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The two companies account for $87.7 billion of the AI infrastructure firm's total contract value as it prepares to list in New York

Oracle's latest quarterly report shows it is on track to become the next big winner in the AI infrastructure boom.

Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip industry prices silicon.

The producer of advanced video processing semiconductors for AI reported a notable insider stock sale.

*$1M Attention Guide: 15+ ways to get eyeballs on what you're building* https://clickhubspot.com/c764Episode 863: Shaan Puri ( https://x.com/ShaanVP ) and Sam Parr ( https://x.com/theSamParr ) talk to Grant Lafontaine ( https://x.com/GrantLaFontaine ) the founder of Whatnot. —Show Notes:(0:00) Intro(1:00) Grant turned down Shaan’s investment(2:12) Shaan buys a crab on Whatnot(3:58) First 1,000 users(19:07) Black hat growth tactics(28:52) 30 sales to $2.3M in year 1(34:03) $2.3M to $163M in year 2(34:56) $163M to $1B in year 3(37:02) How to be a billion-dollar founder(42:04) Going all the way deep on a single problem(45:44) Don’t let people use fancy language(49:48) Being disagreeable but likable(50:43) The reason I left Facebook(53:39) “If you think you’re moving fast, you’re probably not”(54:13) Trends: NeeDohs, squishies, gold bars(56:21) 9-figure sellers—Links:• Whatnot - https://www.whatnot.com/ —Check Out Sam's Stuff:• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm—Check Out Shaan's Stuff:• Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.• Mercury - Shaan uses Mercury across all of his companies. you can too: http://mercury.com/ Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., Members FDIC• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:beehiiv.com/mfm-challengeMy First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

Loren Finegold (left) and Ed Comber (right). By Karen Roman Vinson & Elkins said partners Loren Finegold and Ed Comber joined its Structured Finance and Securitization practice in New York, with Mr. Finegold becoming head of the practice. Both partners previously served at Latham & Watkins and have worked together for nearly a decade. Mr. Finegold […] The post Loren Finegold, Ed Comber Join Vinson & Elkins NY Practice, Finance & Infrastructure Growth appeared first on CorpGov.

General Motors Co.‘s CEO Mary Barra said skilled-trades careers could be "a little more AI-proof" than some other jobs as the U.S. faces a growing shortage of workers with technical skills. In an episode of Fortune’s Titans and Disruptors of...

Eli Lilly is posting 48% revenue growth while its stock sits nearly flat for the year, and that disconnect points to something Wall Street may be mispricing entirely.

Bank of America (BofA) has maintained its 'buy' rating and $101 price target on Uber Technologies Inc (NYSE:UBER, XETRA:UT8), saying autonomous vehicle (AV) competition will remain the main theme for the ridesharing sector. The broker expects Uber to retain about 73% of the US mobility market...

CEO Dave Ricks also broke ground Monday on a $6.5 billion manufacturing plant in Houston that Lilly expects will be operational by 2030

With a current and rising yield of 5.8%, you're going to want to watch this space.

Oura is offering 50 million shares at $40 to $44 each, targeting a fully diluted valuation of $15.62 billion

Broadcom's AI revenue roadmap is secured for years, backed by commitments from the world's tech giants. Intel's turnaround is making progress, but the foundry business still needs to prove it can win at commercial scale.

Muse’s rapid adoption is reportedly putting fresh attention on the CPU layer of AI infrastructure, an area Arm has been targeting directly with its new data-center silicon.

Halliburton has signed agreements with Brazil’s Eneva and Venezuelan engineering firm WESCA as the U.S. oilfield services giant positions itself for a broader revival of Venezuela’s oil and gas industry.

Investing.com -- Advanced Micro Devices briefly surpassed $1 trillion in market capitalization for the first time on Monday, becoming the fourth U.S. chipmaker to reach the milestone as investors increase their bets on the company's growing presence in AI computing.

One of Wendy’s largest U.S. franchisees has filed for bankruptcy protection after Wendy’s tried to terminate its franchise agreement. Meritage Hospitality Group, which operates 314 Wendy’s restaurants in 15 states, said in a statement last week it intends to keep operating its restaurants and paying its 9,000 employees during the bankruptcy process. Grand Rapids, Michigan-based Meritage filed its bankruptcy petition in federal court in western Michigan on Sept. 17.

The Philadelphia semiconductor index, known as SOX, rose Monday after completing its annual reconstitution.

Ireland's Data Protection Commission found Google mishandled location data across three features from 2018 to 2020

Diesel just delivered J.B. Hunt its worst single-day drop in recent memory, yet Wall Street still sees shares climbing more than 25% from here. The question is whether management can close the gap between surging costs and lagging fuel surcharges before investors lose patience.

RF plans to add up to 150 branches over the next three to four years, targeting key Southeast markets. Can expansion drive growth?

A landmark multi-state settlement clears regulatory hurdles, setting the stage for one of Hollywood's largest media mergers in history.

Bank of America (BofA) has reiterated its 'Neutral' rating on United Parcel Service Inc (NYSE:UPS) and cut its price target to $108 from $115, citing weaker domestic package volumes and lower earnings expectations. The broker lowered its 2026 revenue estimate to $91.3 billion from $92.5...

Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiation risk cuts both ways: it can hurt vulnerable supply chains or reward businesses positioned as alternative providers. This article walks through three stocks potentially exposed to these headlines and why their role in the rare-earths story matters for...

Moderna’s personalized cancer vaccine, intismeran autogene, will feature at the annual meeting of the European Society for Medical Oncology.

GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.

Oil fell back toward $100 and chip stocks went vertical. The S&P 500 is within 1% of a record again.

Autodesk (ADSK) trades near $217, about 32% lower than a year ago. Investors fear AI tools could disrupt its software, and the shares dropped after the late-August report. Yet revenue over the past twelve months reached $7.8 billion, up 17.9%. A three-year scenario on its own numbers shows how much of that growth could reach the stock.

Recent comments from Hut 8 (HUT) co-founder Marc van der Chijs about AI safety and Bitcoin drew fresh attention to the company’s move into AI data centers and its role in high performance computing. For context, Hut 8 shares closed at US$98.74, with a 1-day share price return of 8.52% and a 30-day share price return of 22.11%, while the 90-day share price return fell 18.06% and the 1-year total shareholder return reached 160.73%. This suggests strong longer term momentum even after recent...

Eli Lilly (LLY) is back in focus after the U.S. Food and Drug Administration granted full approval for Inluriyo, used with Verzenio in certain ESR1 mutated metastatic breast cancer patients. Eli Lilly’s share price has eased over the past month, with a 30-day share price return of 8.16% in the red. However, the 1-year total shareholder return of 53.68% and roughly 4x gain over five years point to momentum that remains firmly intact. Compare Eli Lilly’s oncology and obesity story with other...