⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Nvidia-Backed Cohere in a ‘Fight’ to Secure AI Computing Power - Bloomberg - $NVIDIA(NVDA.US) $Coreweave(CRWV.US) $Nebius(NBIS.US) $IREN(IREN.US)
Hardik Shah
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Alphabet(GOOGL.US) Google Fi Launches AI-Powered Super Network With Automatic 5G and Wi-Fi Switching
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗙𝗶 launches its new 𝗦𝘂𝗽𝗲𝗿 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 for enhanced connectivity.➤ Automatically switches between 𝟮 𝟱𝗚 networks and millions of Wi-Fi hotspots.➤ Network switching rolls out on 𝗣𝗶𝘅𝗲𝗹 𝟵 and newer devices.➤ Eligible users receive automatic network switching at 𝗻𝗼 𝗮𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝘀𝘁.➤ 𝗪𝗶-𝗙𝗶 𝗔𝘂𝘁𝗼 𝗖𝗼𝗻𝗻𝗲𝗰𝘁+ enables encrypted connections without manual login.➤ Wi-Fi Auto Connect+ expands to select 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 and 𝗠𝗼𝘁𝗼𝗿𝗼𝗹𝗮 phones.➤ International connectivity features support 𝗨𝗻𝗹𝗶𝗺𝗶𝘁𝗲𝗱 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 and 𝗙𝗹𝗲𝘅𝗶𝗯𝗹𝗲 plans.➤ Google introduces 𝗔𝘀𝗸 𝗙𝗶, an AI-powered customer support agent.➤ New subscribers can receive $𝟱𝟬𝟬 𝗼𝗳𝗳 plus $𝟱𝟵𝟵 in Pixel 11 Pro credits.➤ Existing Pixel users may qualify for 𝟱𝟬% 𝗼𝗳𝗳 select unlimited plans.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 𝗗𝘂𝗮𝗹-𝟱𝗚 𝘀𝘄𝗶𝘁𝗰𝗵𝗶𝗻𝗴 could improve reliability when primary network coverage weakens.➤ Automatic Wi-Fi connectivity may reduce congestion and improve 𝗺𝗼𝗯𝗶𝗹𝗲 𝗱𝗮𝘁𝗮 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲.➤ 𝗔𝘀𝗸 𝗙𝗶 could lower support costs through AI-powered troubleshooting.➤ Aggressive 𝗣𝗶𝘅𝗲𝗹 𝗽𝗿𝗼𝗺𝗼𝘁𝗶𝗼𝗻𝘀 may strengthen subscriber acquisition and retention.➤ Google's expanded connectivity ecosystem could increase competition among 𝗨.𝗦. 𝘄𝗶𝗿𝗲𝗹𝗲𝘀𝘀 𝗰𝗮𝗿𝗿𝗶𝗲𝗿𝘀.H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Alphabet(GOOGL.US) Google Launches Gemini 4 Carbon Globally, Pricing Starts at $2 per Million Input Tokens
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗼𝗼𝗴𝗹𝗲 announces global launch of its 𝗚𝗲𝗺𝗶𝗻𝗶 𝟰 𝗖𝗮𝗿𝗯𝗼𝗻 AI model.➤ Launch promotional pricing starts at $𝟮 𝗽𝗲𝗿 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻𝗽𝘂𝘁 𝘁𝗼𝗸𝗲𝗻𝘀.➤ Google describes Carbon as its 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝘀𝘁 𝗔𝗜 𝗺𝗼𝗱𝗲𝗹.➤ Model targets complex, 𝗹𝗼𝗻𝗴-𝗵𝗼𝗿𝗶𝘇𝗼𝗻 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 workflows.➤ Supports 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴, full-stack development, and scientific research.➤ Google highlights frontier-level 𝗰𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 capabilities and stronger alignment.➤ Developers can access Carbon through 𝗚𝗼𝗼𝗴𝗹𝗲 𝗔𝗜 𝗦𝘁𝘂𝗱𝗶𝗼 and 𝗔𝗻𝗱𝗿𝗼𝗶𝗱 𝗦𝘁𝘂𝗱𝗶𝗼.➤ API access is available through Google's 𝗽𝗮𝗶𝗱 𝘁𝗶𝗲𝗿.➤ 𝗚𝗼𝗼𝗴𝗹𝗲 𝗔𝗜 𝗨𝗹𝘁𝗿𝗮 subscribers can access Carbon through AI Studio and Antigravity.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens 𝗚𝗼𝗼𝗴𝗹𝗲'𝘀 competitive position in advanced AI models and developer tools.➤ $𝟮 𝗽𝗲𝗿 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻𝗽𝘂𝘁 𝘁𝗼𝗸𝗲𝗻𝘀 could encourage broader developer adoption.➤ Advanced 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 capabilities could accelerate enterprise software automation.➤ Integration across Google's developer platforms could support 𝗔𝗜 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺 growth.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Intel(INTC.US) Intel and Altera Simplify Sensor Integration for Edge and Physical AI
