AP

paidzesthumor

Westinghouse was the biggest US reactor builder for decades before going bankrupt in 2017 due to… construction challenges building its newest AP1000 reactors in Georgia and South Carolina.

Financial-Bass-8253

I get the bullish tone but building that many plants ain't as simple as buying a Westinghouse kit. The AP1000 history with Vogtle already shows construction slowness and cost overruns; APR1400 still needs NRC license. So even if the money rolls out, the U.S. might end up with two dozen unfinished piles of steel or a huge tariff win for SK and no real power boost. Seems more political theatre than a pragmatic energy plan.

pm_me_yo_creditscore

AP1000 (Westinghouse) — US build history Vogtle Units 3 & 4 took \~7–10 years from start of construction to completion. APR1400 (Korean design) APR1400 is not yet licensed by the NRC. Licensing alone typically takes 3–5 years. Construction afterward takes 5–7 years.

Harp-Note

Ahhhh, AP

Valkorion335786

I suspect the new accounting manager is having an affair with the AP person here lmfao

Live_Throat_5252

Need me to throw the Rolls and the AP in there too little broke boy?

FunkyChickenKong

Every time Trump makes tarrif threats and then takes them away it affects the stock market. He's been inside trading and pump and dumping the stocks of arms manufacturers he gives government contracts to fight the war he started this whole time. "NEW YORK (AP) — A drone maker backed by President Donald Trump's two oldest sons is trying to sell to Gulf countries while they are under attack by Iran and dependent on the U.S. military led by their father. The sales drive by Florida-based Powerus – which announced a deal last month to bring aboard Eric Trump and Donald Trump Jr. – positions the company to potentially benefit from a war that their father began." Company backed by Trump sons looks to sell drone interceptors to Gulf states being attacked by Iran https://apnews.com/article/trump-sons-powerus-drone-interceptors-iran-missiles-1d8d858fdad5104a56e4438994093594 Trump Sons Back New Drone Company Targeting Pentagon Sales https://www.wsj.com/politics/national-security/trump-sons-back-new-drone-company-targeting-pentagon-sales-2f74abca Truth Social Funds - https://www.truthsocialfunds.com/ - investment firm. World Liberty Financial - https://worldlibertyfinancial.com/ - Crypto Treasury firm with a 49% buy in from a UAE sheik. Donald Trump Jr.’s Expanding Business: After Joining 2nd New Board, U.S. Contracts Followed - Forbes Eric Trump invests in Israeli drone maker XTEND's merger with Florida construction firm - Reuters Just one instance of insider trading and pump and dumping stocks using tariff threats: https://x.com/peterschiff/status/1896660831880007729?s=61&t=7QFl7dNiHVpjsF6BIYe-Og https://x.com/peterschiff/status/1896637889687204155?s=61&t=7QFl7dNiHVpjsF6BIYe-Og

SpacemanfromEarth

I bought AP Moeller - Maersk because I’m an autist and think big ships are cool - up about 40%

SurpiseCurrencyDebas

Some of the folks in here need this https://www.reddit.com/r/interestingasfuck/s/PI7AP9gQ2M

Sharp-Direction-6894

Breaking News: Denmark just announced to the AP, and I quote, "we have literally no idea what in the actual fuck Trump is going on about this time..."

Serious_Educator_555

That worked out with the AP really well.

confused_teabagger

>US set to approve $2.8 billion arms package for Israel featuring 40,000 heavy bombs >The package, which has not been finalised, includes 40,000 bombs, made up of 20,000 high-explosive, low-drag general free-fall 2,000-pound Mk84s, and 20,000 BLU-117s, another high-explosive, low-drag general purpose bomb used by the US Navy, according to the AP. That should lower the temperature over there! I'm thinking the is pretty bullish for markets!

Nervous-Situation-18

Yea I fell into the same trap as you but with allied properties, same shit an OP posted but later to find out he chickened out from his position. I still hold 4000+ shares of AP.UN commercial real estate stock. Down like 25k ish, total garbage but I can now see the BS clearly.

moorhound

>AP NEWS - A crucial Saudi oil pipeline that was struck in an attack will be mostly out of service for weeks as the damage is repaired, two regional officials said Monday, as Yemen’s Houthi rebels seized more islands along Red Sea shipping routes in a new blow to Saudi Arabia’s oil exports. >The pipeline has been moving a weekly average of 2.6 million to 4 million barrels per day since late August — a quantity that will be lost to the market if the pipeline’s flow stops completely, according to an analysis issued Monday by Rystad Energy, a Norway-based research firm. It said the jump in prices for Brent crude, which reached $109, “is a clear signal that the market is increasingly pricing in a significant loss of supply.” And of course these fucks sat on this headline until 15 mins after closing bell

TranslatorRoyal1016

a singular LEAPS contract is still a LEAPS. because it's a L.E.AP.Security. You're the one who's wrong

patrick_k

Source on them using Deepseek? From a quick search the AP and others are parroting Anthropic PR only, no mention of Deepseek.

