X wants to make money on previously used handles. | Image: The Verge X's Head of Product, Nikita Bier, announced a change to the platform's creator payouts on Tuesday, but according to Elon Musk, the change isn't going live just yet. Bier shared a post announcing that in determining payments, X "will be giving more weight to impressions from your home region." The motivation appears to be discoura...
X wants to make money on previously used handles. | Image: The Verge X's Head of Product, Nikita Bier, announced a change to the platform's creator payouts on Tuesday, but according to Elon Musk, the change isn't going live just yet. Bier shared a post announcing that in determining payments, X "will be giving more weight to impressions from your home region." The motivation appears to be discouraging engagement farming via political posts, with Bier adding that, "While we appreciate everyone's opinion on American politics, we hope this will disincentivize gaming the attention of US or Japanese accounts." Starting Thursday, we'll be updating our revenue sharing incentives to better reward the content we … Read the full story at The Verge.
J Studios/DigitalVision via Getty Images Back in May 2025, I updated my coverage for Blaize Holdings, Inc. ( BZAI ), arguing the company would need at least another year for a bullish, high-stakes thesis to play out. One year has not yet fully passed. Yet, after reviewing Q4 earnings, I believe we are seeing some light at the end of the tunnel. After a gruesome 2025 for shareholders (with the stoc...
J Studios/DigitalVision via Getty Images Back in May 2025, I updated my coverage for Blaize Holdings, Inc. ( BZAI ), arguing the company would need at least another year for a bullish, high-stakes thesis to play out. One year has not yet fully passed. Yet, after reviewing Q4 earnings, I believe we are seeing some light at the end of the tunnel. After a gruesome 2025 for shareholders (with the stock losing more than 90% since IPO), the business is finally accelerating, proving management’s initial IPO guidance is actually within reach. Q4 earnings: management’s guidance was proven correct! The main risk with a company like Blaize Holdings lies in management’s guidance. Since the company was new to the market, there was effectively no way to know whether guidance could be trusted when they IPO’d. That is especially relevant in the context of SPACs, which are often criticized for failing to create value for (new) shareholders. With Q4 earnings out, we now know that Blaize’s management can, in fact, be trusted. The company reached more than the midpoint of their own 2025 guidance, and they beat the upper end of guidance for Q4. Expenses were, however, higher than initial guidance, and the company lost more than $100 Mln from operations and double that when accounting for change in fair value of Legacy Blaize convertible notes and warrants. The table below summarizes how actuals compare with 2025 guidance, as well as the changes in 2026 guidance as of these last earnings. Data in Millions 2025 IPO guidance 2025 actual 2026 IPO guidance 2026 new guidance Revenue $19 - $50 $38.6 $105 - $140 $130 Total Expenses (Mid-Point) $83.5 $110 $123 n/a Operating Profit -$49 -$103,8 n/a -$50 Click to enlarge Note that the discrepancy between 2025 Revenue, Total Expenses and Operating Profit is due to Cost of Revenue. This figure is not reported in the table, as management did not provide any guidance on it at IPO. Cost of Revenue was $32.4 Mln in 2025, resulting in a gross profit of ~...
In this article MSFT Follow your favorite stocks CREATE FREE ACCOUNT The Microsoft corporate logo is illuminated at the Fira Gran Via booth during the Mobile World Congress in Barcelona, Spain, on March 5, 2026. Joan Cros | Nurphoto | Getty Images Microsoft chief diversity officer Lindsay-Rae McIntyre is the latest executive to leave the software company as it enacts human resources changes to cap...
In this article MSFT Follow your favorite stocks CREATE FREE ACCOUNT The Microsoft corporate logo is illuminated at the Fira Gran Via booth during the Mobile World Congress in Barcelona, Spain, on March 5, 2026. Joan Cros | Nurphoto | Getty Images Microsoft chief diversity officer Lindsay-Rae McIntyre is the latest executive to leave the software company as it enacts human resources changes to capitalize on growing artificial intelligence demand. McIntyre will leave at the end of March to become a chief people officer at another organization next month, Amy Coleman, Microsoft's executive vice president and chief people officer, told employees in a memo published by Business Insider on Wednesday. A Microsoft spokesperson confirmed the legitimacy of the memo to CNBC. The company is going through an "AI-powered transformation," wrote Coleman, who took on her role last year. Microsoft did not immediately have a comment on what the AI transformation entails for its HR group. Several executives have left Microsoft in recent months, including gaming leader Phil Spencer and productivity software head Rajesh Jha. Security executive Charlie Bell became an individual contributor in February. Software stocks have come under pressure as concerns mount about competition from products assembled with generative AI models. Microsoft shares are down 23% so far in 2026. The company has been allocating more capital to data center infrastructure, including Nvidia graphics chips that can run AI models, and focusing more on constructing top-tier AI models. The company is working to show a return on the investment. Read more CNBC tech news New Mexico seeking changes to Meta's platform after jury finds company liable Hugo Barra's return to Meta 5 years after exit underscores Zuckerberg's AI urgency OpenAI shutters short-form video app Sora as company reels in costs Judge presses DOD on why Anthropic was blacklisted: 'That seems a pretty low bar' In January, CEO Satya Nadella touted 15 milli...
