AI infrastructure platform across Canada.
Daubaras said Marleau's appointment brings an exceptional level of experience in capital markets, corporate governance and strategic growth at a pivotal time for BUZZ HPC. As demand for artificial intelligence infrastructure continues to accelerate globally, HIVE is positioning BUZZ HPC as a key provider of sovereign AI computing solutions, and management believes Marleau's expertise will help guide the business through its next phase of expansion.
Marleau has spent more than five decades working across North American capital markets and is widely recognized as one of Canada's most experienced investment and governance professionals. His career spans investment banking, ******* et management, corporate finance and public company leadership, giving him a unique perspective on scaling businesses, raising capital and creating shareholder value.
A co-founder of Palos Capital Corp. and Palos Management Inc., Marleau has held influential leadership positions throughout Canada's financial sector. His extensive resume includes serving as a Governor of both the Montreal and Vancouver stock exchanges, Chairman of the Toronto Stock Exchange Listing Committee and a director of the Investment Dealers ******* ociation of Canada, now known as IIROC.
Over the course of his distinguished career, Marleau has served as a current or former director of more than 50 publicly traded companies in Canada and the United States. He has also played a key role in raising both public and private capital for hundreds of issuers and has advised on numerous mergers, acquisitions and financing transactions across a wide range of industries.
#canada #across
Daubaras said Marleau's appointment brings an exceptional level of experience in capital markets, corporate governance and strategic growth at a pivotal time for BUZZ HPC. As demand for artificial intelligence infrastructure continues to accelerate globally, HIVE is positioning BUZZ HPC as a key provider of sovereign AI computing solutions, and management believes Marleau's expertise will help guide the business through its next phase of expansion.
Marleau has spent more than five decades working across North American capital markets and is widely recognized as one of Canada's most experienced investment and governance professionals. His career spans investment banking, ******* et management, corporate finance and public company leadership, giving him a unique perspective on scaling businesses, raising capital and creating shareholder value.
A co-founder of Palos Capital Corp. and Palos Management Inc., Marleau has held influential leadership positions throughout Canada's financial sector. His extensive resume includes serving as a Governor of both the Montreal and Vancouver stock exchanges, Chairman of the Toronto Stock Exchange Listing Committee and a director of the Investment Dealers ******* ociation of Canada, now known as IIROC.
Over the course of his distinguished career, Marleau has served as a current or former director of more than 50 publicly traded companies in Canada and the United States. He has also played a key role in raising both public and private capital for hundreds of issuers and has advised on numerous mergers, acquisitions and financing transactions across a wide range of industries.
#canada #across
29 days ago
Palantir Technologies (PLTR) and Nebius Group (NBIS) have joined forces in a partnership that directly supports both companies' growth stories. Palantir gets a compute partner that can support its push into sovereign AI, while Nebius gains access to a prominent enterprise distribution channel through Palantir. That makes the deal appear straightforward and mutually beneficial on paper. Still, both stocks face growing investor skepticism. Palantir's valuation remains a major point of debate among investors, and Nebius still needs to show that its capital-heavy build-out will eventually lead to durable profitability.
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#palantir #compute #still
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#palantir #compute #still
29 days ago
HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) announced is has appointed Canadian capital-markets veteran Hubert Marleau as an independent director of BUZZ HPC's board.
Marleau brings more than five decades of cross-border capital-markets and governance experience to the role, strengthening independent oversight as the company scales its sovereign AI infrastructure platform across Canada.
A co-founder of Palos Capital and Palos Management, Marleau has served as Governor of the Montreal and Vancouver stock exchanges and Chairman of the Toronto Stock Exchange Listing Committee, and has been a director of more than 50 publicly traded companies in Canada and the United States. He currently serves as CEO of Nio Strategic Metals and as Market Economist at Palos.
Frank Holmes, executive chairman of HIVE Digital Technologies and BUZZ HPC, said he has known Marleau for 40 years and values his candor and independent judgment as BUZZ scales sovereign AI infrastructure in Canada with Bell.
Aydin Kilic, CEO of HIVE Digital Technologies, said Marleau's experience and independent judgment strengthen the BUZZ HPC board as it enters its next stage of growth.
