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Feb 19, 02:19 https://t.co/YmxdID3n1T Ed Ludlow (@EdLudlow) NEWS: ▪OpenAI is close to finalizing the first phase of a new funding round that is likely to bring in more than $100 billion (Sources). ▪The overall valuation of the company, including the eventual funding, could exceed $850 billion, and the first portion will largely come from strategic investors including Amazon, Softbank, Nvidia and Microsoft Team reporting with @shiringhaffary @joshua_sisco @nmasc_ N/A No analysis
Feb 19, 02:19 *OPENAI CLOSE TO FINALIZING FIRST PHASE OF NEW FUNDING ROUND LIKELY TO BRING IN MORE THAN 100B *OVERALL VALUATION COULD EXCEED 850B, LARGELY FROM STRATEGIC INVESTORS INCLUDING AMAZON, SOFTBANK, NVIDIA, MICROSOFT $AMZN $SFTBY $NVDA $MSFT N/A No analysis
Feb 18, 01:27 *USER REPORTS INDICATE PROBLEMS WITH CLOUDFLARE- DOWNDETECTOR *USER REPORTS INDICATE PROBLEMS WITH AMAZON WEB SERVICES - DOWNDETECTOR $NET $AMZN N/A Batch analyzed (2 ideas in batch of 50)...
Feb 18, 00:12 https://t.co/E4FGTwnJzI N/A Batch analyzed (3 ideas in batch of 50)...
Feb 18, 00:12 *ATLASSIAN FREEZES HIRING AMID BUSINESS SOFTWARE MARKET TURMOIL - THE INFORMATION $TEAM N/A Batch analyzed (3 ideas in batch of 50)...
Feb 17, 21:45 *SANDISK CORP - LAUNCHES $3.08 BLN SECONDARY PUBLIC OFFERING $SNDK N/A Batch analyzed (3 ideas in batch of 50)...
Feb 17, 21:31 *NVIDIA DISSOLVES SHARE STAKE IN APPLIED DIGITAL - SEC FILING *NVIDIA CORP DISSOLVES SHARE STAKE IN WERIDE INC $NVDA $APLD $WRD N/A Batch analyzed (3 ideas in batch of 50)...
Feb 17, 21:30 *NVIDIA CORP REPORTS SHARE STAKE OF 214.8 MLN SHARES IN INTEL - SEC FILING *NVIDIA REPORTS SHARE STAKE OF 166.4 MLN SPONSORED ADR IN NOKIA - SEC FILING *NVIDIA CORP DISSOLVES SHARE STAKE IN ARM HOLDINGS PLC - SEC FILING $NVDA $INTC $NOK $ARM N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:23 *SANDISK REGISTERS FOR SHARE SALE BY HOLDER WESTERN DIGITAL $SNDK $WDC N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:22 https://t.co/ebPDZU9uT3 N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:16 https://t.co/GCxZCU1Zeo N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:16 *NVIDIA CORP - META SCALES AI WORKLOADS WITH NVIDIA SPECTRUM-X ETHERNET $NVDA $META $ANET N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:15 *META IS ALREADY THE SECOND-BIGGEST PURCHASER OF NVIDIA CHIPS *META TO DEPLOY ‘MILLIONS’ OF NVIDIA CHIPS AS PART OF AGREEMENT $META $NVDA N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:15 *NVIDIA, META PLATFORMS ANNOUNCE MULTIYEAR STRATEGIC PARTNERSHIP $NVDA $META N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:10 https://t.co/Qn2pC4yNuR N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 21:05 *BERKSHIRE HATHAWAY DISCLOSES LATEST HOLDINGS IN 13F FILING $BRK.B N/A Batch analyzed (2 ideas in batch of 50)...
Feb 17, 20:21 *TRUMP: MASSIVE TRADE DEAL WITH JAPAN HAS JUST LAUNCHED *TRUMP: JAPAN COMMITTING $550 BILLION DOLLARS TO INVEST IN UNITED STATES *TRUMP: ANNOUNCING PROJECTS IN TEXAS OIL & GAS, OHIO POWER GENERATION, GEORGIA CRITICAL MINERALS N/A Batch analyzed (2 ideas in batch of 50)...
