Our road map does begin with, well, what else . Big tech, chips, and a. I. , Semiconductor Stocks are coming off what was the second worst week of the year, and of course, mr. Jensen huang is set to deliver what is a very hotly anticipated keynote speech that is later today. Were also keeping an eye on shares of apple and alphabet. Theyre both up ahead of the open, particularly alphabet. The tech giants reported by bloomberg to be in talks to license googles a. I. Engine, gemini. That would be for the iphone. And oracle shares are surging more than 10 in just the last week. Again, why . Well, a. I. Progress. Ceo chuck cisco shares. Cisco shares. S cisco. You know, i dont sometimes, jim, you read it if you put it there, he will read it. And youre right. And oracle had a great week, and shes on the board of disney. Lets go there. Yeah. Thanks, guys. I was, like, what . Hm. Yeah, we got Chuck Robbins coming up. Jim, youll partake in that. Theyre closing the splunk deal so thats coming up
To file an antitrust lawsuit against ticketmaster parent livenation as early as today lets begin with nvidias blowout quarter. The Company Revenue more than tripled in q1, and its datacenter business grew by more than 400 over a year earlier sending shares above 1,000 for the first time heres jensen huang on the call last night the demand for gpus and all the datacenters is incredible. Were racing every single day, and the reason for that is because applications like chatgpt and gpt 4o and now its going to be multimodality and gemini and its ramp and anthropic, you know, all of the work thats being done at all the csps are consuming every gpu thats out there jim, a lot of the commentary today says any worries about an air pocket probably get assuaged today. Yeah, look, there was a lot of teaching on the call last night. Jensen came in right after colette kress, the amazing ceo usually he comes in later, but he wanted to explain to people about the Industrial Revolution thats begun and
Little bit heading into santa cruz and the santa cruz mountains, a highway 17. And 39 at the napa airport and little bit of chill in the air. And hillsboro 46, in snow continues in the sierra for a couple of more hours. A few showers, mix of sun and clouds, breezy and windy. Parts of the coast below normal highs on the temperatures, 50s and low 60s. A 80 bay bridge, a bunch going on. First of all, going to the east bay, this crash that we told you about on 880 is not affecting the bay bridge, still backed up. Going to the 880 picture, 880 north bound near market, a fatal collision involving a pedestrian, northbound 880 is backed up. The bay bridge is still backed up, so do not think you can get by without a backup, but approach the bay bridge from 580, and do not use 880 northbound because the traffic is not doing well. Going to the south bay, the east bay montague expressway, a crash involving injuries just west of delacruz. This is fully closed. It looks like the traffic is not doing
Then it said it planned to accept a floor of 85,000 refugees and at least 100,000 next year. Once here with Refugee Status those individuals can claim any job and collect any federal welfare benefit. Recent statistics from the department of health and Human Services office of Refugee Resettlement indicate that 75 of refugees receive food stamps and more than half receive Free Health Care and cash benefits. For refugees from the middle east the numbers are even higher. More than 90 of recent middle eastern refugees draw food stamps and about 70 receive Free Health Care and cash welfare. Refugee settlement also comes with security risks as we have witnessed with the surge of isis recruitment among, for example, somali refugee communities in minnesota. Anyone claiming to have a serious and honest discussion of Refugee Resettlement must ask the difficult questions about integration, how can we accomplish that. Assimilation, and community safety. This is certainly true with respect to count
Discipline like the arts and sciences, the way ben franklin did, the way ada lovelace did and Albert Einstein. We talk about innovations so often, its almost drained of its meaning, and ive always liked to write about real people who are in a situation whether it whether it be after world war ii when you have to create a whole new world order like the world bank and the Marshall Plan or steve jobs who says okay we are now in a digital revolution and have to make it personal. These are people who are able to think different and outofthebox. So i want to try to explore the creative mind and how it works. Host one of the themes in all of your her books seems to be the connection to spirituality. Everybody had written about the leaves believes whatever they did was part of something larger than themselves. I remember sitting with steve jobs at the end of his life and i asked him why did you do what you do, what was the meaning and he said life is like a river. You get to pick things out of