Hardik Shah

📢 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 𝗡𝗩𝟳𝟮 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: $克瑞拓斯安全防卫(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."

📢 最新消息：OpenAI 放缓前沿模型扩展，最大规模强化学习运行仍暂停

OpenAI 表示，在 Hugging Face 事件后，它暂停了研究集群中能够立即执行代码的工作负载的前沿模型推理。

该公司随后暂时放慢了扩展速度，包括对其最新部署模型的强化学习训练暂停两周。其计划的最大规模前沿 RL 运行仍在等待安全验证期间暂停。

📢 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: ADP 称，随着招聘回暖，美国私营雇主每周增加 9,500 个岗位 - $QQQ $SPY

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 美国私营雇主平均每周增加 9,500 个岗位。

➤ 在连续七周下滑后，招聘有所增加。

➤ 四周平均值从 7 月 4 日的 16,250 个岗位下降。

➤ 截至 6 月 6 日，招聘平均每周为 30,750 个岗位。

➤ 最新数据仍属初步性质，可能随更多数据而变动。

➤ 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 使用经季节调整的四周移动平均值。

➤ 数据存在两周滞后，以提供更完整的就业估算。

➤ 𝗔𝗗𝗣 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 与斯坦福数字经济实验室合作编制报告。

➤ 下一次 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 发布定于 8 月 25 日。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 招聘回暖表明劳动力需求可能在近期疲软后趋于稳定。

➤ 尽管最新改善，就业增长仍远低于 6 月初的水平。

➤ 劳动力市场动能可能影响对美联储政策的预期。

➤ 投资者可能会关注 upcoming 数据，以确认持续回暖。

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Intuitive Machines(Intuitive Machines) 被 NASA JPL 选中，参与 2028 年 EAGLE-VSWIR 地球科学任务

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ NASA JPL 选中 Intuitive Machines 执行 EAGLE-VSWIR 任务。

➤ 该任务将使用 Intuitive Machines 的 𝗜𝗠 𝟯𝟬𝟬™ 航天器平台。

➤ 𝗘𝗔𝗚𝗟𝗘-𝗩𝗦𝗪𝗜𝗥 计划于 𝟮𝟬𝟮𝟴 年发射。

➤ 高光谱 𝗩𝗦𝗪𝗜𝗥 仪器将研究地球表面的生物和地质情况。

➤ 任务技术可能支持未来的 𝗹𝘂𝗻𝗮𝗿 和 𝗠𝗮𝗿𝘀 探索。

➤ Intuitive Machines 将负责航天器和 𝘀𝘆𝘀𝘁𝗲𝗺-𝗹𝗲𝘃𝗲𝗹 集成。

➤ 公司将管理 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 和地面段职责。

➤ EAGLE-VSWIR 成为 Intuitive Machines 的 𝘀𝗲𝗰𝗼𝗻𝗱 NASA 低地球轨道科学任务。

➤ 公司还利用其 IM 500 平台支持 NASA 的 𝗘𝗗𝗚𝗘 任务。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 将 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 的业务从月球任务扩展到地球科学领域。

➤ 加强了公司与 𝗡𝗔𝗦𝗔 在多个科学项目中的合作关系。

➤ 展示了对其标准化 𝘀𝗽𝗮𝗰𝗲𝗰𝗿𝗮𝗳𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 更广泛的需求。

➤ 可能会扩大在 𝗰𝗶𝘃𝗶𝗹、𝗱𝗲𝗳𝗲𝗻𝘀𝗲 和商业太空市场的机会。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗻𝗮𝗻𝗱 𝗠𝗮𝗵𝗲𝗻𝗱𝗿𝗮, Intuitive Machines 首席增长官：

"NASA 的科学任务被要求以更快的速度和更严格的成本上限交付成果，而这正是我们的平台所解决的问题，" Intuitive Machines 首席增长官 Anand Mahendra 表示。"我们的 Build, Connect, Operate 模式将航天器制造规模化，置于 Intuitive Machines 的任务系统和集成专业知识之后。地球科学是我们为商业、民事和国家安全客户提供相同能力的自然延伸。"

