Hardik Shah

$Apple(AAPL.US) iPhone Duo cost ₹1.09 LAKH MORE in India 😳😳

iPhone Duo 256GB

🇺🇸 US: $1,999 ≈ ₹1.91 lakh

🇮🇳 India: ₹2,99,900

That’s roughly 57% more in India—even after currency conversion! 💸

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: SolarEdge Advances 800 VDC AI Data Center Powertrain, Publishes Framework With NVIDIA - $Solaredge Tech(SEDG.US) $NVIDIA(NVDA.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝗼𝗹𝗮𝗿𝗘𝗱𝗴𝗲's medium-voltage to 𝗛𝟬𝟬 𝗩𝗗𝗖 conversion stage is operating under load.

➤ Full 𝗗𝗖 powertrain path is undergoing system-level validation.

➤ SolarEdge and 𝗡𝗩𝗜𝗗𝗜𝗔 published a joint 800 VDC protection framework.

➤ Framework is 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆-𝗻𝗲𝘂𝘁𝗿𝗮𝗹 and available for industry evaluation.

➤ Framework addresses grounding, fault protection, and safe 𝗗𝗖 infrastructure deployment.

➤ NVIDIA supports an open, 𝗺𝘂𝗹𝘁𝗶-𝘃𝗲𝗻𝗱𝗼𝗿 𝟴𝟬𝟬 𝗩𝗗𝗖 ecosystem.

➤ SolarEdge is developing the full power path from 𝘂𝘁𝗶𝗹𝗶𝘁𝘆 𝘁𝗼 𝗿𝗮𝗰𝗸.

➤ Platform includes solid-state transformers, interruption, insulation, and system monitoring.

➤ AI data center products remain under validation and 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝗹𝗹𝘆 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 𝗔𝗜 data centers require increasingly powerful and efficient electrical infrastructure.

➤ 𝟴𝟬𝟬 𝗩𝗗𝗖 could improve power delivery for next-generation AI computing systems.

➤ NVIDIA collaboration strengthens industry efforts toward interoperable 𝟴𝟬𝟬 𝗩𝗗𝗖 standards.

➤ Successful validation could position 𝗦𝗼𝗹𝗮𝗿𝗘𝗱𝗴𝗲 within growing AI infrastructure spending.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗦𝗵𝘂𝗸𝗶 𝗡𝗶𝗿, Chief Executive Officer of SolarEdge:

“The transition to 800 VDC will ultimately depend on whether these systems can be protected, serviced and trusted at scale,” said Shuki Nir, Chief Executive Officer of SolarEdge. “That will require collaboration across the ecosystem. We are building the full DC path from utility to rack, and we worked with NVIDIA on this paper to advance the protection and grounding considerations the whole industry needs.”

$Apple(AAPL.US) | Apple raises iPhone prices in India up to 41%

Apple raised prices on existing iPhone models in India by as much as 41%, implementing the change only hours before a new-model launch. The move departs from Apple’s usual practice of discounting older models and is among the company’s largest price adjustments this year across markets.

Apple also increased iPhone prices in the US on Wednesday evening by about 10–21%, citing rising memory and storage chip costs as the rationale for global price hikes.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NVIDIA and Australian Partners Plan Up to 2-Gigawatt AI Infrastructure Buildout by 2027 - $NVIDIA(NVDA.US) $IREN(IREN.US) $SharonAI(SHAZ.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗩𝗜𝗗𝗜𝗔 partners with Australian providers for up to 𝟮-𝗴𝗶𝗴𝗮𝘄𝗮𝘁𝘁 AI buildout.

➤ Expansion targets multiple generations of 𝗡𝗩𝗜𝗗𝗜𝗔 𝗗𝗦𝗫 AI factories.

➤ Up to 𝟮 𝗚𝗪 of infrastructure capacity is planned by 𝟮𝟬𝟮𝟳.

➤ Partners include 𝗙𝗶𝗿𝗺𝘂𝘀, 𝗦𝗵𝗮𝗿𝗼𝗻 𝗔𝗜, 𝗜𝗥𝗘𝗡, 𝗖𝗗𝗖, 𝗡𝗘𝗫𝗧𝗗𝗖 and 𝗔𝗶𝗿𝗧𝗿𝘂𝗻𝗸.

