Sophie Birenbaum is ready for the spotlight as the lead in her high school musical. Suddenly she’s living with more drama at home than on the stage. Sunny Sandler, Melanie Lynskey and Max Greenfield star in DON'T SAY GOOD LUCK. Premiering August 14

Thanks for the shoutout, @BNBCHAIN! 💪 We're pumped to bring x402b to life on BNB Chain—unlocking true gasless payments via pieUSD (EIP-3009 magic) and immutable, audit-ready receipts on Greenfield. Perfect for both humans & AI agents. Demo is now live on testnet. Check out the screen recording below and try it out yourself: x402b isn’t just built for human-to-human payments. It’s also designed for the next generation of autonomous AI agents, allowing them to pay for APIs, services, and data streams while maintaining a full, transparent audit trail. Dive deeper into AI agentic payments:

There's just no way out of this DRAM shortage in the coming years "Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand. Memory industry supply growth is dependent on significant greenfield fab expansions. These greenfield projects are large, complex and time-consuming. Further, the pace is constrained by several factors, including long lead times for fab construction across the world, shortage of workers with critical trade skills, complex regulations, including permitting and the need for enhanced energy infrastructure. Meanwhile, memory process technology which is among the most advanced to develop and manufacture in semiconductors is getting more complex with every new node." - $MU CEO

US MACHINERY: +ve outlook on focused equipment spending (ROK, TT, RAL, AYI, VRT, ETN & JCI). "US producers have been able to quickly ramp capacity + output post 2025 Liberation Day because the initial wave of spend has been focused on efficiency + productivity investment, smaller projects w/ quicker payoffs relative to large capacity expansion.... Automation led efficiency projects allow facilities to ramp production in months vs greenfields which take years to come on line - this signals urgency from the customer to drive domestic production & mitigate tariffs, a marked difference when compared to the slow moving & incentive laden "Mega Project" wave in 2021-23. But ultimately, we do believe greenfields will follow - we are already seeing the incremental unit of production shift into the US market in response to changing supply chain costs (ie tariffs), a leading indicator for where larger capacity projects will land when they are ultimately needed."

"It's clear this quarter that @Figure isn't a niche HELOC lender. Per the CEO, 'We don't actually consider the HELOC market to be relevant to what we do.' While this answer may startle some, Figure's focus isn't on continuing to expand in that market alone, but focus on greenfield projects" - @Dr_Crossroads Full tear down:

I am initiating a position in $MRVL in my long term portfolio tomorrow. Here's why, and why now: $MRVL as a Secular AI Infrastructure Play Marvell is rapidly transitioning from a cyclical chip designer into an indispensable backbone for the global AI transition. 1. Top-Line Acceleration: Q1 FY2027 revenue reached $2.42 billion, beating estimates and proving the company's ability to scale. 2. Data Center Hyper-Growth: Data center revenue surpassed $6 billion in FY2026, and management expects this segment to grow ~40% year-over-year in FY2027, and approach 50% growth by FY2028. 3. Custom Silicon Ramp: The custom business doubled last year, is projected to grow over 20% this year, and is expected to double again by FY2028. Why am I buying it now? Initiating now captures a strategic entry point ahead of the late-August Q2 earnings report. After hitting a record $329 in June following its S&P 500 inclusion and public praise from Nvidia's CEO, the stock has pulled back to the ~$188 level. Securing this foundational semiconductor asset at a discount not only fortifies long-term equity growth but provides a highly liquid, volatile base perfectly suited for immediately writing covered calls to optimize risk-adjusted returns. Future Scenarios & Risk Assessment A. The Bull Scenario (Accelerated Adoption): Hyperscaler demand continues to outstrip supply, and Marvell's newly launched Teralynx T100 switch dominates the "greenfield" AI rack connectivity market. If the custom silicon segment hits its projected 100% year-over-year acceleration in FY2028, the stock could aggressively reclaim its summer highs and push towards $600 upper price targets. B. The Bear Scenario (Multiple Compression): The stock remains priced for flawless execution, trading at elevated forward multiples compared to peers like Broadcom ($AVGO ). Any execution delays in the optical interconnect rollout, or a broader slowdown in AI infrastructure spending, could trigger a multiple compression. Under these conditions, the stock could test the lower analyst support levels around $170.

I am delighted to announce Marlon West (@MarlonTag) as Restore Britain’s candidate for the Greater Manchester mayoral by-election. West is one of the most prominent campaigners against the rape gangs in the country - he spent more than two years forcing the government to establish a national rape gang inquiry, meeting repeatedly with senior politicians, including safeguarding minister Jess Phillips, and publicly accusing Labour of breaking its promises to victims and families when they stalled. Marlon’s own daughter was groomed and raped. He understands the evil, and wants to use his experience to ensure that others avoid the same fate. I have such enormous respect for that. Marlon played a central role in our independent Rape Gang Inquiry, working alongside Sammy Woodhouse to gather evidence and support survivors throughout the process. The inquiry's report, published this month, is the most comprehensive and honest independent examination of rape gang abuse ever conducted in Britain. Marlon is born and bred in Greater Manchester and has worked in the NHS across the region for over 30 years. He is standing on a broader platform for the city he has spent his life in. He will push to attract genuine business investment, cut wasteful public spending including on the GMCA's own bloated administration, protect greenfield land from developers, and overhaul a transport network that has failed commuters for years. Greater Manchester is not a backdrop for Marlon. It is where his family was failed. Scarlett was groomed by gangs operating across the region while Andy Burnham ran the city. Marlon spent years fighting the institutions that looked the other way - he is now asking Greater Manchester voters for the chance to run those same institutions. I will do everything in my power to back and support Marlon. A good man who wants a better future for his home.