Vital Knowledge Media
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Adam Crisafulli
Most comprehensive and insightful market commentary
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$MSFT Nadella on the call made a very revealing statement when it comes to AI, and directed a subtle dig at OpenAI. Nadella said Microsoft wants to sell AI to a broad base of enterprises, and this "breadth" is finally starting to show up. "That's what I've been waiting for, as opposed customers who buy a lot of capacity from you and you can show a few quarters of growth. That's not a business as far as I'm concerned"
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Trump urged Zelensky in a phone call Sunday to stop hitting Russia's refineries as he's becoming very worried about the price of diesel - FT
There's another conflict that Trump has (or at least had) full control over that's driving up diesel prices way more than Russia/Ukraine
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$NVDA
This is going to be the most talked about part of the Nvidia report: "Accounts receivable was $63.1B with 60 days sales outstanding (DSO), up from 45 days sequentially, due to extended payment terms on large, multi-quarter agreements with certain investment-grade customers"
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$GOOGL Google is getting hit on worries about its standing at the frontier of the AI model market, but lately some are wondering why anyone would want to be at the very cutting edge of the frontier given costs that seem to scale higher with revenue while Washington clamps down on the industry with draconian controls as model capabilities grow more sophisticated
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