The Rundown5 Loka 2025

How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)

Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius is supplying compute power to giants like Microsoft, building next-gen data centers, and navigating the gold rush for Nvidia chips. We break down the economics behind the $17 billion Microsoft deal, the rising demand for inference, and growing fears of overbuild in the AI economy.

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JetBlue-Spirit Merger Blocked, Apple Tops Samsung in Smartphone Shipments

Stock market update for January 17, 2024. Consumers Start 2024 on Strong Footing After a Jolly Holiday (WSJ) Judge blocks JetBlue takeover of Spirit Airlines (Axios) Apple back at #1 in Smartphone...

17 Tammi 20246min

Musk Wants 25% Control of Tesla, Uber Shutters Drizly

Stock market news for January 16, 2024. Uber shutting down alcohol delivery service Drizly (Axios) Peacock sets record for U.S. streaming (WSJ) Musk wants 25% voting control of Tesla (Musk on X)...

16 Tammi 20245min

Bank Earnings Kick Off, Airline Stocks Skid

Stock market update for Friday January 12, 2024. Bank earnings begin (Barron's) Google Cuts Hundreds of Jobs in Engineering and Other Divisions (NYT) A comprehensive list of 2023 & 2024 tech lay...

12 Tammi 20244min

Bitcoin Spot ETF Approved, CPI Edges Higher

Daily stock market update for January 11, 2024. SEC approves Bitcoin Spot ETF (sec.gov) CPI in December was up 0.3% compared to November, above the 0.2% that was expected. (WSJ) Amazon skips conc...

11 Tammi 20245min