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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Cloud, cars, complexity' are three C's to focus on in chips sector, says BofA’s Vivek AryaVivek Arya, Bank of America Global Research senior semiconductors analyst, joins 'Squawk Box' to discuss the semiconductor industry, where to make key investments in the sector, and more.
Persons: BofA’s Vivek Arya Vivek Arya Organizations: Bank of America Global Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere will be enough lithium to meet demand over the next couple of years, says Commonwealth BankVivek Dhar from Commonwealth Bank of Australia says lithium demand is sufficient for now, but will surge significantly later in the decade as countries set ambitious climate goals.
Persons: Vivek Dhar Organizations: Commonwealth Bank of Australia
Both Mr. DeSantis and Mr. Scott will be at the July 4 parade in Merrimack, N.H., as will several other Republican presidential hopefuls: Mr. Burgum, former Representative Will Hurd of Texas, the entrepreneur and author Vivek Ramaswamy, and Perry Johnson, a Michigan businessman. Mr. Trump’s campaign evinces no concern that his absence from the stage will give his rivals any room to make up ground in the Republican primaries. Republican veterans don’t see much of an opening for Mr. Trump’s rivals either. “He definitely plays by a different set of rules,” said David Kochel, a longtime Republican adviser and strategist in Iowa. field at the Republican Party of Iowa’s biggest fund-raiser, the Lincoln Dinner, on July 28.
Persons: DeSantis, Scott, Burgum, Will Hurd, Vivek Ramaswamy, Perry Johnson, Marianne Williamson, Biden, don’t, , David Kochel, Trump, Miami’s, ” Mr, Kochel, Organizations: Democratic, White, National Education Association, Mr, Republican, New Hampshire —, Cuban, Republican Party of Iowa’s Locations: Merrimack, N.H, Will Hurd of Texas, Michigan, , Iowa, New Hampshire, Versailles
CNN —A federal judge on Tuesday ordered some Biden administration agencies and top officials not to communicate with social media companies about certain content, handing a win to GOP states in a lawsuit accusing the government of going too far in its effort to combat Covid-19 disinformation. In a preliminary injunction issued by US District Judge Terry Doughty, the judge ordered a slew of federal agencies and more than a dozen top officials not to communicate with social media companies about taking down “content containing protected free speech” that’s posted on the platforms. The injunction notes that the government can still communicate with the companies as part of efforts to curb illegal activity and address national security threats. The lawsuit brought by the Missouri and Louisiana attorneys general in 2022 represents a novel way to pursue “censorship” claims accusing the Biden administration of effectively silencing conservatives by leaning on the private social media companies. The judge had previously ordered the administration to produce documents identifying government officials and the nature of their communications with social media platforms.
Persons: Terry Doughty, ” that’s, Vivek Murthy, Karine Jean, Pierre, Doughty, ” Doughty, Donald Trump, Meta, Biden, Doughty hasn’t, Organizations: CNN, Biden, GOP, US District, Department of Health, Human Services, National Institute of Allergy, US Centers for Disease Control, Justice Department, FBI, White House Press, Facebook, Twitter, YouTube, White, Google Locations: Missouri, Louisiana
UK's BMA union willing to cancel strikes for suitable pay offer
  + stars: | 2023-07-03 | by ( ) www.reuters.com   time to read: +2 min
[1/2] Junior doctors hold placards during a strike, amid a dispute with the government over pay, in London, Britain April 11, 2023. REUTERS/Maja Smiejkowska/File PhotoJuly 3 (Reuters) - The British Medical Association (BMA), which represents about 45,000 junior doctors in England, said on Monday its members were willing to cancel strikes if the government presented them with a suitable pay offer. Separately, BMA's consultants committee also called on the government last month asking for a credible pay offer, to avoid strikes on July 20 and 21. The consultants committee said it is willing to cancel strikes if a suitable offer is presented. The BMA has said the latest pay offer of a 5% increase for 2023/24 was not credible since it was "nowhere near addressing pay erosion over the last 15 years."