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Rubrik(RBRK.US) Rubrik Introduces DevOps Protection with Cyber Recovery for $Microsoft(MSFT.US) microsoft Azure DevOps and GitHub
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: MDA SPACE AND GLOBALSTAR COMPLETE INITIAL ON-ORBIT FUNCTIONAL TESTS FOR GLOBALSTAR 2-R MISSION - $Globalstar(GSAT.US) $MDA Space(MDA.US) $Rocket Lab(RKLB.US)
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$Oracle(ORCL.US) | Bernstein SocGen Group 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗢𝗿𝗮𝗰𝗹𝗲, PT $𝟯𝟮𝟱, 'Understanding the long-term opportunity'
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$AST SpaceMobile(ASTS.US) | UBS 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 on 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲, cuts PT to $𝟰𝟯 from $𝟳𝟴
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$Hims & Hers Health(HIMS.US) | Canaccord 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗛𝗶𝗺𝘀 & 𝗛𝗲𝗿𝘀 𝗛𝗲𝗮𝗹𝘁𝗵, maintains PT at $𝟰𝟬
Analyst sees an improving Q1 setup as weight-loss offerings expand and international markets and newer specialties sustain momentum.H
$Zeta Global(ZETA.US) | Zeta Global Q3-2026, Earning Call Summary
Zeta Global Raises 2026 Outlook as Q3 Revenue Surges 46% and Athena Adoption AcceleratesH
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Secures Over $515 Million in Neutron Launch Contracts, Raises Launch Price to $70 Million
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 (𝗥𝗞𝗟𝗕) secures 𝟴 𝗡𝗲𝘂𝘁𝗿𝗼𝗻 launch contracts worth over $𝟱𝟭𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ Contracts signed with 𝟱 𝗰𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝘀 during Q3 2026.➤ 𝗜𝗖𝗘𝗬𝗘 secures 𝟯 dedicated launches beginning in late 𝟮𝟬𝟮𝟴.➤ 𝗠𝘂𝗼𝗻 𝗦𝗽𝗮𝗰𝗲 books 𝟮 launches scheduled for 𝟮𝟬𝟮𝟵 and 𝟮𝟬𝟯𝟬.➤ 𝗦𝘁𝗮𝗿𝗰𝗹𝗼𝘂𝗱 books a 𝟮𝟬𝟮𝟵 launch for its space-based data center plans.➤ 𝗞𝗲𝗽𝗹𝗲𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 and 𝗨.𝗦. 𝗦𝗽𝗮𝗰𝗲 𝗙𝗼𝗿𝗰𝗲 secure launches.➤ Neutron's contracted launch manifest expands to 𝟭𝟲 𝗺𝗶𝘀𝘀𝗶𝗼𝗻𝘀.➤ Next available Neutron launch slots now extend into the 𝟮𝟬𝟯𝟬𝘀.➤ Rocket Lab raises base launch pricing from $𝟱𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 to $𝟳𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, a 𝟮𝟳.𝟯% increase.➤ Neutron targets its 𝗱𝗲𝗯𝘂𝘁 𝗹𝗮𝘂𝗻𝗰𝗵 𝗶𝗻 𝟮𝟬𝟮𝟳, carrying up to 𝟭𝟯,𝟬𝟬𝟬 𝗸𝗴.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Over $𝟱𝟭𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in new contracts strengthens Rocket Lab's 𝗳𝘂𝘁𝘂𝗿𝗲 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆.➤ Higher launch pricing suggests 𝘀𝘁𝗿𝗼𝗻𝗴 𝗱𝗲𝗺𝗮𝗻𝗱 and improving commercial pricing power.➤ Growing government and commercial contracts diversify Rocket Lab's 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗯𝗮𝘀𝗲.➤ Successful Neutron deployment could strengthen Rocket Lab's position in the 𝗺𝗲𝗱𝗶𝘂𝗺-𝗹𝗶𝗳𝘁 𝗹𝗮𝘂𝗻𝗰𝗵 𝗺𝗮𝗿𝗸𝗲𝘁.➤ Revenue realization remains dependent on 𝗡𝗲𝘂𝘁𝗿𝗼𝗻'𝘀 𝟮𝟬𝟮𝟳 𝗱𝗲𝗯𝘂𝘁 and successful mission execution.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:"Neutron is rapidly establishing itself as the backbone of next-generation constellation deployment and government missions in the medium-lift launch class."H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Eli Lilly(LLY.US) Lilly's Foundayo (orforglipron) significantly reduced obstructive sleep apnea severity, reinforcing its potential to improve health beyond weight loss