#canada
Marleau brings more than five decades of cross-border capital-markets and governance experience to the role, strengthening independent oversight as the company scales its sovereign AI infrastructure platform across Canada.
A co-founder of Palos Capital and Palos Management, Marleau has served as Governor of the Montreal and Vancouver stock exchanges and Chairman of the Toronto Stock Exchange Listing Committee, and has been a director of more than 50 publicly traded companies in Canada and the United States. He currently serves as CEO of Nio Strategic Metals and as Market Economist at Palos.
Frank Holmes, executive chairman of HIVE Digital Technologies and BUZZ HPC, said he has known Marleau for 40 years and values his candor and independent judgment as BUZZ scales sovereign AI infrastructure in Canada with Bell.
Aydin Kilic, CEO of HIVE Digital Technologies, said Marleau's experience and independent judgment strengthen the BUZZ HPC board as it enters its next stage of growth.
#canada
29 days ago
Palantir stock has had a rough stretch. A 5-star Wall Street **** yst just said the market is reading the company wrong.
UBS **** yst Karl Keirstead raised his price target on Palantir Technologies to $250 from $220 on Sept. 15, reiterating his Buy rating, according to CNBC. At Palantir's Sept. 14 closing price of roughly $173, the new target implies about 44% upside.
Keirstead's updated view stemmed directly from Palantir's Sept. 10 AIPCon11 event, where Palantir brought together customers, executives, and partners to discuss how companies are deploying its AI platform in real operations.
"Our view of Palantir as the best AI enabler in the market, making frontier models and AI useful in large enterprises, was, if anything, bolstered by these conversations, and demand momentum seems robust," Keirstead wrote in a note shared with clients.
He described three points that stood out from the event. Customer conversations kept coming back to AI sovereignty, the idea that enterprises and governments want control over their own data and AI infrastructure, rather than handing it to a small number of large cloud providers.
#analyst #market #target #Event
UBS **** yst Karl Keirstead raised his price target on Palantir Technologies to $250 from $220 on Sept. 15, reiterating his Buy rating, according to CNBC. At Palantir's Sept. 14 closing price of roughly $173, the new target implies about 44% upside.
Keirstead's updated view stemmed directly from Palantir's Sept. 10 AIPCon11 event, where Palantir brought together customers, executives, and partners to discuss how companies are deploying its AI platform in real operations.
"Our view of Palantir as the best AI enabler in the market, making frontier models and AI useful in large enterprises, was, if anything, bolstered by these conversations, and demand momentum seems robust," Keirstead wrote in a note shared with clients.
He described three points that stood out from the event. Customer conversations kept coming back to AI sovereignty, the idea that enterprises and governments want control over their own data and AI infrastructure, rather than handing it to a small number of large cloud providers.
#analyst #market #target #Event
30 days ago
McLaren Automotive has announced a £500m investment programme to expand its UK manufacturing, engineering and operations, enabling it to accelerate the development of its next generation of models.
The investment forms part of a larger commitment from McLaren Automotive shareholder L'IMAD, a sovereign investor of the Government of Abu Dhabi, and reinforces McLaren's commitment to Britain, where Bruce McLaren founded the company in 1963.
Expanding McLaren Automotive in the UK
The company said the investment will enable McLaren Automotive to expand its production capability, increasing vehicle output to ensure the next generation of McLaren Automotive cars are built in Britain 'including a newly confirmed performance SUV'. This will be made possible by a new vehicle ****** embly facility planned in the UK.
For the first time in its history, McLaren Automotive's future powertrains will be designed and built in-house, starting with two new engines and transmissions. This will support the company's hybrid engine strategy, building on McLaren Automotive's use of hybrid technology, which started with the McLaren P1.
#next
The investment forms part of a larger commitment from McLaren Automotive shareholder L'IMAD, a sovereign investor of the Government of Abu Dhabi, and reinforces McLaren's commitment to Britain, where Bruce McLaren founded the company in 1963.
Expanding McLaren Automotive in the UK
The company said the investment will enable McLaren Automotive to expand its production capability, increasing vehicle output to ensure the next generation of McLaren Automotive cars are built in Britain 'including a newly confirmed performance SUV'. This will be made possible by a new vehicle ****** embly facility planned in the UK.