Persons: Maja Smiejkowska, Vivek Trivedi, Rishi Sunak, Vishal Sharma, Steve Barclay, Barclay, Lavanya Ahire, Robert Birsel, Jacqueline Wong Organizations: REUTERS, British Medical Association, BMA, BMA Junior, British Health, Times, of Health, Social, Thomson Locations: London, Britain, England, Bengaluru
Pilots have a mandatory retirement age of 65, although that could be raised in the near future to deal with a pilot shortage. Anna Moneymaker/Getty ImagesVivek Ramaswamy, a biotech founder, wants to raise the legal voting age to 25. It’s hard to imagine how this would work since the current voting age of 18 is guaranteed in the 26th Amendment. Democrats like former House Speaker Nancy Pelosi have in recent years pushed to go in the opposite direction, arguing to lower the voting age to 16. She said more calculations are needed to come up with a specific retirement age for people currently in their 20s.
Persons: , Joe Biden, Nikki Haley, – Biden, Donald Trump, Biden, Vivek Ramaswamy, Anna Moneymaker, Nancy Pelosi, Ramaswamy, ” Ramaswamy, Mike Pence, Ron DeSantis, Haley, Pence, Jake Tapper, “ we’re, , ” DeSantis, , Trump, DeSantis, Donald Trump’s, Josh Reynolds, Alice Johnson Organizations: CNN, Democratic, Former South Carolina Gov, Pilots, Conservative Political, Conference, Washington, Social Security, Trump, Florida Gov, Social, Gov, AP Florida Gov, Republican Locations: National Harbor , Maryland, , New Hampshire, American, Washington, DC, Hollis , New Hampshire, Florida
The mayor of a suburb of Paris said on Sunday that protesters had rammed a car into his home and then set the vehicle on fire, injuring his wife and one of his children, as violent demonstrations across France over the police killing of a 17-year-old stretched into a fifth night. “Last night, a milestone was reached in terms of horror and ignominy,” the mayor, Vincent Jeanbrun, of L’Haÿ-les-Roses, a town to the south of the capital, said in a statement on Twitter. In a separate attack, the police said on Twitter that rioters had tried to set fire to a car belonging to another mayor, in the town of La Riche, near the city of Tours, southwest of Paris. Across the rest of France, Saturday evening had generally been calmer than recent nights, during which hundreds of protests have taken place nationwide. But still, local news media reported rioting, looting and clashes in Marseille, France’s second-largest city, and hundreds more people were arrested.
Persons: Vincent Jeanbrun, France’s Organizations: Twitter Locations: Paris, France, La Riche, Tours, Marseille
But researchers have found that women in foraging societies were often the ones bringing home the bacon (and other prey, too). Of the 63 foraging communities examined, 50 had records documenting women hunting. Women hunted game of all sizes, “with large game pursued the most,” the study authors reported. Women also used specialized tools: In the Philippines, for example, Agta women hunted with knives, bows and arrows, or a combination of the two weapons, depending on personal preference. In many of the groups, it seemed as though women had a more flexible approach to hunting than men did, Wall-Scheffler said.
Persons: Cara Wall, Scheffler, , , Vivek Venkataraman, ” Venkataraman, Venkataraman, ” Mindy Weisberger Organizations: CNN, Seattle Pacific University, Seattle Pacific, Charles University, University of Calgary, Scientific Locations: Czech Republic, Philippines, Canada
Bidenomics in One Lesson
  + stars: | 2023-06-29 | by ( The Editorial Board | ) www.wsj.com   time to read: 1 min
Wonder Land: Republican presidential hopefuls Ron DeSantis, Mike Pence, Nikki Haley, Tim Scott, Chris Christie, Vivek Ramaswamy and maybe even Donald Trump are united on spending. All offer a much safer future than the alternative. Images: Reuters/Zuma Press Composite: Mark KellyAs it gears up for the 2024 re-election campaign, the White House is undertaking a political salvage operation over the economy. President Biden is now embracing what we have long called Bidenomics as a badge of honor, and he’s telling tales about how splendid everything is and why he deserves credit for it.
Persons: Ron DeSantis, Mike Pence, Nikki Haley, Tim Scott, Chris Christie, Vivek Ramaswamy, Donald Trump, Mark Kelly, Biden Organizations: Republican, Zuma
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Profitability and monetization' is the focus for streaming companies in Asia, says consultancyVivek Couto of Media Partners Asia discusses how streaming companies are accessing the Asian market and why any push to diversify into commerce and gaming is "still a way off".