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NVIDIA(NVDA.US) NVIDIA Unveils GR00T 2, Isaac Lab 3.0 and New Robotics AI Benchmarks at CoRL
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗩𝗜𝗗𝗜𝗔 introduces 𝗚𝗥𝟬𝟬𝗧 𝟮, 𝗜𝘀𝗮𝗮𝗰 𝗟𝗮𝗯 𝟯.𝟬, and open robotics benchmarks.➤ 𝗚𝗥𝟬𝟬𝗧 𝟮 trained using 𝟭𝟬𝟬,𝟬𝟬𝟬 hours of human egocentric data.➤ Model completed 𝟰𝟬 𝗼𝗳 𝟱𝟬 tasks without task-specific demonstrations.➤ Achieved 𝟳𝟭% success with one demonstration, rising to 𝟵𝟱% with five.➤ 𝗜𝘀𝗮𝗮𝗰 𝗟𝗮𝗯 𝟯.𝟬 delivers up to 𝟮.𝟱𝘅 higher simulation training throughput.➤ 𝗔𝗹𝗽𝗵𝗮𝗡𝗜𝗦𝗧 achieved over 𝟵𝟴% training success using 𝟯𝟵𝘅 less GPU time.➤ New 𝗗𝗲𝘅𝗕𝗲𝗻𝗰𝗵 and 𝗩𝗔𝗕𝗔𝗥 benchmarks evaluate industrial robot dexterity.➤ 𝗙𝗼𝘅𝗰𝗼𝗻𝗻, 𝗦𝗶𝗲𝗺𝗲𝗻𝘀, and 𝗡𝗲𝘅𝘂𝗻𝗶 are testing GR00T 2 applications.➤ 𝗨𝗖 𝗕𝗲𝗿𝗸𝗲𝗹𝗲𝘆 introduces 𝗚𝗿𝗮𝗽𝗵-𝗮𝘀-𝗣𝗼𝗹𝗶𝗰𝘆 for agent-controlled robotic workflows.➤ NVIDIA research papers named among 𝘀𝗶𝘅 𝗖𝗼𝗥𝗟 𝗕𝗲𝘀𝘁 𝗣𝗮𝗽𝗲𝗿 finalists.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Accelerates 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 adoption across manufacturing, logistics, and industrial automation.➤ Higher simulation throughput could reduce 𝗿𝗼𝗯𝗼𝘁 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗰𝗼𝘀𝘁𝘀 and development time.➤ Stronger manipulation capabilities could expand robotics beyond basic movement into 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗮𝘀𝘀𝗲𝗺𝗯𝗹𝘆.➤ Open models and benchmarks strengthen NVIDIA's 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺.➤ Broader robotics adoption could create long-term demand for 𝗡𝗩𝗜𝗗𝗜𝗔 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗞𝗲𝗻 𝗚𝗼𝗹𝗱𝗯𝗲𝗿𝗴, Professor of Robotics at UC Berkeley and Lead on VABAR and GaP Projects:“To me, agentic robotics is the most exciting technological development since the internet in 1995.”H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Planet Labs(PL.US) Planet and Stoke Space Sign Multi-Launch Agreement for Nova Launch Capabilities
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$IREN(IREN.US) | H.C. Wainwright 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗜𝗥𝗘𝗡 𝗟𝗶𝗺𝗶𝘁𝗲𝗱, maintains PT at $𝟱𝟲.𝟬𝟬
Analyst sees healthy AI compute demand, disciplined deployment and an attractive entry point despite a revised ARR timeline.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $ImmunityBio(IBRX.US) ImmunityBio Reports Label Expansion and Additional Global Approval with Q3 2026 Net Product Revenue of $48.7 Million, Up 53% Year-Over-Year and First Nine Months U.S. Revenue Up 92% to $143.6 Million
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Axon Enterprise(AXON.US) Axon announces $1.2 billion Skydio investment and exclusive public safety distribution deal
