Tuesday, April 14, 2026

Richest Eight Families In Forth Worth, Texas -- April 14, 2026

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Link here

Apple, Amazon Leo, And Globalstar — April 14, 2026

Link here

Apple has a deep, multibillion-dollar partnership with Globalstar, initiated in 2022 to power the Emergency SOS via Satellite feature on iPhones. Through significant investments and prepayments exceeding $1.5 billion, Apple secured 85% of Globalstar's network capacity, utilizing it for satellite messaging and emergency services.

Key Details of the Partnership: 
  • Infrastructure Investment: Apple's funding allows Globalstar to expand its ground infrastructure and upgrade its satellite constellation. 
  • Capacity Control: Under the agreement, 85% of Globalstar’s network capacity is reserved for Apple services
  • Financial Support: Apple has provided over $1.5 billion in payments, including funding for new satellites and supporting Globalstar’s operational costs. 
  • Service Scope: The partnership enables iPhone 14 and newer models to connect directly to satellites to send emergency texts and location data in areas without cellular coverage. 
  • Recent Developments: In November 2024, Globalstar announced a $1.7 billion investment from Apple to launch a new, enhanced constellation. 
  • Ownership Stake: Apple holds a 20% stake in Globalstar, strengthening the long-term partnership.  
Amazon-Globalstar Merger (April 2026): As of April 2026, Amazon is set to acquire Globalstar for $11.6 billion. Despite this merger, reports indicate the Apple-Globalstar agreement remains intact, and Apple will continue to use the network for its satellite services. 

Other Collaborations: While Globalstar is the primary partner, Apple has also explored, or currently works with, other providers for satellite technology to expand beyond emergency-only services, though Globalstar remains central to their current strategy

Amazon Leo:
Amazon Leo is Amazon’s low Earth orbit (LEO) satellite broadband network, formerly known as Project Kuiper, designed to provide high-speed, low-latency internet to households, businesses, and governments worldwide. Utilizing over 3,000 satellites, it aims to connect underserved areas, with service options planned for in-flight Wi-Fi and direct-to-device connectivity.

Monday, April 13, 2026

Micron -- April 13, 2026

Links: four important links below. 

Micron could surge another 40%. Link here
The queue for storage. Link here.

  • Nvidia
  • Apple
  • AWS

Largest fab being built in the US. Link here.

Revenue: google -- micron revenue quarterly history 5-year

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Micron vs Sandisk

AI prompt: I think it can be safe to say that Micron and Sandisk are not in direct competition. Though both are in the storage business, they are in different markets. Is that correct?

Reply


How AI Changed Investing In One Chart -- Axios: Sandisk Replaces Atlassian On The NASDAQ 100 -- Monday, April 13, 2026

How AI changed tech stocks, in 1 chart
 
A line chart that tracks daily percentage change in SanDisk and Atlassian stock prices from Jan. 2 to April 10, 2026. SanDisk rose from 0% to 209.5%, peaking on April 10. Atlassian peaked at 3.9% on Jan. 7, then fell steadily to -63.1% by April 10.
Data: Financial Modeling Prep; Chart: Emily Peck/Axios

Memory chipmaker Sandisk is replacing workplace software maker Atlassian on the Nasdaq 100 index, Nasdaq announced late Friday.

Why it matters: The small move is a big symbol of what has happened this year as the tech industry adapts to the AI boom.

Zoom in: Software companies are getting crushed by the competition in the SaaS-pocalypse, while hardware makers are thriving.

  • Sandisk makes flash memory storage chips that are essential to data centers.
  • The company spun off last year from Western Digital and has been on a tear ever since — rising to $851.77 from $36 in February 2025, when it made its market debut.

The bottom line: AI has made software uncool and hardware the belle of the ball.

Sunday, April 5, 2026

ASU -- Arizona State University Center -- Will Develop Its Eighth Arizona "Innovation Center" -- To Be Near TSMC's $165 Billion Plant -- April 5, 2026

From The Arizona Republic, April 5, 2026.