📢 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: $克瑞拓斯安全防卫(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 将在美国主要货运走廊部署 500 辆特斯拉 Semi 卡车 - $特斯拉(TSLA.US) $亚马逊(AMZN.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗶𝗻𝗿𝗶𝗱𝗲 计划部署 𝟱𝟬𝟬 辆 𝗧𝗲𝘀𝗹𝗮 𝗦𝗲𝗺𝗶 电动卡车。

➤ 部署将于 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲 开始，持续 24 个月。

➤ 这些卡车将为 𝗔𝗺𝗮𝘇𝗼𝗻 和其他 Einride 客户服务。

➤ 部署范围覆盖 𝗳𝗶𝘃𝗲 𝗨.𝗦. 𝘀𝘁𝗮𝘁𝗲𝘀 的货运走廊。

➤ 此举将使 Einride 已部署的电动卡车车队规模扩大三倍。

➤ Tesla Semis 将通过 Einride 的 𝗦𝗮𝗴𝗮 𝗔𝗜 平台运营。

➤ Einride 目标约为 $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的潜在长期经常性收入。

➤ Saga AI 已累计行驶超过 𝟭𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 英里电动里程。

➤ 该平台在七年期间记录了 𝟰𝟮,𝟬𝟬𝟬 次优化会话。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 这代表了 𝗧𝗲𝘀𝗹𝗮 𝗦𝗲𝗺𝗶 的重大商业部署。

➤ 可能会加速高流量美国货运走廊的电气化进程。

➤ 为 Einride 提供了将其 $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 管道转化为收入的能力。

➤ 扩大了 𝗔𝗜-powered electric freight management 的现实世界应用。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗥𝗼𝗼𝘇𝗯𝗲𝗵 𝗖𝗵𝗮𝗿𝗹𝗶, Einride 首席执行官：

"此次部署再次证明了我们能够以客户需求的大规模执行能力，"

𝗗𝗮𝗻 𝗣𝗿𝗶𝗲𝘀𝘁𝗹𝗲𝘆, Tesla Semi 总监：

"Einride 处于可持续货运的前沿，我们很高兴通过这笔 500 辆 Semi 的订单加深与他们的关系。"

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: 小米预计存储价格上涨在下半年（H2）将有所缓和，但存储成本仍维持高位 - $美光科技(MU.US) $闪迪(SNDK.US) $SK海力士(SKHY.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗫𝗶𝗮𝗼𝗺𝗶 预计内存价格涨幅在 𝟮𝟬𝟮𝟲 年下半年（𝗛𝟮）可能趋于温和。

➤ 持续的上涨压力可能导致 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗰𝗼𝘀𝘁𝘀 维持高位。

➤ 小米与 𝗳𝗶𝘃𝗲 𝗺𝗮𝗷𝗼𝗿 𝗺𝗲𝗺𝗼𝗿𝘆 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿𝘀 保持着长期合作关系。

➤ 公司正在调整其 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗺𝗶𝘅 和发布节奏。

➤ 该策略旨在更高的零部件成本下提高 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗲𝘀。

➤ 小米计划在 H2 推出新的 𝗳𝗹𝗮𝗴𝘀𝗵𝗶𝗽 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲。

➤ 小米汽车的 𝗣𝗲𝗻𝗴𝗰𝗵𝗲𝗻𝗴 𝘀𝗲𝗿𝗶𝗲𝘀 也预计在 H2 推出。

➤ 管理层对小米下半年的财务表现保持 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 持续的内存成本可能会给 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲 𝗺𝗮𝗿𝗴𝗶𝗻𝘀 带来压力。

➤ 更高的 ASPs 可以帮助小米 𝗼𝗳𝗳𝘀𝗲𝘁 不断上升的零部件费用。

➤ 新智能手机和汽车发布可能成为关键的 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 选择 Rocket Lab 为美国太空军建造抗干扰卫星 - $卫讯公司(VSAT.US) $Rocket Lab(RKLB.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗩𝗶𝗮𝘀𝗮𝘁 选择 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 用于太空军 𝗣𝗧𝗦-𝗚 项目。

