Roberto De Zerbi said he and Tottenham had suffered until the last second of the Premier League season but described the club’s successful fight against relegation as the highlight of his career. Spurs recorded a 1-0 home win against Everton on a nervy and emotional final day to ensure they finished two points above West Ham, who went down despite beating Leeds 3-0 at the London Stadium. The Spurs...
Roberto De Zerbi said he and Tottenham had suffered until the last second of the Premier League season but described the club’s successful fight against relegation as the highlight of his career. Spurs recorded a 1-0 home win against Everton on a nervy and emotional final day to ensure they finished two points above West Ham, who went down despite beating Leeds 3-0 at the London Stadium. The Spurs defender Micky van de Ven said it was “embarrassing” that his club had been made to sweat until the very end but ultimately it was a day of relief and celebration. “I think this is the biggest achievement in my time,” De Zerbi said. “The Europa League at Brighton was great. The second place in Marseille, with a lot of problems, was a big achievement. But I think today was maybe one of the best days in football so far. “For sure, we have to learn from our mistakes. We are happy because we stay up and we forget the past. Actually, no! Stupid people forget the past. The smart people, the people with value, can’t forget and keep in their mind the past. We have to improve from our mistakes. And we are looking forward to start to rebuild a team from this night, from tomorrow. We have no time to go on holiday. “Will we be stronger for this? If we remember this day, for sure. Next season, we have to keep in our mind [what has happened], to give our best in every training session. If we remember this it will be easier.” De Zerbi considered what will be an important summer for Spurs. “We have not to change too many players,” he said. “We have 10, 11, 12 players who are good enough to stay – good enough as players and especially people. Then we have to complete the squad with the first-level of players because we suffer too much. “We are Tottenham and we can’t suffer like this until the last second of the last game to stay up. My target now is finished, to stay up. My [next] target is to start pre-season with the team in my dream, in my head.” Van de Ven said: “It is unacceptable tha...
I recently had the opportunity to sit down with Francis de Souza, COO of Google Cloud, backstage at an event in Los Angeles. Amid the din around us, de Souza, who speaks in the calm, measured manner of a university professor, offered useful advice for companies navigating the AI security moment we’re all living through, noting that “there’ll be a transition period, and then I think we get to this ...
I recently had the opportunity to sit down with Francis de Souza, COO of Google Cloud, backstage at an event in Los Angeles. Amid the din around us, de Souza, who speaks in the calm, measured manner of a university professor, offered useful advice for companies navigating the AI security moment we’re all living through, noting that “there’ll be a transition period, and then I think we get to this better place.” He wasn’t speaking about Google at that moment, but it’s clear that even Google is still figuring things out. De Souza’s core message was one security professionals have been trying to get executives to internalize for years, now made urgent by AI: security can’t be an afterthought. “As companies embark on this AI journey, they need to take a platform approach,” he said. “Security is not something you can bolt on later, and it’s not something you can leave up to employees to do on their own.” He warned specifically about “shadow AI” — employees reaching for consumer tools without organizational oversight — and argued that companies need to demand security, governance, and auditability from their platforms from the start. “There’s no such thing as an AI strategy without a data strategy and a security strategy. They need to go hand in hand.” Worth noting: he wasn’t pitching Google Cloud alone. When I observed that his advice sounded like a Google advertisement, he pushed back. Google, he said, is committed to a multicloud approach, and he made the case that companies that think they’re operating on a single cloud almost certainly aren’t. “Even if they pick a single cloud, they’re relying on SaaS applications, there are business partners that may be using different clouds,” he said. “It’s important for companies to have a security posture that is consistent across clouds, across models.” He also made the case that the threat landscape has changed so fundamentally that old defensive models are too slow. He noted that the average time between an initial breach and...
Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The technology-focused investor significantly cut back his fund's stakes in the big three cloud providers Amazon, Alphabet, and Microsoft, while completely exiting his position in Oracle. Meanwhile, he was buying a pair of semiconductor infrastructure enablers. He boosted his stake in Taiwan Semiconductor...
Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The technology-focused investor significantly cut back his fund's stakes in the big three cloud providers Amazon, Alphabet, and Microsoft, while completely exiting his position in Oracle. Meanwhile, he was buying a pair of semiconductor infrastructure enablers. He boosted his stake in Taiwan Semiconductor Manufacturing Co. (TSM 0.69%), which is his top holding, while adding a new position in ASML Holding (ASML +2.58%). The moves are interesting, as Laffont is shifting focus from the companies buying and using the tech to the companies that facilitate it. I'm still a huge fan of the big cloud providers, with Amazon and Alphabet being two of my favorite stocks. Both have nice cost advantages given their chip businesses, while they also have strong, growing businesses outside of their cloud divisions. Meanwhile, Microsoft's software and cloud units are both performing well, and the stock looks undervalued for the opportunity in front of it. As such, I certainly wouldn't be dumping these stocks. However, let's focus on what may have attracted Laffont to TSMC and ASML. Taiwan Semiconductor Manufacturing: The foundry leader Making logic chips isn't easy, so most semiconductor companies leave the manufacturing to third-party foundries. That is where Taiwan Semiconductor Manufacturing steps in. It is the world's largest foundry, and through its expertise and scale, it has a near-monopoly on manufacturing advanced logic chips like graphics processing units (GPUs). Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -0.69 %) $ -2.82 Current Price $ 404.33 Key Data Points Market Cap $2.1T Day's Range $ 402.95 - $ 410.61 52wk Range $ 190.56 - $ 421.97 Volume 314.2K Avg Vol 13.7M Gross Margin 60.72 % Dividend Yield 0.82 % While it has competitors in the space, what sets TSMC apart is its ability to produce advanced chips with high yields, meaning they have few defects....
Key Points TSMC is in a great spot with the AI infrastructure boom, with a dominant position in advanced chip manufacturing. ASML looks set to ride both the advanced chip and memory booms. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The technology-focused investor significantly cut ...
Key Points TSMC is in a great spot with the AI infrastructure boom, with a dominant position in advanced chip manufacturing. ASML looks set to ride both the advanced chip and memory booms. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The technology-focused investor significantly cut back his fund's stakes in the big three cloud providers Amazon, Alphabet, and Microsoft, while completely exiting his position in Oracle. Meanwhile, he was buying a pair of semiconductor infrastructure enablers. He boosted his stake in Taiwan Semiconductor Manufacturing Co. (NYSE: TSM), which is his top holding, while adding a new position in ASML Holding (NASDAQ: ASML). The moves are interesting, as Laffont is shifting focus from the companies buying and using the tech to the companies that facilitate it. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » I'm still a huge fan of the big cloud providers, with Amazon and Alphabet being two of my favorite stocks. Both have nice cost advantages given their chip businesses, while they also have strong, growing businesses outside of their cloud divisions. Meanwhile, Microsoft's software and cloud units are both performing well, and the stock looks undervalued for the opportunity in front of it. As such, I certainly wouldn't be dumping these stocks. However, let's focus on what may have attracted Laffont to TSMC and ASML. Taiwan Semiconductor Manufacturing: The foundry leader Making logic chips isn't easy, so most semiconductor companies leave the manufacturing to third-party foundries. That is where Taiwan Semiconductor Manufacturing steps in. It is the world's largest foundry, and through its expertise and scale, it has a near-monopoly on manufacturing advanced ...
Good morning . Trump says he won’t rush into a deal with Iran. Disney bets big on Baby Yoda. And India’s “Cockroach Party” gains traction. Listen to the day’s top stories . The US and Iran inched toward a deal that would reopen the Strait of Hormuz , according to White House officials, even as Donald Trump said he won’t “rush” into an agreement. Tehran has no optimism about an agreement, Tasnim re...
Good morning . Trump says he won’t rush into a deal with Iran. Disney bets big on Baby Yoda. And India’s “Cockroach Party” gains traction. Listen to the day’s top stories . The US and Iran inched toward a deal that would reopen the Strait of Hormuz , according to White House officials, even as Donald Trump said he won’t “rush” into an agreement. Tehran has no optimism about an agreement, Tasnim reported. Secretary of State Marco Rubio said the US was ready to help India diversify its energy supplies as the conflict roils the market. China is investigating a gas explosion at a coal mine in Shanxi province that left at least 82 people dead . The accident is raising uncomfortable questions about the cost of the country’s world-beating coal production. An immediate increase in scrutiny is almost certain — potentially threatening overall near-term coal output, power generation and Beijing’s efforts to prioritize energy security. Xi Attacked Japan’s Rearmament During Trump Summit, FT Says Read more Rescue workers are racing against time as they search for more than 20 people trapped after a building under construction collapsed in the Philippines, local officials said. In Pakistan, an explosion on a railway track in the city of Quetta killed at least 16 people, according to the Associated Press of Pakistan. Congo suspended flights to the eastern city of Bunia and regional health ministers warned of escalating cross-border risks after the outbreak spread across three provinces and overwhelmed contact-tracing efforts. The DRC Ministry of Communication said there are more than 900 suspected cases and 119 suspected deaths. South Korea is set to debut its first single-stock leveraged exchange‑traded funds this week, tools that have the potential to amplify gains and losses. Linked to chipmakers Samsung and SK Hynix, the products will seek to deliver twice the daily moves of the two stocks. Deep Dive: Disney Banks on Baby Yoda The Mandalorian and Grogu , the first Star Wars fil...
