Hardik Shah

$Hims & Hers Health(HIMS.US) | Barclays 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗛𝗶𝗺𝘀 & 𝗛𝗲𝗿𝘀 𝗛𝗲𝗮𝗹𝘁𝗵, cuts PT to $𝟯𝟱 from $𝟯𝟵

Analyst sees faster revenue growth but near-term margin pressure from investments supporting growth.

$Strive(ASST.US) | Benchmark 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗦𝘁𝗿𝗶𝘃𝗲 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲𝘀, maintains PT at $𝟯𝟮

Analyst sees Strive as having perhaps the most advanced risk-management approach in the digital asset treasury space.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Super Micro Computer(SMCI.US) Supermicro Completes Internal Probe Into Employee Export-Control Indictment

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝘂𝗽𝗲𝗿𝗺𝗶𝗰𝗿𝗼 completes independent investigation into alleged export-control violations.

➤ Federal indictment involved 𝘁𝘄𝗼 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀 and one contractor.

➤ 𝗦𝘂𝗽𝗲𝗿𝗺𝗶𝗰𝗿𝗼 was not charged or accused of wrongdoing.

➤ All 𝘁𝗵𝗿𝗲𝗲 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀 no longer have company relationships.

➤ Probe found no current 𝘀𝗲𝗻𝗶𝗼𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 knowledge of alleged diversion.

➤ No direct sales to known 𝗿𝗲𝘀𝘁𝗿𝗶𝗰𝘁𝗲𝗱 𝗽𝗮𝗿𝘁𝗶𝗲𝘀 were identified.

➤ Investigation found no related unreliability in previously issued 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀.

➤ Supermicro terminated employees who violated 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗽𝗼𝗹𝗶𝗰𝗶𝗲𝘀 or conduct standards.

➤ Board adopted all recommended enhancements to 𝗲𝘅𝗽𝗼𝗿𝘁 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 controls.

➤ Company continues cooperating with relevant 𝗴𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗮𝘂𝘁𝗵𝗼𝗿𝗶𝘁𝗶𝗲𝘀.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Findings reduce concerns about broader 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 involvement in alleged violations.

➤ Financial-statement finding may ease concerns over potential 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 implications.

➤ Stronger compliance controls could reduce future 𝗲𝘅𝗽𝗼𝗿𝘁-𝗰𝗼𝗻𝘁𝗿𝗼𝗹 risks.

➤ Ongoing government investigations remain an important 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 consideration for investors.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗦𝗰𝗼𝘁𝘁 𝗔𝗻𝗴𝗲𝗹, Lead Independent Director:

"The independent directors support the actions the Company has already taken to bolster its internal policies and procedures, as well as the additional enhancements that will be implemented."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Micron Tech(MU.US) Micron Unveils U.S. Research Labs Backed by Planned $10 Billion AI-Era Investment

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗠𝗶𝗰𝗿𝗼𝗻 unveils U.S.-based 𝗠𝗶𝗰𝗿𝗼𝗻 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗟𝗮𝗯𝘀 headquartered in Boise.

➤ Micron plans to invest $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 over the next decade.

➤ Research will target 𝗺𝗲𝗺𝗼𝗿𝘆, compute architectures, packaging, and semiconductor manufacturing.

➤ Micron calls it America's first dedicated 𝗺𝗲𝗺𝗼𝗿𝘆 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗵𝘂𝗯.

➤ Boise facility is expected to host 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝗿𝗲𝘀𝗲𝗮𝗿𝗰𝗵𝗲𝗿𝘀.

➤ Micron expects to break ground on the facility in 𝟮𝟬𝟮𝟳.

➤ Labs will connect 𝗮𝗰𝗮𝗱𝗲𝗺𝗶𝗮, government, startups, customers, and semiconductor companies.

➤ Research network will include university collaborations and 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗹𝗮𝗯𝘀.

➤ Investment is separate from Micron's previously committed $𝟮𝟱𝟬+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 U.S. plans.

➤ Those broader U.S. investments are expected to create 𝟵𝟬,𝟬𝟬𝟬+ 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗷𝗼𝗯𝘀.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Strengthens U.S. research capacity for increasingly critical 𝗔𝗜 𝗺𝗲𝗺𝗼𝗿𝘆 technologies.

➤ Could accelerate breakthroughs beyond today's semiconductor technology roadmaps.

➤ Deepens Micron's strategic position as America's leading-edge 𝗺𝗲𝗺𝗼𝗿𝘆 manufacturer.

➤ Collaboration could shorten paths from fundamental research to commercial AI hardware.

➤ Long-horizon investment supports U.S. competitiveness across 𝗔𝗜 and semiconductor manufacturing.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗦𝗮𝗻𝗷𝗮𝘆 𝗠𝗲𝗵𝗿𝗼𝘁𝗿𝗮, Chairman, President and CEO of Micron Technology:

“The decisions we make today will determine who leads the AI economy of tomorrow, and America's AI future will be built on American-made memory," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "With a planned $10 billion investment in Micron Research Labs, we are looking around the corner to the memory and compute systems the future will demand, bringing together the best minds across academia, government, startups and industry. This builds on the more than $250 billion we have separately committed to manufacturing and R&D across the United States, because as the only U.S.-based manufacturer of memory, we have long believed in the future that AI is now making real.”

𝗦𝗰𝗼𝘁𝘁 𝗗𝗲𝗕𝗼𝗲𝗿, Executive Vice President and Chief Technology and Products Officer at Micron Technology:

“For nearly 50 years, from four people in a Boise basement to America's memory leader, Micron has pushed the boundaries of what memory can do,” said Scott DeBoer, Executive Vice President and Chief Technology and Products Officer at Micron Technology. "Micron Research Labs gives that legacy a dedicated home for long-horizon innovation, the kind of research that sits upstream of every product we build.”

𝗛𝗼𝘄𝗮𝗿𝗱 𝗟𝘂𝘁𝗻𝗶𝗰𝗸, Secretary of Commerce:

"Memory is a core component of America's technological leadership, and under President Trump, the United States is advancing domestic semiconductor capabilities. Today, Micron announced the establishment of the first dedicated Memory Research Lab along with a $10 billion investment in memory research. This commitment will strengthen American innovation, create hundreds of jobs and ensure memory never limits innovation."

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗞𝗿𝗮𝘁𝘀𝗶𝗼𝘀, Director of the White House Office of Science and Technology Policy:

“Micron’s establishment of the first dedicated memory research lab in the United States advances the Trump Administration’s mission to secure our nation’s technological edge. Memory is fundamental to the AI era, and by uniting the entire innovation ecosystem here at home, we can help ensure the next generation of breakthroughs are invented, developed, and scaled in America. This investment strengthens our national competitiveness and accelerates the path to the AI-driven Golden Age of American Innovation.”

𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO, NVIDIA:

"Micron is taking on one of the great challenges of the AI era — reinventing memory technologies and architectures to fuel the next generation of increasingly powerful AI systems. By bringing together advanced manufacturing and the broader technology ecosystem, Micron is helping drive the breakthroughs that will define the next era of AI and computing.”

𝗧𝗶𝗺 𝗖𝗼𝗼𝗸, CEO, Apple:

“For more than two decades, Micron has been an important partner, providing memory technologies for Apple's groundbreaking products that people love and use every day around the world. With the launch of Micron Research Labs, they are building on a legacy of leadership in semiconductor research to drive breakthroughs in memory and computing for decades to come. Apple believes deeply in American innovation, and we’re proud to support Micron as it expands leading-edge manufacturing and R&D in the United States.”

𝗚𝗮𝗿𝘆 𝗗𝗶𝗰𝗸𝗲𝗿𝘀𝗼𝗻, President and CEO, Applied Materials:

“Sustained technology leadership requires innovation in both semiconductor research and manufacturing. As memory and computing architectures become increasingly complex, advances in new materials, equipment, process technology and chip packaging will play an essential role in turning breakthrough ideas into reality. Applied Materials has been partnering with Micron for decades, and we are excited to support the new Micron Research Labs in enabling innovations that will advance the future of AI and semiconductor technology in the United States.”

𝗧𝗶𝗺 𝗔𝗿𝗰𝗵𝗲𝗿, President and CEO, Lam Research:

"At Lam, we've seen that breakthroughs in semiconductor performance require advances across the entire technology stack, from materials and process technologies to device architectures and system innovation. Micron Research Labs is a meaningful investment in the long-term research ecosystem that fuels these advances. By connecting leading researchers across industry, academia and government, Micron is helping to accelerate the discoveries that will keep America at the forefront of AI and computing."

𝗧𝘀𝘂-𝗝𝗮𝗲 𝗞𝗶𝗻𝗴 𝗟𝗶𝘂, President, National Academy of Engineering:

“Future intelligent systems will be shaped by engineers who advance the frontiers of semiconductor devices and advanced manufacturing, for more affordable and energy-efficient computing and innovative memory solutions. Micron Research Labs represents a powerful commitment to support collaborative, long-horizon research and to develop the engineering talent our nation needs. By connecting industry, universities and government, this new hub of discovery and innovation will strengthen the U.S. semiconductor ecosystem to keep America at the leading edge.”

𝗟𝘂𝗰 𝗩𝗮𝗻 𝗱𝗲𝗻 𝗵𝗼𝘃𝗲, Chairman, Interuniversity Microelectronics Centre (imec):

"By bringing together expertise from industry, academia and government, Micron is strengthening the global innovation ecosystem that underpins semiconductor progress. The challenges facing the industry, from AI-driven computing to next-generation memory technologies, are too complex for any one organization to solve alone. At imec, we believe deeply in the power of precompetitive collaboration, and our long-standing partnership with Micron demonstrates how shared research can create impact across the broader semiconductor ecosystem. We look forward to building on that partnership and advancing the breakthroughs that will shape the future of computing.”

𝗝𝗼𝗻𝗮𝘁𝗵𝗮𝗻 𝗟𝗲𝘃𝗶𝗻, President, Stanford University:

“Innovation is about turning bold ideas into discoveries that change the world. Micron Research Labs reflects the kind of long-term investment in fundamental research and innovation that is needed to keep America at the forefront. I look forward to the collaborations the Labs will enable with academic institutions to advance the science of memory and computing, and power the next era of discovery.”

𝗝𝗶𝗺 𝗗𝗮𝘃𝗶𝘀, President, The University of Texas at Austin:

“Sustained investments in research will secure our future leadership in computing, semiconductors, and AI. As a founding member of the Texas Institute for Electronics, Micron is a strategic partner to UT Austin and a leading-edge US-based memory provider. Micron understands the power of both academic and industry research and is driving innovation in the national security sector. This investment is the kind of long-term commitment that will produce breakthroughs and unlock new opportunities for our students, researchers, and industry partners.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Lucid(LCID.US) Lucid Group Names Eric Muller CEO to Lead Next Phase of Growth

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗿𝗶𝗰 𝗠𝘂𝗹𝗹𝗲𝗿 joins 𝗟𝘂𝗰𝗶𝗱 𝗚𝗿𝗼𝘂𝗽 as Chief Executive Officer.

➤ 𝗥𝗶𝗰𝗸 𝗦𝗮𝗻𝗻𝗲𝗺 transitions from CEO to Strategic Advisor.

➤ Muller brings more than 𝟮𝟱 𝘆𝗲𝗮𝗿𝘀 of healthcare commercialisation experience.

➤ Muller previously served as 𝗣𝘂𝗯𝗹𝗶𝗰𝗶𝘀 𝗛𝗲𝗮𝗹𝘁𝗵 Group President and COO.

➤ He previously held the role of President at 𝗗𝗶𝗴𝗶𝘁𝗮𝘀 𝗛𝗲𝗮𝗹𝘁𝗵.

➤ Leadership transition supports Lucid's next phase of 𝗴𝗹𝗼𝗯𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵.

➤ Muller will prioritize 𝘁𝗮𝗹𝗲𝗻𝘁, client partnerships, data, and technology capabilities.

➤ Lucid plans to strengthen 𝗔𝗜 and data capabilities across healthcare commercialisation.

➤ Sannem will continue supporting Lucid through its 𝗕𝗼𝗮𝗿𝗱 advisory role.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Leadership change signals Lucid's push toward accelerated 𝗴𝗹𝗼𝗯𝗮𝗹 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻.

➤ Muller's experience could strengthen Lucid's healthcare 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻 capabilities.

➤ Greater 𝗔𝗜 and data investment could enhance client offerings.

➤ Sannem's advisory role provides continuity during the 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 transition.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗿 𝗥𝗼𝗱 𝗠𝗮𝗰𝗞𝗲𝗻𝘇𝗶𝗲, CMG, Chair, Lucid Group Board:

"Lucid works across the full arc of product commercialisation, from the earliest stages of clinical development to market launch and on through to loss of exclusivity. Eric understands how hard it can be for great science to break through but also how to commercialise healthcare at scale,"

"Our Board is grateful for Rick's vision and entrepreneurial stewardship that built Lucid's culture of delivering client success and pleased that he will continue to support us as we enter our next chapter."