VTI4LYFE69

Federal Reserve Chair Jerome Powell cut interest rates by a large half-point (0.50%) on September 18, 2024, as reported by [AP News](https://apnews.com/article/federal-reserve-election-inflation-trump-economy-prices-e6b837fd85cff5ad71d4e40939b97237), just weeks before the presidential election. Thanks Jerome

Extension-Temporary4

Capstone Energy (CEPL) is a small, newly recapitalized power-equipment (turbines) company that has finally reached operating profitability — 9 consecutive quarters of EBITDA growth and the last few have shown a small positive NI ~$2.8 — with a potential data-center catalyst that is not yet reflected in the existing financials. Since the restructuring it went from an operating-loss business to an operating-profit business while simultaneously growing revenue 24% and gross profit 45%. Total revenue of ~$106mm. $20.4M of incremental revenue produced roughly $10.6M of incremental gross profit. That’s a ~52% incremental gross margin. And operating expenses barely moved: $28.9M → $30.5M . CEPL has a rental business that’s expanding. $7.8mm of future rental revenue & currently leased assets. Gross profits topped $8.8mm and operating cash flow generated $5.4 million in Q1 2027 (quarter ending June 30 — the reporting schedule is a little wacky). It has also been building up inventory, which is either a sign of a pending deal, or a sign of bad management (hopefully the former). Also worth noting, CEPL has been advertising data center related employment positions on hiring websites (e.g. data center engineers and planners). Market cap is roughly equal to the EV and it’s not because of debt; the company has sufficient cash to payoff its outstanding debt - $28.9mm in cash and about $25.5mm in debt.  As for its turbines, it does have a slight edge/moat. First, the air bearing technology reduces maintenance AND noise — the latter arguably being more important given the noise concern w/ data centers. Second, the turbines produce 800vdc power, no need to convert, which means cheaper and easier install. This directly targets the latest generation of Nvdia GPU’s which require 800vdc. Third, the turbines can run on a number of fuel sources, not just Nat gas. Fourth, they’ve been in business for over 30 years, they have real knowledge and experience, and a diversified revenue stream — sales, rentals, servicing of existing clients and relationships with existing/former clients. They provide on-sight power to oil and gas companies, BTM for hospitals and research centers, etc.  Fifth, despite some misinformation out there, the turbines are very efficiency. Capstone turbines recycle the heat from the turbine to power cooling systems. CEPL turbines are therefore able to achieve greater than 75% efficiency. Sixth, CEPL revamped its supply chain and production line. The company has run various simulations and pressure tested suppliers to ensure it can meet the demands of a 100mw DC. Apparently lead time is down to something like 3 days per turbine for production. With instillation, CEPL can supply power within a matter of weeks, not months or years. The marquee players have a backlog/lead time of of several years. With Capstone, there’s no waiting on converters, chillers, fuel cells, backlogs etc. During the last earnings call, CEPL strongly hinted that it‘s on the precipice of landing a DC deal. This is not an over hyped meme stock, or a pump and dump.  CEPL is careful with the language it uses. Some quotes from the last earnings call: “The types of deals now that we’re seeing, they’re moving into those phases that are more meaningful.” “When the customers start to do the real TCO models, we’re winning.” “It’s just a matter of time for us to march down the field and get some of these over the goal line.” And That “Some folks are just saying, ‘I don’t need a pilot, I just need megawatts.’” CEO mentioned that he is in talks with the “CTO of a major infrastructure player in the data center space.” Said mystery company is developing 1.5–3 MW sites, which is exactly who/what CEPL is targeting. And when asked whether this was an anchor customer, the CEO corrected the characterization “I don’t know if I would see that as an anchor customer as much as I would see it as an anchor partner.” So, coming full circle, we have a company with solid margins, a recapitalized balance sheet, a clean organizational chart/entity structure, a revamped supply chain, a new and improved production line, new leadership, new product offerings, low lead time, easy install, building inventory, advertising AI specific jobs . . . The only thing missing - sales. CEPL needs to show they can sell more than a unit or two per quarter, otherwise something is fundamentally wrong. Either the product is bad, or the sales team is bad. Either way, it could be fatal at this stage. CEPL is teetering on the edge. If we don’t see a significant increase in sales by the next ER, we run the very real risk of the share price falling below $5, and potential delisting.  It’s also worth noting that while debt is only $25.3mm, AP= $17.6mm, accrued expenses =   $3.8mm, salaries and wages   $3.2mm, accrued warranty reserve = ~$1mm, so total exposure is really closer $50.73mm. Plus $12.5mm in lease liabilities, $10.69 deferred revenue, $4.7 factory protection liability, $49.3 in inventory purchase commitments. Cash and receivables total $41.8mm. So a more complete picture reveals outlays indeed exceed cash and receivables.  A recent shelf offering gives CEPL access to capital if needed. But if CEPL needs to issue more shares to generate cash, and does so without some sort of major deal announcement to offset the dilution, the resulting dilution and selloff will be bad.  This is a company on the precipice of either great success or great failure. It cannot afford to fail again, since it just emerged from a restructuring. Capstone needs to drive sales growth in the next quarter or two. If it does, share price will explode. 

Samjabr

Squawk is pretty good. Some guy reads out Truths and Reuters/AP bulletins as they drop.

