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VOICE ARCHIVE

@deitaone

@deitaone
217 posts
2026-02-01
$MSTR - BITCOIN FALLS BELOW MICROSTATEGY'S COST BASIS ($76,037) FOR FIRST TIME SINCE OCT 2023
2026-02-01 View on X
Bloomberg

Bitcoin has fallen to ~$77K, down ~5% in 24 hours, over 12% in the past week, and down 39% since its ATH in October 2025; Ethereum is down 21%+ in the past week

Bitcoin fell sharply in early Saturday afternoon trading in New York, tumbling below $80,000 mark to hit levels last seen in April 2025.

2026-01-31
$MSTR - BITCOIN FALLS BELOW MICROSTATEGY'S COST BASIS ($76,037) FOR FIRST TIME SINCE OCT 2023
2026-01-31 View on X
Bloomberg

Bitcoin has fallen to ~$78K, down ~7% in 24 hours, over 12% in the past week, and down ~37% since its ATH in Oct. 2025; Ethereum dropped ~18% in the past week

Bitcoin fell sharply in early Saturday afternoon trading in New York, tumbling below $80,000 mark to hit levels last seen in April 2025.

2026-01-23
INTEL WARNS ON Q1: SUPPLY CONSTRAINTS HIT RESULTS Intel issued a weaker-than-expected first-quarter outlook, citing supply shortages that are limiting its ability to meet strong demand. The company forecast revenue of $11.7-$12.7 billion, below the $12.6 billion analyst
2026-01-23 View on X
CNBC

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+

Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

INTEL WARNS ON Q1: SUPPLY CONSTRAINTS HIT RESULTS Intel issued a weaker-than-expected first-quarter outlook, citing supply shortages that are limiting its ability to meet strong demand. The company forecast revenue of $11.7-$12.7 billion, below the $12.6 billion analyst
2026-01-23 View on X
Reuters

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates

Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …

2026-01-22
TIKTOK US SALE CLEARED BY US AND CHINA The US and China have approved a deal to sell TikTok's US business to a mostly American investor group led by Oracle and Silverlake, ending a yearslong dispute. The deal is expected to close this week, meeting a January 22 deadline tied to
2026-01-22 View on X
Semafor

Sources: the US and China have approved the sale of TikTok's US business to a group of mostly US investors led by Oracle and Silverlake, set to close this week

The US and China have signed off on a deal to sell TikTok's US business to a consortium of mostly US investors led by Oracle and Silverlake …

2025-12-10
META REFINED NEW AI MODEL USING ALIBABA'S QWEN, PEOPLE SAY ALIBABA JUMPS OVER 4% IN US PREMARKET TRADING
2025-12-10 View on X
New York Times

Sources: this fall, Alexandr Wang told people that he disagreed with top Meta execs like Chris Cox and Andrew Bosworth, including on using Instagram data for AI

When Mark Zuckerberg revamped Meta's artificial intelligence operations this year, he recruited a new leader — Alexandr Wang …

*ZUCKERBERG DIRECTS PIVOT AWAY FROM OPEN SOURCE AI AT META
2025-12-10 View on X
New York Times

Sources: this fall, Alexandr Wang told people that he disagreed with top Meta execs like Chris Cox and Andrew Bosworth, including on using Instagram data for AI

When Mark Zuckerberg revamped Meta's artificial intelligence operations this year, he recruited a new leader — Alexandr Wang …

2025-11-30
U.S. BLACK FRIDAY SALES HIT RECORD HIGH U.S. online Black Friday sales reached a record $11.8 billion, up 9.1% from last year, according to Adobe Analytics. Adobe expects Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday. Salesforce reported $18 billion in
2025-11-30 View on X
Forbes

Salesforce: online Black Friday sales grew 6% YoY to $79B globally, including $3B in US sales driven by AI agents; Adobe: US online sales rose 9.1% to $11.8B

Joan Verdon is a veteran retail reporter based in Northern New Jersey.  —  Consumers spent record amounts online on Black Friday …

2025-11-12
MICHAEL BURRY WARNS OF ‘EARNINGS FRAUD’ FROM EXTENDED ASSET LIVES “The Big Short” investor Michael Burry accused major tech firms of inflating profits by extending the useful life of equipment. He said hyperscalers' Nvidia-driven spending should shorten, not lengthen,
2025-11-12 View on X
Bloomberg

Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt

Costing tens of thousands of dollars each, Nvidia Corp.'s pioneering AI chips make up a hefty chunk of the $400 billion …

2025-10-31
*AMAZON 3Q EPS $1.95, EST. $1.58 *AMAZON 3Q NET SALES $180.17B, EST. $177.82B *AMAZON 3Q AWS NET SALES $33.01B, EST. $32.39B
2025-10-31 View on X
CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the thir...