➤ 𝗦𝗵𝗮𝗿𝗼𝗻 𝗔𝗜 plans deployment of up to 𝟲𝟴,𝟬𝟬𝟬 NVIDIA GPUs.

➤ 𝗜𝗥𝗘𝗡 highlights its 𝟴𝟬𝟬-𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁 Bundey campus in South Australia.

➤ 𝗖𝗗𝗖 has over 𝟱𝟱𝟬 𝗠𝗪 operating and 𝟴𝟬𝟬 𝗠𝗪 under construction.

➤ Expanded capacity targets startups, enterprises, universities, researchers and AI-native companies.

➤ 𝗛𝗲𝗶𝗱𝗶 and 𝗔𝘁𝗹𝗮𝘀𝘀𝗶𝗮𝗻 are building with NVIDIA's Nemotron ecosystem.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ A 𝟮-𝗚𝗪 buildout could significantly expand Australia's domestic AI computing capacity.

➤ Supports 𝗡𝗩𝗜𝗗𝗜𝗔 demand across compute, networking, software and AI models.

➤ Strengthens Australia's ability to build and deploy 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗜 locally.

➤ Creates infrastructure supporting future 𝗔𝗜 training, inference and agent workloads.

➤ Deepens NVIDIA's role across Australia's expanding 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 ecosystem.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗥𝗮𝗷 𝗠𝗶𝗿𝗽𝘂𝗿𝗶, Vice President of Global AI Clouds and Infrastructure Ecosystem at NVIDIA:

“AI factories turn energy into intelligence — the essential resource of the AI economy,” said Raj Mirpuri, vice president of global AI clouds and infrastructure ecosystem at NVIDIA. “NVIDIA DSX is a full-stack platform compatible with the CUDA ecosystem and enhanced through software over the life of the infrastructure, making AI factories more productive, fungible and durable — and a new investable asset class. Through our partnerships with Australian NCPs, this infrastructure can support multiple generations of NVIDIA compute and expand local access to accelerated computing and NVIDIA Nemotron open models, helping Australian innovators build AI at home.”

𝗢𝗹𝗶𝘃𝗲𝗿 𝗖𝘂𝗿𝘁𝗶𝘀, Cofounder and Co-CEO of Firmus:

“Project Southgate represents a tangible commitment to building Australia’s AI future,” said Oliver Curtis, cofounder and co-CEO of Firmus. “Together with NVIDIA, we are developing AI factories that will give Australian businesses, researchers and innovators access to world-class computing capacity at home, while positioning Australia to meet growing AI demand across Asia-Pacific.”

𝗝𝗮𝗺𝗲𝘀 𝗠𝗮𝗻𝗻𝗶𝗻𝗴, Cofounder and CEO of Sharon AI:

“Australia has the energy, connectivity and ambition to lead in AI. That potential only becomes real capability when organizations can access world-class compute without compromising on security or sovereignty,” said James Manning, cofounder and CEO of Sharon AI. “By building on NVIDIA’s DSX platform, Sharon AI is equipped to bring gigawatt-scale AI factories to Australian enterprises, researchers, government and AI natives. With the trust and reliability needed to build, train and deploy AI at scale, Australia can turn its natural advantages into a genuine national AI capability.”

𝗗𝗮𝗻𝗶𝗲𝗹 𝗥𝗼𝗯𝗲𝗿𝘁𝘀, Cofounder and Co-CEO of IREN:

“Building AI infrastructure at scale requires integrating every layer: data centers, compute and software,” said Daniel Roberts, cofounder and co-CEO of IREN. “Combining IREN’s vertically integrated platform with the NVIDIA DSX AI factory reference architecture provides a repeatable blueprint to bring capacity online at scale. We are applying that blueprint across our development portfolio, bringing IREN’s proven international delivery and operating experience to our 800-megawatt Bundey campus in South Australia.”

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗥𝗲𝗶𝗱, CEO of Megaport:

“Megaport is proud to support Australia’s growing AI infrastructure ecosystem as an Australian-founded global infrastructure provider,” said Michael Reid, CEO of Megaport. “By investing in NVIDIA AI factories and expanding access to high-performance AI infrastructure, we help Australian organisations build and deploy AI locally, and scale globally through Megaport’s worldwide platform.”