For the first time in its history, McLaren Automotive's future powertrains will be designed and built in-house, starting with two new engines and transmissions. This will support the company's hybrid engine strategy, building on McLaren Automotive's use of hybrid technology, which started with the McLaren P1.
#next
30 days ago
Financial infrastructure provider Fin.com has "emerged from stealth" with $20m in seed funding.
In a statement, the New York-based firm said the round was led by venture firm Expa and Uber co-founder Garrett Camp.
Coinbase Ventures, Tenet Fund, Second Sight Ventures, and various sovereign and family offices across the Gulf and Africa, among others, also participated.
Fin.com, co-founded by Nabeel Alamgir and Mustafa Dar, operates a "single orchestration layer" to allow clients to receive, convert, and move money across borders using local payment rails.
The platform also integrates SWIFT messaging, USD virtual accounts, stablecoin settlement, liquidity management, and compliance tools into a single network, the company added.
#expa
In a statement, the New York-based firm said the round was led by venture firm Expa and Uber co-founder Garrett Camp.
Coinbase Ventures, Tenet Fund, Second Sight Ventures, and various sovereign and family offices across the Gulf and Africa, among others, also participated.
Fin.com, co-founded by Nabeel Alamgir and Mustafa Dar, operates a "single orchestration layer" to allow clients to receive, convert, and move money across borders using local payment rails.
The platform also integrates SWIFT messaging, USD virtual accounts, stablecoin settlement, liquidity management, and compliance tools into a single network, the company added.
#expa
1 month ago
HIVE Digital Technologies (Nasdaq: HIVE), a Canada-based Bitcoin miner and data center operator that trades on the Nasdaq and Toronto Stock Exchange, said it has exceeded $1 million in daily revenue on Aug. 21.
The milestone combined income from Bitcoin mining and GPU cloud services for the first time at that level, according to preliminary, unaudited management estimates.
Since that date, the company has produced an average of approximately 12 Bitcoin per day, representing roughly 2% of global Bitcoin network production.
Its GPU cloud operations, run through wholly owned subsidiary BUZZ HPC, a sovereign AI cloud and high-performance computing provider, have generated approximately $100,000 in average daily revenue over the same period.
Related: Man declares bankruptcy with 34 cents while hiding millions
#Bitcoin #hive #daily #average
The milestone combined income from Bitcoin mining and GPU cloud services for the first time at that level, according to preliminary, unaudited management estimates.
Since that date, the company has produced an average of approximately 12 Bitcoin per day, representing roughly 2% of global Bitcoin network production.
Its GPU cloud operations, run through wholly owned subsidiary BUZZ HPC, a sovereign AI cloud and high-performance computing provider, have generated approximately $100,000 in average daily revenue over the same period.
Related: Man declares bankruptcy with 34 cents while hiding millions
#Bitcoin #hive #daily #average
1 month ago
The Jockey Club Gold Cup, which will headline next Friday's reopening day card at Belmont Park, has reportedly lost one of its biggest stars.
Daily Racing Form's David Grening reported Friday that 2025 Kentucky Derby, Belmont Stakes and Travers winner Sovereignty, who was targeting the Gold Cup coming off of his win in the Whitney last month at Saratoga, has officially been ruled out of the Grade 1, $1 million race.
Sovereignty developed an abscess in his left hind foot a little more than a week ago, which forced the reigning Horse of the Year to miss two planned workouts. Grening reported that trainer Bill Mott hopes to have Sovereignty return to the track by the middle of next week and plans to attempt to train the 4-year-old colt up to the Oct. 31 Breeders' Cup Classic, rather than having him race beforehand.
The absence of Sovereignty means the Jockey Club Gold Cup will no longer feature one of the most anticipated head-to-head horse racing matchups of the year.
Sovereignty enjoys some quiet at trainer Bill Mott's barn on Aug. 9 at Saratoga Race Course's Oklahoma training track. (Skip ****** stein)
#club #belmont #grening
Daily Racing Form's David Grening reported Friday that 2025 Kentucky Derby, Belmont Stakes and Travers winner Sovereignty, who was targeting the Gold Cup coming off of his win in the Whitney last month at Saratoga, has officially been ruled out of the Grade 1, $1 million race.