➤ Rocket Lab 将制造一个可机动的 𝗺𝗶𝗻𝗶-𝗚𝗘𝗢 卫星平台。

➤ 卫星将使用 Rocket Lab 的 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴-𝗚𝗘𝗢 航天器平台。

➤ Viasat 将提供双频段 𝗫/𝗞𝗮-𝗯𝗮𝗻𝗱 通信有效载荷。

➤ 该系统旨在在对抗性环境中实现安全、有弹性的 𝗮𝗻𝘁𝗶-𝗷𝗮𝗺 通信。

➤ 𝗦𝘄𝗮𝗿𝗺 𝟭 涵盖制造、集成、测试、发射和轨道检查。

➤ Viasat 于 5 月 22 日获得其太空军主合同。

➤ 该奖项包括 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 的卫星运营和维护服务。

➤ PTS-G 支持太空军向 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 商业架构的转变。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 扩大了 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 在美国国家安全太空计划中的作用。

➤ 为 Rocket Lab 垂直整合的航天器业务增加了另一个生产机会。

➤ 加强了 𝗩𝗶𝗮𝘀𝗮𝘁 在受保护的军事卫星通信中的地位。

➤ 支持具有韧性的美国通信，因为传统链路面临 𝗷𝗮𝗺𝗺𝗶𝗻𝗴 威胁。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗖𝗿𝗮𝗶𝗴 𝗠𝗶𝗹𝗹𝗲𝗿, Viasat Government 总裁：

“这一生产奖项代表着在为美国太空军提供下一代受保护卫星通信能力方面迈出的重要一步。通过将 Viasat 的前沿通信有效载荷技术与 Rocket Lab 成熟的航天器平台相结合，我们正在推进一种更敏捷、更有弹性的 GEO 架构，旨在支持对抗性环境中的任务关键通信热点。我们很高兴展示低成本、高性能的双用途技术如何在日益激烈的战术通信环境中为不断演变的任务提供可靠的连接。”

𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Rocket Lab 创始人兼 CEO：

“从设计进入生产标志着该项目和 Rocket Lab 在国家安全太空领域日益增长的重要里程碑。通过将我们的垂直整合航天器与 Viasat 的受保护通信有效载荷配对，我们正在交付具有韧性的太空通信基础设施，使我们的部队在对抗性环境中保持连接和安全。”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 克拉托斯、GE 航空赢得美国空军 JASSM 发动机开发合同 - $克瑞拓斯安全防卫(KTOS.US) $GE航空航天(GE.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ GEK800 被选为 JASSM 的第二供应商推进系统。

➤ 美军将 GEK800 指定为𝗙𝟭𝟰𝟯-𝗭𝗭-𝟭𝟬𝟬。

➤ 美国空军授予了工程、制造与开发合同。

➤ 𝗙𝟭𝟰𝟯是一款推力为 800 磅的涡扇发动机。

➤ 该发动机瞄准导弹、协同作战飞机和𝘂𝗻𝗰𝗿𝗲𝘄𝗲𝗱平台。

➤ 项目强调低成本、高性能且可大规模制造的发动机。

➤ 𝗞𝗿𝗮𝘁𝗼𝘀和𝗚𝗘 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲于 2023 年开始联合开发。

➤ 开发项目已完成 50 多次发动机启动。

➤ 发动机于 2025 年在普渡大学成功完成高空测试。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 第二供应商来源可以加强 JASSM 推进供应链的韧性。

➤ EMD 的选择推动发动机向潜在的大规模生产迈进。

➤ 支持美国扩大国内导弹制造能力的努力。

➤ 在导弹和𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀飞机平台方面创造更广泛的机会。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗺𝘆 𝗚𝗼𝘄𝗱𝗲𝗿，GE 航空国防与系统总裁兼首席执行官：

“F143-ZZ-100 的 designation 和 EMD 奖项证明了 GEK800 发动机的强大性能和能力，以及我们与克拉托斯合作的实力。这反映了多年来严谨的工程实践，以交付满足军事客户不断变化的关键任务要求的推进系统。”

𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼，克拉托斯总裁兼首席执行官：

“克拉托斯一直与我们杰出的合作伙伴 GE 航空和美国空军合作，支持战争部重新工业化美国的制造能力和产能，特别是在低成本、快速制造、大批量喷气式发动机领域，用于无人机、巡航导弹和其他系统。克拉托斯和 GE 航空正在与我们的政府伙伴进行重大投资，以支持美国国家安全优先事项。”

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $HIVE Digital Tech(HIVE.US) HIVE 签署 3.5 亿美元五年 AI 云协议，用于采购 2,016 块 $英伟达(NVDA.US) NVIDIA Blackwell Ultra GPU

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗛𝗜𝗩𝗘 签署了价值约 $𝟯𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的五年 GPU 云协议。

➤ 该交易增加了约 $𝟳𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的年化收入。

➤ 𝗕𝗨𝗭𝗭 𝗛𝗣𝗖 总经常性收入 (ARR) 上升至约 $𝟭𝟴𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。

➤ 集群将部署 𝟮,𝟬𝟭𝟲 块 𝗡𝗩𝗜𝗗𝗜𝗔 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗨𝗹𝘁𝗿𝗮 𝗚𝗣𝗨𝘀。

➤ 部署使用 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝟳𝟮 系统和 Quantum-X800 InfiniBand 网络。

➤ AI 基础设施需要约 $𝟭𝟴𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的资本支出。

➤ 客户将提供约 $𝟯𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的首付款（按金）。

➤ 集群预计于 𝟮𝟬𝟮𝟲 年第四季度在不列颠哥伦比亚省上线。

➤ HIVE 预计部署后每日 HPC/AI 收入约为 $𝟱𝟬𝟬,𝟬𝟬𝟬。

➤ HIVE 目标在年底前实现 GPU 云 ARR $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 这份五年合同为 HIVE 提供了显著的长期收入可见性。

➤ 该交易加速了 HIVE 从 𝗰𝗿𝘆𝗽𝘁𝗼 𝗺𝗶𝗻𝗶𝗻𝗴 向 AI 基础设施的多元化转型。

➤ HIVE 保留 GPU 的所有权，创造了长期的战略资产。

➤ 管理层认为在未来两年内部署超过 𝟭𝟮𝟬,𝟬𝟬𝟬 块 GPU 具有潜力。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗙𝗿𝗮𝗻𝗸 𝗛𝗼𝗹𝗺𝗲𝘀, HIVE Digital Technologies 执行董事长：

"一年前，我们的团队专注于通过增加 300% 以上的规模来快速扩展 HIVE 的 ASIC 算力和 Tier-I 数据中心足迹。今天，我们将同样的纪律性和执行力应用于扩展基于 GPU 的 AI 基础设施。我对 Aydin Kilic 和 Craig Tavares 以及整个 HIVE 和 BUZZ 团队的团队合作与执行力深感满意，因为我们继续构建我们的 AI 战略。这份新的五年协议是这一旅程中的另一个重要里程碑。凭借加拿大约 400 MW 的 Tier III 数据中心开发容量，我们有望在未来 2 年内使超过 120,000 块 GPU 上线。最让我兴奋的是我们两项业务之间的协同效应。无论是为 Tier-I 数据中心部署 ASIC 芯片还是为 AI 部署 GPU 芯片，我们的核心专业知识保持不变：确保可再生能源、建设高性能数据中心并将这些能源转化为有价值的计算能力。我们相信这种双引擎战略使 HIVE 能够为下一代数字基础设施做好充分准备。"

𝗔𝘆𝗱𝗶𝗻 𝗞𝗶𝗹𝗶𝗰, HIVE Digital Technologies 总裁兼首席执行官：

"我们很高兴宣布这项协议，因为我们正加速实现 GPU 云业务年底 $200 million ARR 的目标。五年的期限、来自投资级企业客户的预期稳定现金流以及约占合同总额 10% 的首付款，支持了该部署极具吸引力的经济和回报前景。利用我们 2026 年 6 月发行的 0% 可转换债券所得资金，我们正在兑现对市场的承诺，提前推进这第二笔长期大型 GPU 集群交易。我们还利用债务融资来杠杆化购买 GPU，以提供非常强劲的内部收益率。"