𝗠𝗮𝗿𝗰𝗲𝗹 𝗭𝗮𝗹𝗹𝗼𝘂𝗮, Joint CEO of ResetData:

“At ResetData, we’ve proven that when Australian businesses and researchers like the team at ProCan at the Children’s Medical Research Institute have access to high-performance compute, they can deliver industry-leading results,” said Marcel Zalloua, joint CEO of ResetData. “That is why we are proud to partner with NVIDIA and develop the sovereign, purpose-built infrastructure solutions that will accelerate Australian expertise and empower local businesses with the tools needed to compete and innovate on the global stage.”

𝗚𝗿𝗲𝗴 𝗕𝗼𝗼𝗿𝗲𝗿, Founder and CEO of CDC:

“CDC operates more than 550 megawatts of capacity across Australia and New Zealand, with a further 800 megawatts under construction and additional growth planned to support world-leading, high-density workloads for critical infrastructure,” said Greg Boorer, founder and CEO of CDC. “Our facilities use 100% renewable electricity and incorporate pioneering zero water advanced cooling technologies certified for NVIDIA accelerated computing infrastructure.”

𝗗𝗮𝘃𝗶𝗱 𝗗𝘇𝗶𝗲𝗻𝗰𝗶𝗼𝗹, Chief Customer and Commercial Officer at NEXTDC:

“NEXTDC operates and continues to develop liquid-cooled, high-density infrastructure, including AI factories built on NVIDIA DSX and interconnected with the world’s leading cloud platforms,” said David Dzienciol, chief customer and commercial officer at NEXTDC.

𝗗𝗮𝗺𝗶𝗲𝗻 𝗦𝗽𝗶𝗹𝗹𝗮𝗻𝗲, Chief Customer and Innovation Officer of AirTrunk:

“AI is reshaping hyperscale infrastructure in Australia, driving new approaches to location, capacity, cooling, power and connectivity,” said Damien Spillane, chief customer and innovation officer of AirTrunk. “AirTrunk is innovating to meet this demand while creating skilled expertise, capability and economic value in Australia.”

𝗬𝘂 𝗟𝗶𝘂, Cofounder and Chief Technology Officer of Heidi:

“NVIDIA Nemotron 3 Ultra gives us the flexibility to build and post-train models for the real complexity of healthcare,” said Yu Liu, cofounder and chief technology officer of Heidi. “Combining Nemotron with Heidi’s clinical training and fine-tuning capabilities helps us reason across patient histories, clinical context and guidelines at scale, turning that information into actionable insights while preserving the trust and privacy patients expect.”

𝗚𝘂𝗶𝗵𝗼𝗻𝗴 𝗖𝗮𝗼, Head of Engineering for Rovo + AI at Atlassian:

“NVIDIA’s accelerated computing infrastructure and open model ecosystem are foundational to how Atlassian builds and delivers AI,” said Guihong Cao, head of engineering for Rovo + AI at Atlassian. “From supervised fine-tuning and reinforcement learning to powering intelligent experiences in Rovo, NVIDIA provides the performance, economics and flexibility we need to innovate responsibly at the scale our customers expect. As Australia’s AI infrastructure continues to grow, it will play an increasingly important role in that journey, and we’re excited to keep pushing the boundaries of what’s possible together.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: PowerSecure to Provide Backup Power Solution for Keel Infrastructure’s Washington Data Center - $Keel Infrastructure(KEEL.US) $Southern(SO.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗣𝗼𝘄𝗲𝗿𝗦𝗲𝗰𝘂𝗿𝗲 signs energy resiliency agreement with 𝗞𝗲𝗲𝗹 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲.

➤ Project supports Keel’s 𝗠𝗼𝘀𝗲𝘀 𝗟𝗮𝗸𝗲, 𝗪𝗮𝘀𝗵𝗶𝗻𝗴𝘁𝗼𝗻 data center campus.

➤ PowerSecure will design and deliver a customized 𝘀𝘁𝗮𝗻𝗱𝗯𝘆 𝗽𝗼𝘄𝗲𝗿 solution.

➤ Solution uses scalable 𝗣𝗼𝘄𝗲𝗿𝗦𝗲𝗰𝘂𝗿𝗲 𝗣𝗼𝘄𝗲𝗿𝗕𝗹𝗼𝗰𝗸𝘀® modular generation systems.

➤ Architecture combines onsite generation, controls, and electrical infrastructure.

➤ System supports 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆 as the campus expands.

➤ Solution enables 𝗽𝗲𝗮𝗸 𝘀𝗵𝗮𝘃𝗶𝗻𝗴 during periods of high system load.