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Rakuten and $AST SpaceMobile(ASTS.US) AST SpaceMobile Form Joint Venture, Securing Up to ¥148 Billion for Satellite Communications in Japan
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗮𝗸𝘂𝘁𝗲𝗻 and 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲 establish joint venture 𝗥𝗮𝗸𝘂𝘁𝗲𝗻 𝗔𝗦𝗧.➤ Project targets up to ¥𝟭𝟰𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in Japanese government grants.➤ Funding will be distributed over approximately 𝘁𝗵𝗿𝗲𝗲 𝘆𝗲𝗮𝗿𝘀 through CIAJ.➤ Joint venture aims to launch domestic satellite operations by 𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟵.➤ Network enables 𝗱𝗶𝗿𝗲𝗰𝘁 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲-𝘁𝗼-𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 connectivity without specialized equipment.➤ AST's large satellite antennas support 𝗵𝗶𝗴𝗵-𝘀𝗽𝗲𝗲𝗱 𝗺𝗼𝗯𝗶𝗹𝗲 𝗯𝗿𝗼𝗮𝗱𝗯𝗮𝗻𝗱 services.➤ Network targets 𝗿𝗲𝗺𝗼𝘁𝗲 𝗮𝗿𝗲𝗮𝘀, disaster resilience, and national security.➤ Rakuten Mobile plans 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝘁𝗲𝘀𝘁𝗶𝗻𝗴 during 𝟮𝟬𝟮𝟲.➤ Companies are developing 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗔𝗜 and AI-based frequency management.➤ Future opportunities include 𝗜𝗼𝗧, logistics, construction, agriculture, and overseas telecom markets.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Potential ¥𝟭𝟰𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 funding could accelerate AST's satellite infrastructure deployment.➤ Strengthens 𝗔𝗦𝗧 𝗦𝗽𝗮𝗰𝗲𝗠𝗼𝗯𝗶𝗹𝗲'𝘀 position in Japan's satellite broadband market.➤ Creates potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 opportunities through satellite connectivity and telecom partnerships.➤ Supports nationwide connectivity while reducing dependence on 𝘁𝗲𝗿𝗿𝗲𝘀𝘁𝗿𝗶𝗮𝗹 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝘀 during disasters.➤ Expands AST's 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗳𝗼𝗼𝘁𝗽𝗿𝗶𝗻𝘁 and potential international network utilization.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗛𝗶𝗿𝗼𝘀𝗵𝗶 𝗠𝗶𝗸𝗶𝘁𝗮𝗻𝗶, Chairman and President of Rakuten Group Inc. and Chairman of Rakuten Mobile:"This project is a key pillar of Rakuten Mobile's network strategy. By building an integrated system from satellite procurement to operation and accelerating technological innovation, we will contribute to building disaster-resilient communication infrastructure and improving Japan's communication environment. We will also maximize capital efficiency and expand business opportunities into the satellite communications sector.𝗔𝗯𝗲𝗹 𝗔𝘃𝗲𝗹𝗮𝗻, Founder, Chairman, and CEO of AST SpaceMobile:"This project marks a significant milestone and a major turning point for AST SpaceMobile. As the importance of mobile broadband from space is being redefined worldwide, this technology is increasingly recognized as an essential tool for enabling broadband connectivity anywhere and complementing existing terrestrial infrastructure. Through our technology, we will enhance the resilience of Japan's telecommunications infrastructure and strengthen our global network by utilizing capacity available outside Japan.H
Cantor AI Infrastructure: 'We continue to view the selloff as a significant overreaction' - $Cipher Digital(CIFR.US) $Riot Platforms(RIOT.US) $Hut 8 Mining(HUT.US) $Core Scientific, Inc.(CORZ.US) $Keel Infrastructure(KEEL.US) $IREN(IREN.US) $Terawulf(WULF.US) $Nebius(NBIS.US) $Coreweave(CRWV.US)
