META teams with NVIDIA to scale AI infrastructure and personalization for 3.58B users, but soaring 2026 spending could pressure shares in the near term.
META teams with NVIDIA to scale AI infrastructure and personalization for 3.58B users, but soaring 2026 spending could pressure shares in the near term.
A Chinese flag flutters at top of a building of China Customs, at a terminal of the Yantian port in Shenzhen, Guangdong province, China October 30, 2025. Tingshu Wang | Reuters The U.S. trade deficit swelled in December, closing out a year in which the imbalance was essentially unchanged despite efforts by the Trump administration to close the wide gap. Closing out a tumultuous year in the global ...
A Chinese flag flutters at top of a building of China Customs, at a terminal of the Yantian port in Shenzhen, Guangdong province, China October 30, 2025. Tingshu Wang | Reuters The U.S. trade deficit swelled in December, closing out a year in which the imbalance was essentially unchanged despite efforts by the Trump administration to close the wide gap. Closing out a tumultuous year in the global marketplace, the goods and services shortfall in December totaled $70.3 billion, the Commerce Department reported Thursday. That marked an increase of $17.3 billion from November and was well above the Dow Jones consensus estimate for $55.5 billion. For the full year, the U.S. ran a $901.5 billion deficit, actually down slightly from 2024 but only by 0.2%, or $2.1 billion. The total was also a bit less than the record $923.7 billion shortfall in 2022. The report follows a year in which President Donald Trump implemented a series of aggressive tariffs aimed at leveling the global playing field. In April, Trump announced an across-the-board duty of 10% on all imports as well as a a bevy of so-called reciprocal tariffs aimed at specific countries that had run up surpluses against the U.S. However, during the course of the year Trump softened many of those positions, and negotiations with major trading partners are ongoing. In an effort to get a ahead of the tariffs, companies front-loaded imports during the first three months of the year. The trend abated following the early effort, with October registering the lowest monthly deficit since 2009. The U.S. had its largest goods deficit with the European Union, at $218.8 billion, followed by China ($202.1 billion) and Mexico ($196.9 billion).
New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City, a blow to Alphabet Inc. ’s Waymo as it seeks to aggressively expand its driverless fleet this year. The proposal, which Hochul had included in a policy preview she presented last month, would have allowed autonomous-vehicle companies such as Waymo to apply for permis...
New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City, a blow to Alphabet Inc. ’s Waymo as it seeks to aggressively expand its driverless fleet this year. The proposal, which Hochul had included in a policy preview she presented last month, would have allowed autonomous-vehicle companies such as Waymo to apply for permission to pilot their services without human operators in the vehicle. The decision to withdraw the plan was confirmed Thursday by the governor’s office to Bloomberg News. “While we are disappointed by the Governor’s decision, we’re committed to bringing our service to New York and will work with the state legislature to advance this issue,” a Waymo spokesperson said in a statement provided to Bloomberg. The move is a setback for Waymo, which is planning to hit more than 1 million paid weekly robotaxi rides in the US by the end of this year. The company has said it plans to expand across 20 cities in 2026 in the US and abroad, including in Dallas, San Antonio, Orlando, Nashville and London. Although Hochul’s initial proposal excluded New York City, expanding in the rest of the state would have gotten Waymo a step closer to serving one of the biggest ride-hailing markets in the world. Shares of Alphabet briefly fell as much as 1% after the news, but has since recovered to be little changed. Shares of Tesla Inc. , which has begun offering robotaxi services at a small scale in the US, fell as much as 1.8%. Waymo Co-Chief Executive Tekedra Mawakana told Bloomberg Television last week that the state had shown interest in launching robotaxis. Even if it was outside New York City, “that gives us an opportunity to grow more fans,” she said, adding that some consumers of the service have been calling for robotaxis in the city. Read More: Waymo Co-CEO Outlines Path to 1 Million Weekly Trips in 2026 “We hear from thousands of New Yorkers who have experienced Waymo in other cities and wa...
“We’re going to continue to drive innovation across the entire product portfolio, which also includes how we manufacture sensors,” Dexcom CEO Jake Leach tells Bloomberg Intelligence, outlining the company’s strategy to expand the use of continuous glucose monitors to more diabetic patients and beyond. In this Vanguards of Health Care podcast episode, Leach joins BI analyst Matt Henriksson for an i...