➤ Partnership addresses growing demand for resilient 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 power infrastructure.

➤ PowerSecure is a subsidiary of 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗖𝗼𝗺𝗽𝗮𝗻𝘆.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Data center growth is increasing demand for 𝗳𝗶𝗿𝗺, 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 power.

➤ Modular architecture allows backup capacity to scale alongside campus expansion.

➤ Peak shaving could reduce pressure on the 𝗹𝗼𝗰𝗮𝗹 𝗽𝗼𝘄𝗲𝗿 𝗴𝗿𝗶𝗱.

➤ Deal expands PowerSecure’s exposure to growing 𝗺𝗶𝘀𝘀𝗶𝗼𝗻-𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 infrastructure demand.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗶𝗺 𝗦𝗺𝗶𝘁𝗵, President of PowerSecure:

"This project underscores PowerSecure's ability to deliver flexible, resilient energy solutions with speed and precision. By combining technical expertise with a highly collaborative approach, our team developed a tailored solution that meets Keel's immediate needs while positioning them for future growth."

𝗔𝗹𝗲𝘅 𝗕𝗿𝗮𝗺𝗺𝗲𝗿, Executive Vice President of Operations at Keel Infrastructure:

"Reliable power is the foundation of everything we build at Keel Infrastructure, and this solution gives our Moses Lake campus the resiliency and operational continuity our customers depend on at a time when firm power solutions are increasingly critical. PowerSecure's solution is also aligned with our approach to responsible development, allowing us to meet our customers' stringent availability requirements while minimizing the impact on our grid infrastructure and environment."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Beep Closes Mobileye-Led Series B, Bringing Total Capital Raised to About $130 Million - $Mobileye Global(MBLY.US) $Intel(INTC.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗲𝗲𝗽 closes Series B funding led by autonomous-driving leader 𝗠𝗼𝗯𝗶𝗹𝗲𝘆𝗲.

➤ Funding brings Beep's total capital raised to approximately $𝟭𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Existing investors also participated in the latest financing round.

➤ Capital will accelerate commercial deployment of 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗺𝗼𝗯𝗶𝗹𝗶𝘁𝘆 networks.

➤ Beep plans to expand its 𝗺𝗼𝗯𝗶𝗹𝗶𝘁𝘆-𝗮𝘀-𝗮-𝘀𝗲𝗿𝘃𝗶𝗰𝗲 offerings.

➤ Investment will support continued deployment of Beep's 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗢𝗦 platform.

➤ AutonomOS manages and orchestrates 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 transportation networks.

➤ Companies target fixed-route and 𝗼𝗻-𝗱𝗲𝗺𝗮𝗻𝗱 𝗺𝗶𝗰𝗿𝗼𝘁𝗿𝗮𝗻𝘀𝗶𝘁 services at commercial scale.

➤ Beep will deepen collaboration with technology and 𝗽𝘂𝗯𝗹𝗶𝗰-𝘀𝗲𝗰𝘁𝗼𝗿 partners.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Mobileye's investment strengthens Beep's ability to scale 𝗨.𝗦. autonomous transportation.

➤ Funding could accelerate commercialization of 𝗣𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 mobility networks.

➤ Partnership combines Mobileye's AV technology with Beep's deployment expertise.

➤ Expansion could broaden autonomous transit across multiple service and vehicle models.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗞𝗼𝗯𝗶 𝗢𝗵𝗮𝘆𝗼𝗻, Chief Operations Officer at Mobileye:

"Mobileye and Beep have been working closely on AV deployment projects, and our excitement for the future of improving transportation through applied physical AI on the road has never been greater. Beep plays an essential role in the emerging AV ecosystem across the United States, and its deployment platform will become increasingly important as more AV services come to market across vehicle types and business models."

𝗞𝗲𝘃𝗶𝗻 𝗥𝗲𝗶𝗱, CEO and Chairman of Beep:

"This strategic investment round, led by Mobileye and supported by our longstanding investor partners, positions Beep to deliver fully on its vision. The investment enables us to strengthen and expand our shared autonomous mobility solutions, helping communities move people in ways that are safer, smarter, and more connected."

$Meta Platforms(META.US) | KeyBanc 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗠𝗲𝘁𝗮 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗜𝗻𝗰., PT $𝟳𝟴𝟬

Analyst sees Muse's ease of use, distribution, data, privacy and security strengthening Meta's underestimated AI positioning.