Elon Musk said his artificial intelligence company, xAI, plans to upgrade its AI video generator, seizing on an opening left by rival OpenAI ’s decision this week to discontinue its Sora product . “The next Grok Imagine release will be epic,” Musk said in a social media post , referring to xAI’s video creation product. “We are doubling down.” Musk also shared a series of AI-generated videos made w...
Elon Musk said his artificial intelligence company, xAI, plans to upgrade its AI video generator, seizing on an opening left by rival OpenAI ’s decision this week to discontinue its Sora product . “The next Grok Imagine release will be epic,” Musk said in a social media post , referring to xAI’s video creation product. “We are doubling down.” Musk also shared a series of AI-generated videos made with the Grok chatbot on Wednesday. Musk, who co-founded OpenAI and has since clashed with the company, has attempted to compete with ChatGPT and other chatbots by enabling users to quickly create realistic-looking images and videos, among other features. The Imagine video product was described as one of xAI’s four core areas during a staff meeting with Musk in February. OpenAI’s move to shutter its Sora video app may create an opportunity for other rivals, including xAI, Runway AI Inc. and Alphabet Inc. ’s Google. Yet, the ChatGPT maker’s announcement also raises doubts about the costs and rewards of offering an AI video service. The free Sora app quickly rose to the top of Apple’s App Store after its release late last year, but has since fallen in the rankings. Sora, like other AI video generators, also needs a lot more computing power to run. OpenAI’s decision to nix the service coincides with the company’s push to streamline its sprawling product lineup. Musk’s push to stick with xAI’s video product may be complicated by recent staff departures. Guodong Zhang, an xAI co-founder who was in charge of Imagine, left the company earlier this month. Haotian Liu, another employee who worked with Zhang on video strategy, also departed. XAI’s Grok chatbot has also faced a global uproar for spreading nonconsensual explicit images.
(Bloomberg) -- Elon Musk said his artificial intelligence company, xAI, plans to upgrade its AI video generator, seizing on an opening left by rival OpenAI’s decision this week to discontinue its Sora product. “The next Grok Imagine release will be epic,” Musk said in a social media post, referring to xAI’s video creation product. “We are doubling down.” Musk also shared a series of AI-generated v...
(Bloomberg) -- Elon Musk said his artificial intelligence company, xAI, plans to upgrade its AI video generator, seizing on an opening left by rival OpenAI’s decision this week to discontinue its Sora product. “The next Grok Imagine release will be epic,” Musk said in a social media post, referring to xAI’s video creation product. “We are doubling down.” Musk also shared a series of AI-generated videos made with the Grok chatbot on Wednesday. Musk, who co-founded OpenAI and has since clashed wit
Jury Finds Meta and Google Liable in Landmark Social Media Addiction Trial A jury in Los Angeles Superior Court reached a verdict Wednesday in a major "social media addiction" personal-injury trial - finding both Meta Platforms Inc. (Instagram) and Google (YouTube) liable for harms suffered by the plaintiff. Lawyer Mark Lanier, of the plaintiff Kaley G.M., arrives at court in a key test case accus...
Jury Finds Meta and Google Liable in Landmark Social Media Addiction Trial A jury in Los Angeles Superior Court reached a verdict Wednesday in a major "social media addiction" personal-injury trial - finding both Meta Platforms Inc. (Instagram) and Google (YouTube) liable for harms suffered by the plaintiff. Lawyer Mark Lanier, of the plaintiff Kaley G.M., arrives at court in a key test case accusing Meta and Google's YouTube of harming children's mental health through addictive social media platforms, in Los Angeles, California, U.S., March 25, 2026. REUTERS/Mike Blake The jury awarded the plaintiff - a now-20-year-old woman identified in court filings as K.G.M. (publicly referred to as “Kaley”) - $3 million in compensatory damages , assigning 70 percent of the award to Meta and 30 percent to Google, according to Courthouse News ' Hillel Aron. The verdict came after more than eight days of deliberations. Case Details KGM alleged that she became addicted to YouTube beginning around age 6 and to Instagram beginning around age 9. Her lawsuit claimed the companies’ platforms were defectively designed with features such as infinite scroll, algorithmic content recommendations, notifications, autoplay, and engagement-reward systems that foreseeably caused or worsened her depression, anxiety, body dysmorphia, and suicidal thoughts. "This case is about two of the richest corporations in history, who have engineered addiction in children’s brains," Lanier said in February. TikTok and Snap Inc. settled with the plaintiff before trial for undisclosed amounts . The case against Meta and Google proceeded as the first “bellwether” trial in a massive coordinated proceeding involving approximately 1,600 similar lawsuits filed by individuals, families, and school districts. Meta CEO Mark Zuckerberg, center, leaves the Los Angeles Superior Court after testifying in the social media trial tasked to determine whether social media giants deliberately designed their platforms to be addic...
