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01.02.26 - 07:24
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CSPs ramp up AI capex as supply chain gains confidence (Digitimes)
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The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also increasing its spending significantly. Unlike consumer electronics sectors struggling with memory shortages, neither major CSP mentioned such issues during their earnings calls....
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01.02.26 - 00:01
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Palmer Luckey One-Shots Jason Calacanis Over Epstein Ties (ZeroHedge)
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Palmer Luckey One-Shots Jason Calacanis Over Epstein Ties
The beef between Anduril founder Palmer Luckey and Silicon Valley angel investor Jason Calacanis goes back nearly a decade - when Calacanis joined a media circus slamming Luckey for a $10,000 donation to a pro-Trump group in 2016. The donation sparked widespread backlash among Silicon Valley's liberal elite, and resulted in calls to boycott Luckey's Oculus VR (which he founded and sold to Facebook in 2014 for $2 billion), along with his eventual ouster from Facebook.
Image: Peter H. Diamandis
In 2022, Luckey confronted Calacanis - co-host of the 'All-In' podcast, at the VC's own event over what he characterized as "NPC thinking" (non-playable characters, aka idiots who follow their party's 'current thing').
Last year, Luckey said, "Jason just lies to his followers whenever he feels embarrassed, always blocking replies from anyone who doesn't give him money. For example, accusing my cofounder of photoshopping...
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31.01.26 - 03:15
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Top Research Reports for Meta, Palantir and Amphenol (Zacks)
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Today's Research Daily features new research reports on 16 major stocks, including Meta Platforms, Inc. (META), Palantir Technologies Inc. (PLTR) and Amphenol Corporation (APH), as well as a micro-cap stock, National Research Corp. (NRC)....
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