𝗘𝗿𝗶𝗰 𝗠𝘂𝗹𝗹𝗲𝗿, Chief Executive Officer, Lucid Group:

"Healthcare is entering a new era, driven by extraordinary advances in science, data, and technology. Clients increasingly need a partner that turns complexity into clarity and impact by bringing together scientific expertise, creativity, and strategy, along with the power of data and AI. As data multiplies and development accelerates, knowing which evidence matters and what creative output will persuade is the part that becomes critical,"

"That is the future of healthcare marketing, and it is where Lucid is positioned to lead. I am a builder at heart, and I came to Lucid to build a business that helps clinicians, patients, and caregivers make better decisions about the things that matter most."

𝗥𝗶𝗰𝗸 𝗦𝗮𝗻𝗻𝗲𝗺, Strategic Advisor to Lucid's Board of Directors:

"Years ago, we made a deliberate decision to build an independent business that brings specialised commercialisation services together under one roof to best serve healthcare and pharma clients and that's exactly what Lucid has become,"

"I'm proud of the culture and standard of excellence we've built, and Eric's track record as a hands-on, transformative leader makes him the right person to lead Lucid into its next chapter of growth."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Bitdeer Tech(BTDR.US) Bitdeer AI Secures Five-Year $𝟰𝟬𝟬 Million AI Data Center Contract

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗕𝗶𝘁𝗱𝗲𝗲𝗿 𝗔𝗜 signs five-year offtake contract worth approximately $𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Agreement covers roughly 𝟱𝟬% of Malaysia's 𝗔𝟭𝟬𝟮 data center capacity.

➤ 𝗔𝟭𝟬𝟮 is a 𝟵.𝟱𝗠𝗪 liquid-cooled AI data center.

➤ Facility is designed for 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝗟𝟳𝟮 deployments.

➤ Contracted services and associated costs begin in 𝗤𝟭 𝟮𝟬𝟮𝟳.

➤ Bitdeer targets 𝟯𝟱𝟬𝗠𝗪 of AI cloud capacity by Q1 2028.

➤ Active AI cloud pipeline exceeds $𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻, representing approximately 𝟮𝟰.𝟱𝗠𝗪.

➤ Customer prepayments are expected to cover over 𝟱𝟬% of associated capital expenditure.

➤ Bitdeer is negotiating additional contracts for remaining 𝗔𝟭𝟬𝟮 and other capacity.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Five-year contract provides 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 revenue visibility for Bitdeer's AI expansion.

➤ Pre-contracting capacity can reduce 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗿𝗶𝘀𝗸 before facilities become operational.

➤ $𝟮+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 pipeline signals substantial demand for Bitdeer's AI infrastructure.

➤ 𝗚𝗕𝟯𝟬𝟬 deployment expands Bitdeer's exposure to high-performance AI cloud computing.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗚. 𝗣𝗼𝘁𝘁𝗲𝗿, Chief Financial Officer:

"Roughly half of A102 is contracted ahead of energization, on a long term offtake commitment basis, with a customer of high credit quality. Our active pipeline for AI cloud capacity now exceeds $2 billion."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Kratos Defense & Security(KTOS.US) Kratos’ Orbit Secures Multi-Million-Dollar Orders for GAIA Satellite Antenna Systems

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗞𝗿𝗮𝘁𝗼𝘀’ 𝗢𝗿𝗯𝗶𝘁 receives multi-million-dollar orders from multiple international customers.

➤ Orders cover 𝗚𝗔𝗜𝗔 𝟭𝟬𝟬 Tri-Band 𝟱.𝟱-meter and 𝟲.𝟭-meter antennas.

➤ Systems support 𝗘𝗮𝗿𝘁𝗵 𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻, New Space, and satellite communications.

➤ Orbit unveiled its new 𝗚𝗔𝗜𝗔 𝟭𝟬𝟬 𝗧𝗿𝗶-𝗕𝗮𝗻𝗱 𝟲.𝟭 system.

➤ New antenna delivers higher gain and enhanced 𝗞𝗮-𝗯𝗮𝗻𝗱 tracking performance.

➤ 𝗔𝘂𝘁𝗼 𝗧𝗿𝗮𝗰𝗸 technology enables precise satellite alignment during communications.

➤ Integrated 𝗥𝗮𝗱𝗼𝗺𝗲 architecture targets higher availability and lower lifecycle costs.

➤ GAIA supports 𝗟𝗘𝗢, 𝗠𝗘𝗢 and 𝗚𝗘𝗢 satellite missions.

➤ Kratos acquired 𝗢𝗿𝗯𝗶𝘁 in 𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟲, expanding its SATCOM portfolio.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Orders signal continued international demand for advanced 𝗴𝗿𝗼𝘂𝗻𝗱 𝘀𝘁𝗮𝘁𝗶𝗼𝗻 infrastructure.

➤ Strengthens 𝗞𝗿𝗮𝘁𝗼𝘀’ exposure to growing defense and space communications markets.

➤ Enhanced 𝗞𝗮-𝗯𝗮𝗻𝗱 capabilities address higher frequencies and rising satellite data volumes.

➤ Orbit expands Kratos’ ability to offer integrated 𝗲𝗻𝗱-𝘁𝗼-𝗲𝗻𝗱 communications solutions.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗗𝗮𝗻𝗶𝗲𝗹 𝗘𝘀𝗵𝗰𝗵𝗮𝗿, General Manager of Orbit Communications Systems:

"The market is placing increasing emphasis on ground station performance, particularly as satellite operators move toward higher-frequency communications and larger data volumes," said Daniel Eshchar, General Manager of Orbit Communications Systems. "The GAIA 100 Tri-Band 6.1 was developed to address these evolving requirements by combining enhanced antenna performance, highly accurate Ka-band tracking and a robust, low-maintenance architecture within a single platform."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Paypal(PYPL.US) PayPal Expands Tuition Payments With PayPal and Venmo Across U.S. Colleges

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗣𝗮𝘆𝗣𝗮𝗹 integrates PayPal and Venmo into college tuition payment portals.

➤ Partnerships include 𝗜𝗹𝗹𝘂𝗺𝗶𝗮, 𝗡𝗲𝗹𝗻𝗲𝘁 𝗖𝗮𝗺𝗽𝘂𝘀 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲, and 𝗧𝗼𝘂𝗰𝗵𝗡𝗲𝘁.

➤ Integrations provide potential access across 𝘁𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 of U.S. institutions.

➤ Several universities, including 𝗠𝗶𝗰𝗵𝗶𝗴𝗮𝗻 𝗦𝘁𝗮𝘁𝗲, already offer the payment options.

➤ Additional colleges and universities are expected to join 𝘁𝗵𝗿𝗼𝘂𝗴𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿.

➤ Families can fund payments through 𝗯𝗮𝗻𝗸 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀 and credit cards.

➤ 𝗣𝗮𝘆𝗣𝗮𝗹 and 𝗩𝗲𝗻𝗺𝗼 balances can also fund tuition payments.

➤ Transactions include 𝗲𝗻𝗰𝗿𝘆𝗽𝘁𝗶𝗼𝗻 and fraud-monitoring protections.

➤ Expansion follows PayPal's 𝗕𝗶𝗴 𝗧𝗲𝗻 and 𝗕𝗶𝗴 𝟭𝟮 agreements.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands PayPal and Venmo into the 𝗵𝗶𝗴𝗵-𝘃𝗮𝗹𝘂𝗲 education payments market.

➤ Could increase payment volume through large recurring 𝘁𝘂𝗶𝘁𝗶𝗼𝗻 transactions.

➤ Deepens PayPal's integration within the broader 𝗵𝗶𝗴𝗵𝗲𝗿-𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 ecosystem.

➤ Gives families more 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 through existing university portals.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗙𝗿𝗮𝗻𝗸 𝗞𝗲𝗹𝗹𝗲𝗿, President of Checkout Solutions at PayPal:

"Tuition is one of the biggest payments a family will make, and it should come with the same flexibility and security that millions of people already count on PayPal and Venmo for every day."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $IonQ(IONQ.US) IonQ Joins Canada’s $217 Million FABrIC Quantum Computing Initiative

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗜𝗼𝗻𝗤 signs MOU with 𝗖𝗠𝗖 𝗠𝗶𝗰𝗿𝗼𝘀𝘆𝘀𝘁𝗲𝗺𝘀 for quantum cloud access.

➤ IonQ becomes a listed provider for Canada’s 𝗙𝗔𝗕𝗿𝗜𝗖 Quantum Computing Sandbox.

➤ FABrIC is a $𝟮𝟭𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 Canadian government-backed initiative.

➤ 𝗜𝗼𝗻𝗤’𝘀 trapped-ion quantum systems will integrate with the QCS platform.

➤ Program supports Canadian 𝗮𝗰𝗮𝗱𝗲𝗺𝗶𝗰 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝘀 and small-to-medium enterprises.

➤ Participants receive engineering support and 𝗰𝗹𝗼𝘂𝗱 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 access.

➤ MOU is 𝗻𝗼𝗻-𝗯𝗶𝗻𝗱𝗶𝗻𝗴 and requires no definitive agreement or deployment.

➤ Partnership aims to accelerate Canadian 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 expertise and commercial applications.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands 𝗜𝗼𝗻𝗤’𝘀 exposure to Canada’s growing quantum computing ecosystem.

➤ Could broaden institutional and SME access to 𝗜𝗼𝗻𝗤 quantum technology.

➤ Government-backed FABrIC creates opportunities for practical 𝗾𝘂𝗮𝗻𝘁𝘂𝗺 adoption.

➤ Non-binding structure means commercial impact depends on future definitive agreements.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗟𝗶𝘀𝗮 𝗟𝗮𝗺𝗯𝗲𝗿𝘁, Vice President of Global Strategy and Managing Director for Canada at IonQ:

"more Canadian researchers and businesses to start building quantum expertise and real capability now."

𝗚𝗼𝗿𝗱𝗼𝗻 𝗛𝗮𝗿𝗹𝗶𝗻𝗴, CEO of CMC Microsystems:

"a leading commercial quantum computing platform with the expertise to use it, so Canadian innovators can move from access to application."

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: OpenAI Slows Frontier Model Scaling, Largest RL Run Remains on Hold

OpenAI said it paused frontier-model inference in research clusters for workloads capable of executing code immediately after the Hugging Face incident.

The company subsequently temporarily slowed the pace of scaling, including a two-week pause in reinforcement-learning training on its latest models intended for deployment. Its largest planned frontier RL run remains on hold pending safety validation.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Ondas(ONDS.US) Ondas to Acquire Aran Defense for Approximately $33 Million

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗢𝗻𝗱𝗮𝘀 will acquire Israel-based 𝗔𝗿𝗮𝗻 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 for approximately $𝟯𝟯 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Deal consideration consists of 𝗰𝗮𝘀𝗵 or Ondas common stock.

➤ Aran Defense expects approximately $𝟮𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 revenue in 2026.

➤ Purchase price represents approximately 𝟭.𝟯𝘅 expected 2026 revenue.

➤ Aran Defense generated $𝟭𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 revenue in 2025.

➤ Acquisition adds approximately 𝟰,𝟰𝟬𝟬 square meters of Israeli manufacturing facilities.

➤ Ondas expects the acquisition to close during 𝗤𝟯 𝟮𝟬𝟮𝟲.

➤ Deal expands production for 𝗰𝗼𝘂𝗻𝘁𝗲𝗿-𝗨𝗔𝗦, 𝗜𝗦𝗥 and autonomous systems.

➤ Aran Defense is expected to deliver 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗔𝗱𝗷𝘂𝘀𝘁𝗲𝗱 𝗘𝗕𝗜𝗧𝗗𝗔 in 2026.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands Ondas' 𝗹𝗼𝗰𝗮𝗹 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 capacity in Israel.

➤ Could accelerate production as Ondas' 𝗼𝗿𝗱𝗲𝗿 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 and backlog grow.

➤ Adds established engineering, prototyping and 𝘀𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 capabilities.

➤ Strengthens Ondas' strategy to become a 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗲𝗱 defense company.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗘𝗿𝗶𝗰 𝗕𝗿𝗼𝗰𝗸, Chairman and CEO of Ondas:

"As demand across our defense businesses continues to grow, expanding localized manufacturing capacity is becoming increasingly important to our ability to execute," said Eric Brock, Chairman and CEO of Ondas. "Aran Defense will provide us with an established production platform in Israel that can support multiple Ondas businesses and programs, allowing us to industrialize products faster, increase manufacturing scale and respond more efficiently to customer requirements. This is another important step in building Ondas into a vertically integrated defense technology company with the capabilities not only to develop differentiated technologies, but to manufacture and deliver them at scale."

𝗢𝘀𝗵𝗿𝗶 𝗟𝘂𝗴𝗮𝘀𝘀𝘆, co-CEO of Ondas Autonomous Systems:

"Aran Defense is a world-class engineering and manufacturing organization and its addition to Ondas will allow us to meet the urgent needs of our customers by expanding our scalable manufacturing footprint," said Oshri Lugassy, co-CEO of Ondas Autonomous Systems. "Ondas is committed to delivering timely, low-cost operational autonomous platforms across the market segments we address, and Aran's engineering and manufacturing capabilities are central to that commitment. These capabilities can support the continued development and scaling of our counter-UAS, ISR, loitering munition, autonomous aerial and ground robotic systems, while Aran Defense continues to serve its established governmental and defense-industry customers. This combination is expected to shorten development cycles, strengthen manufacturing readiness and help us deliver integrated autonomous systems at greater scale."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: U.S. Private Employers Added 9,500 Jobs Weekly as Hiring Rebounds, ADP Says - $QQQ $SPY

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ U.S. private employers added an average 𝟵,𝟱𝟬𝟬 jobs weekly.

➤ Hiring increased following 𝘀𝗲𝘃𝗲𝗻 consecutive weeks of decline.

➤ Four-week average fell from 𝟭𝟲,𝟮𝟱𝟬 jobs on July 4.

➤ Hiring averaged 𝟯𝟬,𝟳𝟱𝟬 weekly jobs as recently as June 6.

➤ Latest figures remain 𝗽𝗿𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝗿𝘆 and may change with additional data.

➤ 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 uses a seasonally adjusted four-week moving average.

➤ Data carries a 𝘁𝘄𝗼-𝘄𝗲𝗲𝗸 lag for more complete employment estimates.

➤ 𝗔𝗗𝗣 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 produces the report with Stanford Digital Economy Lab.

➤ Next 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 release is scheduled for 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟱.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Hiring's rebound suggests 𝗹𝗮𝗯𝗼𝗿 demand may be stabilizing after recent weakness.

➤ Job growth remains well below early-June levels despite the latest improvement.

➤ Labor-market momentum can influence expectations for 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗥𝗲𝘀𝗲𝗿𝘃𝗲 policy.

➤ Investors may watch upcoming data for confirmation of a sustained rebound.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Intuitive Machines(LUNR.US) Intuitive Machines Selected by NASA JPL for 2028 EAGLE-VSWIR Earth Science Mission

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗔𝗦𝗔 𝗝𝗣𝗟 selects 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 for the EAGLE-VSWIR mission.

➤ Mission will use Intuitive Machines' 𝗜𝗠 𝟯𝟬𝟬™ spacecraft platform.

➤ 𝗘𝗔𝗚𝗟𝗘-𝗩𝗦𝗪𝗜𝗥 is targeted for launch in 𝟮𝟬𝟮𝟴.

➤ Hyperspectral 𝗩𝗦𝗪𝗜𝗥 instrument will study Earth's surface biology and geology.

➤ Mission technologies could support future 𝗹𝘂𝗻𝗮𝗿 and 𝗠𝗮𝗿𝘀 exploration.

➤ Intuitive Machines will handle spacecraft and 𝘀𝘆𝘀𝘁𝗲𝗺-𝗹𝗲𝘃𝗲𝗹 integration.

➤ Company will manage 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 and ground-segment responsibilities.

➤ EAGLE-VSWIR becomes Intuitive Machines' 𝘀𝗲𝗰𝗼𝗻𝗱 NASA low-Earth-orbit science mission.

➤ Company is also supporting NASA's 𝗘𝗗𝗚𝗘 mission with its IM 500 platform.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 beyond lunar missions into Earth science.

➤ Strengthens the company's relationship with 𝗡𝗔𝗦𝗔 across multiple science programs.

➤ Demonstrates broader demand for its standardized 𝘀𝗽𝗮𝗰𝗲𝗰𝗿𝗮𝗳𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀.

➤ Could expand opportunities across 𝗰𝗶𝘃𝗶𝗹, 𝗱𝗲𝗳𝗲𝗻𝘀𝗲, and commercial space markets.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗻𝗮𝗻𝗱 𝗠𝗮𝗵𝗲𝗻𝗱𝗿𝗮, Chief Growth Officer, Intuitive Machines:

"NASA's science missions are being asked to deliver faster and inside tighter cost caps, and that is exactly the problem our platforms solve," said Anand Mahendra, Chief Growth Officer, Intuitive Machines. "Our Build, Connect, Operate model puts spacecraft manufacturing at scale behind Intuitive Machines' mission systems and integration expertise. Earth science is a natural extension of the same capability we bring to our commercial, civil, and national security customers."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $NANO Nuclear Energy(NNE.US) NANO Nuclear and QNI Sign MoU to Advance U.S. HALEU Fuel Supply

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗔𝗡𝗢 𝗡𝘂𝗰𝗹𝗲𝗮𝗿 and 𝗤𝗡𝗜 sign non-binding HALEU supply MoU.

➤ Companies will explore potential 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗛𝗔𝗟𝗘𝗨 offtake arrangements.

➤ Fuel could support NANO Nuclear's 𝗞𝗥𝗢𝗡𝗢𝗦 𝗠𝗠𝗥™ Energy System.

➤ QNI plans HALEU production at 𝗜𝗱𝗮𝗵𝗼 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗮𝗯𝗼𝗿𝗮𝘁𝗼𝗿𝘆.

➤ Vanguard facility targets up to 𝟭𝟴 𝗺𝗲𝘁𝗿𝗶𝗰 𝘁𝗼𝗻𝘀 annually.

➤ QNI is coordinating its HALEU capabilities with the 𝗨.𝗦. 𝗗𝗢𝗘.

➤ Collaboration covers supply planning, regulation, logistics, and demand forecasting.

➤ MoU could provide groundwork for future 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗳𝘂𝗲𝗹 agreements.

➤ Partnership aims to strengthen the domestic 𝗻𝘂𝗰𝗹𝗲𝗮𝗿 𝗳𝘂𝗲𝗹 supply chain.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 𝗛𝗔𝗟𝗘𝗨 availability remains critical for deploying many advanced nuclear reactors.

➤ Domestic production could reduce dependence on constrained foreign nuclear fuel supplies.

➤ Long-term supply planning could lower commercialization risks for 𝗡𝗔𝗡𝗢 𝗡𝘂𝗰𝗹𝗲𝗮𝗿.

➤ Vanguard's planned capacity could support broader U.S. advanced-reactor deployment.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗮𝗺𝗲𝘀 𝗪𝗮𝗹𝗸𝗲𝗿, CEO of NANO Nuclear Energy:

"We are pleased to establish this MoU with QNI as we continue advancing our multi-pronged business plan, including development of our microreactor technologies and future deployment strategies," said James Walker, CEO of NANO Nuclear Energy. "Access to reliable, domestically produced HALEU will be a key element in supporting the growth of advanced nuclear energy. We look forward to collaborating with QNI as we evaluate additional fuel supply options that can enhance flexibility and strengthen the resilience of our long-term commercialization strategy."

𝗗𝗲𝗲 𝗠𝗲𝘄𝗯𝗼𝘂𝗿𝗻𝗲, CEO of QNI:

"Reliable nuclear fuel supply is one of the critical enablers of advanced reactor deployment," said Dee Mewbourne, CEO of QNI. "Our MoU with NANO Nuclear reflects the importance of connecting fuel production with reactor development early in the development and commercialization process. Together, we are helping build the supply chain foundation needed to support the next generation of nuclear energy."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Enphase Energy(ENPH.US) Enphase Opens U.S. Pre-Orders for First Commercial Battery Storage System

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗻𝗽𝗵𝗮𝘀𝗲 opens U.S. pre-orders for its first commercial battery, 𝗜𝗤 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗖𝟴𝟬.

➤ System delivers 𝟴𝟬 𝗸𝗪𝗵 capacity and up to 𝟰𝟬 𝗸𝗩𝗔 power.

➤ Modular deployments can scale from 𝟴𝟬 𝗸𝗪𝗵 to 𝟮 𝗠𝗪𝗵.

➤ Two configurations support 𝟮𝟬𝟴 𝗩 and 𝟰𝟴𝟬 𝗩 three-phase applications.

➤ Battery uses 𝗟𝗙𝗣 chemistry with greater than 𝟵𝟬% AC efficiency.

➤ Supports demand management, energy shifting, grid services, and 𝗩𝗣𝗣 participation.

➤ System is expected to be 𝗨.𝗦.-𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗲𝗱 and 𝗙𝗘𝗢𝗖 compliant.

➤ Shipments are expected in 𝗛𝟭 𝟮𝟬𝟮𝟳 with a 𝟭𝟱-𝘆𝗲𝗮𝗿 warranty.

➤ Safety design targets 𝗨𝗟 𝟵𝟱𝟰𝟬𝗔 certification and thermal-runaway testing.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands 𝗘𝗻𝗽𝗵𝗮𝘀𝗲 beyond residential batteries into commercial energy storage.

➤ Opens exposure to larger 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹, industrial, and multifamily storage projects.

➤ Modular architecture could simplify deployment while reducing infrastructure upgrade costs.

➤ U.S. production may improve eligibility for certain 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰-𝗰𝗼𝗻𝘁𝗲𝗻𝘁 tax incentives.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗮𝗿𝗼𝗻 𝗚𝗼𝗿𝗱𝗼𝗻, senior vice president and general manager of the systems business unit at Enphase Energy:

“We designed the IQ Battery C80 to make commercial storage simpler to deploy, easier to scale, and more resilient,” said Aaron Gordon, senior vice president and general manager of the systems business unit at Enphase Energy. “With 208 V and 480 V configurations, it will serve applications ranging from multifamily properties to large commercial and industrial facilities.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Kratos Defense & Security(KTOS.US) Kratos Valkyrie Demonstrates Electronic Warfare and Beyond-Line-of-Sight Control

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗞𝗿𝗮𝘁𝗼𝘀 𝗩𝗮𝗹𝗸𝘆𝗿𝗶𝗲 successfully demonstrated advanced electronic warfare capabilities.

➤ Aircraft demonstrated 𝗯𝗲𝘆𝗼𝗻𝗱-𝗹𝗶𝗻𝗲-𝗼𝗳-𝘀𝗶𝗴𝗵𝘁 command and control.

➤ Valkyrie launched using a 𝘇𝗲𝗿𝗼-𝗹𝗲𝗻𝗴𝘁𝗵 launcher without runway infrastructure.

➤ A 𝗨𝗦𝗠𝗖 operator controlled the aircraft through Autonodyne's interface.

➤ Valkyrie operated alongside multiple 𝗙-𝟯𝟱𝘀 and an 𝗙/𝗔-𝟭𝟴.

➤ Aircraft completed electronic warfare objectives and returned 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀𝗹𝘆.

➤ Kratos expects over 𝟭𝟱𝟬 Group 5 unmanned jets produced in 𝟮𝟬𝟮𝟲.

➤ Valkyrie production is scaling toward approximately 𝟰𝟬 aircraft annually.

➤ First 𝗠𝗔𝗧𝗘 contract Missionized Valkyrie targets completion in summer 𝟮𝟬𝟮𝟲.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Demonstration advances Valkyrie's role in 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗰𝗼𝗺𝗯𝗮𝘁 aircraft missions.

➤ Successful BLOS control supports more distributed 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 operations.

➤ Electronic warfare integration broadens Valkyrie's potential 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 capabilities.

➤ Rising production could strengthen Kratos' position in 𝘂𝗻𝗺𝗮𝗻𝗻𝗲𝗱 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 systems.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗦𝘁𝗲𝘃𝗲 𝗙𝗲𝗻𝗱𝗹𝗲𝘆, President of Kratos Unmanned Systems Division:

"the fourth new mission system configuration flown on USMC Valkyrie platforms in less than three years."

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Einride AB(ENRD.US) Einride to Deploy 500 Tesla Semi Trucks Across Major U.S. Freight Corridors - $Tesla(TSLA.US) $Amazon(AMZN.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗶𝗻𝗿𝗶𝗱𝗲 plans to deploy 𝟱𝟬𝟬 𝗧𝗲𝘀𝗹𝗮 𝗦𝗲𝗺𝗶 electric trucks.

➤ Deployment begins in 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲 and spans 24 months.

➤ Trucks will serve 𝗔𝗺𝗮𝘇𝗼𝗻 and other Einride customers.

➤ Deployment covers freight corridors across 𝗳𝗶𝘃𝗲 𝗨.𝗦. 𝘀𝘁𝗮𝘁𝗲𝘀.

➤ Addition will 𝘁𝗿𝗶𝗽𝗹𝗲 Einride's deployed electric truck fleet.

➤ Tesla Semis will operate through Einride's 𝗦𝗮𝗴𝗮 𝗔𝗜 platform.

➤ Einride targets roughly $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in potential long-term annual recurring revenue.

➤ Saga AI has logged more than 𝟭𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 electric miles.

➤ Platform recorded 𝟰𝟮,𝟬𝟬𝟬 optimization sessions across seven years.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Represents a major commercial deployment for 𝗧𝗲𝘀𝗹𝗮 𝗦𝗲𝗺𝗶.

➤ Could accelerate electrification across high-volume U.S. freight corridors.

➤ Provides Einride capacity to convert its $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 pipeline into revenue.

➤ Expands real-world adoption of 𝗔𝗜-powered electric freight management.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗥𝗼𝗼𝘇𝗯𝗲𝗵 𝗖𝗵𝗮𝗿𝗹𝗶, Chief Executive Officer of Einride:

"This deployment is yet another proof point that we can execute at the scale our customers demand,"

𝗗𝗮𝗻 𝗣𝗿𝗶𝗲𝘀𝘁𝗹𝗲𝘆, Director of Semi at Tesla:

"Einride is at the forefront of sustainable freight and we are thrilled to deepen our relationship with them through this order of 500 Semis."

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Xiaomi Sees Memory Price Increases Easing in H2, but Storage Costs Staying Elevated - $Micron Tech(MU.US) $Sandisk(SNDK.US) $SK Hynix(SKHY.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗫𝗶𝗮𝗼𝗺𝗶 expects memory price increases may moderate during 𝗛𝟮 𝟮𝟬𝟮𝟲.

➤ Continued upward pressure could keep 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗰𝗼𝘀𝘁𝘀 elevated.

➤ Xiaomi maintains long-standing relationships with 𝗳𝗶𝘃𝗲 𝗺𝗮𝗷𝗼𝗿 𝗺𝗲𝗺𝗼𝗿𝘆 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿𝘀.

➤ Company is adjusting its 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗺𝗶𝘅 and release cadence.

➤ Strategy aims to increase 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗲𝘀 amid higher component costs.

➤ Xiaomi plans a new 𝗳𝗹𝗮𝗴𝘀𝗵𝗶𝗽 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 launch during H2.

➤ Xiaomi Auto's 𝗣𝗲𝗻𝗴𝗰𝗵𝗲𝗻𝗴 𝘀𝗲𝗿𝗶𝗲𝘀 is also expected in H2.

➤ Management remains 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 in Xiaomi's H2 financial performance.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Persistent memory costs could pressure 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲 𝗺𝗮𝗿𝗴𝗶𝗻𝘀.

➤ Higher ASPs could help Xiaomi 𝗼𝗳𝗳𝘀𝗲𝘁 rising component expenses.

➤ New smartphone and auto launches could become key 𝗛𝟮 𝗴𝗿𝗼𝘄𝘁𝗵 𝗱𝗿𝗶𝘃𝗲𝗿𝘀.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Coherent Corp.(COHR.US) Coherent Begins Sampling 300mm SiC Substrates to Leading AI Semiconductor Partners

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗼𝗵𝗲𝗿𝗲𝗻𝘁 begins sampling 𝟯𝟬𝟬𝗺𝗺 SiC substrates to leading AI chip partners.

➤ Customer sampling advances Coherent's 𝗔𝗜 and 𝗛𝗣𝗖 thermal-management platform.

➤ Substrates target rising heat challenges from higher-power 𝗔𝗜 processors.

➤ Coherent says SiC can improve heat spreading by up to 𝟮𝟱%.

➤ Technology remains compatible with existing 𝘀𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 manufacturing platforms.

➤ Coherent controls SiC 𝗰𝗿𝘆𝘀𝘁𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵, wafering, polishing, and characterization.

➤ Sampling moves the 𝟯𝟬𝟬𝗺𝗺 platform from development into customer evaluation.

➤ Platform is designed to support future 𝗵𝗶𝗴𝗵-𝘃𝗼𝗹𝘂𝗺𝗲 manufacturing.

➤ Coherent targets successive generations of 𝗔𝗜 and high-performance computing infrastructure.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Rising AI chip power makes 𝘁𝗵𝗲𝗿𝗺𝗮𝗹 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 a critical performance bottleneck.

➤ Better heat spreading could improve 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, reliability, and datacenter efficiency.

➤ Customer sampling represents an important step toward potential 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 adoption.

➤ 𝟯𝟬𝟬𝗺𝗺 scalability could position Coherent within the expanding AI semiconductor supply chain.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗖𝗿𝗮𝗶𝗴 𝗠𝘂𝗹𝗹𝗮𝗻𝗲𝘆, Senior Vice President and General Manager at Coherent:

“AI performance is increasingly constrained by the industry’s ability to remove heat from next-generation processors,” said Craig Mullaney, Senior Vice President and General Manager at Coherent. “Advanced SiC thermal management materials can play an important role in addressing that challenge. By combining decades of silicon carbide expertise with a scalable 300mm manufacturing platform, Coherent is helping build the materials foundation for future AI infrastructure.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Viasat Selects Rocket Lab to Build Anti-Jam Satellite for U.S. Space Force - $ViaSat(VSAT.US) $Rocket Lab(RKLB.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗩𝗶𝗮𝘀𝗮𝘁 selects 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 for the Space Force 𝗣𝗧𝗦-𝗚 program.

➤ Rocket Lab will build a maneuverable 𝗺𝗶𝗻𝗶-𝗚𝗘𝗢 satellite bus.

➤ Satellite will use Rocket Lab's 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴-𝗚𝗘𝗢 spacecraft platform.

➤ Viasat will provide a dual-band 𝗫/𝗞𝗮-𝗯𝗮𝗻𝗱 communications payload.

➤ System targets secure, resilient, 𝗮𝗻𝘁𝗶-𝗷𝗮𝗺 communications in contested environments.

➤ 𝗦𝘄𝗮𝗿𝗺 𝟭 covers manufacturing, integration, testing, launch, and on-orbit checkout.

➤ Viasat received its prime 𝗦𝗽𝗮𝗰𝗲 𝗙𝗼𝗿𝗰𝗲 contract on May 22.

➤ Award includes 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 of satellite operations and sustainment services.

➤ PTS-G supports the Space Force's shift toward 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 commercial-based architectures.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯's role in U.S. national security space programs.

➤ Adds another production opportunity for Rocket Lab's vertically integrated spacecraft business.

➤ Strengthens 𝗩𝗶𝗮𝘀𝗮𝘁's position in protected military satellite communications.

➤ Supports resilient U.S. communications where conventional links face 𝗷𝗮𝗺𝗺𝗶𝗻𝗴 threats.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗖𝗿𝗮𝗶𝗴 𝗠𝗶𝗹𝗹𝗲𝗿, President, Viasat Government:

“This production award represents an important step forward in delivering the next generation of protected satellite communications capabilities for the U.S. Space Force. By combining Viasat's cutting-edge communications payload technology with Rocket Lab's proven spacecraft platform, we are advancing a more agile and resilient GEO architecture designed to support mission-critical communications hot spots in contested environments. We are excited to showcase how low cost, high performance dual-use technology can provide reliable connectivity for evolving missions in an increasingly contested tactical communications environment.”

𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Rocket Lab Founder and CEO:

“Moving from design into production marks an important milestone for this program and for Rocket Lab's growing role in national security space. By pairing our vertically integrated spacecraft with Viasat's protected communications payload, we're delivering resilient, space-based communications infrastructure that keeps our forces connected and secure in contested environments.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Kratos, GE Aerospace Win U.S. Air Force JASSM Engine Development Contract - $Kratos Defense & Security(KTOS.US) $GE Aerospace(GE.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗚𝗘𝗞𝟴𝟬𝟬 selected as second-source propulsion system for 𝗝𝗔𝗦𝗦𝗠.