McDonald's ( MCD ) shares snapped six straight sessions of losses, as the stock was up 1.3% at $311.86 on Wednesday. The global fast-food chain fell 5.6% in the preceding six sessions. The stock has advanced about 1% so far this year, compared to a 4% drop in the broader S&P 500 Index ( SP500 ). MCD is down 6% over the past one month. Recently, it was announced that McDonald's new "$3 and under" a...
McDonald's ( MCD ) shares snapped six straight sessions of losses, as the stock was up 1.3% at $311.86 on Wednesday. The global fast-food chain fell 5.6% in the preceding six sessions. The stock has advanced about 1% so far this year, compared to a 4% drop in the broader S&P 500 Index ( SP500 ). MCD is down 6% over the past one month. Recently, it was announced that McDonald's new "$3 and under" addition to its value platform will reportedly begin rolling in the U.S. in April. "MCD’s franchise model drives superior net income margins (31.85%), but valuation and growth metrics remain uninspiring versus peers," pointed out a recent Seeking Alpha analysis. Looking at Seeking Alpha's Quant Rating, MCD has a Hold rating with a score of 3.2 out of 5. The company received an A+ in the prospect of profitability, while it got a D in growth factor. Turning to the Wall Street community , 20 analysts gave MCD a Buy and above rating. 15 analysts have given the stock a Hold recommendation, while two recommended Strong Sell. Seeking Alpha analysts are cautious and see the stock as a Hold. More on McDonald's McDonald's McValue 2.0 Menu Is Appetizing But Valuation Leaves Little Room For Upside McDonald's: The One Restaurant Chain That Is Thriving Three Reasons To Own McDonald's Now McDonald's in Shanghai deploys humanoid robots to serve diners McDonald's to pressure fast-food rivals with $3 and under menu items
SoundHound AI, Inc. (NASDAQ:SOUN) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller inquired about the stock and noted that, while it has been getting “annihilated,” it has been up recently. Cramer replied: Well, look, I have to tell you, the stock only got to […]
SoundHound AI, Inc. (NASDAQ:SOUN) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller inquired about the stock and noted that, while it has been getting “annihilated,” it has been up recently. Cramer replied: Well, look, I have to tell you, the stock only got to […]
Micron Technology, Inc. (NASDAQ:MU) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller expressed interest in adding to their position in the stock following the company’s latest quarterly earnings report and asked whether it still has “room to grow.” Cramer commented: Okay, so Micron is […]
Micron Technology, Inc. (NASDAQ:MU) is featured in Mad Money’s latest recap as Jim Cramer shared his buy, sell, or hold verdict. A caller expressed interest in adding to their position in the stock following the company’s latest quarterly earnings report and asked whether it still has “room to grow.” Cramer commented: Okay, so Micron is […]
JHVEPhoto Barclays Plc ( BCS ) is pulling back on some asset-based lending to smaller firms as it deals with loan defaults of failed companies Tricolor Holdings and Market Financial Solutions, according to a media report on Wednesday. The bank is turning more to loans and securitizations for larger corporations, Bloomberg News reported, citing people with knowledge of the matter. It has also incre...