Sovereignty developed an abscess in his left hind foot a little more than a week ago, which forced the reigning Horse of the Year to miss two planned workouts. Grening reported that trainer Bill Mott hopes to have Sovereignty return to the track by the middle of next week and plans to attempt to train the 4-year-old colt up to the Oct. 31 Breeders' Cup Classic, rather than having him race beforehand.
The absence of Sovereignty means the Jockey Club Gold Cup will no longer feature one of the most anticipated head-to-head horse racing matchups of the year.
Sovereignty enjoys some quiet at trainer Bill Mott's barn on Aug. 9 at Saratoga Race Course's Oklahoma training track. (Skip ****** stein)
#club #belmont #grening
1 month ago
HIVE Digital Technologies, a Canada-based Bitcoin miner and data center operator that trades on the Nasdaq and Toronto Stock Exchange, has appointed Mark Volk as Senior Vice President of Revenue at BUZZ HPC, its wholly owned AI cloud and high-performance computing subsidiary.
Volk's mandate is to build BUZZ HPC's revenue engine and scale it globally. He will lead the company's go-to-market strategy across enterprise, government, sovereign AI, hyperscale, research and academic markets, overseeing commercialization of its GPU-powered infrastructure, including sovereign AI cloud, GPU-as-a-Service, colocation and hybrid AI solutions.
Related: Elon Musk warns 'if the ship of America sinks, we all sink with it'
Volk brings roughly 30 years of experience across AI, high-performance computing, cloud and enterprise infrastructure.
He is not a new face internally, he has worked with HIVE as a consultant for approximately nine months, during which he helped build BUZZ HPC's current GPU cloud demand pipeline.
#buzz #volk #performance #across
Volk's mandate is to build BUZZ HPC's revenue engine and scale it globally. He will lead the company's go-to-market strategy across enterprise, government, sovereign AI, hyperscale, research and academic markets, overseeing commercialization of its GPU-powered infrastructure, including sovereign AI cloud, GPU-as-a-Service, colocation and hybrid AI solutions.
Related: Elon Musk warns 'if the ship of America sinks, we all sink with it'
Volk brings roughly 30 years of experience across AI, high-performance computing, cloud and enterprise infrastructure.
He is not a new face internally, he has worked with HIVE as a consultant for approximately nine months, during which he helped build BUZZ HPC's current GPU cloud demand pipeline.
#buzz #volk #performance #across
1 month ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Total software revenue grew 21% year-over-year, significantly outstripping total revenue growth as the company executes a deliberate shift toward higher-quality, scalable revenue streams.
Management attributes strong performance to a healthy demand environment where governments are prioritizing national security, border security, and public safety through enhanced intelligence capabilities.
The platform's competitive advantage is driven by 'sovereign AI,' allowing agencies to maintain full control over data and infrastructure while utilizing AI that is explainable rather than a 'black box.'
Domain expertise is cited as the primary differentiator against general-purpose AI models, as intelligence work focuses on rare and obscure data rather than common cases.
#year #security #data #rather
Total software revenue grew 21% year-over-year, significantly outstripping total revenue growth as the company executes a deliberate shift toward higher-quality, scalable revenue streams.
Management attributes strong performance to a healthy demand environment where governments are prioritizing national security, border security, and public safety through enhanced intelligence capabilities.
The platform's competitive advantage is driven by 'sovereign AI,' allowing agencies to maintain full control over data and infrastructure while utilizing AI that is explainable rather than a 'black box.'
Domain expertise is cited as the primary differentiator against general-purpose AI models, as intelligence work focuses on rare and obscure data rather than common cases.
#year #security #data #rather
1 month ago
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average **** yst estimate tracked by LSEG, marking the company's first-ever year-ahead revenue forecast.
Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 revenue near $673 billion to $700 billion. It would put Nvidia ahead of Apple and Alphabet and behind only Amazon among U.S. tech companies by revenue. The forecast followed fiscal second-quarter results that beat expectations across the board: revenue more than doubled to $96.22 billion, up 106% year over year, with data center revenue of $89 billion, up 117%, now making up 92% of total sales.
CEO Jensen Huang told investors AI has reached the point where it is doing productive, profitable work and that computing capacity itself is now translating directly into revenue. Shares jumped roughly 8.7% on the news, lifting the broader semiconductor sector. Management said the 70% figure shows supply constraints, primarily memory component shortages, rather than a ceiling on actual demand, and the outlook excludes China data center revenue.
