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Our latest view is that the addressable market will approximately double over the next several years to roughly 50 billion by 2029. And to be clear, this significant market growth includes our…
Our Q2 performance was once again very strong, reflecting our continued technology leadership, our deep customer relationships, and the strength of our business model. In the quarter, we grew the…
Chris I think certainly the kind of security arrangements obviously there were significant new arms sales packages were announced yesterday with the Kingdom but there are also sales going on to other…
Chris that's not my my interpretation certainly of the conversation and I think what the president was trying to convey to the Russian just look I'm not going to be distracted by this this all these…
Chris I think the way you address those human rights issues and women's rights issues is to improve the conditions in the region and today conditions in the region are under a lot of stress because…
Chris I think it is historic what's happening here in Riyadh under the Kings a leadership his convening of the GCC council this morning was we had a very productive discussion on the subject of how…
It's really an intentional strategy of accretive capital recycling that we're undertaking, acknowledging that we have some components within the portfolio that are very valuable and attractive to the…
We are extremely focused on recycling capital, crystallizing value, and then when we're activating new projects, how do we do it in the most efficient way, whether it be the CapEx light ground leases…
As we enter 2026, competition for open-air retail has become increasingly intense making our ability to source acquisition opportunities from our existing JV platform and structured investment…
We have identified a disposition pipeline of $300 million to $500 million primarily consisting of flat ground leases, lower growth multi-tenant centers, and non-income producing land and…
The semiconductor industry has absorbed two massive negative demand shocks over the last call it 15 years. The first one was the iPhone... it was actually negative because what the iPhone did is it…
I do think probably the most logical way to regulate them is actually to break them up. Because you know fundamentally they are kind of giving, you know, most of them are either free to the user or…
Digital processor markets, the barriers to entry are really underestimated. Code gets optimized for a specific flavor of CPU, GPU, or baseband, and that gives somebody said that it was an exorbitant…
The fundamental thing I think to understand artificial intelligence, and this may be the single most important fact to understand the world we're living in, is that AI quality generally doubles with…
I think if you were to rewrite that essay today, you'd probably say artificial intelligence is eating the world. Because artificial intelligence is just another kind of software. AI is almost…
We've also continued to keep inventory tight with the goal of reducing promotions and clearance selling to mitigate some portion of the tariff cost. With our holiday plans in place, we expect to…
We recently deployed AI agents in customer service to improve the experience while driving scale and efficiency. And we're very excited about a new partnership we're kicking off this week with PayPal…
Financially, in addition to record net sales, we delivered a gross margin of 62.5% and a 12% operating margin for the quarter. Both of which include an adverse tariff impact of around 210 basis…
Along with these strong financial results, we repurchased $100 million worth of shares in the quarter, bringing our total to 350 million or 9% of shares outstanding as of the beginning of the year.
I am happy to report our 12th consecutive quarter of growth with sales up 7% to a record of 1.3 billion. We again delivered on the goals we outlined for the quarter with net sales and operating…
I think the role of the engineer is going to change. The talk that I gave yesterday, one of the key differences that I pointed out between an engineer from the last decade and this decade is that…
I think the best companies do things differently as a result of a crisis. They don't just hunker down and try to do the same things with less. The expression is never let a good crisis go to waste.
I think the idea of somehow modeling for additive in the old software is really very difficult. You see this all the time when there's a new technology that comes online, people tend to make the old…
I think the single biggest problem is that people aren't designing for additive. The opportunities that I've seen for additive at the end of the day come when additive needs to be favorably compared…
my message to President Abbas is the United States is still committed to seeing a successful Middle East peace process and are prepared to assist in that effort going forward we hope that President…
the Trump administration takes the use of these weapons very seriously as was actions taken last year we need to have independent analysis and investigation of these and what we're really is for…
Iran's influence inside of Syria is not positive it is negative because they bring with it instability they bring with it violence
we take the threats to Israel seriously and we take a view that Israel has every right to defend itself from those threats we are concerned about Syria not creating instability and opportunities for…
bringing investment dollars is important to Iraq in order to create jobs and and create a growing economy in Iraq but beyond that bringing American business practices bringing American values to Iraq…
On the horizontal SaaS side, my view is — if you're at the UI layer, and that's your main value-add — a really cool UI — you are at higher disruption risk, versus if you own proprietary data in a…