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VOICE ARCHIVE

Brian Sullivan

@sullycnbc
24 posts
2026-01-30
When you're burning through as much cash as OpenAI, the huge influx of capital from an IPO is huge.  Tech and big money investors putting have been putting in billions to fund the company ... but a public equity stake is a whole new ballgame!  Another benefit: the books get opened!  #OpenAI #IPO #showmetheS1
2026-01-30 View on X
Wall Street Journal

Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO

Rivals are competing to be the first major generative AI startup to tap the public markets  —  OpenAI is laying the groundwork …

2026-01-13
The President's post about data centers and big tech is likely bullish for $CEG, $VST, $NRG and other power producers with electricity to sell. It implies he's going to push Microsoft, Amazon, Alphabet and others to pay a lot more for electricity to offset any potential rise on
2026-01-13 View on X
Business Insider

Trump says that Microsoft will “ensure” Americans don't have higher power bills due to data centers and Big Tech must “pay their own way” for their data centers

- President Donald Trump asks tech companies to “pay their own way” for their data centers.

The President's post about data centers and big tech is likely bullish for $CEG, $VST, $NRG and other power producers with electricity to sell. It implies he's going to push Microsoft, Amazon, Alphabet and others to pay a lot more for electricity to offset any potential rise on
2026-01-13 View on X
GeekWire

Microsoft changes its data center approach, pledging to pay its own power costs, reject tax breaks, and replenish more water than it uses, amid local opposition

President Trump was right about Microsoft — but he only leaked part of the story.  —  Microsoft is changing its approach to building …

2025-12-19
In a year of surprises, Trump's media company merging with a nuclear power company is easily a top 5 [image]
2025-12-19 View on X
Financial Times

Trump Media agrees to merge with Google-backed fusion energy company TAE in a $6B deal and build the “world's first utility-scale fusion power plant” in 2026

NOTE: Our Forums and CMS and RSS were nixed when our host updated Perl … Liz Hoffman / Semafor : America is becoming the world's dumb money Dominic Preston / The Verge : Trump Medi...

2025-08-23
Trump ‘asking’ Intel to give 10% to the US Gov't in return for the Chips Act money. Not exact same as taxpayer taking stakes in GM or some big banks, but it does rhyme. So .. do we call it an Intel bailout or no? [image]
2025-08-23 View on X
Intel

Intel says the US will make an $8.9B investment by purchasing 433.3M primary shares of Intel common stock for $20.47/share; INTC closed on August 22 at $24.80

U.S. Government to make $8.9 billion investment in Intel common stock as company builds upon its more than $100 billion expansion of resilient semiconductor supply chain

2024-11-28
“Hey let's drop this after the markets close on the last real trading day for 4 days” “Cool” Some peeps are going out HOT.
2024-11-28 View on X
Bloomberg

Sources: the US FTC opens an antitrust investigation into Microsoft, focusing on its cloud and software licensing business and its cybersecurity and AI products

- FTC has sent detailed information demand to Microsoft  — Questions focus on software licensing, cybersecurity and AI

2024-11-03
Wow .. Nvidia & Sherwin Williams are IN the Dow Jones Industrial average .. replacing Intel and Dow (Chemical) Intel joined the DJIA in 1999. Ends 25 year run. We know DJIA doesn't really matter for investors but kind of another punch in the gut for Intel. more now on
2024-11-03 View on X
Bloomberg

Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999

Intel's 25-year reign has come to an end Varsha Agarwal / DNA India : Nvidia to replace rival Intel in Dow Jones indices by November 8 Kara Greenberg / Investopedia : Nvidia To Tak...

2024-11-02
Wow .. Nvidia & Sherwin Williams are IN the Dow Jones Industrial average .. replacing Intel and Dow (Chemical) Intel joined the DJIA in 1999. Ends 25 year run. We know DJIA doesn't really matter for investors but kind of another punch in the gut for Intel. more now on
2024-11-02 View on X
Bloomberg

Nvidia will replace Intel in the Dow Jones Industrial Average on November 8, after Amazon replaced Walgreens in February 2024; Intel joined the index in 1999

- Intel, Dow Inc. are set to leave the 30-member index  — Nvidia up 3.2% in post-market trading, while Intel is down 2%

2023-11-02
Nearly finished with Going Infinite, the book on FTX and Bankman-Fried. Another gem from Lewis. Some things that struck me: > SBF obsessed with games and viewed FTX and trading as just another game > Bankman-Fried was clearly trying to ‘buy’ certain elections - mostly...
2023-11-02 View on X
The Verge

US v. SBF: in closing statements, the US relied heavily on evidence to argue SBF is guilty and he was “greedy” while SBF's defense managed to make things worse

Mistakes aren't illegal, but fraud is — and Bankman-Fried's lawyers never made his defense land.

2023-07-26
Just broke .. more on @LastCallCNBC tonight .. Remember the FTC heads big law school paper was basically on Amazon and antitrust https://www.politico.com/...
2023-07-26 View on X
Politico

Sources: the FTC is finalizing its antitrust suit against Amazon and is likely to file its case in federal court rather than its own tribunal as soon as August

FTC readies lawsuit that could break up Amazon  —  https://www.politico.com/... Twitter: @ethangach : My favorite fan mantra from the Xbox Activision hearing was that losing cases ...