Another bloody week for AI infrastructure, with Thursday the worst day and a slight recovery on Friday. Our coverage finished down an average of 9.7% w/w, compared with declines of 5.0% for QQQ and 12.1% for SOX. Three overlapping concerns drove the selloff: the availability and cost of AI funding, the viability of neoclouds given their reliance on hyperscalers and AI labs, and access to power, heightened by emphatic midterm results. The midterms delivered a blue wave, and in Texas, Gina Hinojosa defeated Greg Abbott to become the first Democratic governor since 1990. She has called for a pause on data center permits and approvals until the legislature passes community protections. In our view, the contracted and energized base is unaffected, and the impact is a slower, more selective pipeline that favors operators with signed interconnection agreements and investment-grade tenants in place. The funding fear showed up elsewhere as well. Bloomberg reported that MSFT (OW, Blakey) is tightening oversight of some neocloud projects, and Apollo (APO, NC) said on its 3Q call that it will take a more defensive approach to AI investments with a focus on secured and senior debt. Management at Apollo also described a plan to position defensively and prepare to play offense, which implies capital remains available at the right price. We also heard from CIFR, RIOT, HUT, CORZ, KEEL, IREN, and WULF. RIOT announced a 15 year, $28bn TCV lease for 910 MW at Corsicana, while IREN beat on the numbers but pushed its target of $4bn+ of contracted ARR operational from YE26 to as late as February. We continue to view the selloff as a significant overreaction, especially for operators with signed leases and permits in hand, as the contracted and energized base is unaffected by the midterms and demand for compute continues to exceed supply.H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $ON Semiconductor(ON.US) ON Semiconductor Scraps $2 Billion Czech Chip Expansion Amid Shifting Market Conditions
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗢𝗡 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 cancels planned $𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 Czech manufacturing expansion.➤ Project targeted 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 𝗰𝗮𝗿𝗯𝗶𝗱𝗲 (𝗦𝗶𝗖) production in Rožnov pod Radhoštěm.➤ Expansion was originally announced in 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟰.➤ Decision reflects changing 𝗺𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝘀 and project economics.➤ Planned facility covered 𝗰𝗿𝘆𝘀𝘁𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵 through finished power semiconductors.➤ Existing 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 and 𝗦𝗶𝗖 manufacturing operations will continue uninterrupted.➤ Onsemi plans continued 𝗵𝗶𝗿𝗶𝗻𝗴 and capital investment in Czech facilities.➤ 𝗥𝗼𝘇̌𝗻𝗼𝘃 and 𝗕𝗿𝗻𝗼 facilities remain central to regional operations.➤ Facilities will support 𝗮𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲, 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹, and 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 customers.