“We’re going to continue to drive innovation across the entire product portfolio, which also includes how we manufacture sensors,” Dexcom CEO Jake Leach tells Bloomberg Intelligence, outlining the company’s strategy to expand the use of continuous glucose monitors to more diabetic patients and beyond. In this Vanguards of Health Care podcast episode, Leach joins BI analyst Matt Henriksson for an in-depth discussion on Dexcom’s transition to the G7 15 Day sensor, aimed to reduce the frequency of
Clubs who did not play are to get solidarity payments No formula determined for dividing the money Frustration is growing among clubs globally at the extended wait for £185m of solidarity payments promised by Fifa on the back of last summer’s Club World Cup. Clubs that did not participate in the tournament were promised a share of the sum, designed to ensure a proportion of the event’s funding was...
Clubs who did not play are to get solidarity payments No formula determined for dividing the money Frustration is growing among clubs globally at the extended wait for £185m of solidarity payments promised by Fifa on the back of last summer’s Club World Cup. Clubs that did not participate in the tournament were promised a share of the sum, designed to ensure a proportion of the event’s funding was distributed throughout the football pyramid. If shared equally it would amount to about £50,000 for every top-flight club in the world but, more than seven months after the Club World Cup’s conclusion, there is no sign of the money and no timescale for its distribution. The Guardian understands Fifa is yet to determine how the money will be allocated. Continue reading...
Co-Packaged Optics (CPO) is driving innovation in advanced semiconductor packaging, essential for next-gen electronics and AI-driven data growth. Key opportunities lie in leveraging patents to strengthen market strategies, as major players like Intel and TSMC expand their IP portfolios globally, targeting optical I/O technologies for improved performance and energy efficiency.Dublin, Feb. 19, 2026...
Co-Packaged Optics (CPO) is driving innovation in advanced semiconductor packaging, essential for next-gen electronics and AI-driven data growth. Key opportunities lie in leveraging patents to strengthen market strategies, as major players like Intel and TSMC expand their IP portfolios globally, targeting optical I/O technologies for improved performance and energy efficiency.Dublin, Feb. 19, 2026 (GLOBE NEWSWIRE) -- The "Co-Packaged Optics & Optical Interconnects Patent Landscape Analysis 2026"
piranka/E+ via Getty Images Thesis review Right after the publication of my article on Globalstar ( GSAT ), SpaceX ( SPACE ) announced the acquisition of EchoStar ( SATS ) spectrum assets for $17 billion. This deal raised eyebrows for most investors, and we started seeing rumors spreading that the next acquisition target could be GSAT. This rumor resulted in GSAT rallying by more than 19% in a sin...
piranka/E+ via Getty Images Thesis review Right after the publication of my article on Globalstar ( GSAT ), SpaceX ( SPACE ) announced the acquisition of EchoStar ( SATS ) spectrum assets for $17 billion. This deal raised eyebrows for most investors, and we started seeing rumors spreading that the next acquisition target could be GSAT. This rumor resulted in GSAT rallying by more than 19% in a single day. To date, the stock price has risen by almost 100% since my sell rating. Clearly this article didn't age well and got me thinking hard about what I could have missed in my initial analysis. My main concern about GSAT was that it sources the majority of its revenue from Apple, and given that we are seeing an increasing number of SAT companies aggressively pursuing the D2D market, this could result in Apple switching to a better provider, likely SpaceX, which could cut GSAT revenue by more than 60%. This level of risk doesn't justify the premium valuation GSAT is currently trading at. I have noted down a few rebuttals to my bearish take, and they have compelled me to rerate GSAT from a sell to a hold. GSAT performance (Seeking Alpha) The first rebuttal to my bearish take is that even though GSAT has a customer concentration risk, the partnership with Apple is very pivotal to both entities, and given the scale of Apple's operation and the amount of free cash it generates in a given year, the reimbursement obligations are a tiny drop, and Apple would rather expand the base of its satellite service providers than switch from one to another. The only thing that could put the contract agreement at risk of termination is if GSAT fails to provide a better service to Apple after it has launched replacement satellites and fully upgraded and expanded its MSS infrastructure. These are medium- to long-term milestones, and in the meantime, GSAT will continue to enjoy cash injections from Apple. The second rebuttal is that, suppose the contract gets terminated, this will definitely...