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https://www.wsj.com/business/nvidia-is-preparing-to-oust-nvidia-ceo-jensen-huang-30f421ad Looks like rumors may have been correct. It's not just cheating which is not enough to fire someone. It's knowingly selling chips to be sent to China through Megaspeed or perhaps even helping coordinate a large scale smuggling and diversion scheme. Obviously this is a big story. No clear successor, wonder who it will be. The Culper report seemed to be the only one flagging this risk months ago. Now that everything is coming out immediately after midterms, hard to not wonder if it's more than coincidence. According to the report, Alibaba reps were present at every meeting with Jensen and Alice. Hence he was very much aware. Given Alice was bragging about being able to summon Jensen on command from as early as July 2024 (reported by NYT), they must be pretty close and my bet there's a trail somewhere of his involvement or at least knowledge. Edit: spelling

Investing.com -- Applied Intuition Inc. is in discussions to secure at least $1.5 billion in a fresh funding round that would double the autonomous-vehicle software maker’s valuation to roughly $30 billion, Bloomberg reported, citing people familiar with the matter. Venture capital firm General Catalyst is slated to lead the transaction with a planned $250 million commitment, underscoring sustained private-market demand for defense-adjacent artificial intelligence infrastructure.

The proposed pre-money valuation marks a rapid escalation from June 2025, reflecting accelerating commercial adoption across both civilian and government applications. Founded in 2017, the Silicon Valley startup specializes in automated operating systems and simulation tools tailored for industries ranging from defense and trucking to construction.

The capital pursuit follows a string of high-profile commercial partnerships, including recent agreements with Honda Motor Co., Saudi Arabian AI entity Humain, an

Baylin Technologies said third-quarter revenue more than doubled from a year earlier as the company completed its first full quarter with Kaelus, but investors focused on shrinking margins, a withdrawn full-year outlook and a lender waiver that underscored ongoing balance-sheet strain. Revenue rose to CAD 35.3 million from CAD 16.8 million a year earlier, topping the CAD 32.4 million forecast by 8.95%. The stock fell 35.48% to $0.10 from the previous close of $0.155, leaving it near the bottom of its 52-week range of $0.09 to $0.42.

Baylin’s third quarter showed a sharp increase in scale, but not yet in profitability. The company said the acquisition of Kaelus transformed the quarter, adding a full period of revenue and broadening Baylin’s product set across wireless infrastructure, satcom and related technologies.

The top line improved strongly, but margins weakened. Gross profit rose to CAD 12.2 million from CAD 7.3 million a year earlier, while gross margin dropped by nearly nine

Gladstone Land beat Wall Street’s expectations in the third quarter of 2026, reporting earnings per share of $0.142 on revenue of $31.47 million, well above forecasts for a loss of $0.16 per share and revenue of $16.25 million. The agricultural REIT said strong almond and pistachio pricing, along with earlier-than-usual recognition of pistachio bonus income, lifted results. Shares rose 5.38% in premarket trading to $7.25 from the previous close of $6.88.

Gladstone Land reported net income of about $11 million, or $0.14 per share to common shareholders, in the third quarter. Adjusted funds from operations rose to $15.1 million, or $0.35 per share, from $1.4 million, or $0.04 per share a year earlier.

The company said the improvement was driven mainly by higher participation rents and stronger results from direct farming operations. Participation rents rose by about $11.4 million from a year earlier, helped by stronger almond and pistachio prices and the early announcement of a 2025 pi

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From recruitment of U.S. students to allegations surrounding Nvidia’s Jensen Huang affair, reports point to one Chinese intelligence agency: the Ministry of State Security.

The opaque government entity — which lacks an official website other than one supporting whistleblowers — has gained prominence with Beijing’s growing emphasis on national security since 2023. The ministry oversees a range of provincial and national-level bureaus, including for intelligence gathering.

While the MSS is not Beijing’s only intelligence entity, the ministry has often been named in high-profile cases. Following hacking attempts on U.S. entities, the U.S. Treasury Department has in recent years sanctioned Chinese entities and individuals it alleges are affiliated with MSS.

The Financial Times and The New York Times this month reported, citing sources, that U.S. government intelligence believe the MSS recruited businesswoman Alice Huang to gather information on Nvidia CEO Jensen Huang.

$1.4 billion in cash Long term debt: $2.433 billion Long term lease liabilities: $2.656 billion Debt is being actively paid down Free cash flow $800 million in 2025 Macys is closing ~100 stores through 2028 and terminating the lease and/or selling off the real estate Real estate and land on books: $4.282 billion at historical cost Macys has owned all of its real estate for decades. Most of it in large Urban cities, such as Detroit, Los Angeles, Chicago, and New York; where real estate values have soared. Conservatively appreciate the real estate at 5% for 25 years, and you have a 2026 value estimate of $14.56 billion Subtract the debt and lease liabilities from the cash and real estate value and you have company assets of $10.871 billion Macys market cap is $6.48 billion “Fair value”, whether it is from capital appreciation or a buy out, would be more than 60% upside. Please let me know your thoughts or feedback