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Quick (and windy) trip to New York 🎥 Kevin Schmidt

Retail investors have been crowding into a few pockets of big tech, including the Mag 7, Nvidia, and riskier, turbo-charged $NVDA plays through long leveraged semiconductor ETFs like $NVDL and $SOXL, according to new data from Vanda. @kr00ney reports

Bitcoin falls below $60K. Kate Rooney reports on what's weighing on the cryptocurrency. $BTC #Bitcoin

new: AWS is doubling the amount of cloud credits for Series A startups that join its Activate program, going from $100,000 to $200,000. also new AWS CEO Matt Garman was meeting with founders in Silicon Valley this week. w/ Kate Rooney cnbc.com/2024/06/28/ama…

Some Friday happy hour scoopage from Kate Rooney and Jordan Novet Amazon is doubling value of credits for some startups to build on AWS as Microsoft cloud gains ground cnbc.com/2024/06/28/ama…

for me, the TLDR on Synapse saga is You need to have your money directly at a bank, bc the FDIC covers when a bank blows up , but not when a fintech blows up . The FDIC says this in no uncertain terms 👇 cnbc.com/2024/07/02/syn…

AI-powered robots are popping up across Silicon Valley. If some industry experts are right, they could help solve a global labor shortage .. Check out our deep dive on humanoid robots, published this morning 🤖CNBC Kevin Schmidt Andrew Evers Jeniece Pettitt cnbc.com/2024/07/08/why…

In an emerging, fast-changing industry you can’t take well-informed media coverage for granted. This piece from CNBC, with reporting from Kate Rooney gives excellent insight on the humanoid robotics industry and how it will transform the future of work. Congratulations to Henrik I Christensen,

Why Big Tech is betting big on AI-powered humanoid robots. Great story from Kate Rooney youtu.be/v0uKLCZocjs?si…

Definitely worth a watch for folks following the AGI space. Good stuff Kate Rooney #AGI #humanoids #jerbs

New: Anthropic launches $100 million AI fund with Menlo Ventures, ramping up competition with OpenAI And taking a page from Apple’s playbook (iFund with Kleiner for mobile developers) per mmurph Daniela Amodei cnbc.com/2024/07/17/ant…

Random but interesting: Kate Rooney ‘s very nice parents are on my flight to Newark. CNBC express …

.@kr00ney is out in Palo Alto - the epicenter of tech and VC money, and just a few miles from a fundraiser for JD Vance tonight. It's another sign of Silicon Valley elites, which have traditionally backed the left, now opening their pocketbooks for the Trump-Vance ticket.

NFL looking for a % of private equity profits as firms look for stakes in professional teams 🏈 Alex Sherman

Fed vs. AI spending: "Capex spending is currently much less sensitive to interest rates because of massive investments in AI." "This is another reason why the monetary policy transmission mechanism is much weaker than usual. Fed hikes are having a much smaller negative impact

New: OpenAI in talks to raise new capital .. the round would value OpenAI at ~$100B. Being led by Thrive Capital @cnbc cnbc.com/2024/08/28/ope…

That was a legit spot on analogy of LLMs and Men's Tennis 🎾 players by Kate Rooney on Power Lunch. Anyone can beat anyone on any given day💚🔥📺

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The entire BC community is stunned by the tragic news. Johnny Gaudreau was not only one of the greatest BC Men's Hockey players but also one of the nicest. Matthew was a gifted player & beloved by teammates. Our prayers are with the Gaudreau family at this time of unimaginable loss.

AI startups are giving empty San Francisco office spaces a new lease on life. It's a real estate scene that's been described as being in a "doom loop"... but some think AI could turn the city towards a "boom loop." @kr00ney reports on the new epicenters for AI office demand