Feb 16, 02:29 https://t.co/zrC5yDQsGg N/A Batch analyzed (2 ideas in batch of 50)...
Feb 16, 02:29 *CRYPTO NEWS SITES TAKE DOWN POSTS CRITICAL OF CRYPTO PR - SEMAFOR *CHAINSTORY STUDY SAYS MANY CRYPTO PRESS RELEASES PROMOTE HIGH-RISK OR SCAM PROJECTS *REPORT CLAIMS FIRMS GUARANTEED MEDIA COVERAGE, INCLUDING LINKS FROM COINBASE AND COINTELEGRAPH *https://t.co/FRGS2PhKuc N/A Batch analyzed (2 ideas in batch of 50)...
Feb 15, 21:42 https://t.co/6PAV8Q8roa N/A Batch analyzed (3 ideas in batch of 50)...
Feb 15, 21:42 *OPENAI'S ALTMAN: PETER STEINBERGER IS JOINING OPENAI- X POST N/A Batch analyzed (3 ideas in batch of 50)...
Feb 15, 20:54 https://t.co/paF42tEHWa N/A Batch analyzed (3 ideas in batch of 50)...
Feb 15, 20:54 *[50MIN OLD] OPENAI IN ADVANCED TALKS TO HIRE OPENCLAW FOUNDER, OTHERS CONNECTED TO AGENT PROJECT - THE INFORMATION *OPENAI IN ADVANCED TALKS TO HIRE OPENCLAW FOUNDER, TEAM FOR PERSONAL AI AGENTS *META PLATFORMS ALSO PURSUING OPENCLAW FOUNDER FOR AGENT TALENT $META N/A Batch analyzed (3 ideas in batch of 50)...
Feb 15, 01:23 *MICHAEL BURRY ON X: ANOTHER PLTR "KILLSHOT" COMING SUNDAY NIGHT OR MONDAY MORNING $PLTR N/A Michael...
Feb 14, 19:52 https://t.co/EAyRnoRy7y N/A The tweet contains only a URL, and its content cannot be accessed for analysis....
Feb 14, 19:52 *HOMELAND SECURITY ASKS TECH COMPANIES FOR INFORMATION TO AID HUNT FOR ICE CRITICS - THE INFORMATION *DHS IS USING ADMINISTRATIVE SUBPOENAS TO GET USER DATA FROM GOOGLE, META, REDDIT, DISCORD *SUBPOENAS TARGET ANONYMOUS ACCOUNTS CRITICIZING OR TRACKING ICE $GOOGL $META $RDDT N/A *HOMELAND SECURITY ASKS TECH COMPANIES FOR INFORMATION TO AID HUNT FOR ICE CRITICS - THE INFORMATION *DHS IS USING ADMINISTRATIVE SUBPOENAS TO GET US...
Feb 14, 04:09 https://t.co/1Hf8OmHsyn N/A Tweet content is a...
Feb 14, 04:03 https://t.co/OFydWa0Cki N/A The tweet contains only a URL,...
Feb 14, 04:02 *CHINA DEPLOYS A 'NATIONAL TEAM' OF INVESTORS TO KEEP AI STOCK BOOM IN CHECK -- WSJ *CHINA'S "NATIONAL TEAM" OF STATE INVESTORS IS SELLING STOCKS, REVERSING TYPICAL ROLE, TO COOL AI BOOM *CHINA SECURITIES REGULATORY COMMISSION AIMS TO PREVENT DRASTIC MARKET FLUCTUATIONS AND N/A China's "national...