Persons: Vivek Couto Organizations: Media Partners Asia Locations: Asia
Ron DeSantis got some good news thanks to a new poll of Wisconsin Republicans. According to the Marquette University Law School Poll, DeSantis is in a dead heat with Trump. Ron DeSantis received some good news from a poll on Wednesday, with a Marquette University Law School Poll finding DeSantis and Trump are in a statistical dead heat among Wisconsin Republicans. The poll found that among those Republicans and independents who lean Republicans in the state, Trump is at 31%, and DeSantis is at 30%. The Marquette University Law School Poll was conducted from June 8-13, 2023.
Persons: Ron DeSantis, DeSantis, , Trump, Joe Biden, Biden, Mike Pence, Sen, Tim Scott of, Nikkie Haley, Vivek Ramaswamy, Chris Christie, Trump's, Rick Scott Organizations: Wisconsin Republicans, Marquette University Law School, Trump, Service, Gov, Marquette University Law, Florida, GOP, UN, New, New Jersey Gov, Republican, DeSantis, The Marquette University Law Locations: Wisconsin, Florida, Marquette, he's, Tim Scott of South Carolina, New Jersey, New Hampshire
A Wealth-Tax Watershed for the Supreme Court
  + stars: | 2023-06-27 | by ( The Editorial Board | ) www.wsj.com   time to read: 1 min
Wonder Land: Republican presidential hopefuls Ron DeSantis, Mike Pence, Nikki Haley, Tim Scott, Chris Christie, Vivek Ramaswamy and maybe even Donald Trump are united on spending. All offer a much safer future than the alternative. Images: Reuters/Zuma Press Composite: Mark KellyThe Supreme Court is set to finish another consequential term this week, and on Monday the Justices teed up for next term what could be a landmark tax case. In agreeing to hear Moore v. U.S., the Court will consider the legality of a form of wealth tax that is the long-time dream of the political left.
Persons: Ron DeSantis, Mike Pence, Nikki Haley, Tim Scott, Chris Christie, Vivek Ramaswamy, Donald Trump, Mark Kelly, Moore Organizations: Republican, Zuma Locations: .
But Mr. Ramaswamy, now 37, made a fortune anyway. The core company Mr. Ramaswamy built has since had a hand in bringing five drugs to market, including treatments for uterine fibroids, prostate cancer and the rare genetic condition he mentioned on the stump in Iowa. Mr. Ramaswamy’s resilience was in part a result of the savvy way he structured his web of biotechnology companies. He’s a sort of a Music Man,” said Kathleen Sebelius, a Democrat and former health secretary during the Obama administration who advised two of Mr. Ramaswamy’s companies. For his part, Mr. Ramaswamy said that criticism that he overpromised was missing the point.
Persons: Ramaswamy, , Kathleen Sebelius, Obama, overpromised Organizations: Democrat Locations: Iowa
Bank of America says silicon-based chips are expected to grow to $10 billion by 2027InfiniBand (IB) and ethernet can both be used for AI computer networks. But Bank of America expects the global AI software market to reach $900 billion by 2026, up from just under $600 billion this year. But generative AI isn't like your average search engine. As big-tech cloud providers begin to integrate generative AI into their centers, the demand for things such as networking silicon is set to skyrocket. The investment bank expects ethernet to attract most of the $10 billion market share, growing from $500 million to $6 billion by 2027.
Persons: InfiniBand, Vivek Arya Organizations: of America, Nvidia, Broadcom, Marvell Technology, Nasdaq, Microsoft, Google, Bank of America, IB
Opinion | Republicans Serve Up Red Meat for a Reason
  + stars: | 2023-06-24 | by ( Jamelle Bouie | ) www.nytimes.com   time to read: +1 min
There are, as of Saturday, at least 13 people running for the 2024 Republican presidential nomination: former President Donald Trump; his U.N. ambassador Nikki Haley, his vice president, Mike Pence; Gov. Instead, Republicans are studiously focused on the fever dreams and preoccupations of right-wing media swamps while showing an almost total indifference to the real world. In the worst-hit areas, such as New York City, public health officials urged residents to either stay inside or use masks when venturing outdoors. And this is on top of emissions produced by cars and other vehicles in an economy that still runs on fossil fuels. For many Americans, in other words, it takes little more than a glance outside the window to see a major problem of national consequence.
