Wall St Engine
SOUTH KOREA’S FAIR TRADE COMMISSION is now investigating Coupang’s $CPNG WOW MEMBERSHIP for possible abuse of market dominance, per ChosunBiz. The probe focuses on bundling Rocket Delivery, OTT, and Eats under one subscription. The FTC is looking at whether this stifles competition.
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SOUTH KOREA’S FAIR TRADE COMMISSION is now investigating Coupang’s $CPNG WOW MEMBERSHIP for possible abuse of market dominance, per ChosunBiz. The probe focuses on bundling Rocket Delivery, OTT, and Eats under one subscription. The FTC is looking at whether this stifles competition.
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Wall St Engine
OPENAI, $NVDA, $ORCL, SOFTBANK & CISCO TEAM UP ON 'STARGATE UAE'
A 1GW AI compute cluster is coming to Abu Dhabi, led by OpenAI and Oracle with support from NVIDIA’s Grace Blackwell chips and Cisco. First 200MW goes live in 2026. Whole 5GW campus will run on nuclear, solar, and gas.
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OPENAI, $NVDA, $ORCL, SOFTBANK & CISCO TEAM UP ON 'STARGATE UAE'
A 1GW AI compute cluster is coming to Abu Dhabi, led by OpenAI and Oracle with support from NVIDIA’s Grace Blackwell chips and Cisco. First 200MW goes live in 2026. Whole 5GW campus will run on nuclear, solar, and gas.
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Dimitry Nakhla | Babylon Capital®
General Electric $GE, founded in 1892 by Thomas Edison, was once the king of conglomerates—jet engines, light bulbs, healthcare, finance
A $600B giant in 2000, it defined American industry
Missteps led to its EPIC transformation, now +39% YTD 📈
Let’s dive into $GE’s story🧵 https://t.co/plKd06DzSE
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General Electric $GE, founded in 1892 by Thomas Edison, was once the king of conglomerates—jet engines, light bulbs, healthcare, finance
A $600B giant in 2000, it defined American industry
Missteps led to its EPIC transformation, now +39% YTD 📈
Let’s dive into $GE’s story🧵 https://t.co/plKd06DzSE
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Wall St Engine
Mizuho says the main winner from the House bill was First Solar $FSLR, even as the industry faces tighter timelines and stricter anti-China language. The tech-neutral tax credits now fully end in 2028, with the foreign entity rules pulled forward. That’s a challenge across the board, but FSLR looks best positioned for now. Industry chatter at the CleanPower conference suggests the Senate could ease some of the tougher provisions, though sourcing fully non-China inverters and batteries might still be a stretch.
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Mizuho says the main winner from the House bill was First Solar $FSLR, even as the industry faces tighter timelines and stricter anti-China language. The tech-neutral tax credits now fully end in 2028, with the foreign entity rules pulled forward. That’s a challenge across the board, but FSLR looks best positioned for now. Industry chatter at the CleanPower conference suggests the Senate could ease some of the tougher provisions, though sourcing fully non-China inverters and batteries might still be a stretch.
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