Feb 13, 21:36 *TRUMP: THERE WILL BE VOTER ID FOR MIDTERMS WHETHER APPROVED BY CONGRESS OR NOT N/A No analysis
Feb 13, 21:15 *TRUMP ASKED ON REGIME CHANGE IN IRAN: THAT WOULD BE BEST N/A No analysis
Feb 13, 20:29 *S&P TURNS RED AFTER PREVIOUSLY RISING 0.7% N/A No analysis
Feb 12, 21:05 *COINBASE 4Q TOTAL REV. $1.8B, EST. $1.83B *COINBASE 4Q TRANSACTION REV. $983M, EST. $1.02B *COINBASE 4Q TOTAL REVENUE MISSES ESTIMATES $COIN N/A No analysis
Feb 12, 21:05 *ARISTA NETWORKS 4Q REV. $2.49B, EST. $2.39B *ARISTA NETWORKS 4Q ADJ EPS 82C, EST. 75C $ANET N/A No analysis
Feb 12, 21:02 *RIVIAN 4Q REV. $1.29B, EST. $1.26B *RIVIAN 4Q ADJ LOSS/SHR 54C, EST. LOSS/SHR 69C *RIVN SEES 2026 VEHICLES DELIVERED 62,000 TO 67,000, EST. 63,402 $RIVN N/A No analysis
Feb 12, 21:01 *APPLIED MATERIALS 1Q ADJ EPS $2.38, EST. $2.21 *APPLIED MATERIALS 1Q NET SALES $7.01B, EST. $6.86B $AMAT N/A No analysis
Feb 12, 20:59 *WAYMO ENLISTS DOORDASH DRIVERS TO HELP CLOSE OPEN CAR DOORS $GOOGL $DASH N/A No analysis
Feb 12, 19:24 *TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT N/A No analysis
Feb 12, 19:10 *TRUMP: WASN'T AWARE OF LUTNICK'S VISIT TO EPSTEIN ISLAND N/A No analysis
Feb 12, 19:04 *TRUMP: DEAL WITH IRAN IS ULTIMATELY UP TO ME *TRUMP: WILL BE VERY TRAUMATIC FOR IRAN IF THEY DON'T MAKE DEAL *TRUMP: I GUESS A DEAL COULD BE STRUCK OVER THE NEXT MONTH *TRUMP: WILL TALK TO IRAN 'AS LONG AS I LIKE' *TRUMP: IF WE CAN'T GET A DEAL WITH IRAN, WILL GO TO PHASE 2 N/A No analysis
Feb 12, 19:00 *ANTHROPIC PBC: ANTHROPIC RAISES $30B IN SERIES G *ANTHROPIC CONFIRMS PLANS TO LET EMPLOYEES SELL SHARES N/A No analysis
Feb 12, 18:31 *TRUMP TO ANNOUNCE MULTI-BILLION DOLLAR FUNDING PLAN FOR GAZA AT FIRST BOARD OF PEACE MEETING NEXT WEEK -US OFFICIALS *TRUMP TO ANNOUNCE THOUSANDS OF TROOPS HAVE BEEN COMMITTED BY SEVERAL NATIONS FOR STABILIZATION FORCE -US OFFICIALS N/A No analysis
Feb 12, 18:14 *COINBASE: CUSTOMERS UNABLE TO BUY, SELL, TRANSFER AT THIS TIME *COINBASE SAYS INVESTIGATING ISSUE; FUNDS ARE SAFE $COIN N/A No analysis
Feb 12, 16:14 *DOW DROPS UNDER $50K AS S&P 500 TRADES BACK UNDER YEARLY OPEN N/A No analysis
Feb 12, 16:08 https://t.co/W4Bszfi1re N/A No analysis
Feb 12, 16:07 *TRUMP: AG PAM BONDI WAS FANTASTIC AT HEARING ON JEFFREY EPSTEIN N/A No analysis
Feb 12, 00:41 *PENTAGON PUSHING TO ADD AI CHATBOTS TO CLASSIFIED NETWORKS, SOURCES SAY N/A No analysis