Persons: Donald Trump, Nikki Haley, Mike Pence, Ron DeSantis, Doug Burgum, Chris Christie, Asa Hutchinson of, Tim Scott of, Will Hurd, Francis Suarez of, Vivek Ramaswamy, Perry Johnson, Larry Elder Organizations: Francis Suarez of Miami Locations: Florida, North Dakota, New Jersey, Asa Hutchinson of Arkansas, Tim Scott of South Carolina, Will Hurd of Texas, U.S, New York City
While all of the candidates gave a nod to the “pro-life” movement, some stopped short of supporting Sen. Lindsey Graham’s, R-S.C., proposal for a 15-week federal abortion ban, which he has called on the GOP presidential candidates to support. Pence was the only candidate to specifically support Graham's bill on the first day of the conference. Ramaswamy has previously said he does not support a federal abortion ban. He said he plans to sign a federal abortion ban if elected president. Ron DeSantisDeSantis stuck by the six-week state abortion ban he signed in April, but he would not engage on Graham's proposal for a 15-week federal ban.
Persons: Roe, Wade, Sen, Lindsey Graham’s, Mike Pence Pence, , Pence, Vivek Ramaswamy Ramaswamy, ” Ramaswamy, Ramaswamy, Asa Hutchinson Hutchinson, ” Hutchinson, he’s, Carolina Sen, Tim Scott Scott, Dobbs, ” Scott shied, Miami Mayor Francis Suarez Suarez, Chris Christie, Republican ”, Christie, Donald Trump, ” Christie, Ron DeSantis DeSantis, DeSantis, hasn't Organizations: Republicans, GOP, Here’s, Republican, Former Arkansas Gov, Miami Mayor, Miami, Former New Jersey Gov, Florida Gov Locations: Arkansas, Carolina, America, New Jersey, Florida
Who are the Republican candidates running for president?
  + stars: | 2023-06-23 | by ( ) www.reuters.com   time to read: +6 min
June 22 (Reuters) - At least 11 Republican candidates have announced that they will try to win their party's nomination to take on Democratic President Joe Biden in the November 2024 election. DONALD TRUMPTrump, 77, announced his election campaign last November as he faced criticism from within his Republican Party over his support for far-right candidates who were defeated in the midterm elections. She attracts about 4% support among Republican voters. DOUG BURGUMDoug Burgum, who is serving his second four-year term as North Dakota's governor, launched his campaign earlier this month. WILL HURDFormer U.S. Representative Will Hurd, who was among the few Republicans who criticized Trump when he was president, is one of two Black candidates in the 2024 Republican race.
Persons: Joe Biden, DONALD TRUMP Trump, Biden, Trump, RON DESANTIS, DeSantis, MIKE, Pence, Trump's, NIKKI HALEY, Haley, TIM SCOTT, Scott, VIVEK RAMASWAMY, Ramaswamy, CHRIS CHRISTIE, Chris Christie, ASA HUTCHINSON, Hutchinson, DOUG BURGUM Doug Burgum, FRANCIS SUAREZ, FRANCIS SUAREZ Miami Mayor Francis Suarez, Suarez, WILL HURD, Representative Will Hurd, Hurd, Katharine Jackson, Ross Colvin, Frances Kerry Organizations: Republican, Democratic, Republican Party, New, Twitter, Trump, Walt Disney Co, Ukraine, U.S . Capitol, Constitution, Republican White House, Christian, United Nations, Biden, TIM, Black Republican U.S, Reuters, New Jersey, ASA, White House, Microsoft, FRANCIS SUAREZ Miami Mayor, Cuban, WILL HURD Former U.S, Representative, CIA, Intelligence, Thomson Locations: New York, Florida, U.S, South Carolina, Arkansas, Southern, South Florida, East, South Asia
With some 1.6 million of those due to re-fix mostly 2-5 year fixed rate deals over the next 18 months - half of those by the end of this year - this super-hike will burn. Two-year fixed mortgage rates have doubled to 6% in just 10 months and were less than 1% two years ago. Fixed-rate deals were only introduced at all in 1989 and the vast majority were floating rates until just eight years ago. As Leaviss points out, five-year inflation expectations in the bond market are still stubbornly one percentage point above the 2% goal. In the end, the BoE has few good choices - but the days of fine tuning the economy with nudges and tweaks may be over.
