1. Okta is a leading cybersecurity firm in identity and access management, trading at a forward P/E of 26; 2. The company reported its 20th consecutive double-beat quarter with strong revenue growth, premium margins, and a loyal customer base; 3. Despite recent market volatility, Okta is undervalued due to its market dominance, high growth, and AI-driven cybersecurity demand, warranting a Buy rating with a $108 price target.
➀ The Gigabyte B343-C40-AAJ1 is a 10-node AMD EPYC 4005 (or Ryzen 9000) server housed in a 3U chassis, offering high-density computing with compact design;
➁ The system reduces costs through shared 2kW Titanium power supplies (4 for 10 nodes) and centralized management via two CMC ports, minimizing power and network infrastructure requirements;
➂ It utilizes three OCP NIC 3.0 slots for multi-host networking, enabling resource sharing and further lowering deployment costs.
1. Joby Aviation's stock surged due to a partnership with Nvidia to develop autonomous flight technology using the IGX Thor platform; 2. The company remains focused on certifying piloted aircraft, with autonomous operations still distant; 3. The Q3'25 earnings report will emphasize FAA certification progress, while the recent rally to $17 reflects market hype rather than tangible milestones, warranting a Neutral stock rating.
1. Weekly summary of dividend activities for companies categorized as Dividend Champions, Contenders, and Challengers; 2. Highlights companies that recently changed their dividends and lists those with upcoming ex-dividend and payment dates; 3. Introduces the Dividend Champions list, authored by Justin Law, and notes his affiliations with the Dividend Kings service and personal stock disclosures.
1. The S&P 500 rose 2.3% in October, marking a positive monthly performance; 2. The index gained 0.7% weekly, its fourth weekly increase in five weeks; 3. Year-to-date, the S&P 500 is up 16.56%, while the S&P Equal Weight Index has risen 7.53%.
➀ The author addresses the recent accident and explains the decision to delay response to avoid misunderstandings.
➁ The company's AI system predicted a battery insulation fault four hours before the accident, but the vehicle was allowed to continue driving with the fault.
➂ The recall decision was made based on the consensus that safety must be zero-tolerant, even if the cost is significant.
➀ BonV Aero develops heavy-lift drones for the Indian Army to address high-altitude logistics challenges, replacing traditional mule transport with 20kg-capacity drones operating up to 5,500 meters.
➁ The company’s drones feature custom propulsion systems, AI-driven predictive maintenance, and computer vision for obstacle detection, designed to withstand extreme Himalayan conditions with fail-safe mechanisms.
➂ Supported by defense partnerships and international investors, BonV Aero plans to expand into commercial transport and passenger-carrying drones, aiming to position India as an aerial mobility innovation hub.
➀ Biocomputers utilize living neurons instead of silicon, offering millionfold energy efficiency and potential for sustainable AI development;
➀ By integrating biological systems with optics and electronics, researchers enable neuron-based computing, though practical applications remain experimental;
➂ Market projections suggest growth to $17 billion by 2032, driven by biocomputing's niche advantages in neural simulations over traditional silicon.
➀ A benchmark listing reveals the Samsung Galaxy Book6 Pro with a next-generation Intel chip, hinting at the future of AI PCs driven by Intel’s Panther Lake architecture.
➁ The Core Ultra 5 338H processor, part of Intel's 3rd generation Core Ultra lineup, is expected to offer powerful graphics and AI capabilities.
➂ The laptop is rumored to come in 14-inch and 16-inch variants, running Windows 11 Pro and featuring significant battery capacity upgrades.
➀ Thermal Grizzly introduces the WireView Pro II, a monitoring device for 12V-2×6 graphics cards; ➁ It tracks individual pin and wire values for precise power delivery oversight; ➂ The device monitors voltage, temperature, and power consumption, with warnings and alarms for exceeded thresholds.
➀ Minisforum announced a slight price adjustment on its mini PC models due to rising global raw material costs.
➁ The price increase will affect models with DDR5 memory and SSD storage, while barebone models and accessories will remain unchanged.
➂ The increase is attributed to the soaring demand for DRAM and NAND flash memory chips driven by AI workloads.
1. The Nasdaq 100's dominance is fueled by asset flows and leverage, outpacing broader indexes like SPY and RSP; 2. Current market conditions mirror the dot-com bubble, with high concentration in mega-cap stocks and elevated risks from leverage and retail participation; 3. A 30% rally in QQQ is possible before a potential crash, akin to the 1999-2000 market dynamics driven by momentum and central control.
➀ Nintendo has confirmed that Animal Crossing: New Horizons will receive a Switch 2 upgrade early next year; ➁ The upgrade will be available on January 15th, 2023, bringing improved resolutions and online play for up to 12 players; ➂ The upgrade will cost $5 for those who already own the Switch 1 version, but it will be accompanied by a free major 3.0 update with new content.
YouTube TV subscribers are unable to access Disney-owned channels including ESPN, ESPN2, ABC, and more due to a contract dispute. Google claims Disney is using the blackout as a negotiating tactic, while Disney argues Google is refusing to pay fair rates. YouTube TV subscribers will receive a $20 credit if the blackout extends for an extended period.
➀ Epic Games officially unveils 'Fortnite Sidekicks', a new pet cosmetic system; ➁ Players can earn/purchase pets like Peels, Bonesy, and Lil' Raptor; ➂ Customization is available upon obtaining pets, with additional unlocks through SP points.
➀ The Sudokoo Mach 120 fan is tested against the Phanteks D30 and Noctua A12x25 G2; ➁ It features a high-performance motor and customizable design; ➂ The fan offers great performance with a high speed and reduced noise.
➀ Paramount Pictures has obtained the rights to develop a live-action film based on the Call of Duty franchise; ➁ Peter Berg will direct the film, with Taylor Sheridan co-writing the script; ➂ Berg is known for his work in big budget action movies.
➀ Capcom has announced a Resident Evil Showcase to celebrate the 30th anniversary of the franchise; ➁ The event is scheduled to take place early next year; ➂ The showcase will feature new announcements, potential ports, and merchandise related to the upcoming Resident Evil 9 and the series' 30th anniversary.
➀ Analyzes the evolution and impact of the Call of Duty franchise, focusing on gameplay mechanics, content, and monetization strategies. ➁ Discusses the pros and cons of the live-service model, including cosmetic systems and Battle Passes. ➂ Explores the challenges and opportunities for the upcoming Black Ops 7 in light of the changing market and consumer expectations.