When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was a year and a half ago and a lot has changed since then, especially with the arrival of agentic platforms like Claude Code. So what exactly is Goldman Sachs doing with AI now? And what has its experien...
When we last spoke to Marco Argenti, chief information officer at Goldman Sachs, we were talking about how the bank was deploying AI, including the development of its own internal tools. But that was a year and a half ago and a lot has changed since then, especially with the arrival of agentic platforms like Claude Code. So what exactly is Goldman Sachs doing with AI now? And what has its experience with the new tech been like so far? On this episode, we catch up with Marco to discuss what AI deployment at the bank actually looks like at the moment — including how AI coding is changing the work of its developers and engineers — to all the data challenges and regulatory concerns that come with integrating this technology at scale. (Source: Bloomberg)
杰瑞股份公告，近日全资子公司GenSystems Power Solutions LLC（简称“GPS”）与美国某客户签署了燃气轮机发电机组销售合同，合同金额为3.41亿美元（约合23.59亿元人民币），约占公司2024年度经审计营业收入的17.66%，预计将对公司未来经营业绩产生积极影响。合同是自2025年11月以来，公司与美国客户签署的第五份燃气轮机发电机组销售合同，交易对手方为公司近期在美合...
杰瑞股份公告，近日全资子公司GenSystems Power Solutions LLC（简称“GPS”）与美国某客户签署了燃气轮机发电机组销售合同，合同金额为3.41亿美元（约合23.59亿元人民币），约占公司2024年度经审计营业收入的17.66%，预计将对公司未来经营业绩产生积极影响。合同是自2025年11月以来，公司与美国客户签署的第五份燃气轮机发电机组销售合同，交易对手方为公司近期在美合作的第四家客户。
UAE Unveils Jet-Powered Kamikaze Drone As War Gets A Lot Scarier UAE state-backed defense company EDGE Group has released footage on X, unveiling a new low-cost, jet-powered kamikaze drone, the latest signal that the hyperdevelopment of drone warfare is accelerating. EDGE Group unveiled the Shadow 25, a jet-powered loitering munition described as a rapid-strike system designed to deliver precision...
UAE Unveils Jet-Powered Kamikaze Drone As War Gets A Lot Scarier UAE state-backed defense company EDGE Group has released footage on X, unveiling a new low-cost, jet-powered kamikaze drone, the latest signal that the hyperdevelopment of drone warfare is accelerating. EDGE Group unveiled the Shadow 25, a jet-powered loitering munition described as a rapid-strike system designed to deliver precision attacks against fixed targets. Shadow 25 can reach speeds in excess of 650 mph, about 5.42 times faster than the Iranian Shahed-136 drone. It has a range of 155 miles, which EDGE says offers "new opportunities to swiftly neutralize stationary enemy targets." Capability built for modern operations. Combining jet-powered speed, advanced guidance, and precision targeting, SHADOW 25 supports forces with rapid, reliable, mission-ready performance when it matters most. pic.twitter.com/yaEessVgTZ — EDGE (@_edgegroup) March 27, 2026 EDGE is one of the UAE's top national defense companies, developing, manufacturing, and supporting military and security products and services, including autonomous systems, missiles, naval platforms, electronic warfare, and radar systems. Company Structure (data via Sayari): Corporate Network (data via Sayari): EDGE has also been expanding its industrial footprint and international partnerships. In 2025, it said it operated more than 170 manufacturing and assembly facilities across the UAE. Our takeaway is that after four years of hyperdevelopment in drone warfare across Ukraine, the US-Iran conflict now appears poised to unleash an evolutionary leap in drone warfare. The next phase is likely to be defined by fast strike drones and more advanced AI-enabled targeting, further compressing the kill chain and deepening battlefield automation . Across Eurasia, war is spreading, from Ukraine to the Gulf. Tyler Durden Mon, 03/30/2026 - 04:15
luza studios/E+ via Getty Images The biggest misconception I see is that the market is essentially attempting to apply an old traditional memory cycle to a business that has structurally changed over time, and therefore Micron ( MU ) is a misunderstood and undervalued company. Google announced something called TurboQuant, and this has sparked investors' concerns that AI technology might actually e...