Persons: BoE, that's, Moyeen, Jim Leaviss, Vivek Paul, Paul, Leaviss, Mike Dolan, Naomi Rovnick, Conor Humphries Organizations: Bank of England, National Institute of Economic, Social Research, Reuters Graphics Reuters, Reuters, Barclays, Bank, Investment, BlackRock Investment Institute, OECD, Twitter, Thomson Locations: United States, Germany
He thinks he’s running to be Donald Trump’s vice president; he’s probably actually running to be the next Pete Buttigieg, a second-tier cabinet official with a strong TV presence and a somewhat thankless portfolio. David French As an eloquent and passionate defender of Trump, quite seriously. As a potential Trump vice president, moderately seriously. Michelle Goldberg He’s running a serious campaign to build a right-wing media brand. What matters most about him as a presidential candidate?
Persons: Ross Douthat, Donald Trump’s, he’s, Pete Buttigieg, David French, Michelle Goldberg He’s, Katherine Mangu, Andrew Yang, Daniel McCarthy, Ron Paul, Bruni He’s, Herman Cain, Marianne Williamson, Organizations: Trump, Oval, Republican, Democratic
Trump, the clear frontrunner in the race for the 2024 GOP presidential nomination, was also endorsed by North Carolina Lt. Gov. As if to drive home that point, the same crowd that cheered Robinson also loudly booed another GOP presidential candidate, former New Jersey Gov. Reschenthaler, the House Republican chief deputy whip, is the second member of the chamber's GOP leadership to endorse Trump after House Republican Conference Chair Rep. Elise Stefanik of New York. Ron DeSantis, Trump's nearest Republican primary competitor, has so far amassed five congressional endorsements. Polls of the GOP primary field showed Trump widening his lead after his first indictment.
Persons: Donald Trump, Trump, Mark Robinson, Robinson, William Barr, Chris Christie, Christie, Mike Kelly, Dan Meuser, Scott Perry, Guy Reschenthaler, John Joyce, Reschenthaler, Elise Stefanik, Ron DeSantis, Fred Keller, Carla Sands, It's, Sen, Cindy Hyde, Smith, Andrew Clyde, Mike Pence, South Carolina Sen, Tim Scott, Nikki Haley, Vivek Ramaswamy, Asa Hutchinson, Miami Mayor Francis Suarez, Roe, Wade, Scott, Pence, Trump's Organizations: U.S, GOP, Columbus Convention, Trade Center, White, Republicans, North, Gov, Trump, White House, Republican, Republican Party, New, New Jersey Gov, Pennsylvania Federal Leadership Team, Keystone State, House Republican, NBC, Florida Gov, CNN, South, Former United Nations, Arkansas Gov, Miami Mayor, Democratic Locations: Georgia, Columbus , Georgia, Pennsylvania, North Carolina, New Jersey, Trump's, Washington ,, New York, Pennsylvania's, Denmark, Manhattan, Florida, South Carolina, Arkansas
Regulators May Sink America’s Banks
  + stars: | 2023-06-22 | by ( Jeb Hensarling | Michael Solon | ) www.wsj.com   time to read: 1 min
Wonder Land: Republican presidential hopefuls Ron DeSantis, Mike Pence, Nikki Haley, Tim Scott, Chris Christie, Vivek Ramaswamy and maybe even Donald Trump are united on spending. All offer a much safer future than the alternative. Images: Reuters/Zuma Press Composite: Mark KellyIn response to this year’s failures of midsize banks, the Biden administration—through the Federal Reserve, the Federal Deposit Insurance Corp. and the Comptroller of the Currency—is trying to mandate 20% higher capital standards for the nation’s largest banks. The Obama administration did the same after the subprime mortgage crisis in 2010. When the totality of macroeconomic conditions are weighed, the dramatically higher capital requirements will threaten financial stability.