Feb 11, 21:05 *CISCO 2Q ADJ EPS $1.04, EST. $1.02 *CISCO 2Q PRODUCT REV. $11.64B, EST. $11.29B *CISCO 2Q SERVICE REV. $3.71B, EST. $3.84B $CSCO N/A No analysis
Feb 11, 19:45 *APPLE HITS SNAGS WITH LONG-DELAYED ATTEMPT TO LAUNCH NEW SIRI *APPLE SIRI HITCHES THREATEN TO DELAY RELEASE TILL LATER IN 2026 $AAPL N/A No analysis
Feb 11, 19:10 https://t.co/xJBpavH6Dn N/A No analysis
Feb 11, 19:09 *PENTAGON PREPARES SECOND AIRCRAFT CARRIER TO DEPLOY TO MIDDLE EAST, SOURCES SAY -- WSJ *PENTAGON MOVE COMES AS TRUMP RAISES PRESSURE ON IRAN TO MAKE NUCLEAR DEAL -- WSJ N/A No analysis
Feb 11, 18:55 *TRUMP: MET PRIME MINISTER NETANYAHU OF ISRAEL AND REPRESENTATIVES *TRUMP: NOTHING DEFINITIVE REACHED OTHER THAN I INSISTED NEGOTIATIONS WITH IRAN CONTINUE N/A No analysis
Feb 11, 15:12 *S&P 500 TURNS NEGATIVE, REVERSING GAINS OF AS MUCH AS 0.7% N/A No analysis
Feb 11, 14:47 *TRUMP: GREAT JOBS NUMBERS, FAR GREATER THAN EXPECTED, THE GOLDEN AGE OF AMERICA IS UPON US N/A No analysis
Feb 11, 04:52 *BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT, SOURCES SAY N/A No analysis
Feb 11, 02:04 *TRUMP TO DIRECT PENTAGON TO BUY COAL IN BID TO REVIVE INDUSTRY N/A No analysis
Feb 10, 23:00 *FDA REFUSES TO REVIEW MODERNA'S APPLICATION FOR NEW FLU SHOT -- WSJ *MODERNA: FDA SAYS TRIAL WASN'T 'ADEQUATE AND WELL-CONTROLLED" $MRNA N/A No analysis
Feb 10, 21:44 *TRUMP: OUR EMPLOYMENT NUMBERS ARE REALLY GOOD *TRUMP: EMPLOYMENT NUMBERS REMAIN GOOD AFTER GOVERNMENT JOB CUTS *THIS IS AHEAD OF TOMORROW'S DATA: NOTE N/A No analysis
Feb 10, 21:15 *CLOUDFLARE SEES 1Q REV. $620.0M TO $621.0M, EST. $615.5M $NET N/A No analysis
Feb 10, 21:15 *CLOUDFLARE 4Q ADJ EPS 28C, EST. 27C *CLOUDFLARE 4Q ADJ. OPER INCOME $89.6M, EST. $83.8M *CLOUDFLARE Q4 REVENUE USD 614.507 MILLION VS. IBES ESTIMATE USD 591.3 MILLION $NET N/A No analysis
Feb 10, 21:09 *ROBINHOOD 4Q CRYPTO REV. $221.0M, EST. $248.2M $HOOD N/A No analysis
Feb 10, 21:05 *ROBINHOOD 4Q ADJ. EBITDA $761M, EST. $833.2M *ROBINHOOD 4Q TRANSACTION-BASED REVENUE $776M, EST. $791.6M *ROBINHOOD 4Q NET REV. $1.28B, EST. $1.35B $HOOD N/A No analysis
Feb 10, 18:42 Could explain why these brokers are getting clobbered today $SCHW $MS $IBKR https://t.co/LjsCP3z7it N/A No analysis
Feb 10, 18:20 *TRUMP EXPECTS SECOND ROUND OF US-IRAN TALKS NEXT WEEK: AXIOS *TRUMP SENDING SECOND AIRCRAFT CARRIER STRIKE GROUP TO MIDDLE EAST TO PREPARE FOR MILITARY ACTION IF TALKS FAIL: AXIOS *TRUMP TO ISRAEL'S CHANNEL 12 ON IRAN: EITHER WE REACH A DEAL OR WE'LL HAVE TO DO 'SOMETHING N/A No analysis