The current quarter already delivered, not just promised. Revenue of $96.22 billion beat estimates by roughly $4 billion, and data center revenue's 117% year-over-year jump shows the AI buildout is generating historic growth today, not just in a projection.
NVIDIA Corporation (NASDAQ:NVDA)'s customer base is broadening, which could reduce concentration risk. Huang said demand is now coming from hyperscale cloud providers alongside sovereign AI programs, neoclouds, AI startups, and enterprises. It means future growth depends less on any single large customer's spending decisions.
#year #corporation
Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 revenue near $673 billion to $700 billion. It would put Nvidia ahead of Apple and Alphabet and behind only Amazon among U.S. tech companies by revenue. The forecast followed fiscal second-quarter results that beat expectations across the board: revenue more than doubled to $96.22 billion, up 106% year over year, with data center revenue of $89 billion, up 117%, now making up 92% of total sales.
CEO Jensen Huang told investors AI has reached the point where it is doing productive, profitable work and that computing capacity itself is now translating directly into revenue. Shares jumped roughly 8.7% on the news, lifting the broader semiconductor sector. Management said the 70% figure shows supply constraints, primarily memory component shortages, rather than a ceiling on actual demand, and the outlook excludes China data center revenue.
The current quarter already delivered, not just promised. Revenue of $96.22 billion beat estimates by roughly $4 billion, and data center revenue's 117% year-over-year jump shows the AI buildout is generating historic growth today, not just in a projection.
NVIDIA Corporation (NASDAQ:NVDA)'s customer base is broadening, which could reduce concentration risk. Huang said demand is now coming from hyperscale cloud providers alongside sovereign AI programs, neoclouds, AI startups, and enterprises. It means future growth depends less on any single large customer's spending decisions.
#year #corporation
1 month ago
Europe's royal families are mourning the loss of a man who, for them, was a true role model. For thirty-five years, King Harald was the example that new generations of royals looked up to, a sovereign whose reign was defined, among other things, by the warmth and closeness he showed in each of his public appearances. His absence will be forever recorded in the pages of history and has unleashed a wave of emotion among today's monarchies, who have not hesitated to express their feelings and their love for the late King.
It was Queen Mary, during one of her first engagements after his passing, who chose to speak from the heart to reveal the closeness she shared with Haakon of Norway's father, a gesture that King Willem-Alexander of the Netherlands has echoed from afar, continuing this tribute of affection.
Queen Mary of Denmark has delivered an emotional speech to Harald V of Norway (@ Martin Sylvest Andersen)
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#queen #willem #netherlands
It was Queen Mary, during one of her first engagements after his passing, who chose to speak from the heart to reveal the closeness she shared with Haakon of Norway's father, a gesture that King Willem-Alexander of the Netherlands has echoed from afar, continuing this tribute of affection.
Queen Mary of Denmark has delivered an emotional speech to Harald V of Norway (@ Martin Sylvest Andersen)
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#queen #willem #netherlands
1 month ago
SEOUL, Sept 7 (Reuters) - North Korean leader Kim Jong Un said the country's newest destroyer would be part of a nuclear response system and could deliver "annihilating retaliatory strikes", state media KCNA reported on Monday, although it did not say whether the vessel would carry nuclear weapons.
North Korea has accelerated efforts to modernise its navy as Kim pursues a broader expansion of the country's nuclear-capable forces.
At a commissioning ceremony in the eastern port city of Wonsan on Sunday, Kim said the new ship's deployment to the sea east of the Korean Peninsula sent a clear signal to North Korea's adversaries.
"The time has come for us to exercise our sovereignty at sea and under water," Kim said, according to KCNA.
The 5,000-ton-class destroyer, the "Kang Kon", is the second warship of its class to enter service, following the commissioning of the "Choe Hyon" destroyer on North Korea's west coast about three months earlier, KCNA cited Kim as saying.
#north #destroyer #korean #seoul
North Korea has accelerated efforts to modernise its navy as Kim pursues a broader expansion of the country's nuclear-capable forces.
