"More than a third of funds they sampled over a 12-year stretch changed their benchmark at least once"

-Spencer Jakab, WSJ

-6% reported revenues is what counts

I wrote this deep dive for @theverge.com late last year on how Donald Trump's war on fact checkers had turned into an outright war on independent reporting – going well beyond America's borders

www.theverge.com/features/839...

Alphabet and Other Big Tech Could Borrow Hundreds of Billions Each Amazon, Alphabet and Meta Platforms in recent months have each turned to the bond markets to raise tens of billions of dollars for their massive investments in AI data centers. And all three are likel...

Alphabet, Amazon and Meta Platforms could each borrow up to ~$200B without losing their credit ratings. https://thein.fo/4l2J766

Breakingviews - Kevin Warsh can work with the Fed to shrink it Trump’s pick to lead the central bank argues for trimming its most powerful tools. First task: win over institutionalists leery of White House bullying, who could block his agenda. From there, he could well remold a post-crisis Federal Reserve and its $6.6 trln balance sheet.

From Breakingviews - Breakingviews - Kevin Warsh can work with the Fed to shrink it reut.rs/4aRuqy3

$FIX #ComfortSystemsUSA posting +41.7% revenue growth in Q4 2025 with Free Cash Flow reaching 402 million USD in the quarter. #Backlog is just under 12 billion USD now. Diluted #EPS comes in at 9.37 USD per Q4 (vs. Analyst forecasts of 6.78 USD).

#WSJ says the next chance the #Supreme #Court could rule on #Trump‘s tariffs is this friday. Further possibilities are Feb. 24 and Feb.25. So basically a decision can come soon.

Memory investors have forgotten the last cycle Plus Takaichi and markets

Memory investors have forgotten the last cycle ft.trib.al/Xpta4At | opinion

#ISM Manufacturing New Orders point to a strong economy for 2026

#McKinsey is calculating that the global #semiconductor market could reach 1.6 trillion USD by 2030 (base case). Current estimates are more in the 1.1 trillion USD area leaving room for upside.

'Make America Go Away' red caps become symbol of defiance in Greenland standoff One Copenhagen clothing store's tongue-in-cheek take on U.S. President Donald Trump's red baseball caps has become an unlikely symbol of Danish solidarity with Greenland, as protests mount over Trump's demands to buy the vast self-governing territory.

'Make America Go Away' red caps become symbol of defiance in Greenland standoff reut.rs/3YPhEKH

Tradegate opens at 8:00 a.m. Is that quote viable?

Nestle's stake in L'Oreal is a financial investment, Nestle CEO says Nestle views its stake in L'Oreal as a financial investment, and while it is regularly reviewed, there is nothing new to report on the matter, Nestle CEO Philipp Navratil was quoted as saying on Tuesday.

Nestle's stake in L'Oreal is a financial investment, Nestle CEO says reut.rs/44HtdXJ

Margin debt vs. M2 running hot🔥

#Coatue is making a good point in showing that markets evaluate #Google different then #OpenAI lately

Anthropic to be the better OpenAI???

Weakness in consumer discretionary overall.

#Alphabet $GOOGL showing strong margin improvement in its #Cloud business. It looks this business could become accretive to Alphabet‘s group operating margin in the future!

#runtheskyline #Frankfurt #Marathon One more day to go! Good luck for all runners 🙌

$FIX #ComfortSystemUSA saw unprecedented demand for their services driving backlog to a record $9.38 billion in Q3. Same-store backlog is 64% higher yoy.

TECHCRUNCH: “.. ChatGPT’s mobile app growth may have hit its peak, according to a new analysis of download trends ..

“.. new user growth, measured by percentage changes in new global downloads, slowed after April.”

@techcrunch.com 👀
techcrunch.com/2025/10/17/c...

As a result Oracle expects EPS to reach 21 USD in 2030

#ORACLE sees 31% p.a. #Revenue growth until 2030 with potential for further upside #outlook

#Gold seems to have further room to run. Global #USD reserves are still in a downtrend while Goldreserves are climbing.

#Nvidia Data Center Revenue expectations look rather conservative.

Inside China’s mega iPhone factory: long hours, discrimination and delayed pay Undercover investigation at Foxconn’s Zhengzhou plant shows tough conditions for seasonal staff building new Apple device

Inside China’s mega iPhone factory: long hours, discrimination and delayed pay on.ft.com/4nnRrO8

They won‘t as they have not cared about Chinese Ownership before

Apollo is wants to sell private equity! They are talking equity markets down all the time in the past. It has been always wrong listen to them.

Google is building a Duolingo rival into the Translate app Duolingo without the annoying notifications.

Google is building a Duolingo rival into the Translate app

A recent UK AI Security Institute study found that LLMs from OpenAI, Meta, xAI, and Alibaba can shift users' political views in under 10 minutes of conversation (Melissa Heikkilä/Financial Times)

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