Feb 10, 18:11 CME to launch 50+ single stock futures this summer, offering more leverage, 23hr trading & open Sunday nights: https://t.co/Y5kJ1GMDhQ N/A No analysis
Feb 10, 16:20 *TESLA IS QUOTING $290,000 FOR ITS 500-MILES ELECTRIC SEMI TRUCK - ELECTREK $TSLA N/A No analysis
Feb 10, 15:51 *BLUE OWL CO-CEO DOUG OSTROVER SPEAKS AT BOFA CONFERENCE *BLUE OWL WORKING ON DATA-CENTER DEALS OF UP TO $50B: CEO OSTROVER $OWL $BAC N/A No analysis
Feb 10, 14:54 *LUTNICK: I PROBABLY HAD TOTAL 10 EMAILS WITH EPSTEIN *LUTNICK: I 'BARELY HAD ANYTHING' TO DO WITH EPSTEIN *LUTNICK: I DID HAVE LUNCH WITH EPSTEIN BECAUSE I WAS ON A BOAT NEAR HIS ISLAND N/A No analysis
Feb 10, 02:42 https://t.co/22zBXCrUc8 N/A No analysis
Feb 10, 02:42 *PENTAGON WARNS MAJOR DEFENSE CONTRACTORS IT IS REVIEWING THEIR PERFORMANCE -- WSJ *PENTAGON TO REVIEW DEFENSE CONTRACTOR PERFORMANCE, CITING EXECUTIVE ORDER ON STOCK BUYBACKS $LMT $NOC $RTX N/A No analysis
Feb 10, 01:28 https://t.co/Vrh6DYmVgZ N/A No analysis
Feb 10, 01:28 *MICHAEL BURRY ON X: "WORKING ON SOMETHING WITH PALANTIR" - POSTS HEAD AND SHOULDER CHART INDICATING A FURTHER 60% DROP $PLTR N/A No analysis
Feb 09, 23:50 *TRUMP: POWELL IS INCOMPETENT, BUT QUESTION IS IF HE'S CORRUPT *TRUMP, ASKED IF POWELL PROBE WORTH HOLDING UP WARSH CONFIRMATION: DON'T KNOW N/A No analysis
Feb 09, 23:32 https://t.co/8YK9WklF85 https://t.co/L3C95ia7i2 N/A No analysis
Feb 09, 23:30 *US PLANS BIG TECH CARVE-OUT FROM NEXT WAVE OF CHIP TARIFFS - FT *US PLANS TO EXEMPT BIG TECH FIRMS LIKE AMAZON, GOOGLE FROM CHIP TARIFFS, TIED TO TSMC'S US INVESTMENT $AMZN $GOOGL $TSM N/A No analysis
Feb 09, 21:05 *AMKOR TECHNOLOGY 4Q NET SALES $1.89B, EST. $1.84B *AMKR SEES 1Q NET SALES $1.60B TO $1.70B, EST. $1.53B *AMKOR TECHNOLOGY SEES 1Q EPS 18C TO 28C, EST. 21C $AMKR N/A No analysis
Feb 09, 20:33 *TRUMP-XI SUMMIT SET FOR FIRST WEEK OF APRIL: POLITICO N/A No analysis
Feb 09, 18:54 *WALLER: SOME CRYPTO EUPHORIA THAT CAME IN WITH TRUMP IS FADING N/A No analysis
Feb 09, 18:16 https://t.co/64PyoLurly N/A No analysis
Feb 09, 18:15 *PROPOSED BAN ON INVESTORS IN THE HOUSING MARKET HITS A WALL IN CONGRESS -- WSJ $BX N/A No analysis
Feb 09, 02:00 https://t.co/xNLb2h3ofO N/A No analysis
Feb 09, 02:00 *TRUMP: SUPER BOWL HALFTIME SHOW TERRIBLE, ONE OF WORST EVER *TRUMP: SHOW MAKES NO SENSE, AFFRONT TO GREATNESS OF AMERICA *TRUMP: NFL SHOULD IMMEDIATELY REPLACE RIDICULOUS NEW KICKOFF RULE N/A No analysis