2023-05-25
Nvidia's market cap *gain right now is nearly double Intel's *entire value.* $NVDA $INTC #randombutinteresting [image]
2023-05-25 View on X
CNBC

Nvidia reports Q1 revenue down 13% YoY to $7.19B, vs. $6.52B est., Data Center revenue up 14% YoY, and a Q2 revenue forecast above estimates; NVDA jumps 25%+

- Nvidia reported first-quarter earnings for its fiscal 2024 on Wednesday, with a stronger-than-expected forecast that drove shares up 26% in extended trading.

2023-04-30
This is fantastic. Media needs easy-to-pay revenue streams that don't involve pricey or long-term subscriptions which can scare people off. Kudos. https://twitter.com/...
2023-04-30 View on X
@elonmusk

Elon Musk claims that Twitter plans to let media publishers charge users on a per-article basis, with one click, starting in May 2023

Rolling out next month, this platform will allow media publishers to charge users on a per article basis with one click. This enables users who would not sign up for a monthly subs...

2023-03-14
WOW: Former Congressman Barney Frank - for whom the “Frank” in Dodd-Frank bank regulation bill was named - has been working to *ease* bank regs since joining board of Signature Bank. More on @LastCallCNBC 7p ET tonight https://www.wsj.com/...
2023-03-14 View on X
New York Times

Signature's and SVB's collapse was aided by GOP-led Dodd-Frank reforms that raised the “stress test” threshold from $50B to $250B, pushed for by SVB executives

Officials with Signature and Silicon Valley banks, which regulators seized in recent days, called for looser financial requirements for midsize banks.

2023-03-12
The run on west coast banks is scary ... but what's probably a lot more scary is how thousands of SVB employees feel right now who are probably going to lose their jobs. 48 hours ago it was just another day at the office. Now, there may be no office. People matter.
2023-03-12 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or... https://twitter.com/... Bob Elliott / @bobeunlimited : Fed/FDIC decisions on SVB determine whether they r...

2023-03-11
The run on west coast banks is scary ... but what's probably a lot more scary is how thousands of SVB employees feel right now who are probably going to lose their jobs. 48 hours ago it was just another day at the office. Now, there may be no office. People matter.
2023-03-11 View on X
Bloomberg

As the “Bank of Startups”, Silicon Valley Bank collapsed from its exposure to interest-rate risk, a lack of diversity among depositors, and VC herd mentality

Programming note: Money Stuff was supposed to be off today, but: bank run!  —  SVB

2023-03-10
Banks crushed today .. contagion fears ramping .. Silicon Valley Bank ($SVB) the catalyst today .. Silvergate yesterday. not a good sign. https://twitter.com/...
2023-03-10 View on X
Financial Times

Silicon Valley Bank launches a $2.25B share sale after losing ~$1.8B on its ~$21B of US Treasuries and mortgage-backed securities

Technology-focused lender suffered loss on $21bn portfolio of Treasuries and mortgage-backed securities  —  Silicon Valley Bank has launched a $2.25bn share sale …

2022-12-02
Need to know which people at the firm had the authority to: 1) shift the assets from FTX to Alameda and, 2) who could've apparently misrepresented Alameda's positions (the “discrepancy” he keeps referring to) https://twitter.com/...
2022-12-02 View on X
New York Times

A video and live blog of Sam Bankman-Fried being interviewed by Andrew Ross Sorkin at the New York Times' DealBook Summit, covering FTX, Alameda, and more

FTX, the crypto exchange Mr. Bankman-Fried founded, declared bankruptcy this month in a failure that wiped out billions of investor dollars.

2022-12-01
Need to know which people at the firm had the authority to: 1) shift the assets from FTX to Alameda and, 2) who could've apparently misrepresented Alameda's positions (the “discrepancy” he keeps referring to) https://twitter.com/...
2022-12-01 View on X
Bloomberg

In his NYT interview, SBF gave few straight answers while admitting to gross errors, denying claims of fraud, and claiming he “didn't knowingly commingle funds”

Mystery continues to shroud the missing billions at bankrupt crypto exchange FTX after its disgraced founder Sam …

Need to know which people at the firm had the authority to: 1) shift the assets from FTX to Alameda and, 2) who could've apparently misrepresented Alameda's positions (the “discrepancy” he keeps referring to) https://twitter.com/...
2022-12-01 View on X
New York Times

A video and live blog of Sam Bankman-Fried being interviewed by Andrew Ross Sorkin at the New York Times' DealBook Summit, covering FTX, Alameda, and more

FTX, the crypto exchange Mr. Bankman-Fried founded, declared bankruptcy this month in a failure that wiped out billions of investor dollars.

2022-11-17
Didn't see this Vox article until tonight. It's basically a recap of a late night message session between Bankman-Fried (I won't call him ‘SBF’ .. seems glib) and the author (who knows him). It's .. bonkers. If the messages are authentic .. https://www.vox.com/...
2022-11-17 View on X
Vox

A chat via DM with SBF on why regulators “make everything worse”, FTX and Alameda's “messy accounting”, why he regrets filing for bankruptcy, ethics, and more

The fallen crypto CEO on what went wrong, why he did what he did, and what lies he told along the way.