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Alphabet(GOOGL.US) Google Plans €13 Billion AI Infrastructure Expansion in Finland, Its Largest European Investment - $Nokia Oyj(NOK.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗚𝗼𝗼𝗴𝗹𝗲 plans at least €𝟭𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 investment in Finland.

➤ Investment represents Google's 𝗹𝗮𝗿𝗴𝗲𝘀𝘁-𝗲𝘃𝗲𝗿 single investment in Europe.

➤ Google will build at least 𝘁𝗵𝗿𝗲𝗲 𝗻𝗲𝘄 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀.

➤ New facilities are planned in 𝗞𝗮𝗷𝗮𝗮𝗻𝗶, 𝗠𝘂𝗵𝗼𝘀, and 𝗩𝗮𝗮𝗹𝗮.

➤ Google's existing 𝗛𝗮𝗺𝗶𝗻𝗮 data center will also be expanded.

➤ Construction is expected to support more than 𝟯𝟳,𝟬𝟬𝟬 𝗷𝗼𝗯𝘀.

➤ Operational facilities could support approximately 𝟳,𝟬𝟬𝟬 𝗷𝗼𝗯𝘀.

➤ Alphabet raised its 𝟮𝟬𝟮𝟲 capital-spending forecast to $𝟮𝟬𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Kajaani project includes a 𝟵𝟰-𝗺𝗲𝗴𝗮𝘄𝗮𝘁𝘁 battery storage system.

➤ Fortum signed a 𝟮𝟮-𝘆𝗲𝗮𝗿 power agreement covering 𝟱𝟬% of Loviisa capacity.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Investment significantly expands 𝗚𝗼𝗼𝗴𝗹𝗲'𝘀 European AI computing capacity.

➤ Scale underscores intensifying 𝗔𝗜 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 spending among technology giants.

➤ Finland's cold climate and carbon-free electricity offer strategic infrastructure advantages.

➤ Long-term energy agreements secure substantial power for growing AI workloads.

➤ 𝗡𝗼𝗸𝗶𝗮 and 𝗘𝗹𝗶𝘀𝗮 gain roles supporting critical data-center connectivity.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗥𝘂𝘁𝗵 𝗣𝗼𝗿𝗮𝘁, Chief Investment Officer:

“Google is proud to deepen our roots in Finland with the company’s largest single investment in Europe.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Uber Tech(UBER.US) Uber Eats and Wakefern Expand Grocery Delivery Across U.S. Northeast

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀 adds more than 𝟯𝟳𝟱 Wakefern supermarkets across the Northeast.

➤ Participating banners include 𝗦𝗵𝗼𝗽𝗥𝗶𝘁𝗲, Fairway Market, and The Fresh Grocer.

➤ Customers gain on-demand and scheduled delivery for fresh groceries.

➤ Available products include produce, meat, seafood, prepared foods, and essentials.

➤ Launch offers eligible customers up to 𝟯𝟬% off first orders.

➤ Eligible 𝗨𝗯𝗲𝗿 𝗢𝗻𝗲 orders receive a $𝟬 Delivery Fee.

➤ Partnership expands Uber's growing 𝗴𝗿𝗼𝗰𝗲𝗿𝘆 𝗮𝗻𝗱 𝗿𝗲𝘁𝗮𝗶𝗹 marketplace.

➤ Wakefern stores gain another digital channel for reaching local customers.

➤ Customers can track grocery deliveries in 𝗿𝗲𝗮𝗹 𝘁𝗶𝗺𝗲 through Uber Eats.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Adds significant supermarket scale to 𝗨𝗯𝗲𝗿's Northeast grocery-delivery network.

➤ Broadens Uber Eats beyond restaurants into higher-frequency everyday grocery purchases.

➤ Gives 𝗪𝗮𝗸𝗲𝗳𝗲𝗿𝗻 stores greater reach through Uber's delivery marketplace.

➤ Strengthens competition for on-demand grocery spending across North America.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗮𝗿𝗿𝗲𝗻 𝗖𝗮𝘂𝗱𝗶𝗹𝗹, Chief Sales Officer at Wakefern Food Corp.:

“As a cooperative made up of family-owned supermarkets with deep roots in communities across the Northeast, our focus has always been on serving our neighbors where and how they shop,” said Darren Caudill, Chief Sales Officer at Wakefern Food Corp. “Uber Eats gives our stores another way to serve customers where they are, making it easier to get the fresh foods, neighborhood service and the value they count on with added speed and convenience.”

