Hardik Shah

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 特朗普表示美国和伊朗正在进行富有成效的谈判，不会在中期选举前攻击伊朗 - $QQQ $SPY $USO

特朗普表示，美国正在与伊斯兰共和国进行富有成效的谈判，并将在 11 月 3 日美国中期选举之前随时都不会攻击伊朗。他表示，封锁将保持完全到位且有效，称伊朗在经济和军事上都很虚弱，指出昨晚有 2200 万桶石油通过霍尔木兹海峡——没有来自伊朗或运往伊朗的——并表示伊朗不会拥有核武器。

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $英伟达(NVDA.US) 英伟达支持的 FirmusGrid IPO 停滞；55 亿美元交易面临降价或取消风险

对英伟达支持的澳大利亚数据中心运营商 FirmusGrid 的需求已崩溃，使其计划的 55 亿美元 IPO 面临降价或取消的风险。

知情人士称，投资者在每股 11 澳元的发行价下兴趣不足；该公司此前曾报告初步意向远超交易规模及潜在的 300 亿美元估值。

簿记建档已于周四结束，但 FirmusGrid 尚未披露最终价格或交易结构，凸显了 AI 相关融资的脆弱性。

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: $超微电脑(SMCI.US) Super Micro Computer Stock Rises as Lambda Seeks $4 Billion for AI Expansion

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗦𝘂𝗽𝗲𝗿 𝗠𝗶𝗰𝗿𝗼 𝗖𝗼𝗺𝗽𝘂𝘁𝗲𝗿 shares gained about 4% Wednesday.

➤ Gains came despite the broader technology sector trading lower.

➤ NVIDIA-backed 𝗟𝗮𝗺𝗯𝗱𝗮 is reportedly raising roughly $𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Funding would value Lambda at $𝟭𝟰.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 before new capital.

➤ 𝗕𝗹𝗮𝗰𝗸𝘀𝘁𝗼𝗻𝗲 and 𝗖𝗼𝗮𝘁𝘂𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 are leading the funding round.

➤ Lambda is reportedly preparing for a potential 𝟮𝟬𝟮𝟳 IPO.

➤ Lambda's backlog surged from $𝟭𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 to $𝟱𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Backlog growth includes a $𝟯𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 commitment from 𝗔𝗻𝘁𝗵𝗿𝗼𝗽𝗶𝗰.

➤ 𝗦𝗠𝗖𝗜 stock has gained more than 𝟱𝟬% during 2026.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Lambda's fundraising could support further expansion of 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 infrastructure.

➤ Higher AI infrastructure spending can drive demand for 𝗦𝘂𝗽𝗲𝗿 𝗠𝗶𝗰𝗿𝗼 servers.

➤ Lambda's growing backlog signals continued demand for large-scale 𝗔𝗜 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆.

➤ The development reinforces investor expectations for sustained AI data-center spending.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Navitas Semiconductor(NVTS.US) Navitas Closes Claros Acquisition, Expanding 2030 AI Power Market Opportunity Above $8 Billion

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗮𝘃𝗶𝘁𝗮𝘀 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 completes its acquisition of 𝗖𝗹𝗮𝗿𝗼𝘀.

➤ Claros develops integrated voltage regulator technology for 𝗔𝗜 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿𝘀.

➤ Acquisition more than doubles Navitas' identified 2030 SAM above $𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ 𝗩𝗣𝗗 and 𝗜𝗩𝗥 markets add at least $𝟯.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in SAM.

➤ Navitas' GaN and high-voltage SiC SAM totals about $𝟯.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ 𝗝𝗙𝗘𝗧 technology represents an additional approximately $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 opportunity.

➤ Claros' 𝗽𝗜𝗩𝗥 and 𝗲𝗜𝗩𝗥 move power conversion closer to processors.

➤ Acquisition advances Navitas' 𝗴𝗿𝗶𝗱-𝘁𝗼-𝘅𝗣𝗨 AI infrastructure strategy.