𝗖𝗿𝗮𝗶𝗴 𝗧𝗮𝘃𝗮𝗿𝗲𝘀, BUZZ High Performance Computing 总裁兼首席运营官：

"这份合同展示了我们在大规模 AI 基础设施部署中持续执行的能力，同时确保长期、高质量的客户。我们正迅速确立 BUZZ 作为加拿大领先的自主 AI 云提供商之一的地位，结合一流的 NVIDIA 基础设施与 Bell 和 VAST Data 等战略合作伙伴，在全球范围内提供企业级 AI 算力。我们构建的远不止 GPU 集群；我们正在帮助构建可持续的 AI 未来。这一里程碑反映了我们团队持续执行的速度与纪律，同时也加强了世界级的合作伙伴生态系统。 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."

🚨 每周十大降级名单：

$Root(ROOT.US) $Critical Metals(CRML.US) $Better Home & Finance(BETR.US) $EOS Energy Enterprises(EOSE.US) $闪迪(SNDK.US) $BlackSky Tech(BKSY.US) $AppLovin(APP.US) $阿克迈技术(AKAM.US) $Celsius控股(CELH.US) $克瑞拓斯安全防卫(KTOS.US)

Terry Smith - Fundsmith 投资组合更新：

新增仓位（买入）：13

$优步(UBER.US) $万事达(MA.US) $台积电(TSM.US) $奈飞(NFLX.US) $GE Vernova(GEV.US) $AppLovin(APP.US) $TJX零售(TJX.US) $Nextpower(NXT.US) $Visa(V.US)eeva Systems -CL(VEEV.US) $百胜餐饮(YUM.US) $Fair Isaac(FICO.US) $InterDigital Comm(IDCC.US) $奥莱利汽车(ORLY.US)

增持现有仓位：4

$NAPCO安全技术(NSSC.US) $万事达(MA.US)NH $Badger Meter(BMI.US) $高乐氏(CLX.US)

减仓仓位：21

$丘奇&德怀特(CHD.US) $宝洁(PG.US) $史赛克(SYK.US) $Doximity(DOCS.US) $Nutanix(NTNX.US) $Medpace控股(MEDP.US) $明晟(MSCI.US) $Meta(META.US) $微软(MSFT.US) $万事达(MA.US)R $沃特世(WAT.US) $IDEXX实验室(IDXX.US) $德州仪器(TXN.US) $自动数据处理(ADP.US) $Visa(V.US) $谷歌-A(GOOGL.US) $飞塔信息(FTNT.US) $菲利普莫里斯(PM.US) $Visa(V.US)RSN $Visa(V.US)RT $Paycom Software(PAYC.US)

完全退出/清仓 100%：6

$梅特勒-托利多(MTD.US) $硕腾(ZTS.US) $Otis Worldwide - WI(OTIS.US) $触媒制药公司(CPRX.US)-OLD $科力斯(QLYS.US) $家得宝(HD.US)

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Core Scientific, Inc.(CORZ.US) Core Scientific 完成对 Polaris 的 4.44 亿美元收购，锁定 440 MW 电力

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗼𝗿𝗲 𝗦𝗰𝗶𝗲𝗻𝘁𝗶𝗳𝗶𝗰 完成了对 𝗣𝗼𝗹𝗮𝗿𝗶𝘀 𝗗𝗦 𝗟𝗟𝗖 的收购。

➤ 收购总价约为现金 $𝟰𝟰𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻（4.44 亿美元）。

➤ 交易锁定了约 𝟰𝟰𝟬 𝗠𝗪 的并网电力容量。

➤ 电力由 𝗢𝗸𝗹𝗮𝗵𝗼𝗺𝗮 𝗚𝗮𝘀 & 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰 根据现有协议供应。