luza studios/E+ via Getty Images The biggest misconception I see is that the market is essentially attempting to apply an old traditional memory cycle to a business that has structurally changed over time, and therefore Micron ( MU ) is a misunderstood and undervalued company. Google announced something called TurboQuant, and this has sparked investors' concerns that AI technology might actually end up being a lower-memory technology. I believe this to be a misunderstanding, though. The capital expenditure scare is irrelevant because this is not an issue of overcapacity; it’s an issue of market share in a multi-year growth story. Even with competition, the market is growing faster than share matters. At the current valuation, I believe Micron is trading like a cyclical stock but is really a strategic infrastructure play in AI. Micron Didn’t Break, The Narrative Did Micron’s sell-off wasn’t driven by a breakdown in the underlying fundamentals; it was driven by a narrative shock. Google’s TurboQuant came out with a thesis stating that AI could require significantly lower amounts of memory, and in a crowded and overextended market, this thesis alone was enough to induce fear. The fear, of course, led everyone to assume a worst-case scenario. Data by YCharts Micron, of course, got hit the hardest as it’s the pure play on AI memory. The problem, of course, is when the underlying thesis for this trade is called into question, even for a short period of time, it can lead to a sharp unwind. The problem, of course, is this wasn’t driven by a decline in underlying demand and fundamentals but by sentiment-driven selling and profit-taking. Additionally, the $25 billion capex reset has changed the narrative from a world of memory scarcity to one of memory supply, and the narrative is now 2027/28 oversupply concerns, when in reality, demand is still structurally supply-constrained. I believe this narrative is correct, just wrong timing. Data by YCharts China’s Memory Rise Is Real...
luza studios/E+ via Getty Images The biggest misconception I see is that the market is essentially attempting to apply an old traditional memory cycle to a business that has structurally changed over time, and therefore Micron ( MU ) is a misunderstood and undervalued company. Google announced something called TurboQuant, and this has sparked investors' concerns that AI technology might actually e...
luza studios/E+ via Getty Images The biggest misconception I see is that the market is essentially attempting to apply an old traditional memory cycle to a business that has structurally changed over time, and therefore Micron ( MU ) is a misunderstood and undervalued company. Google announced something called TurboQuant, and this has sparked investors' concerns that AI technology might actually end up being a lower-memory technology. I believe this to be a misunderstanding, though. The capital expenditure scare is irrelevant because this is not an issue of overcapacity; it’s an issue of market share in a multi-year growth story. Even with competition, the market is growing faster than share matters. At the current valuation, I believe Micron is trading like a cyclical stock but is really a strategic infrastructure play in AI. Micron Didn’t Break, The Narrative Did Micron’s sell-off wasn’t driven by a breakdown in the underlying fundamentals; it was driven by a narrative shock. Google’s TurboQuant came out with a thesis stating that AI could require significantly lower amounts of memory, and in a crowded and overextended market, this thesis alone was enough to induce fear. The fear, of course, led everyone to assume a worst-case scenario. Data by YCharts Micron, of course, got hit the hardest as it’s the pure play on AI memory. The problem, of course, is when the underlying thesis for this trade is called into question, even for a short period of time, it can lead to a sharp unwind. The problem, of course, is this wasn’t driven by a decline in underlying demand and fundamentals but by sentiment-driven selling and profit-taking. Additionally, the $25 billion capex reset has changed the narrative from a world of memory scarcity to one of memory supply, and the narrative is now 2027/28 oversupply concerns, when in reality, demand is still structurally supply-constrained. I believe this narrative is correct, just wrong timing. Data by YCharts China’s Memory Rise Is Real...
uschools/E+ via Getty Images Stock index futures were higher on Monday as investors navigated a holiday-shortened week with eyes on the ongoing Iran conflict. Dow Jones Industrial Average futures ( INDU ) rose 0.40%, S&P 500 futures ( SPX ) advanced 0.36%, and Nasdaq 100 futures ( US100:IND ) climbed 0.40%. President Donald Trump said he could “take the oil in Iran” and potentially seize the count...
uschools/E+ via Getty Images Stock index futures were higher on Monday as investors navigated a holiday-shortened week with eyes on the ongoing Iran conflict. Dow Jones Industrial Average futures ( INDU ) rose 0.40%, S&P 500 futures ( SPX ) advanced 0.36%, and Nasdaq 100 futures ( US100:IND ) climbed 0.40%. President Donald Trump said he could “take the oil in Iran” and potentially seize the country’s Kharg Island export hub as tensions in the Middle East entered their fifth week. Friday will be a market holiday on account of Good Friday. Treasury yields edged lower across the curve. The 10-year Treasury yield ( US10Y ) fell 4.2 basis points to 4.40%, while the 2-year yield ( US2Y ) dropped 2.8 basis points to 3.90%. The 30-year yield ( US30Y ) declined 3.5 basis points to 4.94%. Top S&P 500 gainers in premarket trading included Garmin ( GRMN ) +6.35%, Steel Dynamics ( STLD ) +5.28%, and MetLife ( MET ) +3.97%. Decliners included Martin Marietta Materials ( MLM ) -4.71%, F5 ( FFIV ) -4.46%, and Dover ( DOV ) -3.10%. More on markets S&P 500 Earnings Update: Earnings Yield Jumps Back Over 5% For Once, I Will Think Like A Bear: Q2 Winners And Losers This Market Is So Up And Down, My Hedges Are Hedged Next phase of Iran trade: checking the tape before the tweet?