Feb 07, 01:49 *TRUMP: RECORD STOCK MARKET DRIVEN BY GREAT TARIFFS *TRUMP: HOPE SUPREME COURT IS WATCHING N/A No analysis
Feb 07, 01:49 *TRUMP: PREDICTING 100,000 ON THE DOW BY END OF TERM N/A No analysis
Feb 07, 00:41 *TRUMP ON OBAMA VIDEO: I DIDN'T SEE THE WHOLE THING *TRUMP: POST WAS ABOUT VOTER FRAUD *TRUMP ON CONDEMNING RACIST PARTS OF VIDEO: OF COURSE I DO N/A No analysis
Feb 07, 00:40 *TRUMP: GOING TO MEET AGAIN WITH IRAN EARLY NEXT WEEK *TRUMP: DEAL CAN BE REACHED WITH IRAN, HAVE PLENTY OF TIME N/A No analysis
Feb 06, 23:59 https://t.co/mQCdTABJGq N/A No analysis
Feb 06, 23:58 *JUSTICE DEPARTMENT WILL ALLOW LAWMAKERS TO SEE UNREDACTED VERSIONS OF RELEASED EPSTEIN FILES - WAPO N/A No analysis
Feb 06, 19:48 *TRUMP: DOW JONES INDUSTRIAL AVERAGE HIT 50000 FIRST TIME IN HISTORY *TRUMP: CONGRATULATIONS AMERICA N/A No analysis
Feb 06, 19:30 https://t.co/v7fUi90poo N/A No analysis
Feb 06, 19:30 *DOJ ASKING IF NETFLIX ENGAGED IN 'EXCLUSIONARY CONDUCT' THAT MAY LEAD TO MONOPOLY, ACCORDING TO SUBPOENA -- WSJ $NFLX N/A No analysis
Feb 06, 17:44 *NVIDIA CEO REITERATES THERE'S NO DRAMA WITH OPENAI $NVDA N/A No analysis
Feb 06, 17:29 *NVIDIA CEO JENSEN HUANG SAYS DEMAND IS "SKY HIGH" *NVIDIA CEO SAYS ANTHROPIC, OPENAI MAKING MONEY *NVIDIA CEO SAYS MASSIVE AI CAPEX IS APPROPRIATE, NECESSARY $NVDA N/A No analysis
Feb 06, 17:14 $DHI $LEN 5%+ https://t.co/odSLVRm4z4 N/A No analysis
Feb 06, 17:12 *TRUMP ADMIN EXPLORES OPENING ANTITRUST PROBE INTO HOMEBUILDERS $DHI $LEN $TOL N/A No analysis
Feb 06, 17:00 *WHITE HOUSE OFFICIAL AFTER TRUMP SHARES RACIST VIDEO ON OBAMAS: A WHITE HOUSE STAFFER ERRONEOUSLY MADE THE POST, IT HAS BEEN TAKEN DOWN N/A No analysis
Feb 06, 16:11 *BITCOIN'S FRIDAY REBOUND EXTENDS TO 10%, BACK ABOVE 2021 CYCLE HIGH $IBIT N/A No analysis
Feb 05, 23:38 *US FDA CHIEF MAKARY: FDA WILL TAKE SWIFT ACTION AGAINST COMPANIES MASS-MARKETING ILLEGAL COPYCAT DRUGS, CLAIMING THEY ARE SIMILAR TO FDA-APPROVED PRODUCTS $HIMS N/A No analysis
Feb 05, 22:47 for posterity https://t.co/p7OHnHOMh8 N/A No analysis
Feb 05, 22:30 *STRATEGY'S PHONG: AT WORST CASE, $8,000 BITCOIN PRICE WOULD MAKE IT DIFFICULT TO SERVICE DEBT $MSTR $IBIT N/A No analysis
Feb 05, 22:19 *MICROSTRATEGY CEO PHONG: NO COVENANTS TRIGGERED WITH BITCOIN PRICE BELOW OUR AVERAGE OF $76K $MSTR $IBIT N/A No analysis