DAN IVES: WE’RE ONLY 15% THROUGH THE AI BUILDOUT
Full video on YouTube in the first reply ↓
I sat down with Dan Ives at Zeta Live to discuss $NVDA, $MSFT, $AAPL, $CRWD, $SNOW, $GOOGL, $MRVL, $AVGO and where he sees the AI trade heading into 2027.
@DivesTech believes we’re
Update on the FAA ground stop, which is still in effect.
The FAA now calls the cause a temporary telecommunications outage and says every flight has been accounted for.
Homeland Security Secretary Markwayne Mullin says there is no indication of an cyberattack so far, but he is not ruling anything out.
Update on the FAA ground stop, which took effect at 3:54 p.m. ET and now has a cause.
Transportation Secretary Sean Duffy blamed a communication issue impacting all Air Route Traffic Control Centers, and technicians are investigating.
It came shortly after equipment outage
SMBC is reportedly exploring a significant risk transfer on two data center loan portfolios of roughly $1B and $2B, according to 9fin.
It would shift potential losses to outside investors while SMBC keeps the loans, and no deal has been confirmed.
SMBC helped arrange $18B in construction financing for Oracle $ORCL Project Jupiter, though nothing links those loans to this transfer.
SpaceX $SPCX CEO Elon Musk has said a petition is underway to reinstate Jensen Huang at Nvidia $NVDA and that he is signing it too.
He was replying to Yun-Ta Tsai, who said engineers should take their destiny into their own hands if they want Jensen back.