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Signals a significant 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴 pullback in silicon carbide manufacturing.➤ Highlights potential 𝗱𝗲𝗺𝗮𝗻𝗱 𝘂𝗻𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 across power semiconductor markets.➤ Could improve 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 by avoiding a costly expansion.➤ Preserves existing manufacturing capacity while reducing 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 commitments.H![图片 1，共 1 张]()
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Meta Platforms(META.US) Muse Introduces AI-Powered Spaces to Build Personalized Apps and Automate Daily Tasks
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗠𝘂𝘀𝗲 introduces 𝗦𝗽𝗮𝗰𝗲𝘀, customizable interactive experiences within its app.➤ Users can create 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝘁𝗼𝗼𝗹𝘀 simply by describing their ideas.➤ Spaces support 𝗱𝗮𝗶𝗹𝘆 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, productivity, entertainment, and creative projects.➤ Users can 𝗺𝗼𝗱𝗶𝗳𝘆 𝗱𝗲𝘀𝗶𝗴𝗻𝘀, features, and functionality through Muse.➤ Spaces can be added to 𝘀𝗶𝗱𝗲𝗯𝗮𝗿𝘀 or 𝗺𝗮𝗶𝗻 𝘁𝗮𝗯𝘀.➤ Users can 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝘀𝗽𝗮𝗰𝗲𝘀 to appear based on routines.➤ Supported examples include 𝘀𝗵𝗼𝗽𝗽𝗶𝗻𝗴 𝗵𝘂𝗯𝘀, 𝘀𝗰𝗵𝗼𝗼𝗹 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀, and 𝘁𝗿𝗶𝗽 𝗽𝗹𝗮𝗻𝗻𝗲𝗿𝘀.➤ Spaces also support 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝗿𝗱𝗲𝗿 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 and 𝗰𝗹𝗶𝗲𝗻𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁.➤ Connected apps enable 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗰 𝗯𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 𝘂𝗽𝗱𝗮𝘁𝗲𝘀 across personalized spaces.➤ Users can 𝗲𝗱𝗶𝘁, 𝗮𝗱𝗱 𝗻𝗼𝘁𝗲𝘀, and track progress directly.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Makes 𝗰𝘂𝘀𝘁𝗼𝗺 𝗮𝗽𝗽 𝗰𝗿𝗲𝗮𝘁𝗶𝗼𝗻 accessible without traditional programming skills.➤ Shifts AI from answering questions toward building 𝗶𝗻𝘁𝗲𝗿𝗮𝗰𝘁𝗶𝘃𝗲, 𝗽𝗲𝗿𝘀𝗶𝘀𝘁𝗲𝗻𝘁 𝘁𝗼𝗼𝗹𝘀.➤ Connected apps could reduce 𝗺𝗮𝗻𝘂𝗮𝗹 𝘄𝗼𝗿𝗸 and simplify everyday workflows.➤ Highlights growing competition in 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝘃𝗶𝘁𝘆 platforms.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: OpenAI CFO said the company will continue investing in AI data centers regardless of the election outcome. - CNBC - $AMD(AMD.US) $NVIDIA(NVDA.US) $Coreweave(CRWV.US) $Nebius(NBIS.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $NU Holdings(NU.US) Nubank Halts Some Crypto Transactions, Citing Snag With Provider - Bloomberg
All Assets, Information Remain Protected; Incident Does Not Compromise Customer SecurityH![图片 1，共 1 张]()
$Humana(HUM.US) | Mizuho 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 on 𝗛𝘂𝗺𝗮𝗻𝗮 𝗜𝗻𝗰., PT $𝟰𝟵𝟱
Analyst sees solid results, strong MA membership growth, managed medical costs, and continued progress toward margin recovery.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Amazon - Planning Data Center Campus Near Glen Rose on Land Owned by Vistra Corp. Adjacent to Comanche Peak Nuclear Power Plant - $Amazon(AMZN.US) $Vistra(VST.US)