OptionsHuduga

go for Richard mille. maybe AP as a next best

Shijaki

>WASHINGTON ([AP](https://apnews.com/article/military-air-force-klinner-benefits-3114b464c6f8c84325ea893d55483f57)) — The widow of an airman killed on a combat mission in the Middle East said it took a viral social media post to get resolution from the Pentagon on issues related to her husband’s benefits and basic pay months after his death. They strung her along for months until media ran stories earlier this week

effdallas

Google “trump McDonald’s Pennsylvania “ and thumbnails for 2 year old vids on NBC and AP are this exact image. Not saying that means it’s not AI but appears to be from 2 year old video at least 

SignificanceLate7002

CAIRO (AP) — Iran said Sunday it struck an unmanned U.S. vessel trying to enter the Strait of Hormuz, the latest salvo in a new flare-up of fighting between the two countries.

Difficult_Fact_2849

I’m aware but this twitter account is fake and you idiots think it’s the AP

Illimited_Esoterica

CNN,Fox, AP as well.

Hockeyshot39

Waymo is scaling in cities only and is geo fenced - and you can’t just go whenever - you have to wait for it FSD goes anywhere and you own the car so you go wherever whenever The mark rober video was staged and a hoax - he used AP and didn’t even turn it lmao When the Tesla owner re tested it … it stopped for the wall LOL

danjayh

It's bad, but AP is worse. So at least they're not winning the race to the bottom, I guess? Even WSJ is trending in that direction now, and for years they were a holdout of unbiased reporting of **facts**.

MrNo_Balls

What do you mean the government has checks and balances, I never learned that in my AP gov class.

whatcouldbenext

These two idiots are the prime example of why we are in the shit we are in…. Education. The wealthy do everything they can to keep people ignorant and believe whatever they are told. We would all be better off with free health care. If, if, you want to pay for health care, for some reason, that is your choice, but every other modern country has been able to solve healthcare. The US, no , we continue to let insurance companies rape the AP American people for no reason except1….. Greed.

g1rth_brooks


version-two

I guess we blew up something - 4:44est timestamp from AP: U.S. forces struck Iranian rocket launchers on the Strait of Hormuz in the first military action in a month on Sunday, according to a U.S. official, breaking a lull in fighting during an intermittent war that has lasted more than six months.

version-two

I guess we blew up something - 4:44est timestamp from AP: U.S. forces struck Iranian rocket launchers on the Strait of Hormuz in the first military action in a month on Sunday, according to a U.S. official, breaking a lull in fighting during an intermittent war that has lasted more than six months.

balloflearning

Investing in North American tires right now would be like investing in Ford after the US allows Chinese cars to be imported. NA tires are having trouble competing with AP region tires.

imustbegthequestion

Check AP. Norway shivering sovereign wealth puts. They have to put on a State Funeral. Puts on ETH... Russia can't bomb this event without yet retaliation regarding Regardation nightmares.

moorhound

>Trump has submitted civil nuclear agreement with Saudi Arabia to Congress for review, AP sources say I'm sure this won't backfire at some point lmao

moorhound

Canada tariffed us back 15 minutes ago, and 🥭 is cooking up new China tariffs for "flooding markets with cheap goods" according to AP We're going flat-red today boys

BitOne2707

I remember in high school our AP US Gov teacher said that he truly believed his votes should count more because he was more educated and informed than the average person. Of course, us kids were appalled. I'm starting to think he was onto something.

TheTopNacho

They are normalizing people selling their personal data and tracking for a few dollars off something that should already be cheap. I have no problem with coupons. I have problems with normalizing higher prices and the only way to get affordable prices is by giving personal information and having an ap for them to track you. Affordable -> cheaper = fine Expensive -> some resemblance of affordable= not fine I have heard Gen Z brag about all the discounts they get using fast food aps. Seriously wtf. Since when do you need an AP to have reasonably priced fast food. The simple solution is to just not eat there. So I won't. But it's sad to see an entire generation wrapped around the finger of subscription services, delivery services, and now whatever the hell this app shit is.

Late-Tadpole-2318

TORONTO (AP) - Ontario's Doug Ford tells AP Canada should be ready to cut electricity, critical minerals to U.S. if trade fight worsens. Unsurprisingly, it is in fact worsening with 50% tariffs on steel

NotMe357

"BREAKING: Canada's Premier Doug Ford says that Canadians should be ready to cut electricity and critical minerals to US, per AP"

kim82352

> Dutch watchdog fines Uber nearly $1 billion > The Dutch Data Protection Authority (AP) has fined US ride-hailing company Uber €825 million ($964 million) for using automated systems to suspend drivers suspected of fraud or given low customer ratings without adequate human review.

Homeless0DTESPX

I get 100% of my political news from the WSB daily thread. Better than Reuters and AP!

BentoMan

AP News has Live updates on the US debt reaching 40 trillion. We don’t need live updates lmao. Talk about FUD

BentoMan

Jesus. Opened AP News and the top articles are bearish AF. 

_BreakingGood_

Meta heads to court in a landmark trial about kids and social media addiction - AP NEWS

eyerollingsex

***US pulls last aircraft carrier in Asia as Trump focuses on Iran and the Western Hemisphere, per AP*** We trading Iran for Taiwan?