Persons: Ron DeSantis, Mike Pence, Nikki Haley, Tim Scott, Chris Christie, Vivek Ramaswamy, Donald Trump, Mark Kelly, Biden, , Obama, It’s Organizations: Republican, Zuma, Federal Reserve, Federal Deposit Insurance Corp
Nvidia reigns as the dominant artificial intelligence play, but investors may also want to keep an eye on networking chip stocks Marvell Technology and Broadcom , according to Bank of America. Networking semiconductors play a critical role in the graphics processing units underpinning many generative AI models, and these names should benefit from long-term demand for their Ethernet networking offerings, according to senior analyst Vivek Arya. Still, Arya labeled Nvidia as the best-positioned name. But all three stocks have gained this year as AI gains steam as an investment theme, with Nvidia soaring more than 195%. Broadcom and Marvell have added about 50% and 59%, respectively.
Persons: Vivek Arya, Marvell, Arya, — CNBC's Michael Bloom Organizations: Marvell Technology, Broadcom, Bank of America, Nvidia, Marvell
[1/2] An IndiGo Airlines Airbus A320 aircraft is pictured parked at a gate at Mumbai's Chhatrapathi Shivaji International Airport February 3, 2013. INDIGO - 500 JETS - 2023IndiGo on Monday agreed to buy 500 single-aisle jets from Airbus, making it the single largest order of any aircraft. The Tata-owned airline's order comprises 400 narrowbody and 70 widebody planes. AMERICAN AIRLINES - 460 JETS - 2011American Airlines (AAL.O) in 2011 placed orders with Airbus and Boeing for a total of 460 airliners. INDIGO - 250 JETS - 2015India's biggest airline in 2015 finalised an order for 250 Airbus A320neo aircraft.
Persons: Vivek Prakash, Volaris Organizations: IndiGo Airlines Airbus, Shivaji, REUTERS, Airbus, Air, JETS, AIR, India, Boeing, Tata, AMERICAN AIRLINES, Airlines, INDIGO, Indigo Partners, Frontier Airlines, Airbus A320neo, UNITED AIRLINES, United Airlines, Thomson Locations: BENGALURU, India's, Air India, Europe, Southeast Asia, India, U.S
Ezra Klein on ‘Her’ - The New York Times
  + stars: | 2023-06-20 | by ( Ezra Klein | ) www.nytimes.com   time to read: +3 min
commentary is missing: These systems are going to upend our relationships long before they remake our economies. That’s going to be a hurdle for anyone who wants to replace a lawyer or a researcher with an A.I. Conducting oversight for a system that’s more eloquent and knowledgeable than you are is going to be tough. America is, by any historical standard, unimaginably rich and powerful, and yet we’ve lost what matters most: community and connection. That’s the America these A.I.
Persons: topick, rewatching “, Spike, Theodore Twombley, Joaquin Phoenix, Samantha, Scarlett Johansson, Peter Drucker, Ian McEwan, It’ll, Jonze, Vivek Murthy, we’ve, machina Locations: America, U.S
Several Republican 2024 presidential hopefuls criticized Donald Trump Sunday as the former president faces 37 federal counts for allegedly hoarding documents after he left the White House. "He's a petulant child when someone disagrees with him," Christie told CNN's "State of the Union" Sunday. Presidential hopeful and former Vice President Mike Pence said it is "premature" to say whether or not he would pardon Trump were he to be convicted. "All we know is what the president has been accused of in the indictment," Pence told NBC's "Meet the Press" Sunday. But Trump had a supporter on Sunday in Republican presidential candidate Vivek Ramaswamy who has said the former president should be pardoned if convicted.
Persons: Mike Pence, Donald Trump, Trump, , Bill Barr, John Kelly, Chris Christie, Christie, CNN's, Pence, NBC's, Joe Biden, Asa Hutchinson, Hutchinson, I'm, Vivek Ramaswamy, Ramaswamy, Martin Luther King Jr Organizations: Republican, Donald Trump Sunday, White, Former New Jersey Gov, Union, Sunday, Press, Republican National, Arkansas Republican, Federal Bureau of, Fox, Civil Locations: Ankeny , Iowa, United States, Arkansas
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