2025-10-13
OPENAI CHIP DEAL WITH BROADCOM COVERS 10GW OF COMPUTE CAPACITY BROADCOM SHARES UP 12% PREMARKET ON CUSTOM AI CHIP DEAL WITH OPENAI
2025-10-13 View on X
Wall Street Journal

OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple billions

The companies plan to deploy 10 gigawatts of custom AI chips over the next four years  —  OpenAI and Broadcom are working together …

2025-09-15
$NVDA - BESSENT: CHINESE NVIDIA INVESTIGATION ANNOUNCEMENT IS POOR TIMING
2025-09-15 View on X
Bloomberg

In a preliminary probe, China rules that Nvidia violated anti-monopoly laws by acquiring Mellanox in April 2020, as the US and China negotiate tariffs in Madrid

China ruled that Nvidia Corp. violated anti-monopoly laws with a high-profile 2020 deal, ratcheting up the pressure on Washington during sensitive trade negotiations.

2025-07-21
*HACKERS ATTACKED GOVT AGENCIES, BUSINESSES IN RECENT DAYS: WAPO *HACKERS EXPLOITED FLAW IN MICROSOFT SERVER SOFTWARE: WAPO $MSFT
2025-07-21 View on X
Bloomberg

Microsoft releases a patch for a SharePoint 0-day RCE flaw exploited globally on thousands of on-prem servers and says SharePoint 2016 updates are in the works

Microsoft Corp. warned that hackers are actively targeting customers of its document management software SharePoint …

2025-06-13
Reports indicate widespread internet outage affecting Spotify, Google, Discord, Twitch, Firebase, and Cursor, with Cloudflare and AWS services also impacted.
2025-06-13 View on X
TechCrunch

Google Cloud suffered an outage on Thursday, affecting many of its customers; Cloudflare, Spotify, Discord, Snapchat, and others experienced service disruptions

Large swaths of the internet went down on Thursday, affecting a range of services, from global cloud platform Cloudflare to popular apps like Spotify.

2025-06-11
TRUMP ON MUSK APOLOGY : I THOUGHT IT WAS VERY NICE THAT HE DID THAT
2025-06-11 View on X
New York Times

Elon Musk says “I regret some of my posts about President Trump last week. They went too far”; last week, Trump said he had no desire to repair the relationship

President Trump and Elon Musk traded social media barbs last week.  Mr. Trump has said that he has no interest …

2025-05-16
COINBASE CHIEF LEGAL OFFICER: REPORTED SEC INVESTIGATION IS A HOLD-OVER FROM PRIOR ADMINISTRATION ABOUT A METRIC WE STOPPED REPORTING 2.5 YEARS AGO
2025-05-16 View on X
New York Times

Coinbase says it is working with the US SEC to close an investigation into whether it misstated its numbers by noting 100M+ “verified users” in its 2021 IPO doc

After he took office, the SEC dropped a lawsuit accusing Coinbase of illegally marketing crypto to the public.  —  But the SEC is still investigating whether Coinbase misstated its...

COINBASE LEGAL HEAD CALLS SEC INVESTIGATION A RELIC OF PAST ADMINISTRATION
2025-05-16 View on X
New York Times

Coinbase says it is working with the US SEC to close an investigation into whether it misstated its numbers by noting 100M+ “verified users” in its 2021 IPO doc

After he took office, the SEC dropped a lawsuit accusing Coinbase of illegally marketing crypto to the public.  —  But the SEC is still investigating whether Coinbase misstated its...

2025-05-08
*OFFICIALS READY REPEAL OF AI DIFFUSION RULE LAUNCHED BY BIDEN *NVIDIA HAS OBJECTED TO RULE AND PRESSED US FOR ITS REVERSAL
2025-05-08 View on X
Bloomberg

The US Commerce Department says it will rescind the Biden-era “AI diffusion rule” to limit AI chip exports from May 15, replacing it “with a much simpler rule”

The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort …

2025-05-07
$AAPL - APPLE'S CUE: SEARCHES IN BROWSER FELL FOR FIRST TIME IN APRIL APPLE'S CUE: APPLE EXPLORING ADDING AI SEARCH TO ITS BROWSER APPLE'S CUE: LOST SLEEP OVER POSSIBILITY OF LOSING REV. SHARE APPLE'S CUE: BELIEVES PERPLEXITY, ANTHROPIC COULD BE OPTIONS
2025-05-07 View on X
Bloomberg

US v. Google: Eddy Cue testifies that Apple is “actively looking at” reshaping Safari to focus on AI search and, in a first, Safari searches dropped in April

Apple Inc. is “actively looking at” reshaping the Safari web browser on its devices to focus on AI-powered search engines …

2025-04-29
🚨 WHITE HOUSE: AMAZON SHOWING TARIFFS ON EACH PRODUCT IS A HOSTILE AND POLITICAL ACT
2025-04-29 View on X
Punchbowl News

Source: Amazon plans to soon show how much President Trump's tariffs are adding to the price of each product, right next to its total listed price

Karoline Leavitt Calls It ‘Hostile’ Move Fox Business : White House calls Amazon tariff pricing display ‘hostile and political act’ Megan Ziegler / FOX 9 Minneapolis-St. Paul : Ama...