ButtonExposure

I mean, it's been reported in tons of media outlet the past months, just to name a couple: * [CNBC: Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge](https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html) * [AP: Cheaper, open and intelligent: Chinese AI models gain ground, as they make inroads in the US](https://apnews.com/article/china-ai-model-us-kimi-deepseek-a00bf637866fcd4d81f4fde28c9862ce) * [Futurism: US Companies Are Realizing That Chinese AI Models Are Way Cheaper, Ditch American Ones](https://futurism.com/artificial-intelligence/us-realizing-chinese-ai-models-way-cheaper) * [NPR: American AI is expensive. Some startups are turning to cheap Chinese models](https://www.npr.org/2026/07/15/nx-s1-5886476/startups-cheap-chinese-ai-models)

Subpxl

I’m assuming you’re referring to the ERP code/database. I provided it a local copy of the ERP code and a live read only connection to the database. If load ever became an issue I’d use a local copy of the database refreshed nightly. I first did a shallow dive into all of the code and database. List all the code modules (AP, AR, Inventory, Sales, etc), all the tables, indexes etc. For the second pass I had it do a deep dive into the code and how all of the modules work and connect with one another and the db tables. On the third pass we had a contextual question about our company processes and how we actually use the software along with various customizations. For each phase I had it make permanent notes of our findings in markdown files. I should mention this is a Claude Code project. Whenever a user brings me a complex issue, I consult with the AI. It’s been wrong a few times but we have always reached the resolution in the end and then we write its findings into a troubleshooting section. So far the only times it has struggled is when it has made assumptions about the way we are using the ERP. The more context it learns, the more easily it has been able to reach the right conclusions. I hope I answered your question but feel free to ask follow ups. I’m not an AI expert by any means.

Powerful-Union-7962

Your issue with AP not getting a notification is 100% down to bad configuration of the system, not the system itself.

Truesoldier00

I work for a municipality. We moved to workday about 16 months ago. Its fucking awful. The job application system is shit. The invoicing system is shit. The timesheet entry is shit. We have to do so many extra steps now to do anything. Here’s an example: When I want to pay an invoice, i go to the PO, manually enter the amount, attach the pdf of the invoice, and then it gets sent to AP. except, AP gets no notification. So I then have to send an email to AP, with the receipt and PO number ATTACH THE PDF TO THE EMAIL, and say hey please pay this invoice. There is no system for holdbacks (i work in construction) so i have to do many extra steps and manual calcs (i.e. outside of workday) and so much more manual entry, it’s made the opportunity for clerical errors increase 20x When they started testing workday in the corporation, they had put on all the TV’s in the halls and such “Workday Is Coming” I think in an attempt to bring excitement, but it was more ominous than anything. Its so bad. I hope it goes bankrupt

Beginning-Fig-9089

USA moves up 39 spots to reach the Top 10 Corrupt Countries in AP Power Rankings

FailOk1528

Reuters for speed, Bloomberg for context. AP wouldn’t be my first pick for investing.

wotton

AP reporting boots on the ground in a few hours

CollegeSorry5923

AP is printing. No Taco Tuesday. Puts on Berkshire Hathaway. Calls on USO and SUPERMAJORS.

Gulliveig

I want to subscribe to Bloomberg, Reuters or AP for financial news. Are you subscribed? Which one would you recommend? Also: All 3 feature RSS. Do I get the RSS news as soon as they appear when subscribed, or delayed by hours as is the case now as an unsubscribed person? https://preview.redd.it/dgj432ahocih1.png?width=311&format=png&auto=webp&s=1279d07423abef915a2571fbb7a0ed1f026c6e74 Currently, when I attempt to access the news I hit the paywall.

SnooCookies8223

DOD NEEDS THE BEST TECHNOLOGY AND PRIVACY. SOUN DOES NOT SHARE INFO (Hey Siri) AND WILL NOT REQUIRE A PERSON OR AP TO INTERCEPT THE FLOW FOR ANYTHING.

TheBowelMovement

Pentagon audit says Boeing cleaned up on Air Force parts | AP News https://share.google/O7SGT8yhXNi3bV62g "Boeing overcharged the Air Force nearly $1 million for spare parts on C-17 cargo planes, including an 8,000% markup for simple lavatory soap dispensers, according to the Pentagon’s inspector general" Probably just the tip of the iceberg.

imustbegthequestion

Check AP. PRINT. CALLS

BackgroundProof117

Some of yal would never knows what it feels like to have a woman gasp when you enter her or what its like to purchase an AP watch or buy a real estate investment in cash and thats why yal are here

fourbutthick

Alternatively you can trust highly factual news sources like AP Reuters BBC etc… Folks, listen to highly factual news sources not crazies on the internet. Don’t listen to coworkers and never listen to your uncle.

InvisibleEar

>Trump frequently announces he’s halting strikes in Iran. But they keep happening. Woah AP's got the scoop

Spirited-Lawyer-8281

AP News says it is an outline of the parameters of a deal.

cinciNattyLight

I used to work on nuclear plant licensing and had a handful of AP 1000s they were planning on building, way back in 2010. They only ended up building two in the US. Avoid the IPO.