At a commissioning ceremony in the eastern port city of Wonsan on Sunday, Kim said the new ship's deployment to the sea east of the Korean Peninsula sent a clear signal to North Korea's adversaries.
"The time has come for us to exercise our sovereignty at sea and under water," Kim said, according to KCNA.
The 5,000-ton-class destroyer, the "Kang Kon", is the second warship of its class to enter service, following the commissioning of the "Choe Hyon" destroyer on North Korea's west coast about three months earlier, KCNA cited Kim as saying.
#north #destroyer #korean #seoul
1 month ago
SEOUL, South Korea (AP) — A group of Chinese artists is boycotting a major art exhibition in South Korea over the organizers' plans to use the name "Taiwan Pavilion" for an exhibition of works by Taiwanese artists.
China considers self-governing Taiwan to be part of its territory and rejects the island's claim to sovereignty. Beijing generally refers to Taiwan as "China's Taiwan region."
China's Foreign Ministry on Thursday criticized the South Korean organizers of the biennial Gwangju Biennale, one of Asia's most prominent art exhibitions, saying the organizers have "stubbornly clung to the wrongful practice, allowing China's Taiwan region to participate under a designation that is completely incompatible with its status."
Spokesperson Guo Jiakun said China hopes the South Korean government will uphold its political commitment to the "one China" principle through concrete action.
The Chinese artists said the same day that they were withdrawing from the festival, which opens Saturday and runs through mid-November.
#korean
China considers self-governing Taiwan to be part of its territory and rejects the island's claim to sovereignty. Beijing generally refers to Taiwan as "China's Taiwan region."
China's Foreign Ministry on Thursday criticized the South Korean organizers of the biennial Gwangju Biennale, one of Asia's most prominent art exhibitions, saying the organizers have "stubbornly clung to the wrongful practice, allowing China's Taiwan region to participate under a designation that is completely incompatible with its status."
Spokesperson Guo Jiakun said China hopes the South Korean government will uphold its political commitment to the "one China" principle through concrete action.
The Chinese artists said the same day that they were withdrawing from the festival, which opens Saturday and runs through mid-November.
#korean
1 month ago
The global selloff in sovereign debt paused and equity markets moved sideways in early European trade as investors were on alert for further currency intervention after the ****** anese yen surged against the dollar.
The yen rose by more than 1% against the dollar to a near one-month high. Traders are betting that ****** anese authorities could once again intervene to support the currency. Markets are pricing in a 77% chance of a Bank of ****** an rate hike later this month, according to LSEG.
Ford's $30,000 EV Truck Sets Ambitious Goal: 100,000 Sales in Year One
Highlights From the Messy Divorce Trial of a Hedge-Fund ****** an
Why Trump's Venezuela Oil Grab Is No Quick Fix for Gas Prices
#currency
The yen rose by more than 1% against the dollar to a near one-month high. Traders are betting that ****** anese authorities could once again intervene to support the currency. Markets are pricing in a 77% chance of a Bank of ****** an rate hike later this month, according to LSEG.
Ford's $30,000 EV Truck Sets Ambitious Goal: 100,000 Sales in Year One
Highlights From the Messy Divorce Trial of a Hedge-Fund ****** an
Why Trump's Venezuela Oil Grab Is No Quick Fix for Gas Prices
#currency
1 month ago
Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers.
Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate. The company guided full-year revenue to $192 billion, up from a prior outlook of $167 billion.
Bank of America reiterated its Buy rating and raised its price objective to $600 from $505, citing Dell's position as a beneficiary of agentic AI adoption across NeoClouds, sovereign, enterprise and edge computing.
BofA said demand continues to outpace supply by roughly 30% in fiscal 2027, with an even larger gap expected in fiscal 2028, creating a favorable pricing environment.
Dell's AI server business was a standout, with revenue, orders and backlog all coming in well above BofA's estimates. AI server revenue reached $16.4 billion, orders totaled $60.9 billion and backlog nearly doubled quarter over quarter to $95 billion. Dell raised its fiscal 2027 AI server revenue guidance by $14 billion to $74 billion.
#dell #year #quarter
Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate. The company guided full-year revenue to $192 billion, up from a prior outlook of $167 billion.
Bank of America reiterated its Buy rating and raised its price objective to $600 from $505, citing Dell's position as a beneficiary of agentic AI adoption across NeoClouds, sovereign, enterprise and edge computing.
