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$BB · BlackBerry CEO: QNX in 275M cars, $950M backlog, industrial robotics fastest growing segment
now playing · $BB
$SHOP···bullish· high· posharley finkelstein
Shopify President: Agentic commerce driving 3x traffic, 2x conversion for long-tail merchants
AI-driven agentic commerce is real and accelerating: AI-referred traffic up 3x, orders up 3x, catalog conversion 2x vs general AI search; small niche merchants benefit disproporti…
$SHOP···bullish· high· posharley finkelstein
Shopify Q2 beats with 30%+ growth; agentic commerce emerging as structural advantage
Shopify delivered fifth straight quarter of 30%+ GMV growth; agentic commerce traffic and orders up 3x, catalog conversion 2x vs general AI scraping, disproportionately benefiting…
$BB···bullish· high· posjohn giamatteo
BlackBerry CEO: QNX in 275M cars, $950M backlog, industrial robotics fastest growing segment
BlackBerry's QNX OS powers 275M+ vehicles with a $950M backlog over 5-7 years; the fastest growing pipeline is industrial automation, robotics, and medical instruments (surgical r…
$BB···bullish· medium· posjohn giamatteo
BlackBerry QNX in 275M+ cars; industrial robotics now fastest-growing segment
BlackBerry has transformed into embedded software leader with $950M QNX backlog over 5-7 years; automotive OS in 275M+ vehicles, but fastest-growing pipeline is industrial automat…
$CRCL···bullish· high· posjeremy allaire
Circle USDC dominates 70% of real-world stablecoin transactions; building agentic labor market
USDC is 70% of real-world stablecoin transactions per Visa; Genius Act makes stablecoins part of official financial system; Circle building infrastructure for AI agents as cogniti…
$CRCL···bullish· high· posjeremy allaire
Circle CEO: USDC dominates 70% of real-world stablecoin transactions; Genius Act integrates stablecoins into financial system
Stablecoins are moving from speculative to mainstream: Genius Act makes them officially part of the dollar financial system; USDC captures 70% of real-world stablecoin transaction…
$AMBROOKbullish· high· posmackenzie burnett
Ambrook raises $30M Series B; 8,000 businesses on platform, building AI CFO for 'finance teams of zero'
Ambrook targets the 25-30% of US small businesses too complex for QuickBooks but too small for NetSuite; grew from 200 to 8,000 businesses in ~1 year, 50% moving off pen-and-paper…
$AMBROOKbullish· medium· posmackenzie burnett
Ambrook raises $30M Series B; 8K businesses on platform targeting 'messy middle' SMBs
Ambrook grew from 200 to 8,000 businesses in ~1 year; targets 25-30% of US small businesses too complex for QuickBooks but not ready for NetSuite; 50% of customers moving off pen-…
$SPCX···bullish· mediumryan peterson
SpaceX internal revenue projections for $1T moved from 2031 to 2030 per earnings call
Elon Musk stated on SpaceX earnings call that internal projections for reaching $1 trillion in revenue have accelerated by one year to 2030, signaling confidence in Starlink and S…
$GOOGL···bearish· mediumjohn coogan
Google DeepMind reorg signals AI execution struggles; stock down 3.5%
Demis Hassabis stepping down as DeepMind CEO and Jeff Dean leaving after 27 years suggests Google is losing top AI talent and momentum; the hosts argue Google may shift to a capit…
$GOOGL···neutral· mediumjohn coogan
Google DeepMind reorg signals shift to infrastructure partner role
Google has every advantage in AI but consistently struggles to execute; the DeepMind reorg and Jeff Dean's departure suggest Google may pivot to an AWS/Azure-style infrastructure…
$MCFT···neutral· lowjohn coogan
Mastercraft adds CarPlay to pontoon boats; stock up 72% (18 cents)
Mastercraft Boat Holdings integrating Apple CarPlay and on-water navigation via Savvy Navy into Crest and Biz pontoons; stock moved 72% but only 18 cents absolute.
$REVOLUTneutral· lowjohn coogan
Revolut founder sued over $20M broker fee on $400M superyacht; valued at $115B
Revolut co-founder Nikolay Storonsky allegedly bypassed broker to buy $400M superyacht Nixie, avoiding $20M commission; company recently valued at $115B in secondary sale after ob…
$MECHANIZEneutral· lowjohn coogan
Google in talks to acquire RL environment startup Mechanize for $1.5B
Google reportedly negotiating $1.5B acquisition of Mechanize, an RL environment company that builds synthetic data environments for frontier labs, addressing Google DeepMind's per…
$MECHANIZEneutral· mediumjohn coogan
Google reportedly in talks to acquire RL environment startup Mechanize for $1.5B
Mechanize is one of four credible players in RL environment markets with synthetic data scaling capabilities; Google's potential $1.5B acquisition addresses DeepMind's synthetic d…
$SAFE-SUPERINTELLIGENCEneutral· lowjohn coogan
Ilya Sutskever's SSI rumored to release model in August; raised from Nvidia
Ilya Sutskever's Safe Superintelligence reportedly raising from Nvidia and may release a model in August; sole mission is superintelligence, so any release would imply significant…
$SPCX···bullish· mediumjohn coogan
SpaceX internal $1T revenue target pulled forward from 2031 to 2030
SpaceX earnings call revealed internal projections for $1T revenue moved up one year to 2030, signaling accelerating Starlink/Starship trajectory.
$META···neutral· lowjohn coogan
Meta releases Muse Code coding agent powered by Muspark 1.2
Meta launched Muse Code beta, a terminal coding agent powered by coding-focused model Muspark 1.2, entering the AI coding agent competitive landscape.
$MSFT···bullish· mediumjohn coogan
Microsoft standardizes on OpenAI GPT-5.6 Soul as default internal model
Microsoft internal memo designates OpenAI's GPT-5.6 Soul as default model for internal use, ending 'token maxing' debate and cementing OpenAI as Microsoft's primary AI partner.