JHVEPhoto Barclays Plc ( BCS ) is pulling back on some asset-based lending to smaller firms as it deals with loan defaults of failed companies Tricolor Holdings and Market Financial Solutions, according to a media report on Wednesday. The bank is turning more to loans and securitizations for larger corporations, Bloomberg News reported, citing people with knowledge of the matter. It has also increased pricing to reflect higher perceived risks, one of the people said. It's a dynamic situation, though. Barclays ( BCS ) does adjust lending portfolios to reduce risk and can revise terms or collateral in response, one person told Bloomberg. The bank could resume its previous course if the risk profile changes, the person added. Barclays ( BCS ) disclosed about £160.6B ($215B) of exposure to securitized assets as sponsor of such deals at the end of 2025, down slightly from a year earlier. That amount also includes residential mortgages and corporate loans. Last week, Barclays ( BCS ) CEO CS Venkatakrishnan said the company's impairment for MFS will be "materially lower" than its £500M exposure to the collapsed property lender. More on Barclays Barclays PLC (BCS) Presents at European Financials Conference 2026 Transcript Barclays: The Market Overheated, But The Bull Case Now Offers Strong Returns Barclays PLC (BCS) Q4 2025 Earnings Call Transcript Barclays owed ~£500M by collapsed lender MFS - report
Terrible 5Y Auction: Worst Bid To Cover In 4 Years, Highest Tail Since 2024, Dealers Jump Another day, another very ugly auction. After yesterday's appallingly bad 2Y auction, moments ago the Treasury sold $70BN in 5Y paper in what was another terrible auction. Just after 1pm, the auction stopped at a high yield of 3.966%, up from 3.608% in February and the highest since May 2025. It also tailed t...
Terrible 5Y Auction: Worst Bid To Cover In 4 Years, Highest Tail Since 2024, Dealers Jump Another day, another very ugly auction. After yesterday's appallingly bad 2Y auction, moments ago the Treasury sold $70BN in 5Y paper in what was another terrible auction. Just after 1pm, the auction stopped at a high yield of 3.966%, up from 3.608% in February and the highest since May 2025. It also tailed the When Issued 3.966% by 1.4bps, the biggest tail since Oct 2024. The bid to cover was 2.29, down from 2.32 last month and the lowest since Sept 2022. The weak demand picture was also seen in the internals, where Indirects dropped to 61.9% from 62.5%, but was above the recent average of 61.7%. Like yesterday, Directs dropped - if to a lesser extent - taking down 22.48% of the auction, down from 24.70% and the lowest since May 2025. Dealers were left to cover the balance, taking 15.6%, the most since May 2024. Overall, this was another very ugly auction, if slightly better than yesterday's dismal sale of 2Y paper. Still, that is hardly a endorsement at a time when the US is about to see a surge in war-related deficit funding demands. Tyler Durden Wed, 03/25/2026 - 13:18
g-stockstudio/iStock via Getty Images Hyperliquid Strategies Inc. ( PURR ), led by Atlas Merchant Capital chiefs David Schamis (CEO) and Bob Diamond (Chairman), is a relatively new digital asset treasury company (DATCo) focused on the Hyperliquid ( HYPE-USD ) token. Like many other DATCos before it, PURR came about by combining with an existing listed company, Sonnet BioTherapeutics, after which i...
g-stockstudio/iStock via Getty Images Hyperliquid Strategies Inc. ( PURR ), led by Atlas Merchant Capital chiefs David Schamis (CEO) and Bob Diamond (Chairman), is a relatively new digital asset treasury company (DATCo) focused on the Hyperliquid ( HYPE-USD ) token. Like many other DATCos before it, PURR came about by combining with an existing listed company, Sonnet BioTherapeutics, after which it added 12.5m HYPE (at a ~$581m cost) to its balance sheet, along with ~$300m of cash. The underlying asset, HYPE, is unique in the listed space for being a token that accrues value based on fee-funded buybacks, rather than a coin (e.g., Bitcoin ( BTC-USD ), Ether ( ETH-USD ), Solana ( SOL-USD )). These fees come from activity on Hyperliquid, a fast-growing perpetual futures exchange running on its own blockchain. The traction Hyperliquid has seen since its launch is reflected in HYPE’s outperformance - even through a crypto bear market. Coingecko More recently, however, the investment case has seen two material shifts. Firstly, from HYPE, which has seen its price pull back quite significantly along with the rest of the market. Secondly, from PURR stock, which has flipped from an initial discount to a big premium to parity with its underlying net asset value (or mNAV)—unusual in today’s crypto DATCo space, where wide discounts are the norm. Artemis In light of these changes, along with the release of its first quarterly report, it’s worth taking a closer look at PURR. PURR-ing Through The Quarter 1. Status Quo Staking Update. The key P&L highlight from PURR’s latest quarter was the $500k in revenue earned from staking (i.e., participating in the process of validating and producing blocks for the Hyperliquid blockchain) all of its HYPE holdings. Keep in mind this was for just the one month; annualized, this implies a staking yield just below 2%. Hyperliquid Strategies For context, PURR doesn’t run its own node (unlike key peer Hyperion DeFi (HYPD)) and therefore doesn’t earn...