Ari­zona State Uni­versity will develop its eighth Ari­zona “innov­a­tion zone,” an area that will be devoted to inter­na­tional sci­ence and col­lab­or­a­tion, near the Taiwan Semi­con­ductor Man­u­fac­tur­ing Co. facil­ity in north Phoenix.

The current seven Arizona "innovation zones": 

ASU Pres­id­ent Michael Crow called the $165 bil­lion TSMC plant near Inter­state 17 and Loop 303 the “single most import­ant tech­no­lo­gical oppor­tun­ity in Ari­zona since air con­di­tion­ing.”

“We are going to con­cen­trate an innov­a­tion dis­trict there that’s linked to this inter­na­tional sci­ence and tech­no­logy com­munity,” Crow said.

The uni­versity appoin­ted Grace O’Sul­li­van as vice pres­id­ent of TSMC.

Part­ner­ship Ini­ti­at­ives, and she works closely with TSMC and semi­con­ductor industry sup­pli­ers to address their needs for work­force, research and uni­versity part­ner­ships.

O’Sul­li­van said she is work­ing with Crow and other ASU lead­ers to design the innov­a­tion zone, called the Inter­na­tional Sci­ence Zone.

“We really see Ari­zona as becom­ing that global land­ing spot,” she said about the area’s abil­ity to attract inter­na­tional com­pan­ies.

The innov­a­tion zone will give ASU an oppor­tun­ity to cre­ate an advanced teach­ing and learn­ing cen­ter and joint aca­demic cen­ters with inter­na­tional uni­versit­ies, O’Sul­li­van said.

The zone will also have space for star­tup incub­a­tion, which O’Sul­li­van said is a gap in the mar­ket for advanced man­u­fac­tur­ing and tech­no­logy com­pan­ies. The zone could also include other edu­ca­tional entit­ies like com­munity col­leges or K-12 schools, along with other facil­it­ies the com­munity desires, like recre­ation.

“We want to cre­ate a hol­istic work­force devel­op­ment sys­tem,” she said.

The uni­versity will need “quite a bit of ter­rit­ory” for the zone and that it is “look­ing every­where” for land but Crow did not con­firm a spe­cific loc­a­tion.

Crow said the uni­versity is mov­ing at “flank speed” on get­ting the innov­a­tion zone going, a naut­ical phrase mean­ing as fast as the boat can go.

ASU has seven other “innov­a­tion zones,” which are des­ig­nated areas where the uni­versity has oper­a­tions along­side private busi­nesses. Those loc­a­tions include three nearby the main cam­pus in Tempe: The Novus Innov­a­tion Cor­ridor, ASU Research Park and SkySong in south Scott­s­dale.

The other Ari­zona innov­a­tion zones are the Dis­cov­ery Oasis Health Futures Cen­ter near the Mayo Clinic in north Phoenix, the Phoenix Bios­cience Core in down­town Phoenix, the ASU Mesa Cen­ter for Cre­at­ive Tech­no­logy in down­town Mesa, the ASU Poly­tech­nic Innov­a­tion Zone in Mesa and the ASU West Val­ley Innov­a­tion Zone in west Phoenix.

Cor­ina Vanek cov­ers devel­op­ment for The Ari­zona Repub­lic. Reach her at cvanek@ari­zon­are­pub­lic.com. Fol­low her on X @Cor­inaVanek.

Friday, February 20, 2026

Thursday, February 19, 2026

Stargate, Ohio, Softbank, LDCs, Powerplants -- February 19, 2026

Background:

Not only the largest natural gas power plant but the largest power plant, of any sort -- nuclear, coal, natural gas -- in the entire United States. 

Wiki: list of largest US power plants

  • Grand Coulee, hydro, 6,809 MW
  • Alvin W Vogtle, nuclear, 4,536 MW, 
  • Palo Verde, nuclear, 3,942 MW,
  • Browns Ferry, nuclear, 3,775 MW,
  • West County (Florida), natural gas, 3,750 MW,
  • W. A. Parish (Texas), natural gas / coal, 3,653 MW

SoftBank proposal: