⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Binance says 90% of $6.3 billion hack losses are now covered - $Grayscale Bitcoin Mini Trust ETF(BTC.US) $ETH
Binance says it has restored backing for about 90% of the $6.3 billion in token assets stolen from its hot wallets; that doesn’t mean it has recovered 90% from the attacker.
Hardik Shah
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Anthropic(ANT.US) Anthropic in Talks to Lease Massive 920 MW AI Data Center Campus Near Edmonton - Globe and Mail
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 reportedly negotiating a hyperscale 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 lease in Alberta.➤ Proposed campus located in 𝗦𝘁𝘂𝗿𝗴𝗲𝗼𝗻 𝗖𝗼𝘂𝗻𝘁𝘆, northeast of Edmonton.➤ 𝗕𝗲𝗮𝗰𝗼𝗻 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀 developing the proposed four-hall AI computing campus.➤ Facility would receive power from a 𝟵𝟮𝟬 𝗠𝗪 natural gas plant.➤ Alberta regulators approved the power plant on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟯, 𝟮𝟬𝟮𝟲.➤ Construction expected in 𝗤𝟰 𝟮𝟬𝟮𝟲, with power operations targeted for 𝗤𝟰 𝟮𝟬𝟮𝟳.➤ Anthropic separately signed a 𝟮𝟬-𝘆𝗲𝗮𝗿 𝗹𝗲𝗮𝘀𝗲 for Nova Scotia infrastructure.➤ Nova Scotia's 𝗔𝗜 𝗰𝗮𝗺𝗽𝘂𝘀 targets 𝟰𝟮𝟬 𝗠𝗪 across two phases.➤ Anthropic's Nova Scotia project represents approximately $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in estimated investment.➤ Anthropic disclosed $𝟱𝟮𝟱–$𝟱𝟲𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in future compute and infrastructure commitments.H![图片 1，共 1 张]()
$Eli Lilly(LLY.US) | Freedom Broker 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗮𝗻𝘆, raises PT to $𝟭𝟲𝟬𝟬 from $𝟭𝟰𝟬𝟬
Analyst sees strong business momentum, an improved outlook, and incretin leadership supporting the reiterated Buy rating.H![图片 1，共 1 张]()
📢 Companies Reporting Earnings Next Week
$Tempus AI(TEM.US) $Cipher Digital(CIFR.US) $Grab(GRAB.US) $Aehr Test(AEHR.US) $ON Semiconductor(ON.US) $BWX Tech(BWXT.US) $Apple(AAPL.US) $Palantir Tech(PLTR.US) $Unity Software(U.US)pstart(UPST.US) $Digitalocean(DOCN.US) $Shopify (SHOP.US) $Ouster(OUST.US) $Duolingo(DUOL.US) $Navitas Semiconductor(NVTS.US) $Super Micro Computer(SMCI.US) $Amgen(AMGN.US) $Arista Networks(ANET.US) $Astera Labs(ALAB.US) $Circle(CRCL.US) $Datadog(DDOG.US) $Unity Software(U.US)ber Tech(UBER.US) $McDonald's(MCD.US) $NICE-Syst(NICE.US) $Mercadolibre(MELI.US) $Amcor(AMCR.US) $Doordash(DASH.US) $Coherent Corp.(COHR.US) $Qualcomm(QCOM.US) $Arm(ARM.US) $Cava(CAVA.US) $Fair Isaac(FICO.US) $IonQ(IONQ.US) $Unity Software(U.US) $Celsius(CELH.US) $Oscar Health(OSCR.US) $IREN(IREN.US) $Applied Optoelectronics(AAOI.US) $Kratos Defense & Security(KTOS.US) $Quantinuum(QNT.US) $Affirm(AFRM.US) $TransMedics(TMDX.US) $CloudFlare(NET.US) $Humana(HUM.US) $Moderna(MRNA.US)H
⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Symbotic Secures $6 Billion Walmart Automation Agreement, Potentially Adding $6.92 Billion to Backlog - $Symbotic(SYM.US) $Walmart(WMT.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗦𝘆𝗺𝗯𝗼𝘁𝗶𝗰 (𝗦𝗬𝗠) and 𝗪𝗮𝗹𝗺𝗮𝗿𝘁 sign a major global automation agreement.➤ Walmart commits approximately $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in initial multiyear spending.➤ Agreement covers 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹 𝗵𝗮𝗻𝗱𝗹𝗶𝗻𝗴 systems across multiple locations.➤ Deployment targets 𝗨.𝗦. and select international markets across the Americas.➤ Walmart separately commits $𝟭𝟮𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 for next-generation racking technology development.➤ Agreement could increase Symbotic's future backlog by up to $𝟲.𝟵𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Additional revenue opportunities include 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗹𝗶𝗰𝗲𝗻𝘀𝗶𝗻𝗴, maintenance, operations, and support.➤ Walmart gains conditional 𝗯𝗼𝗮𝗿𝗱 𝗻𝗼𝗺𝗶𝗻𝗮𝘁𝗶𝗼𝗻 rights with over 𝟱% equity ownership.➤ Walmart may appoint 𝘁𝘄𝗼 𝗻𝗼𝗻-𝘃𝗼𝘁𝗶𝗻𝗴 𝗯𝗼𝗮𝗿𝗱 𝗼𝗯𝘀𝗲𝗿𝘃𝗲𝗿𝘀 if revenue thresholds are met.➤ New agreement supplements existing 𝟮𝟬𝟮𝟮 and 𝟮𝟬𝟮𝟱 automation agreements.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 𝗠𝗮𝘀𝘀𝗶𝘃𝗲 𝗕𝗮𝗰𝗸𝗹𝗼𝗴 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹: Up to $𝟲.𝟵𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 could significantly strengthen Symbotic's long-term revenue visibility.➤ 𝗠𝘂𝗹𝘁𝗶𝘆𝗲𝗮𝗿 𝗚𝗿𝗼𝘄𝘁𝗵: Walmart's $𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 commitment supports sustained demand for warehouse automation.➤ 𝗥𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗥𝗲𝘃𝗲𝗻𝘂𝗲: Licensing, maintenance, and support could generate additional income beyond system installations.➤ 𝗚𝗹𝗼𝗯𝗮𝗹 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: International deployments could strengthen Symbotic's position in the warehouse robotics market.➤ 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗜𝗺𝗽𝗮𝗰𝘁: The agreement strengthens growth visibility but increases exposure to Walmart as a major customer.H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Anthropic Becomes SpaceX's Largest Customer, Accounting for 34.5% of Revenue - $Anthropic(ANT.US) $SpaceX(SPCX.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰 reportedly accounts for 𝟯𝟰.𝟱% of 𝗦𝗽𝗮𝗰𝗲𝗫's Q3 2026 revenue.➤ Anthropic has become SpaceX's 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝘀𝗶𝗻𝗴𝗹𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿.➤ Anthropic's AI compute contract carries potential spending of 𝘂𝗽 𝘁𝗼 $𝟭𝟮𝟬.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Contract commitments extend through 𝟮𝟬𝟮𝟵, according to the report.➤ Monthly spending is expected to average approximately $𝟯.𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 from December 2026.➤ Anthropic can terminate contract portions with 𝟵𝟬 𝗱𝗮𝘆𝘀' 𝗻𝗼𝘁𝗶𝗰𝗲.➤ Termination options become available after 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 and 𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟳.➤ A government agency contributed another 𝟭𝟲.𝟲% of SpaceX's Q3 revenue.➤ Combined, these two customers represented approximately 𝟱𝟭.𝟭% of quarterly revenue.➤ Report highlights 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗰𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗮𝘁𝗶𝗼𝗻 risks amid tighter AI financing conditions.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗖𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗮𝘁𝗶𝗼𝗻: SpaceX's reported dependence on Anthropic creates significant customer exposure.➤ 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗥𝗶𝘀𝗸: Termination provisions could affect future revenue visibility and financing assumptions.➤ 𝗔𝗜 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲: Potential spending of $𝟭𝟮𝟬.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 underscores massive compute demand.➤ 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗜𝗺𝗽𝗮𝗰𝘁: Customer concentration and tighter financing could increase valuation scrutiny.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Archer Aviation(ACHR.US) Archer and ITA Airways Partner on the Development of Air Taxi Services in Italy
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Aehr Test Systems Appoints Former Meta Infrastructure Executive Vijay Rao to Board of Directors - $Aehr Test(AEHR.US) $Meta Platforms(META.US)
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$Palantir Tech(PLTR.US) | JPMorgan 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀, PT $𝟮𝟲𝟮
Analyst sees accelerating growth, strong profitability and disruptive upside as Palantir delivers customer ROI and meets AI sovereignty demand.H
$Alphabet(GOOGL.US) | Alphabet Q3-2026, Earning Call Summary
Alphabet Q3 Revenue Rises 25% as Google Cloud Doubles; AI Spending Drives Negative Free Cash FlowH
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. Treasury Secretary Bessent said he still sees a deal being reached; $Meta Platforms(META.US) Meta Platforms is pursuing equity financing.
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📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Palantir Defense Chief Warns AI Race Could Increase China's Incentive to Invade Taiwan - $Palantir Tech(PLTR.US) $Taiwan Semiconductor(TSM.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 defense chief warns AI competition could increase 𝗧𝗮𝗶𝘄𝗮𝗻 𝗶𝗻𝘃𝗮𝘀𝗶𝗼𝗻 𝗿𝗶𝘀𝗸.➤ 𝗠𝗶𝗸𝗲 𝗚𝗮𝗹𝗹𝗮𝗴𝗵𝗲𝗿 says China's strategic incentives are becoming more compelling.➤ Taiwan's 𝗧𝗦𝗠𝗖 manufactures the world's most advanced 𝗔𝗜 𝗰𝗵𝗶𝗽𝘀.➤ Gallagher warns China could 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗿 𝗱𝗶𝘀𝗮𝗯𝗹𝗲 TSMC.➤ Such disruption could threaten 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀.➤ Gallagher believes accelerating 𝗨.𝗦. 𝗔𝗜 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 could influence Beijing's calculations.➤ U.S. intelligence previously assessed a Taiwan invasion as 𝗲𝘅𝘁𝗿𝗲𝗺𝗲𝗹𝘆 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴.➤ China has increased 𝗰𝗼𝗮𝘀𝘁 𝗴𝘂𝗮𝗿𝗱 𝗽𝗮𝘁𝗿𝗼𝗹𝘀 alongside military exercises near Taiwan.➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 supplies the Pentagon's AI-powered 𝗠𝗮𝘃𝗲𝗻 𝗦𝗺𝗮𝗿𝘁 𝗦𝘆𝘀𝘁𝗲𝗺.➤ Gallagher compares potentially self-improving AI to the 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝘄𝗲𝗮𝗽𝗼𝗻𝘀 𝗲𝗿𝗮.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 𝗧𝗦𝗠𝗖's strategic importance makes Taiwan central to global AI development.➤ Taiwan conflict could severely disrupt 𝗡𝗩𝗜𝗗𝗜𝗔, 𝗔𝗠𝗗, and global chip supplies.➤ Rising geopolitical tensions could accelerate 𝗨.𝗦. 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗰𝗵𝗶𝗽 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 investments.➤ Growing military AI competition could increase demand for 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿'𝘀 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆.➤ Gallagher's warning reflects a 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗿𝗶𝘀𝗸 𝗮𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁, not confirmation of invasion plans.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗠𝗶𝗸𝗲 𝗚𝗮𝗹𝗹𝗮𝗴𝗵𝗲𝗿, Head of Defense at Palantir Technologies:"The logic of Xi Jinping sacrificing enormously to take Taiwan is getting more compelling,""If we run away with AI, now is his moment to stop us from doing that, because he may not be able to catch up later on.""If China takes Taiwan, they will control TSMC or disable TSMC — they will have the ability to hold the rest of the world economically hostage,""If that is true, that we're at an inflection point, and this technology is a game changer on par with the advent of nuclear weapons in the 1940s,"H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Eli Lilly(LLY.US) Lilly's retatrutide delivered greater A1C reduction and more than double the weight loss of Ozempic's highest approved dose in head-to-head trial
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Broadcom(AVGO.US) Broadcom Discloses Up to $43 Billion in Potential AI Infrastructure Liabilities
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 (𝗔𝗩𝗚𝗢) discloses up to $𝟰𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in potential contingent liabilities.➤ Financial partners will assume portions of 𝗔𝗜 𝗿𝗮𝗰𝗸 purchase agreements.➤ Agreements involve 𝗰𝘂𝘀𝘁𝗼𝗺 𝗔𝗜 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿𝘀 designed by Broadcom.➤ Broadcom established a special-purpose vehicle called 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗽.➤ Backstop provides 𝗿𝗲𝘀𝗶𝗱𝘂𝗮𝗹 𝘃𝗮𝗹𝘂𝗲 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 for AI infrastructure leases.➤ Maximum potential exposure reaches approximately $𝟰𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 upon full deployment.➤ Broadcom considers the probability of triggering this liability 𝗹𝗼𝘄.➤ Exposure increases with 𝗔𝗜 𝗿𝗮𝗰𝗸 𝗱𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 and decreases with lease payments.➤ Lease defaults could trigger 𝗿𝗲𝘀𝗮𝗹𝗲, 𝗹𝗲𝗮𝘀𝗲 𝗮𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻, or asset recovery.➤ Potential losses depend on 𝟳𝟮.𝟱% of outstanding leases minus recovered asset value.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ The $𝟰𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 figure represents 𝗺𝗮𝘅𝗶𝗺𝘂𝗺 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲, not an immediate loss.➤ Highlights growing 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗶𝘀𝗸𝘀 associated with large-scale AI infrastructure financing.➤ Broadcom's exposure depends on 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗽𝗮𝘆𝗺𝗲𝗻𝘁𝘀 and AI hardware resale values.➤ Investors may scrutinize 𝗼𝗳𝗳-𝗯𝗮𝗹𝗮𝗻𝗰𝗲-𝘀𝗵𝗲𝗲𝘁 𝗼𝗯𝗹𝗶𝗴𝗮𝘁𝗶𝗼𝗻𝘀 and counterparty credit risks.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Intel and Oracle Plan Expanded Collaboration to Support Enterprise and Agentic AI on Oracle Cloud Infrastructure - $Oracle(ORCL.US) $Intel(INTC.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Iran's Supreme Leader reiterates conditions for peace talks with U.S. - $QQQ $SPY $USO
Iran’s Supreme Leader said the country must pursue its own interests, as he reiterated Tehran’s conditions for ending its war with the joint forces of the U.S. and Israel.Khamenei and Rezaei discussed "safeguarding national and regional security by maintaining control over the Strait of Hormuz and strengthening bilateral relations with neighboring countries," state media said.H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Apple(AAPL.US) Apple unveils new iMac with M6, delivering a major boost in performance and AI capabilities
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Schneider Electric, Nscale and Start Campus Bring the NVIDIA Omniverse DSX Blueprint into a Live AI Factory Environment - $SCHN $NVIDIA(NVDA.US)
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$ServiceNow(NOW.US) | Bernstein 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄 𝗜𝗻𝗰., maintains PT at $𝟮𝟲𝟲
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Bank of America, Blackstone, Citi and Morgan Stanley Announce Landmark $63 Billion Financing Structure to Enable AI Compute Capacity in Partnership with $Broadcom(AVGO.US) Broadcom
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 'DoorDash Is In Advanced Talks To Acquire Delivery Rival Instacart; Deal Could Be Completed As Soon As This Week, People Familiar With The Matter Say' - WSJ - $Doordash(DASH.US) $Instacart（Maplebear）(CART.US) $Uber Tech(UBER.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: ANTHROPIC agreed, under arrangements with SpaceXAI, to spend up to $120.5 billion in total over a term extended through 2029. - $Anthropic(ANT.US) $SpaceX(SPCX.US)
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$Micron Tech(MU.US) | BofA Securities 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗶𝗰𝗿𝗼𝗻 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, maintains PT at $𝟭,𝟱𝟱𝟬
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Dr Reddy's Rolls Out New Generic Ozempic Brands To Ease Obeda Supply Hit - Reuters - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Credo Tech(CRDO.US) Credo Shares Fall 7.5% as MaxLinear Targets 30% of 1.6T AEC Market
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗿𝗲𝗱𝗼 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 shares declined 𝟳.𝟱% amid rising competitive concerns.➤ 𝗠𝗮𝘅𝗟𝗶𝗻𝗲𝗮𝗿 estimates Credo controls 𝟵𝟯%–𝟵𝟵% of the AEC market.➤ MaxLinear targets 𝟮𝟬%–𝟯𝟬% of the 𝟭.𝟲𝗧 𝗔𝗘𝗖 market.➤ MaxLinear plans to supply 𝗔𝗘𝗖 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 rather than complete cables.➤ 𝗘𝗱𝗴𝗲𝘄𝗮𝘁𝗲𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 sees limited near-term 𝟭.𝟲𝗧 𝗔𝗘𝗖 adoption.➤ 𝗖𝗶𝘀𝗰𝗼 reportedly seeks quotes for 𝟭𝟬𝟬,𝟬𝟬𝟬 cables monthly.➤ 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 or MaxLinear could supply Cisco's 𝗔𝗘𝗖 𝘀𝗶𝗴𝗻𝗮𝗹 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗼𝗿𝘀.➤ 𝗔𝗺𝗽𝗵𝗲𝗻𝗼𝗹 and 𝗧𝗘 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 could manufacture cable assemblies.➤ 𝗔𝘀𝘁𝗲𝗿𝗮 𝗟𝗮𝗯𝘀 poses potential competition in future custom AI platforms.➤ 𝗜𝗻𝘀𝗶𝗱𝗲𝗿 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 added pressure amid concerns over delayed 1.6T adoption.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Credo's dominant 𝗔𝗘𝗖 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 could face competitive erosion.➤ Slower 𝟭.𝟲𝗧 𝗮𝗱𝗼𝗽𝘁𝗶𝗼𝗻 could delay expected AI connectivity revenue growth.➤ Growing competition could pressure Credo's 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗽𝗼𝘄𝗲𝗿 and profit margins.➤ Cisco's potential sourcing strategy could benefit 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺, 𝗠𝗮𝘅𝗟𝗶𝗻𝗲𝗮𝗿, and cable manufacturers.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗞𝗶𝘀𝗵𝗼𝗿𝗲 𝗦𝗲𝗲𝗻𝗱𝗿𝗶𝗽𝘂, CEO of MaxLinear:The source attributes market-share estimates and competitive targets to Seendripu but does not provide a direct quotation. He estimates Credo's AEC market share at 93%–99% and says MaxLinear aims to capture 20%–30% of the 1.6T AEC market over the next few years.