TomatoSpecialist6879

Reuters is relatively new compared to the rest, they tried it first in 2021 but got quickly laughed out the door for having the audacity to ask for **$35 PER MONTH**. They immediately cancelled it then came up with some "we are restructuring our finances" bs excuse because they took something like a 80% drop in visitor traffic the next month, then did it again in late 2024/start of 2025 with a much more common sense subscription pricing of $1 per week. Even then they're probably the news site with the least amount of paywall since they get paid from other news outlet using Reuters as source. Paywall haters still have paywall free AP News anyway, so it hasn't been that bad.

Responsible-Corgi-61

There is a strong incentive and the AP news articles I have read on his reaction shows a more centrist position on Warsh's part. It seems that the Fed in general may favor a rate hike by this point but he intents to stay silent and drag his feet since rate hikes are not what he was hired to do. I do not expect to see a rate cut but inflation will spiral if he puts pressure on delaying a hike as the crisis in the Middle East gets worse.

EscapeHistorical178

U.S. Central Command (CENTCOM) – Official Statements, REUTERS, AP NEWS. You read it. PUTS IT IS NOW BOIS.

imustbegthequestion

AP says the war may still be on. US military thwarted a missile on troops.

_GayButtSex_

# “GOING TO THE JEWELLER, BUST THE AP YEAH 🧔🏼‍♂️👍🏻 # SLIDE ON THE WATER LIKE A JET-SKI YEAH 🇮🇪 # IM TRYNA FUCK YOU 🫵 AND YOUR BESTIE YEAH 👍🏻 “ *- Sun Tzu, 554 BC*

Temporary-Equal-774

\> THE PENTAGON'S OFFICIAL IRAN WAR DEATH TOLL NO LONGER LISTS FOUR US TROOPS KILLED DURING RENEWED FIGHTING, WHO HAVE BEEN MOVED TO A NEW "OVERSEAS OPERATIONS" CATEGORY ALONGSIDE 207 WOUNDED — AP. they start to cook this number as well

imustbegthequestion

Wow... Ya'll are as mean as me. "Axios" is an association of spies that infiltrate warzones and do the one thing governments don't like. Report the news. Think AP, AFP, AJ, BBC, but faster and actuality newsworthy.

hakim37

Firstly I appreciate the detailed counter post even though we're always taking the opposite sides of this debate. >The original two 18A products are both delayed. Maybe CWF gets an excuse because of hybrid bonding, but there's really nothing else to blame for PTL. Yes both 18A products were delayed, last year 18A yields were terrible and LBT said so himself. They're out now, selling fine, and yields now seem decent. In 2022 Intel was fielding 40 core DDR4 Ice Lake on 10nm vs 96 core DDR5 Genoa on N5, an awful matchup in every way. Yes GNR is behind Turin, and DMR will come in 6 months after Venice and still be worse but at least they're in the same ballpark. > This is not a good thing, because it means NVL is officially delayed. They haven't announced a delay on NVL yet. Even if they're moving mostly to 18AP they could still release the N2 models early and AMD also delayed their desktop chip about 6 months. > Based on a CPU boom that no one really predicted, and Intel is thus very supply constrained for. >Paraphrasing, I believe it was Stacy Ragson in one of the Intel earning calls - "how are you supply constrained when you have your own fabs". Sometimes the market swings your way, this comment is like saying Nvidia doesn't deserve the AI GPU boom because no one could have predicted LLMs would become this big this quickly. I also disagree that it was impossible to predict the agentic CPU boom as it was one of the reasons I invested in Intel last year. Stacy's comment was like 2 earnings ago, it takes time to re-organise your manufacturing base in the face of this level of sudden demand. In this quarter we're seeing that Intel is able to answer the call for more CPUs and I would bet in the coming quarters they will be able to capture more excess CPU demand than AMD (although time will tell on this one). > >It is not. At this point there's basically a 90%+ probability apple will use 18AP/14A and the Trump admin has said it several times. >This seems to be more like no one wanting to use BSPD than BSPD being "shaky". Because Nvidia historically has always gone for large dies, so you have to assume Nvidia must be trusting them to hit their targets on that for yield. >TSMC A12, which is supposed to HVM the same year as A13 btw, does use BSPD. Weird you did not include that, when the timeline is the same as A13. A14 is their next node shrink from N2, and TSMC always starts off with the non-BSPD variant to satisfy mobile customer which is mostly what their lead customers want. Yes I know A12 uses BSPD and comes out alongside A13. My point is that TSMC are not confident enough with BSPD to adopt it into their major nodes and are keeping in relatively small volume. TSMC has communicated that BSPD is more expensive and not always needed while Intel's position is that they can manufacture BSPD for the same price and are doing it in high volume and good yield right now. >Until it actually proves itself by doing so, I doubt it. Don't you find it weird that, if this is true, rumors still indicate that Nvidia would only give *some* and not *all* packaging for their next gen GPUs to Intel then? If TSMC literally *can't* do what Intel can, how does that work out? The rumors here are saying Nvidia is only using EMIB-T for Rubin Ultra's top config which makes perfect sense if EMIB-T is actually the superior packaging solution but in comparatively low volume. Right now TSMC has like 5x Intel's packaging capacity so Nvidia could never move all of their demand onto them. Anyways yes I agree that Intel royally dropped the ball for a very long time and I can see how it's hard to take them at face value. However what they have currently delivered on show this is not same Intel as the one 5 years ago which was run by accountants, decided to skip EUV, and hadn't built a new fab in 20 years. As a side note it's bloody hard to reply with this many quotations so fair play to your earlier comment.

