The Transcript
Conferences this week: https://t.co/sE472Sa0xQ
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Jukan
SA said in an institutional report that INTC has delayed 14A.

via @TMTBreakout. https://t.co/lJLCqZ2r3n
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The Transcript
RT @TheTranscript_: $NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.

"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large"
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The Transcript
ServiceNow executives have cancelled their planned stock sales, and the CEO is buying $3M worth of shares

$NOW: +1% today https://t.co/vTRTq9uT8b

$NOW ServiceNow CEO tells investors the M&A panic is over and it’s time to return that lost $10B in market cap.

"I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone, you can give us back to market cap. And no, we're not going after anything large" - The Transcript
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God of Prompt
RT @rryssf_: Together AI published a paper that made open-source models outperform GPT-4o on a major benchmark

the method is called Mixture-of-Agents. it doesn't fine-tune anything. it doesn't train anything. it just asks multiple llms the same question, then feeds their answers to another llm that synthesizes the best response

65.1% vs GPT-4o's 57.5% on AlpacaEval 2.0. all open-source models. here's how it works and where it breaks down
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Clark Square Capital
RT @TheAppInvestor: 📊Mobile App Stocks review - Week 7, 2026
Gala (HK:2458), Mighty Kingdom (AX:MKL), $ZDGE and $GRVY top the chart. Disappointing few weeks for Drecom and Aiming in JP.

Commentary blog offers some more thoughts on Gala and Gravity, cf comments. https://t.co/ATELocRcxM
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The Few Bets That Matter
Closed $ALAB.

I love the company and it has more to give.
If the market doesn't like it, I don't either.

Call me a trader 👇

https://t.co/l9nGdNNrQu - The Few Bets That Matter
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God of Prompt
RT @godofprompt: 🚨 BREAKING: Gemini can now write and design an entire book in 48 hours.

Here are 5 insane prompts to become a published author this month: (Save for later): https://t.co/hdqbdZK4Gv
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AkhenOsiris
RT @JerryCap: In 2000, people thought the internet would kill all retail. Twenty years later $WMT trades at 50x PE and a premium to Amazon who actually owns the internet.
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Javier Blas
RT @patrickwintour: Full remarks of Seyed Abbas Araghchi, Minister of Foreign Affairs, after the end of the Geneva negotiations.

Today, we held the second round of negotiations with the American delegation indirectly at the Oman Embassy in Geneva. Consultations had started since yesterday, and Grossi came to Geneva and had good technical discussions with him, and he met with the American delegation.

In this round, completely serious discussions were raised compared to the previous round, and there was a more constructive atmosphere.

Various ideas were presented and these ideas were seriously discussed, and ultimately we were able to reach a general agreement on a set of guiding principles, based on which we will move forward and enter the text of a possible agreement.

This does not mean that we can quickly reach an agreement, but at least the path has started. We hope this will be done as soon as possible and we are ready to devote enough time to it, but when it comes to drafting the text, the work becomes a bit more difficult and detailed.

Good progress was made compared to the previous session and now we have a clear path ahead, which I think is positive.

No specific time was set, and it was agreed that both sides would work on the texts of a possible agreement, then we will exchange these texts and after that set another date for the third round.

The roadmap is not defined as such, but now we have a clearer picture of what needs to be done and what should be done next.

Of course, both sides still have positions that require work to come closer to each other, but at least now we have a set of guiding principles and a clearer path to follow.
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Javier Blas
Oman, which is mediating the U.S.-Iran, talks comes out also with an upbeat take. If nothing else, everyone involved seems to want to keep the talks ongoing

Today’s indirect negotiations between The Islamic Republic of Iran and the United States of America in Geneva concluded with good progress towards identifying common goals and relevant technical issues. The spirit of our meetings was constructive. Together we made serious efforts to define a number of guiding principles for a final deal. The contribution of the IAEA Director General Rafael Grossi was much appreciated. Much work is yet to be done, and the parties left with clear next steps before the next meeting. - Badr Albusaidi - بدر البوسعيدي
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