𝗣𝗿𝗮𝘀𝗵𝗮𝗻𝘁 𝗚𝗮𝗿𝗴, Head of North America, Uber Eats:

“Customers are increasingly looking for flexible ways to stock up on fresh groceries without compromising on selection or value,” said Prashant Garg, Head of North America, Uber Eats. “By partnering with Wakefern and adding more than 375 supermarkets to our platform, including beloved banners like ShopRite and Fairway Market, we’re continuing to build a marketplace that brings expansive choice—from full weekly grocery runs to last-minute ingredients—into one seamless app experience.”

$Robinhood(HOOD.US) | Mizuho 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗥𝗼𝗯𝗶𝗻𝗵𝗼𝗼𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝘀, raises PT to $𝟭𝟰𝟬 from $𝟭𝟯𝟬

Analyst sees anticipated AI IPOs potentially boosting Robinhood trading volumes and raises 2026–2027 revenue estimates.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $BitMine Immersion Tech(BMNR.US) Bitmine ETH Holdings Reach 5.93 Million, Nearing Its 5% Ethereum Supply Target

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗶𝘁𝗺𝗶𝗻𝗲 holds 𝟱,𝟵𝟮𝟵,𝟭𝟵𝟴 𝗘𝗧𝗛, representing 𝟰.𝟵% of Ethereum supply.

➤ Total crypto, cash, securities and "moonshots" holdings reach $𝟭𝟱.𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Bitmine has 𝟱,𝟬𝟲𝟳,𝟯𝟬𝟵 𝗘𝗧𝗛 staked, valued at $𝟭𝟮.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Staked ETH represents approximately 𝟴𝟱% of Bitmine's Ethereum holdings.

➤ Bitmine acquired another 𝟮𝟴,𝟬𝟴𝟲 𝗘𝗧𝗛 during the past week.

➤ Annualized staking revenue is now projected at approximately $𝟯𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ 𝗘𝗧𝗛 has outperformed the S&P 500 by 𝟱,𝟰𝟯𝟬 basis points this quarter.

➤ 𝗕𝗠𝗡𝗥 shares gained 𝟵𝟵% quarter-to-date, ranking fourth in Russell 1000.

➤ Bitmine was added to the 𝗥𝘂𝘀𝘀𝗲𝗹𝗹 𝟭𝟬𝟬𝟬 on June 26, 2026.

➤ Bitmine remains the world's largest 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 corporate treasury.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Reaching 𝟰.𝟵% puts Bitmine close to its 𝟱% ETH accumulation goal.

➤ Its massive ETH position increases 𝗕𝗠𝗡𝗥's sensitivity to Ethereum prices.

➤ Staking converts Bitmine's treasury into a potentially significant recurring revenue source.

➤ Strong crypto performance could increase institutional interest in crypto-linked equities.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗧𝗵𝗼𝗺𝗮𝘀 "𝗧𝗼𝗺" 𝗟𝗲𝗲, Chairman of Bitmine:

"Since June 30th, 4 of the top 21 best performing stocks in the Russell 1000 are crypto-related equities. The outperformance is reflective of the fact that Ethereum is the best performing macro asset in Q3 so far. In our view, fund managers benchmarked to the Russell 1000 need to consider whether they have sufficient exposure to crypto given this group's outsized contribution to Russell 1000 gains this quarter. Notably, Bitmine's common stock is the 4th best performing with a gain of 99% compared to 3% for the Russell 1000 benchmark,"

𝗧𝗼𝗺 𝗗𝗲𝗠𝗮𝗿𝗸, Founder of DeMark Analytics and Capital Markets Advisor to Bitmine:

"In August, ETH moved sideways without a downside break and the 12-day metric expired, which implies a renewal of the upside move. We believe this further supports the continuation of the prior uptrend. We expect, last week's sharp one-day rally was a likely preview of the pending advance."