Geddagod

>There are multiple 18A products out right now and 3rd party leaks confirming 18A yields are strong. The original two 18A products are both delayed. Maybe CWF gets an excuse because of hybrid bonding, but there's really nothing else to blame for PTL. > 18AP is now in risk production and we'll see their first products probably H1 2027 This is not a good thing, because it means NVL is officially delayed. Intel has already talked about it launching in 2026, if it launches in 2027, it's just Intel delaying like their third product in a row, after PTL and CWF. I guess we have WLC to break up the delay chain though? > Intel just posted their best earnings beat in 15 years based off higher volumes and better yields. Based on a CPU boom that no one really predicted, and Intel is thus very supply constrained for. Paraphrasing, I believe it was Stacy Ragson in one of the Intel earning calls - "how are you supply constrained when you have your own fabs". > Intel just moved their 14A timeline up to 2027/2028 This isn't them moving it up, Intel had previously said that 14A would HVM for internal use in 2028 before this earnings call. >and leadership repeatedly are saying it's ahead of schedule. Just like they did for 18A... and look how that turned out. >Apple is pretty much confirmed to use 14A. It is not. >EMIB-T now looks like it stomps TSMC's packaging solutions in cost, max package size, and interconnect density Until it actually proves itself by doing so, I doubt it. Don't you find it weird that, if this is true, rumors still indicate that Nvidia would only give *some* and not *all* packaging for their next gen GPUs to Intel then? If TSMC literally *can't* do what Intel can, how does that work out? >We are still yet to see an N2 product despite TSMC being in HVM since 2025 They shipped like a billion dollars worth of wafers to *someone* last quarter > Are still looking shaky on BSPD with it missing from A14 / A13 and only Nvidia seems to be biting on A16 This seems to be more like no one wanting to use BSPD than BSPD being "shaky". Because Nvidia historically has always gone for large dies, so you have to assume Nvidia must be trusting them to hit their targets on that for yield. TSMC A12, which is supposed to HVM the same year as A13 btw, does use BSPD. Weird you did not include that, when the timeline is the same as A13. A14 is their next node shrink from N2, and TSMC always starts off with the non-BSPD variant to satisfy mobile customer which is mostly what their lead customers want. >Are being slow to adopt high na EUV in a similar fashion to Intel back in the DUV era This parallel never made sense since TSMC also developed Intel 10nm class products without DUV. In fact, Zen 2 and Zen 3 both used DUV variants of the 7nm node. >Are behind on glass No idea on this, don't follow glass substrates, so sure, whatever. >Are posting increasingly diminishing jumps between their nodes So is Intel actually. Check out Intel 18A claims vs Intel 4 claims. >We see Venice on N2 have basically the same Fmax as Turin Fun fact, and you can check this out yourself by just googling "amd epyc" and checking wikipedia, but Zen 4 server didn't see large Fmax bumps in server either. And yet in client, we saw a 800mhz bump. Meanwhile Zen 5, which is the only Zen generation to not see *any* Fmax bump in client I believe, saw very large Fmax bumps in server. In short I don't think there's much relation between server and client Fmax. >Yes Intel are still behind and have a lot of work to do but seriously at this point the discourse on them is ridiculous. I mean cmon remaining skeptical on Intel's claims, when even today they face so many delays, and they have historically just not told the truth (and LBT clamming up on any sort of development updates/roadmaps doesn't help either), is hardly being too hard on them. >We just watched America's historically best manufacturer bet the farm on trying to revive themselves and this is the first earnings print where you can see they've come out the other side. Due to a market situation where Zinsner, paraphrasing, said something along the lines of literally anything labeled a CPU would sell... I mean listen, I don't think Intel is in nearly as dire of a situation as they were before, especially with the CPU demand explosion giving them a *lot* of relief. I don't think they are going to end up going bankrupt or anything ridiculous a that. But if DMR and what is rumored to be happening to NVL is any indication- I think trusting Intel on their roadmaps is just a losing bet.

hakim37

I struggle to see how you can still be this negative on Intel after the progress they've made over the last year. \- There are multiple 18A products out right now and 3rd party leaks confirming 18A yields are strong. \- 18AP is now in risk production and we'll see their first products probably H1 2027 \- Intel just posted their best earnings beat in 15 years based off higher volumes and better yields. \- Intel just moved their 14A timeline up to 2027/2028 and leadership repeatedly are saying it's ahead of schedule. \- Apple is pretty much confirmed to use 14A. \- EMIB-T now looks like it stomps TSMC's packaging solutions in cost, max package size, and interconnect density Conversely looking at TSMC \- We are still yet to see an N2 product despite TSMC being in HVM since 2025 \- Are still looking shaky on BSPD with it missing from A14 / A13 and only Nvidia seems to be biting on A16 \- Are being slow to adopt high na EUV in a similar fashion to Intel back in the DUV era \- Are behind on glass \- Are posting increasingly diminishing jumps between their nodes \- We see Venice on N2 have basically the same Fmax as Turin Yes Intel are still behind and have a lot of work to do but seriously at this point the discourse on them is ridiculous. We just watched America's historically best manufacturer bet the farm on trying to revive themselves and this is the first earnings print where you can see they've come out the other side.

