This is going to really upset some people but this is the part of the cycle where you can pretty much do a screen by sector = semiconductor, find the last names that haven’t tripled this cycle yet and still trade at the lower end of historical valuation range and then just buy em

JUST IN: Microsoft is reportedly considering dropping its goal of powering data centers with clean energy.

Updating AlphaSense token consumption after the second major shift, as we enter the third, launching soon: - Chain of thought / test-time compute - models became smart, spent time thinking - Tool use [+ auto Think Longer] - Coding for the rest of us Context below.

What’s happening at SpaceX in El Segundo is truly extraordinary. Walking through those buildings, you feel an incredible sense of pride knowing that some of the most advanced technology in the world is being built right here in Southern California. The young men and women working

BREAKING: Japan's stock market surges +6% to its highest level on record as global technology stocks see massive gains.

Earlier today I leaked AWS credentials to the world; except they weren’t real. This is part of our launch for Honey Tokens (HT) at Infisical - a new class of fake credentials that can be used to trick attackers into thinking that they’ve stolen your real secrets. HTs are

Multiple security vulnerabilities affecting React Server Components and Next.js have been disclosed. We strongly recommend updating your applications immediately. Cloudflare WAF managed rules already mitigate the disclosed denial-of-service vulnerabilities, and we are

🚨🚨🚨Google and Amazon data centers in northwest Indiana will be served by COAL from the Merom power plant, new filings show. NIPSCO GenCo signed a 12-year contract with Hallador for ~500 MW accredited capacity. Capacity to be used by Google, Amazon, & future data centers.

The strongest quarter in Rocket Lab history

Fidelity is dismissing about 800 personnel as it restructures its technology and product-delivery teams, with plans to hire several thousand more people, including junior employees bloomberg.com/news/articles/…

“They’re literally running out of money at the end of the month,” Kraft Heinz CEO Steve Cahillane said in an interview this week. “We’re seeing negative cash flows in the lower-income brackets where they’re dipping into savings.”

One of the biggest AI things happening in 2026 is the changing of organizations. The middle layers are going away. It’s about to get a lot harder to pretend you provide value when you don’t. Not settled on the model, but I think every org will have 3 main roles: 1. Idea

Qualcomm's CEO: "All of us are going to be walking cameras. Every car, every bus, every bicycle, every pedestrian: everything is moving. You're going to create a digital twin of the entire world."

Genie has transformed how Databricks users work with data, with 3x the accuracy of generic agents. We're sharing some of the research behind it and what makes building data agents challenging. Super proud of our research team's impact with this! databricks.com/blog/pushing-f…

Kratos is preparing to accelerate hypersonic materials development for decades with its newest investment in Odon, Indiana. Odon has been selected as the home of our new hypersonic test facility — a major milestone for Project Helios and ongoing efforts to boost the nation’s

The state of nuclear energy has never been stronger. 💪

Hillsboro real estate will get a bump.

SPAN Pulte Homes Base Power As we integrate all of this compute into the grid, it is the Training stuff that is hard to do. Training (10 GW): Must be in 2-4 GW centralized mega-clusters. Inference (10–15 GW): Can and should be distributed. If you break these up in sub 50MW projects they can easily fit

Viasat wins $307 million Marine Corps satellite communications contract spacenews.com/viasat-wins-30…

$UMG CEO Lucian Grainge on the Justin Bieber Coachella performance: “Justin's Coachella performance underscores an important evolution in how we see the music business, why frontline and catalog are now, in a sense, old-fashioned terms. It is a stunning example of how brilliant