➤ 𝟮𝟬𝟮𝟲 站点收购增加了超过 𝟲𝟬𝟬 𝗠𝗪 的可租赁电力。

➤ Core Scientific 目标在 Muskogee 获得约 𝟭.𝟱 𝗚𝗪 总电力。

➤ 计划中的 Muskogee 将提供约 𝟭.𝟬 𝗚𝗪 可租赁电力。

➤ 下一个约 𝟴𝟮 𝗠𝗪 的交付目标来自 𝗛𝟮 𝟮𝟬𝟮𝟳。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 为扩展 𝗵𝗶𝗴𝗵-𝗱𝗲𝗻𝘀𝗶𝘁𝘆 𝗰𝗼𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 基础设施增加了大量电力容量。

➤ 增强了 Core Scientific 扩大电力密集型 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 工作负载的能力。

➤ Muskogee 计划的 𝟭.𝟱 𝗚𝗪 规模显著扩大了未来的部署潜力。

➤ 锁定的电网容量可以支持 Core Scientific 的 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿 𝗴𝗿𝗼𝘄𝘁𝗵 战略。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗱𝗮𝗺 𝗦𝘂𝗹𝗹𝗶𝘃𝗮𝗻, Core Scientific 首席执行官：

“Polaris 收购是我们战略性扩展电力组合以支持长期增长的又一个例子。通过今年的站点收购，我们在投资组合中增加了超过 600 MW 的可租赁电力，同时继续进一步扩大我们的园区规模。”

$EOS Energy Enterprises(EOSE.US) | B.Riley 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 on 𝗘𝗼𝘀 𝗘𝗻𝗲𝗿𝗴𝘆 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲𝘀, cuts PT to $𝟱 from $𝟴

分析师认为整合有助于提升效率和利润率，但因预期下调和股本增加而下调目标价。

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 史蒂夫·伊士曼警告，AI 繁荣在很大程度上取决于 OpenAI 和 Anthropic - $英伟达(NVDA.US) $亚马逊(AMZN.US) $微软(MSFT.US) $甲骨文(ORCL.US) $谷歌-A(GOOGL.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 史蒂夫·伊士曼表示，AI 繁荣主要取决于𝗢𝗽𝗲𝗻𝗔𝗜和𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰。

➤ 初创公司占主要云公司 AI 相关收入的约𝟳𝟬%。

➤ 它们占这些公司云收入的约𝟮𝟱%–𝟯𝟱%。

➤ 敞口包括𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁、𝗔𝗺𝗮𝘇𝗼𝗻、Alphabet 的 Google 和𝗢𝗿𝗮𝗰𝗹𝗲。

➤ 伊士曼指出，更便宜的𝗖𝗵𝗶𝗻𝗲𝘀𝗲开源𝗔𝗜模型是一个关键威胁。

➤ 中国模型采用的增长可能引发𝗔𝗜价格战。

➤ 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗕𝘂𝗿𝗿𝘆 单独质疑了 AI 需求的可持续性。

➤ Burry 已披露涉及𝗡𝘃𝗶𝗱𝗶𝗮和更广泛半导体行业的空头头寸。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 伊士曼的估计表明，两家初创公司在重大𝗔𝗜收入中占据高度集中。

➤ 模型价格战可能会给𝗰𝗹𝗼𝘂𝗱 𝗔𝗜经济性和利润率带来压力。

➤ OpenAI 或 Anthropic 增长放缓可能会影响主要𝗰𝗹𝗼𝘂𝗱提供商。

➤ 这一警告突出了对高企的𝗔𝗜和半导体预期的潜在风险。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗦𝘁𝗲𝘃𝗲 𝗘𝗶𝘀𝗺𝗮𝗻:

"从某种意义上说，这些庞大公司的未来是一场赌注，即 OpenAI 和 Anthropic 将会成功，"

𝗦𝘁𝗲𝘃𝗲 𝗘𝗶𝘀𝗺𝗮𝗻:

"整个故事的要害……是如果 Anthropic 和 OpenAI 发生坏事……中国的开放式模型、开源模型便宜得多。如果它们开始真正抢占大量市场份额，而且从我听到的情况来看，它们似乎已经开始这样做了，那么你们可能会面临一场大的价格战。然后我们就有问题了，"