You've hidden all cards
Roundhill's filings push the single-sport ETF queue to 120 by Bloomberg analyst Eric Balchunas' count, a sign issuers are racing to slice one theme thinner than investor demand can support.
More baseball ETFs.. this time from Roundhill.. that's 120 total filed by my count https://t.co/p6XtJyEqsl
- Replies7
- Reposts1
- Likes29
A Chinese startup just took the top spot in non-streaming speech-to-text, cutting its own word-error rate from 4.7% to 1.7% in one release. Transcription pricing power is getting harder to defend for US incumbents.
StepFun has released StepAudio 3 ASR, ranking #1 on the AA-WER Index for non-streaming Speech to Text with 1.7% WER, a notable improvement on StepAudio 2.5 ASR (4.7%) StepAudio 3 ASR is StepFun's new Speech to Text model, available through the StepFun API for non-streaming https://t.co/hF17aMAFo7
- Replies6
- Reposts1
- Likes50
Intel Is Up 25% in 5 Days. The $145 Price Target Just Moved Too
Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.
Adobe Is Down 32% This Year: Is ADBE Stock Dead Money or Due for a Bounce?
Something in Adobe (NASDAQ:ADBE | ADBE Price Prediction) has kept giving way this year. Adobe stock is at $239.29, and it’s down 32% year to date, a slide that outpaces many software peers in this frame. That gap sets up the whole debate around ADBE stock. Rotation frames the se…
Regular session
$161.55
-4.75%open $169.60
A 4.75% intraday slide to $161.55 takes roughly $3 billion off Airbnb's market value in a single session. Moves this size are rare for a $67.8 billion travel name, so the close matters more than usual.
This Under-the-Radar Chip Company Could Have a Much Bigger Future
Rambus sits inside nearly every next-generation server memory module yet trades at a fraction of its flashier chip rivals, and its roadmap through 2027 could force the market to finally pay attention.
Sponsored
Twelve Tabs, One Thesis
Your Research Resets Every Morning
The quote page in one tab. Filings in another. A chart you rebuilt from scratch, a transcript you never went back and found, a screener whose settings you will redo next week. Nothing you built yesterday is still there.
AlphaSpace replaces all of it with one screen you arrange yourself. Earnings calendar, estimate versus actual, the call transcript, live news, your own charts, every panel wired to whatever ticker you click. Close the browser and it is all still sitting there tomorrow.
See What a Built View Looks Like →
(Sponsor)
Better coding scores at half the cost per task is the number that matters for anyone paying for agentic inference, and the Luna slip shows the gains are not uniform across the same model family.
GPT-6 Sol (max) gains 2 points in the Artificial Analysis Coding Agent Index at half the Cost per Task of its predecessor, while GPT-6 Luna (max) regresses by 2 points. https://t.co/HIdz1bx3UR
- Replies1
- Reposts3
- Likes25
A new flagship that costs half as much without scoring higher says the money in AI is shifting from capability to cost per token, and inference margins across the model vendors get squeezed with it.
GPT-6 Sol and Luna push the cost efficiency frontier by halving cost relative to GPT-5.6 Sol and Luna. Intelligence Index and Coding Agent Index scores remain level with GPT-5.6, with progress in some evaluations and regressions in others Pricing is approximately half that of https://t.co/eubnxPVsyN
- Replies25
- Reposts20
- Likes201
Let's Be Real. Retirees Who Price Every Hawaiian Island Keep Ending Up on the Same One
Most mainlanders dream of five different Hawaiian islands, but retirees who actually run the numbers end up somewhere far more specific, driven by a calculation that has nothing to do with beaches.
A $1.3 Billion Spurs Arena Is Rising in San Antonio. At 63, an Ironworker's Signing Bonus Counts as Wages to Social Security , Not a Windfall.
Returning to a construction job after claiming Social Security early can wipe out an entire year of checks, yet that loss quietly sets up a permanent benefit increase four years later. Here is how the math works on a $1.3 billion arena build.
LOGILogitech
$241M$1.68 per share
- 2ADAMNEW YORK MORTGAGE TRUST, INC.$0.30/sh$27M
- 3FORTYFormula Systems$1.63/sh$25M
- 4BSYBentley Systems$0.07/sh$20.3M
- 5GSMFerroglobe$0.015/sh$2.8M
Logitech is handing shareholders about $241 million, roughly $1.68 a share, with the money landing tomorrow. Formula Systems, New York Mortgage Trust, Bentley Systems and Ferroglobe round out today's biggest cash payments.
Taking the benchmark crown and cutting prices 20% at the same time tells you frontier AI pricing power is eroding fast, which squeezes every model vendor's margin math and cheapens inference for the cloud and software names buying it.
Claude Opus 5.5 takes the top spot on the Artificial Analysis Intelligence Index, along with a 20% price cut and larger cache hit discount Claude Opus 5.5 brings Anthropic to parity with GPT-6 Astra on evaluations like Terminal-Bench 4.0 and AutomationBench-AA, while extending https://t.co/Hgir4ao3pc
- Replies20
- Reposts26
- Likes394