1286 storiesJun 1 – Jun 8
$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe
$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc
$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.
Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.
AltCap and Nvidia shareholders face criticism over promoting holdings to retail investors before potential share sales, drawing comparisons with Andrew Left.
Is there a company that has employed a more "prisoner of the moment" approach to capital allocation than $META?
@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?
The 907-918 MHz Part 15 allocation is compared with smaller European and Chinese bands for similar devices.
Shake Shack's $4 million AUV and 20% restaurant margins support new stores despite weaker travel and low-end consumers; at roughly 1x sales, the risk-reward is skewed upward.
PGNT shareholders rejected Sham Gad’s proposal to serve as both CEO and chairman, rebuking the board’s governance plan.
Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…
$CZWI 13d -Salute to Andy @Schornack https://t.co/WOcHVKcvh4
Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…
Baron’s BARAX and BGAFX hold SpaceX at a $1.25 trillion valuation, creating a potential NAV uplift if its IPO prices higher.
Wild to me that when $MAPS was trading 2x higher, it was a seemingly beloved consensus long on here, and now due to STRATEGIC delisting it's traded off massively, sits at net cash, all while generating $40 mm of EBITDA.
Sometimes pattern recognition works $WEBC https://t.co/63FLQJ6YEJ
Amazon’s supply-chain services could pressure UPS, Saia and XPO on domestic parcel and LTL pricing as demand lags, despite trucking support from enforcement and AI-related flatbed demand.
OpenAI’s early compute buying is improving customer service versus Anthropic and pushing AI rivals to match its infrastructure spending.
Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY
Alphabet’s capital raise signals rising data-center and token costs as AI search threatens Google’s advertising margins and search traffic.
Bogota Savings Bank $BSBK and GSL Savings Bank to Merge https://t.co/QlI0EEI1vT
$ABVX https://t.co/PZxxt1GzS6
Investcorp Credit Management BDC is framed as a troubled corner of private credit.