➤ U.S. military designated the GEK800 as 𝗙𝟭𝟰𝟯-𝗭𝗭-𝟭𝟬𝟬.

➤ 𝗨.𝗦. 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲 awarded an Engineering, Manufacturing and Development contract.

➤ 𝗙𝟭𝟰𝟯 is an 𝟴𝟬𝟬-𝗹𝗯 thrust turbofan engine.

➤ Engine targets missiles, collaborative combat aircraft, and 𝘂𝗻𝗰𝗿𝗲𝘄𝗲𝗱 platforms.

➤ Program emphasizes 𝗹𝗼𝘄-𝗰𝗼𝘀𝘁, high-performance engines manufacturable at scale.

➤ 𝗞𝗿𝗮𝘁𝗼𝘀 and 𝗚𝗘 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 began joint development in 𝟮𝟬𝟮𝟯.

➤ Development program has completed more than 𝟱𝟬 engine starts.

➤ Engine successfully completed altitude testing at 𝗣𝘂𝗿𝗱𝘂𝗲 in 𝟮𝟬𝟮𝟱.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Second sourcing could strengthen 𝗝𝗔𝗦𝗦𝗠 propulsion supply-chain resilience.

➤ EMD selection advances the engine toward potential 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 production.

➤ Supports U.S. efforts to expand domestic 𝗺𝗶𝘀𝘀𝗶𝗹𝗲 manufacturing capacity.

➤ Creates broader opportunities across missiles and 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 aircraft platforms.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗺𝘆 𝗚𝗼𝘄𝗱𝗲𝗿, President and CEO of GE Aerospace Defense & Systems:

“The F143-ZZ-100 designation and EMD award are a testament to the strong performance and capability of the GEK800 engine and the strength of our partnership with Kratos. This reflects years of disciplined engineering to deliver propulsion systems that meet the evolving, mission-critical requirements of our military customers,”

𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼, President and CEO of Kratos:

“Kratos has been working with our outstanding partner GE Aerospace and the United States Air Force to support the Department of War in reindustrializing U.S. manufacturing capacity and capability in the area of low cost, rapidly manufacturable, in large quantities, jet engines for drones, cruise missiles and other systems. Kratos and GE Aerospace are making significant investments with our government partners, to support U.S. National Security priorities,”

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $HIVE Digital Tech(HIVE.US) HIVE Signs $350 Million Five-Year AI Cloud Deal for 2,016 $NVIDIA(NVDA.US) NVIDIA Blackwell Ultra GPUs

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗛𝗜𝗩𝗘 signs five-year GPU cloud agreement worth approximately $𝟯𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Deal adds approximately $𝟳𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in annualized revenue.

➤ 𝗕𝗨𝗭𝗭 𝗛𝗣𝗖 total ARR rises to approximately $𝟭𝟴𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Cluster will deploy 𝟮,𝟬𝟭𝟲 𝗡𝗩𝗜𝗗𝗜𝗔 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗨𝗹𝘁𝗿𝗮 𝗚𝗣𝗨𝘀.

➤ Deployment uses 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝗟𝟳𝟮 systems and Quantum-X800 InfiniBand networking.

➤ AI infrastructure requires approximately $𝟭𝟴𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in capital expenditures.

➤ Customer will provide an upfront deposit of approximately $𝟯𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Cluster is expected online during 𝗤𝟰 𝟮𝟬𝟮𝟲 in British Columbia.

➤ HIVE expects HPC/AI daily revenue around $𝟱𝟬𝟬,𝟬𝟬𝟬 after deployment.

➤ HIVE targets $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 GPU cloud ARR by year-end.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Five-year contract provides HIVE with significant 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 visibility.

➤ Deal accelerates HIVE's diversification from 𝗰𝗿𝘆𝗽𝘁𝗼 𝗺𝗶𝗻𝗶𝗻𝗴 into AI infrastructure.

➤ HIVE retains ownership of the GPUs, creating a 𝗹𝗼𝗻𝗴-𝗹𝗶𝘃𝗲𝗱 strategic asset.

➤ Management sees potential to deploy over 𝟭𝟮𝟬,𝟬𝟬𝟬 𝗚𝗣𝗨𝘀 within two years.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗙𝗿𝗮𝗻𝗸 𝗛𝗼𝗹𝗺𝗲𝘀, Executive Chairman of HIVE Digital Technologies:

"A year ago, our team was focused on rapidly scaling HIVE's ASIC computing power and Tier-I data center footprint by over 300%. Today, we are applying that same discipline and execution to scaling our GPU-based AI infrastructure.I am deeply pleased with the teamwork and execution of Aydin Kilic and Craig Tavares, together with the entire HIVE and BUZZ team, as we continue building our AI strategy. This new five-year agreement is another important milestone in that journey. With approximately 400 MW of capacity in Canada for Tier III data center development, we have the potential to bring over 120,000 GPUs online over the next 2 years.What excites me most is the synergy between our two businesses. Whether we are deploying ASIC chips for Tier-I data centers or GPU chips for AI, our core expertise remains the same: securing renewable energy, building high-performance data centers and converting that energy into valuable computing power. We believe this dual-engine strategy positions HIVE well for the next generation of digital infrastructure."

𝗔𝘆𝗱𝗶𝗻 𝗞𝗶𝗹𝗶𝗰, President and Chief Executive Officer of HIVE Digital Technologies:

"We are pleased to announce this agreement as we accelerate towards our year-end target of $200 million of ARR for our GPU cloud business. The five-year term, expected stable cash flows from an investment-grade enterprise customer, and upfront deposit of approximately 10% of total contract value supports an attractive economic and return profile for this deployment. Using proceeds from our June 2026 0% convertible bond, we are delivering on our promises to the market to bring this second, long-term large GPU cluster deal forward. We are also using debt financing to lever the purchase of the GPUs to provide a very strong internal rate of return."

𝗖𝗿𝗮𝗶𝗴 𝗧𝗮𝘃𝗮𝗿𝗲𝘀, President and Chief Operating Officer of BUZZ High Performance Computing:

"This contract demonstrates our ability to consistently execute on large-scale AI infrastructure deployments while securing long-term, high-quality customers. We're rapidly establishing BUZZ as one of Canada's leading sovereign AI cloud providers, combining best-in-class NVIDIA infrastructure with strategic partners such as Bell and VAST Data to deliver enterprise-grade AI compute at global scale.We're building far more than GPU clusters; we're helping build a sustainable AI future. This milestone reflects the speed and discipline with which our team continues to execute, while strengthening a world-class ecosystem of partners. Together, we're creating a sovereign AI cloud platform that gives Canadian and global organizations access to sustainable, high-performance infrastructure built for the AI era."

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