account-names

A channel can stream "live" a past video too. I always go to AP news on youtube to verify [https://www.youtube.com/watch?v=C32ZkSQ9KIc](https://www.youtube.com/watch?v=C32ZkSQ9KIc)

Independent-Use-228

When will Axios print? AP and AFP can't carry the bags till the Timez and Journals print

Independent-Use-228

If you don't read the AP news feed today, you won't be able to tame my furry fury. I'm officially done. Try to keep up. Call Don Cheeadle. The house of lies falls today. The Casino has opened its doors to the Oppenheimer Casino in Buda%Pest. The Danube Flows free and the Republic stands v the emperor has declared a crusade against the nonbeliwver nation of stupid animosity. Call your banners. We ride at noon.

GloomyMembership4197

AP: Japan space agency's reusable rocket lands safely in first test

curling_rocks

Thanks AP really needed that wakeup

Own_Fold_5212

1. The EO had pretty broad coverage - AP, ABC, NBC, Fox, Reuters . And that awesome pre EO from WSJ I think there will be a bigger media focus on final file as well 2. My GTI thesis is a lot better with 280E removal 😂…or rather a few things need to happen for share appreciation including S3 as a huge requirement S3 is a big deal, it’s hard to predict what it will do to stigma reduction and spur added reform

strangedaychronicles

I’m paraphrasing the AP on this but since the “ceasefire “ agreement with Iran took effect for most of June, gas prices (which are very inflation adjacent) were down. Now that that shits flown out the window and down the street we should be seeing an uptick back in inflation.

xeuropa

Breaking: DUBAI, United Arab Emirates (AP) — Iran says Strait of Hormuz is closed, claims it struck vessel using 'unauthorized route.'

iTouchStuff

US DEMANDS IRAN STATE THAT HORMUZ IS OPEN: AP CITING OFFICIALS IF WE DON'T GET THE NUCLEAR DUST, WE DO NOT HAVE A DEAL WITH IRAN – SENIOR U.S. OFFICIALS JUST IN : US DEPLOYS 20 WARSHIPS AND 2 AIRCRAFT CARRIERS TOWARDS IRAN it wouldnt be a weekend without war . lmaooooo

Dalio_Conflict3025

The day’s headline catalyst is SK Hynix’s U.S. market debut, which gives American investors a direct listed vehicle for high-bandwidth memory exposure. AP reported that SK Hynix raised $26.5 billion through its ADR offering, priced at $149, making it the largest U.S. IPO by a foreign company. The timing matters: AI memory has become one of the tightest bottlenecks in the data-center supply chain, and investors are treating the listing as a real-time referendum on the durability of the AI capex cycle.

mr_malifica

It will probably pop on Tuesday as the AP's convert the Korean shares to ADR which will pump up the NAV.

mr_malifica

Arbitrage. Be an AP and convert the Korean shares over to the ADR.

Technically_Tactical

But's it's not reverse-thermodynamics. Leverage is negative-sum. Rotation conserves, maybe, degrades, total nominal values. Think of AP Physics class and inefficient systems you have to add small coefficients to account for small energy loss.

ysxlx

[https://www.energy.gov/ne/articles/advantages-and-challenges-nuclear-powered-data-centers](https://www.energy.gov/ne/articles/advantages-and-challenges-nuclear-powered-data-centers) Excerpt: *Numerous designs for next-generation reactors are currently in the works, but only the Westinghouse AP-1000 has been built thus far. Licensing, demonstrating, and deploying additional reactors will take years. Progress is underway on the two main DOE Advanced Reactor Demonstration Projects (TerraPower in Wyoming and X-Energy in Texas), and widespread commercial reactors are likely to arrive in the 2030s. In the meantime, energy generation for data centers in the near-term future will primarily come from natural gas, coal, wind, and solar, and existing nuclear power plants.*  Took about 30 seconds to get a source from the Department of energy saying New modular Reactors specifically for datacenters will likely arrive in the 2030s So no not 30 years, more like 10-15.

Own-Recipe5908

# AP - British military says cargo ship reports being under attack in the Red Sea off the coast of Yemen "The UKMTO said the ship reported being “under attack by unknown armed assailants” 30 nautical miles (55 kilometers) southwest of Hodeida." Houthis gonna fuck around again?

DorianSoundscapes

Bro I had to read that in AP English in HS. So fucking depressing. Ishiguro is legit.

kaikaun

Besides what others are saying about ETFs having slightly different composition from the index, ETFs can earn additional income from stock lending, AP transaction fees or other sources. They can also trade in ways that produce slight advantage. These are accretive to ETF holders and can show up as slight overperformance.

