OpenAI and Broadcom
$AVGO
unveiled Jalapeño, a custom AI accelerator built for LLM inference. The chip is expected to deploy with Microsoft and other data center partners starting in 2026, with Celestica handling board, rack, and system integration work.
The
$SPCX
dribble lockup is definitely a sensible idea but I wish there was just a set date where they opened the floodgates and we got some real price discovery all at once
Iran is now floating the idea of every ship having to buy “mandatory insurance” in order to safely transit the SOH. Nothing like a classic waterfront mob protection racket “hey nice tanker you’ve got there..”
*BLACKSTONE-LED GROUP TO TAKE CONTROL OF MEDALLIA, INJECT $150M
$BX
,
$APO
, and
$FSK
are taking over Medallia and adding $150m collectively to pay down debt, “positioning the company to accelerate AI-driven innovation and customer-focused product investment”
*INVESTOR MICHAEL BURRY SAYS HE BOUGHT FISERV SHARES “If you pick bottoms, all you’re going to get is a smelly finger” Burry’s fingers smell like shit right now