Healey had praised the "outstanding professionalism" of the RAF crew during "unacceptable" Russian flybys, which the MoD said was the most dangerous Russian action since 2022, when a "rogue" pilot fired a missile at a Rivet Joint over the Black Sea.
Healey had praised the "outstanding professionalism" of the RAF crew during "unacceptable" Russian flybys, which the MoD said was the most dangerous Russian action since 2022, when a "rogue" pilot fired a missile at a Rivet Joint over the Black Sea.
Russian President Vladimir Putin’s visit to China last week saw the signing of some 40 documents and a joint statement on strengthening the Beijing-Moscow partnership. The visit, just days after US President Donald Trump’s Beijing trip, is more than a diplomatic coincidence. It is a vivid reminder that the global order is now being shaped less by alliances than by a fluid triangle of China, the Un...
Russian President Vladimir Putin’s visit to China last week saw the signing of some 40 documents and a joint statement on strengthening the Beijing-Moscow partnership. The visit, just days after US President Donald Trump’s Beijing trip, is more than a diplomatic coincidence. It is a vivid reminder that the global order is now being shaped less by alliances than by a fluid triangle of China, the United States and Russia, with Beijing increasingly sitting at the centre Timing is diplomacy. When President Xi Jinping receives Trump and then welcomes Putin almost immediately afterwards, China is sending a clear message: it intends to manage both relationships on its own terms, and it does not see US-Russia rivalry or US-China competition as separate stories. For China, this sequence of visits is a strategic opportunity. It allows Beijing to present itself as a stable and indispensable power in Eurasian politics, capable of engaging both Washington and Moscow without becoming subordinate to their agendas. Advertisement China has long preferred flexibility over ideological alignment. In practical terms, that means keeping channels open with the US on trade, technology and crisis management, while sustaining a broad strategic partnership with Russia in energy, diplomacy and geopolitical coordination. This reveals how China sees the world: not as a binary struggle between democracy and “authoritarianism”, but as a competitive environment in which major powers bargain, hedge and recalibrate. From Washington’s perspective, the China-Russia relationship remains one of the most important strategic challenges. American policymakers have spent years trying to prevent a deeper alignment between Beijing and Moscow, but the sequence of these visits suggests it has not produced the intended effect. Trump’s visit to China, however it is interpreted politically, showed the US still sees value in direct engagement with Beijing. Advertisement For Russia, the visit carries a different mean...
Bubble-Wrapped World: How Safety Culture Has Destroyed Our Sense Of Adventure Authored by Murray Lytle via The Epoch Times, Are Canadians less adventurous than they once were? It’s hard to argue otherwise. Alexander Mackenzie was only 24 when the North West Company named him chief fur trader at Fort Chipewyan, in what is now Alberta. A few years later, in 1789 he travelled north along what is now ...
Bubble-Wrapped World: How Safety Culture Has Destroyed Our Sense Of Adventure Authored by Murray Lytle via The Epoch Times, Are Canadians less adventurous than they once were? It’s hard to argue otherwise. Alexander Mackenzie was only 24 when the North West Company named him chief fur trader at Fort Chipewyan, in what is now Alberta. A few years later, in 1789 he travelled north along what is now known as the Mackenzie River to become the first European to reach the Arctic Ocean overland. Four years later he crossed the Rocky Mountains and was the first European to reach the Pacific Ocean, beating Americans Merriweather Lewis and William Clark by a full dozen years. In 1898, Martha Purdy arrived in Dawson City to escape a failed marriage and make her fortune in the Klondike Gold Rush. It was while climbing the notorious Chilkoot Pass that she discovered she was pregnant with her third son. She later remarried and, as Martha Black, was the second woman to be elected to Canada’s Parliament. She was also a successful entrepreneur and a world-renowned expert on wild flowers. Canadian history is filled with tales such as these. Explorers, soldiers, settlers, and other restless souls who endured great hardships and did great things. There is a natural sense of awe that arises when retelling such lives filled with adventure. To our modern selves, they appear as fascinating aberrations, gifted men and women with unusual appetites for risky or dangerous undertakings. Their willingness to set out into the unknown strikes us today as thrilling, unnerving, and more than a bit foolhardy. But while their accomplishments may be striking, they lived in more adventurous times. Today, society shrinks from adventure and the unknown. Through a combination of practical circumstances, changing social standards, and dramatic shifts in individual risk tolerance and government behaviour, opportunities for adventure have been drastically curtailed. How can Canadians get that sense of adventu...