KernalHispanic

You just bought the intern at Jane Street his second AP

Glittering_Event_309

you won bro go buy an AP and start some busineses

Thin_Cat8817

Breaking per AP: Israel and Lebanon sign a framework agreement with the US following months of conflict between israel and hezbollah, Rubio says

zbern

[US Energy Dept. Offers $17.5B Carrot to Fast-track New Nuclear Plants](https://www.enr.com/articles/63219-us-energy-dept-offers-175b-carrot-to-fast-track-new-nuclear-plants) The U.S. Dept. of Energy is offering up to $17.5 billion in loans to support the construction of 10 new nuclear reactors using the AP1000 design at five sites. By standardizing component procurement, the agency aims to streamline supply chains and cut construction times. While intended to boost U.S. capacity to meet surging power demand, critics note the loans cover only a fraction of the estimated total costs, and actual construction contracts remain unfinalized. The industry views this DOE initiative as a major catalyst for a nuclear renaissance, hinging on the standardization of components to drive efficiency and interchangeability across new reactor sites. While DOE leadership projects high confidence in the economic potential for stakeholders including utilities and the hyperscalers currently driving grid demand critics argue that the proposed $17.5 billion in loans remains a limited buffer against the substantial capital requirements inherent in multi-reactor construction.

Frosty_Promise8050

Both ? [British military says a cargo ship was hit by projectile in the Strait of Hormuz | AP News](https://apnews.com/article/iran-us-israel-war-hormuz-strait-june-25-2026-862164c2aecbdc376dea434198eaf75f)

Primary_Olive_5444

(CAMBRIDGE, ON. – December 12, 2024) – BWXT Canada, Ltd. (“BWXT”), a subsidiary of BWX Technologies, Inc., and Westinghouse Electric Company announced today that they have signed a memorandum of understanding (MOU) to support nuclear new-build projects in Canada and globally. **Under the agreement, BWXT has the potential to manufacture key AP1000\*\*\*\*****^(®)** **and AP300™ reactor components, including steam generators, reactor vessels, pressure vessels and heat exchangers.** Since it explicitly mentioned AP1000 in the CNBC article, BWXT for you then.

Primary_Olive_5444

[https://www.bwxt.com/bwxt-canada-and-westinghouse-sign-mou-for-ap1000-and-ap300-projects/](https://www.bwxt.com/bwxt-canada-and-westinghouse-sign-mou-for-ap1000-and-ap300-projects/) *Agreement Expands Capability to Supply Carbon-Free Energy to the World*  (CAMBRIDGE, ON. – December 12, 2024) – BWXT Canada, Ltd. (“BWXT”), a subsidiary of BWX Technologies, Inc., and Westinghouse Electric Company announced today that they have signed a memorandum of understanding (MOU) to support nuclear new-build projects in Canada and globally. **Under the agreement, BWXT has the potential to manufacture key AP1000\*\*\*\*****^(®)** **and AP300™ reactor components, including steam generators, reactor vessels, pressure vessels and heat exchangers.** Since it explicitly mentioned AP1000 in the CNBC article, BWXT for you then.

Fun_Necessary1021

Invest in AP1000 reactors right

Primary_Olive_5444

As the hyper-scalers load up on debt and seeing reduction in free operating cash flow, the idea of cost savings is bound to come up. And when management conversation touches that topic, the technical people in the group will ask how can we reduce the margins earn by our supply chain providers by going direct to the source. To design there is the EDA software layer (EDA players are like Cadence and Synopsis) before doing up the hardware silicon (mostly going to TSMC) So the foundry or design companies provide their IPs, Cell Libraries (e.g. 18A or 18AP | High Density or High Performance), design rules to those EDA players for integration and designing up the SOC requirements. Running simulations and fine tuning the voltage, frequency, critical path and temperature etc. Henceforth it's important to get on good terms with EDA. And Lip Bu was ex-cadence, so hopefully he can leverage his connections there. I can see a path where Intel integrate itself (assuming the foundry side can deliver), then it makes more sense for external customers to tap on Intel services (both ASIC and Foundry). For Design Technology Co-Optimziation (DTCO) -> Fabs Over at Fabs, silicon fabrication and then advanced packaging. Also includes product testing and validation (over at Intel Malaysia Penang) Or chiplet framework where chiplet A over TSMC and chiplet B at Intel then advanced packaging (CoWos or EMIB). So Intel can still or at least have >50% of earning something from it. As long as it's a good ROI rate. That's quite substantial cost savings, which is what the Meta and Hyper-Scalers need right now. Since the margins paid to providers like Broadcom, Marvell & Mediatek and finally to TSMC, can be trimmed from two layers to just 1 (direct to Intel). **Doesn't matter where you pay (division level: Intel DCG or Intel Foundry) as long as it's to Intel we'll set aside resources to cover that account.** That's how Lip Bu should view it.

_hiddenscout

Still stoked I bought CW a while back. With the nuclear news today, it was around the administration offering $17.5 billion in low-cost loans to help finance the construction of 10 new Westinghouse AP1000 nuclear reactors across the U.S. CW does the pumps for these reactors. Should be some good news for them.