$MRVL CEO says it now sees a ~$400B AI market by 2030 which is more than 4x the $94B opportunity it projected for 2028.
$GOOGL alone could add ~$18B a year through its six year $120B deal while $NVDA $2B investment gives Marvell another path through GPU side.
Some predictions:
• $AMZN becomes a $10T company by 2030
• $META Zuck will know everything about you
• $GRAB becomes the operating system of Southeast Asia
• $HIMS builds the most valuable subscription in the world
$AMZN and $CEG just signed a 20 year power deal adding 190 MW of nuclear capacity at Calvert Cliffs.
Another hyperscaler is locking in long term nuclear power as AI pushes electricity demand higher.
$GOOGL launches Gemini 4 Argon with a 1M token output limit and early reviews putting it ahead of OpenAI and Anthropic on most benchmarks.
Google clearly using its full stack to push AI costs lower while still hosting some of the labs it is competing against.
$CRWV upgraded to Overweight with a $125 PT as July pricing rose 25%, short-term compute is pricing at ~3x long-term rates & recent contracts were signed at ~$40M/MW.
The firm says “pricing & margins will overwhelm the increase in debt” as CoreWeave scales capacity.
The united states Government bought 433.3 million shares of Intel stock at $20.47 on August 22nd, 2025 spending ~$8.9B
Intel $INTC is currently trading at $120.47 per share making the shares worth $52.2B
Pov- the 🇺🇸 is up $43.3 Billion on Intel
The united states Government bought 433.3 million shares of Intel stock at $20.47 on August 22nd, 2025 spending ~$8.9B
Intel $INTC is currently trading at $120.47 per share making the shares worth $52.2B
Pov- the 🇺🇸 is up $43.3 Billion on Intel
$AMZN says AI shopping assistant use “more than doubled in 2025” with over half of shoppers now open to AI handling the entire buying process.
Making its own agent the default across Amazon and Alexa helps protect its $72B ad business from outside agents.
Few days ago, one of my students just posted this—
$7,200 in 4 days.
He had zero experience.
Never ran a single campaign before.
All he did was follow the exact system I laid out.
You might think this is some crazy technical stuff..
It's not.
A little bedroom refresh with #dusk.
The storage in our old ottoman bed broke so it was time for an upgrade and we went for this Surrey bed frame from Dusk in the Olive stripe and I love how it looks, especially against our green wall and panelling!
Balance sheet is a part of business financial statement. Most of equity research analyst go through the balance sheet to evaluate the business financial operations, profitability, business ability to leverage, long term ans short term debt.