𝗧𝗵𝗼𝗺𝗮𝘀 "𝗧𝗼𝗺" 𝗟𝗲𝗲, Chairman of Bitmine:

"As we enter the final month of calendar Q3 2026, ETH is the best performing macro asset during the quarter, outperforming the S&P 500 by 5,430bp through last Friday. In fact, the top 3 performing assets since June 30th are ETH, BTC and SOL,"

"We believe this sets the stage for institutions to add to their crypto holdings given the substantial outperformance of crypto versus other macro assets in calendar Q3 so far."

"We believe there are multiple positive catalysts as we head into the final months of 2026,"

"These include the upcoming CLARITY Act vote scheduled in mid-September. Additionally, Korean investors have again started buying crypto and rotating away from AI stocks. The 4-year cycle is bottoming within the next few weeks in our view. And this sets the stage for what we expect to be sizable institutional participation in buying crypto in the final months of 2026, especially given the tailwinds of tokenization and Agentic-AI."

"This ETH/BTC ratio has moved up during crypto bull cycles, driven by increasing use of Ethereum relative to Bitcoin. These prior cycles were fueled by ICOs (2017-2018), NFTs (2020-2021), and stablecoins (2025). In this upcoming crypto cycle, we see the ETH/BTC ratio rising, driven by Wall Street tokenizing on the blockchain and by agentic-AI using blockchains,"

"Over the past week, we acquired 28,086 ETH. Bitmine's track record of consistent buying of crypto is unmatched by any public company in the world. Bitmine has bought ETH each and every week since the inception of the ETH Treasury Strategy on June 30, 2025,"

"Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $386 million on an annualized basis (using 2.61% 7-day BMNR yield),"

"Annualized staking revenues are now projected at $330 million. And this 5.1 million ETH is 85% of the 5.93 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.61% (annualized),"

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $IonQ(IONQ.US) IONQ Raises 2026 Revenue Outlook to $450–$460 Million After SkyWater Acquisition

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗜𝗼𝗻𝗤 updates full-year 𝟮𝟬𝟮𝟲 revenue guidance to $𝟰𝟱𝟬–$𝟰𝟲𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Revised outlook follows the 𝗦𝗸𝘆𝗪𝗮𝘁𝗲𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 acquisition.

➤ IonQ completed the acquisition on 𝗝𝘂𝗹𝘆 𝟯𝟭, 𝟮𝟬𝟮𝟲.

➤ Guidance includes SkyWater contributions through 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟭, 𝟮𝟬𝟮𝟲.

➤ Outlook eliminates estimated 𝗶𝗻𝘁𝗲𝗿𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀 between the companies.

➤ IonQ says SkyWater adds foundational 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝘀𝗰𝗮𝗹𝗲 to its platform.

➤ Management says combined guidance demonstrates immediate 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 and operational strength.

➤ Updated guidance coincides with IonQ's first 𝗷𝗼𝗶𝗻𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗗𝗮𝘆.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ SkyWater significantly expands IonQ's 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 capabilities.

➤ Higher revenue outlook reflects the acquisition's 𝗶𝗺𝗺𝗲𝗱𝗶𝗮𝘁𝗲 financial contribution.

➤ Vertical integration could strengthen IonQ's control over 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲 production.

➤ Investors gain an updated benchmark for IonQ's 𝟮𝟬𝟮𝟲 post-acquisition scale.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗡𝗶𝗰𝗰𝗼𝗹𝗼 𝗱𝗲 𝗠𝗮𝘀𝗶, Chairman and CEO of IonQ:

"As we prepare to host our first joint Investor Day today, our updated full-year guidance highlights both the market traction of our quantum platform and the foundational manufacturing scale provided by SkyWater."

𝗜𝗻𝗱𝗲𝗿 𝗦𝗶𝗻𝗴𝗵, CFO and COO of IonQ:

"a pivotal step that demonstrates the immediate financial and operational strength of bringing IonQ and SkyWater together."

$Terawulf(WULF.US) | Freedom Capital 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗧𝗲𝗿𝗮𝗪𝘂𝗹𝗳, PT $𝟭𝟵.𝟬𝟬

Analyst sees a defensible ~$14 floor and capacity growth supporting a $19 fair value, while taking a sober investment view.

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Circle(CRCL.US) Circle to Acquire Tazapay, Expanding USDC-Powered Global Payments Infrastructure

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗶𝗿𝗰𝗹𝗲 signs definitive agreement to acquire Singapore-based 𝗧𝗮𝘇𝗮𝗽𝗮𝘆.

➤ Transaction is expected to close in 𝟮𝟬𝟮𝟳, subject to approvals.