BofA said demand continues to outpace supply by roughly 30% in fiscal 2027, with an even larger gap expected in fiscal 2028, creating a favorable pricing environment.
Dell's AI server business was a standout, with revenue, orders and backlog all coming in well above BofA's estimates. AI server revenue reached $16.4 billion, orders totaled $60.9 billion and backlog nearly doubled quarter over quarter to $95 billion. Dell raised its fiscal 2027 AI server revenue guidance by $14 billion to $74 billion.
#dell #year #quarter
1 month ago
Financial regulators warn about nearly everything. That is the job.
Most of those warnings sound alike after a while, which is why the useful signal is rarely the warning itself.
It is the ranking.
Twice a year, ahead of the G20 finance ministers and central bank governors' meetings, the Financial Stability Board sends a letter laying out what is most likely to break next in the global financial system.
Those letters tend to open with the same cast of characters. Sovereign debt markets. Private credit. ***** et valuations that have run ahead of themselves. Borrowed money sitting somewhere ***** ody has checked recently.
#twice #stability
Most of those warnings sound alike after a while, which is why the useful signal is rarely the warning itself.
It is the ranking.
Twice a year, ahead of the G20 finance ministers and central bank governors' meetings, the Financial Stability Board sends a letter laying out what is most likely to break next in the global financial system.
Those letters tend to open with the same cast of characters. Sovereign debt markets. Private credit. ***** et valuations that have run ahead of themselves. Borrowed money sitting somewhere ***** ody has checked recently.
#twice #stability
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Record revenue and EPS were driven by the compounding benefits of a modernized operating model, enabling earnings to grow faster than revenue through significant operating leverage.
Management attributes the 122% growth in traditional servers to a structural shift where customers view IT as a value driver rather than a cost center, accelerating the refresh of an aged installed base.
AI server momentum is broadening across Neoclouds, sovereigns, and enterprise customers, with the customer count surpassing 6,500 as organizations move from design to production.
Storage returned to growth and share gains, fueled by strong demand for Dell IP products and early tailwinds from AI workloads requiring massive data movement and protection.
#Growth #management #storage
Record revenue and EPS were driven by the compounding benefits of a modernized operating model, enabling earnings to grow faster than revenue through significant operating leverage.
Management attributes the 122% growth in traditional servers to a structural shift where customers view IT as a value driver rather than a cost center, accelerating the refresh of an aged installed base.
AI server momentum is broadening across Neoclouds, sovereigns, and enterprise customers, with the customer count surpassing 6,500 as organizations move from design to production.
Storage returned to growth and share gains, fueled by strong demand for Dell IP products and early tailwinds from AI workloads requiring massive data movement and protection.
#Growth #management #storage
1 month ago
By Ankur Banerjee, Harry Robertson and Laura Matthews
SINGAPORE/LONDON/NEW YORK, Sept 2 (Reuters) - Bond prices continued to slide in Asia and Europe on Wednesday, pushing borrowing costs to multi-decade highs as the Middle East conflict drives up energy prices and layers concerns about inflation on top of worries about ballooning government debt.
Sovereign bond yields are a reference point for ******* et prices across financial markets and the higher price of money means elevated mortgage rates for consumers and tough choices for government spending as funding costs climb.
Japan's 10-year yield was perched above 3% for the first time in 30 years, while rising gas prices meant German 10-year Bund yields were stuck at their highest since 2011 and Britain's equivalent was at its highest since 2008. Yields rise as prices fall and vice versa.
A confluence of factors was at play, said State Street's head of macro strategy, Michael Metcalfe, with rising energy prices causing traders to bet on rate hikes, pushing up short-dated yields.
#prices #yields #bond #costs
SINGAPORE/LONDON/NEW YORK, Sept 2 (Reuters) - Bond prices continued to slide in Asia and Europe on Wednesday, pushing borrowing costs to multi-decade highs as the Middle East conflict drives up energy prices and layers concerns about inflation on top of worries about ballooning government debt.
Sovereign bond yields are a reference point for ******* et prices across financial markets and the higher price of money means elevated mortgage rates for consumers and tough choices for government spending as funding costs climb.
Japan's 10-year yield was perched above 3% for the first time in 30 years, while rising gas prices meant German 10-year Bund yields were stuck at their highest since 2011 and Britain's equivalent was at its highest since 2008. Yields rise as prices fall and vice versa.
A confluence of factors was at play, said State Street's head of macro strategy, Michael Metcalfe, with rising energy prices causing traders to bet on rate hikes, pushing up short-dated yields.
#prices #yields #bond #costs
1 month ago
Advanced Micro Devices (AMD) is inching higher on Monday after the chipmaker announced a live artificial intelligence (AI) infrastructure platform in Saudi Arabia. This new initiative in collaboration with Cisco (CSCO) and sovereign tech firm HUMAIN could accelerate AMD's competitive push against Nvidia (NVDA) in regional cloud computing.
At the time of writing, AMD stock is trading at more than 2x its price at the start of this year.
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#fans
At the time of writing, AMD stock is trading at more than 2x its price at the start of this year.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
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#fans
1 month ago
IPO Edge hosted a fireside chat on Aug. 26 at Nasdaq MarketSite with Brittany Kaiser, Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP). The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how the company is building the infrastructure AI runs on with a focus on data privacy, and how its vertically integrated business model is boosting compute revenue.
About Brittany Kaiser
Brittany Kaiser is Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP), where she leads strategy in confidential computing, data sovereignty, and AI infrastructure. A globally recognized authority on data rights, digital **** ets, and AI governance, she became a leading voice in the modern privacy movement after serving as a whistleblower in the Cambridge **** ytica scandal.
Kaiser is the author of the international bestseller Targeted and the principal subject of the Emmy- and BAFTA-nominated Netflix documentary The Great Hack. She has advised U.S. congressional committees, governments, and regulators on data ownership, digital **** et policy, and responsible AI, and co-authored legislation shaping the digital economy. A serial entrepreneur and advocate, she is also Co-Founder and President of the Own Your Data Foundation and a sought-after keynote speaker worldwide.
About Alpha Compute Corp (Nasdaq: ALP)
Alpha Compute Corp. (Nasdaq: ALP) is a vertically integrated AI infrastructure company specializing in GPU-as-a-service and AI Confidential Compute. Alpha Compute's mission is to support clients, subsidiaries, and partners across critical sectors including: finance, defense, intelligence, and media with the essential framework for any organization requiring secure, confidential computing environments. For more information, please visit: https://www.alphacompute.a...
Alpha Compute Corp is domiciled in the British Virgin Islands with offices in New York, Los Angeles, Miami, Amsterdam and Toronto. Alpha Compute is a founding partner of the Right2Compute Coalition; more information is available at www.right2compute.com.
#compute #alpha #chief #infrastructure
About Brittany Kaiser
Brittany Kaiser is Chief Executive Officer of Alpha Compute Corp. (Nasdaq: ALP), where she leads strategy in confidential computing, data sovereignty, and AI infrastructure. A globally recognized authority on data rights, digital **** ets, and AI governance, she became a leading voice in the modern privacy movement after serving as a whistleblower in the Cambridge **** ytica scandal.
Kaiser is the author of the international bestseller Targeted and the principal subject of the Emmy- and BAFTA-nominated Netflix documentary The Great Hack. She has advised U.S. congressional committees, governments, and regulators on data ownership, digital **** et policy, and responsible AI, and co-authored legislation shaping the digital economy. A serial entrepreneur and advocate, she is also Co-Founder and President of the Own Your Data Foundation and a sought-after keynote speaker worldwide.
About Alpha Compute Corp (Nasdaq: ALP)
Alpha Compute Corp. (Nasdaq: ALP) is a vertically integrated AI infrastructure company specializing in GPU-as-a-service and AI Confidential Compute. Alpha Compute's mission is to support clients, subsidiaries, and partners across critical sectors including: finance, defense, intelligence, and media with the essential framework for any organization requiring secure, confidential computing environments. For more information, please visit: https://www.alphacompute.a...
Alpha Compute Corp is domiciled in the British Virgin Islands with offices in New York, Los Angeles, Miami, Amsterdam and Toronto. Alpha Compute is a founding partner of the Right2Compute Coalition; more information is available at www.right2compute.com.
#compute #alpha #chief #infrastructure
