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Fannie Mae Monthly summary for Jan 2025 ..Ackman did a detailed presentation on $FNMA earlier in Jan $FNMA $FMCC $HD $RDFN $Z $BZH $DHI

Exelon $EXC CEO bullish on continued strong datacenter demand $EXC $VST $NVDA $META $GOOGL $CRWD cnb.cx/3Dblgj5

Cybersecurity firm OKTA posts better than expected numbers Revenue: 682m vs 668 expected EPS adj: 78c Vs 74c expected Guide Eps: 3.15 - 3.2 vs 2.93 expected investor.okta.com/financials/qua… $CRWD $SAIL $OKTA $ZS $NET

CrowdStrike (CRWD) : Revenue Beat, EPS Beat , "Strong Momentum" soft guide Revenue $1.058B Vs $1.032B EST Adj EPS $1.03 Vs .85c EST Total Rev Up 25% YOY ARR up 23% YOY $4.24 billion (net new $224.3m qtr) Guide: $1.1-$1.106B Vs $1.106B exp ir.crowdstrike.com/financial-info…

Tempus AI acquires Deep 6 AI $TEM $NVDA $GOOGL $META $AMZN $MSFT $RHHBY $MRK $AMGN $PFE $LLY #OpenAI

Amazon, Google sign pledge to support 3X of nuclear energy capacity by 2050 $GOOGL $CEG $VST $AMZN $MSFT $META $NVDA $IHICF

Adobe Q1 Earnings: Revenue Beat, EPS Beat, Reaffirmed FY Guidance And More: Revenue $5.71B Vs $5.66B est EPS Adj: $5.08 Vs $4.97 est Q2 Guide inline: $5.77B - $5.82B Vs $5.8 est Reaffirmed 2025 full year rev: $23.3B -$23.55B Vs $23.5B $ADBE $META $NVDA $TEM $GOOGL $CRWD

Any thoughts on how LIDAR compares to cameras? Seems to be doing well for Volvo EX90 and ES90 $TSLA $LAZR $VLVLY $META $GOOGL $NVDA $TEM

Rocket Lab's Pioneer spacecraft successfully deployed to Orbit $RKLB $TSLA $NVDA $GOOGL $META

GOOGLE nears deal to acquire Israel's WIZ $GOOGL $META $CRWD $SAIL $TEM $IONQ $RDDT $PANW

Fannie Mae and Freddie Mac - $FNMA $FMCC - Recapitalization through administrative action

Nvidia to open quantum computing lab says Jensen Huang $NVDA $IONQ $RGTI $META $GOOGL $QBTS $QUBT reuters.com/technology/nvi…

OpenAI, META in talks with India's Reliance for AI partnerships....massive land grab opportunity $META $GOOGL $NVDA $TEM $IONQ $MSFT $VST $ALAB $CRWD $ORCL

SAILPOINT report strong earnings: $SAIL $CRWD $PANW $OKTA $MSFT $GOOGL $NVDA Grew ARR 29% year-over-year to $877m Expanded SaaS ARR 39% year-over-year to $540m Finished the year with an ~80% year-over-year increase in the number of customers with more than $1m ARR

A16z eyes leading mega round for Thinking Machines -sources A16z is in talks to lead a major early-stage funding round for Thinking Machines valuing the company at $10B, the new AI startup by former OpenAI CTO Mira Murati $NVDA $META $GOOGL $ORCL $TEM $SOXL $ALAB

IONQ announces it has entered into an agreement to acquire Capella Space with plans to unlock the world’s first space-based quantum-secure communications network $IONQ $NVDA $META $MSFT $GOOGL $ORCL $RGTI

IONQ to present at Global event $IONQ $GOOGL $ORCL $NVDA $META $RGTI

Quantum technology $IONQ $RGTI $GOOGL $META $NVDA $ORCL