➤ Deal requires regulatory clearance, including from 𝗦𝗶𝗻𝗴𝗮𝗽𝗼𝗿𝗲'𝘀 𝗠𝗔𝗦.

➤ Tazapay processes over $𝟮𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in annualized payment volume.

➤ Tazapay works with more than 𝟲𝟬 banking and fintech partners.

➤ Local payout infrastructure covers more than 𝟭𝟬𝟬 markets globally.

➤ Approximately 𝟲𝟬% of Tazapay's transaction volume already includes stablecoins.

➤ Acquisition expands Circle's global payment origination and settlement capabilities.

➤ Tazapay has supported 𝗖𝗶𝗿𝗰𝗹𝗲 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 since 2025.

➤ Circle expects no disruption to Tazapay's services, APIs, pricing, or support.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Acquisition could accelerate 𝗨𝗦𝗗𝗖 adoption in global B2B payments.

➤ Tazapay gives Circle established banking relationships and local payout rails.

➤ High existing stablecoin usage provides a natural distribution channel for 𝗨𝗦𝗗𝗖.

➤ Deal expands Circle's position in regulated cross-border payments infrastructure.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗲𝗿𝗲𝗺𝘆 𝗔𝗹𝗹𝗮𝗶𝗿𝗲, Co-Founder, CEO, and Chairman at Circle:

"Stablecoin settlement is becoming core infrastructure in the global economy, and combining USDC with Tazapay's world-class banking relationships, local payout rails, and institutional customer base will accelerate worldwide USDC adoption."

𝗥𝗮𝗵𝘂𝗹 𝗦𝗵𝗶𝗻𝗴𝗵𝗮𝗹, Co-Founder and CEO of Tazapay:

Circle has "the dollar infrastructure in USDC and the regulatory standing to take what we've built further than we could alone."

$CrowdStrike(CRWD.US) | Scotiabank 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗦𝗲𝗰𝘁𝗼𝗿 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗖𝗿𝗼𝘄𝗱𝗦𝘁𝗿𝗶𝗸𝗲, raises PT to $𝟮𝟲𝟱 from $𝟮𝟱𝟬

Analyst sees AI security demand, platform consolidation, and product strength supporting momentum in F28 and beyond.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Cipher Digital(CIFR.US) Cipher Developing Natural Gas Pipelines to Support Up to 2.5 GW of New Data Center Power

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗶𝗽𝗵𝗲𝗿 begins developing natural gas lateral pipelines across multiple sites.

➤ Pipelines could support up to 𝟮.𝟱 𝗚𝗪 of on-site generation.

➤ Infrastructure will connect Cipher sites with nearby 𝗻𝗮𝘁𝘂𝗿𝗮𝗹 𝗴𝗮𝘀 supplies.

➤ Cipher will partner with power providers on generation infrastructure.

➤ New power is targeted to become available before 𝗲𝗻𝗱-𝟮𝟬𝟮𝟳.

➤ Additional generation could expand Cipher's leasable 𝗛𝗣𝗖 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 capacity.

➤ Cipher plans to lease expanded capacity to 𝗽𝗿𝗲𝗺𝗶𝗲𝗿 𝗛𝗣𝗖 tenants.

➤ Company intends to seek 𝗴𝗿𝗶𝗱 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 for new generation capacity.

➤ Strategy aims to accelerate power availability while supporting 𝗴𝗿𝗶𝗱 𝘀𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Up to 𝟮.𝟱 𝗚𝗪 could materially increase Cipher's HPC leasing potential.

➤ On-site generation could reduce dependence on lengthy 𝗴𝗿𝗶𝗱 𝗶𝗻𝘁𝗲𝗿𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 timelines.

➤ Additional power could support growing demand for 𝗔𝗜 and HPC infrastructure.

➤ More leasable capacity could expand Cipher's potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunity.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗧𝘆𝗹𝗲𝗿 𝗣𝗮𝗴𝗲, Chief Executive Officer:

“Securing and delivering power is the foundation of everything we do and bringing our own electricity generation allows us to unlock significant new capacity quickly,” said Tyler Page, Chief Executive Officer. “By developing these lateral pipelines, we are taking a decisive step toward adding up to 2.5 GW of power to our portfolio, and we plan to seek grid connection for this generation capacity, in an effort to proactively contribute to greater grid stability in the communities in which we build our data centers.”