Alphabet (GOOG 1.04%) (GOOGL 1.19%) CEO Sundar Pichai shared some interesting news during the company's first-quarter earnings call. Google will start to deliver its custom AI accelerator chips, Tensor Processing Units (TPUs), to a select group of customers for their own data centers. The company has already signed a deal to sell chips to Anthropic and has a tentative agreement to sell directly to...
Alphabet (GOOG 1.04%) (GOOGL 1.19%) CEO Sundar Pichai shared some interesting news during the company's first-quarter earnings call. Google will start to deliver its custom AI accelerator chips, Tensor Processing Units (TPUs), to a select group of customers for their own data centers. The company has already signed a deal to sell chips to Anthropic and has a tentative agreement to sell directly to Meta Platforms. Now it has a third customer. Google is partnering with Blackstone on a joint venture to build a new neocloud compute-as-a-service company. Blackstone will provide $5 billion of capital, and Google will provide its TPUs and software. The move is another step in taking market share from Nvidia, but it presents a real competitive threat to neocloud leaders CoreWeave (CRWV 1.86%) and Nebius Group (NBIS 2.34%). Why is Google building a new cloud computing business? Google Cloud is already the third-largest cloud computing platform in the world and growing quickly. Alphabet is spending tens of billions of dollars adding capacity to it every quarter. Investors may look at the new joint venture as superfluous. But partnering with Blackstone provides additional capital while enabling the new company to build data centers focused exclusively on AI compute using TPUs. That can allow the company to compete on price and increase adoption of Google's TPUs. Indeed, part of the strategy may be to get another guaranteed buyer for TPUs. "Some of it helps us get more economies of scale, scale in our overall compute environment as well. And so, it helps us invest in the cutting edge, which we need to do with the next generation," Pichai said during the Q1 2026 earnings call in response to a question about selling TPUs to third parties. Expand NASDAQ : GOOG Alphabet Today's Change ( -1.04 %) $ -3.99 Current Price $ 379.48 Key Data Points Market Cap $4.7T Day's Range $ 378.28 - $ 384.88 52wk Range $ 163.33 - $ 404.47 Volume 448.4K Avg Vol 19M Gross Margin 60.43 % Dividend Yield ...
Key Points Alphabet is looking to grow its custom AI accelerator business, and this new project could be a major test. A well-funded joint venture with Blackstone poses a major threat to small neocloud providers. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) CEO Sundar Pichai shared some interesting news during the company's first-quarterearnings call Google will...
Key Points Alphabet is looking to grow its custom AI accelerator business, and this new project could be a major test. A well-funded joint venture with Blackstone poses a major threat to small neocloud providers. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) CEO Sundar Pichai shared some interesting news during the company's first-quarterearnings call Google will start to deliver its custom AI accelerator chips, Tensor Processing Units (TPUs), to a select group of customers for their own data centers. The company has already signed a deal to sell chips to Anthropic and has a tentative agreement to sell directly to Meta Platforms. Now it has a third customer. Google is partnering with Blackstone on a joint venture to build a new neocloud compute-as-a-service company. Blackstone will provide $5 billion of capital, and Google will provide its TPUs and software. The move is another step in taking market share from Nvidia, but it presents a real competitive threat to neocloud leaders CoreWeave (NASDAQ: CRWV) and Nebius Group (NASDAQ: NBIS). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why is Google building a new cloud computing business? Google Cloud is already the third-largest cloud computing platform in the world and growing quickly. Alphabet is spending tens of billions of dollars adding capacity to it every quarter. Investors may look at the new joint venture as superfluous. But partnering with Blackstone provides additional capital while enabling the new company to build data centers focused exclusively on AI compute using TPUs. That can allow the company to compete on price and increase adoption of Google's TPUs. Indeed, part of the strategy may be to get another guaranteed buyer for TPUs. "Some of it helps us get more economies of scale, scale in our overa...