➤ Navitas will host an AI infrastructure webinar on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Significantly expands Navitas' addressable opportunity in 𝗔𝗜 𝗽𝗼𝘄𝗲𝗿 infrastructure.

➤ Adds technology targeting power delivery closer to increasingly demanding 𝗔𝗜 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗼𝗿𝘀.

➤ Broadens Navitas beyond 𝗚𝗮𝗡 and 𝗦𝗶𝗖 into integrated voltage regulation.

➤ Strengthens its positioning across the entire 𝗴𝗿𝗶𝗱-𝘁𝗼-𝘅𝗣𝗨 power architecture.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗖𝗵𝗿𝗶𝘀 𝗔𝗹𝗹𝗲𝘅𝗮𝗻𝗱𝗿𝗲, President and CEO of Navitas:

"Closing this acquisition is a defining step in the Navitas 2.0 transformation and our strategy to power AI infrastructure from grid-to-xPU."

$Snap(SNAP.US) | Blue Duck：建议从 Snap 核心业务中剔除每年 5 亿美元的 Specs 支出

Blue Duck 认为，此举将释放潜在的重新评级机会，使 SNAP 的每股股价翻倍以上，达到 12-14 美元

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $优步(UBER.US) Uber 将收购 ezCater，交易金额达 23 亿美元，进一步扩展 Uber Eats 的餐饮服务

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ Uber 同意以 23 亿美元现金收购𝗲𝘇𝗖𝗮𝘁𝗲𝗿。

➤ ezCater 为全国超过 14 万家餐厅提供职场餐饮服务。

➤ 此次收购将整合𝗲𝘇𝗖𝗮𝘁𝗲𝗿、𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀和𝗨𝗯𝗲𝗿 𝗳𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀的业务。

➤ ezCater 过去十二个月的总预订额超过 25 亿美元。

➤ 总预订额正以两位数的同比增速增长。

➤ ezCater 的平均订单价值超过 400 美元。

➤ ezCater 在非 GAAP 运营利润基础上实现盈利。

➤ Uber 预计此次收购将提升每股收益（Margin Accretive）。

➤ 该交易预计将在未来几个月内完成，待监管批准后生效。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 使𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀更深入地拓展高价值的企业餐饮市场。

➤ 为参与餐厅带来更大的订单量和新的客户机会。

➤ 巩固了 Uber 在经常性𝗕𝟮𝗕职场餐饮市场的地位。

➤ 为𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀的配送员创造了更多高价值的配送机会。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗮𝗿𝗮 𝗞𝗵𝗼𝘀𝗿𝗼𝘄𝘀𝗵𝗮𝗵𝗶, Uber 首席执行官：

“餐饮是一个大生意，也可以成为餐厅巨大的收入来源，” Uber 首席执行官 Dara Khosrowshahi 表示。“Nihad 和他不可思议的团队打造了一个令人惊叹的平台。凭借 Uber 的影响力，我们可以将这种体验带给数百万更多的客户，并帮助餐厅赢得更多这些有价值的订单。”

𝗡𝗶𝗵𝗮𝗱 𝗥𝗮𝗵𝗺𝗮𝗻, ezCater 首席执行官：

“我们很高兴能与 Uber 携手合作。我们的团队为我们所取得的成就感到自豪——我们是领先的职场餐饮平台，也是餐厅合作伙伴的重要增长渠道，” ezCater 首席执行官 Nihad Rahman 表示。“我们充满干劲，要将我们的餐饮和 B2B 专业知识带到 Uber 全球客户、商户和配送员的生态系统中。”

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Zscaler(ZS.US) Zscaler Reaffirms Q1 and FY2027 Guidance, Targets $10 Billion ARR

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗭𝘀𝗰𝗮𝗹𝗲𝗿 reaffirmed its 𝗤𝟭 and full-year 𝗙𝗬𝟮𝟬𝟮𝟳 financial guidance.

➤ Q1 revenue expected at $𝟵𝟯𝟱–$𝟵𝟯𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, approximately 𝟭𝟵% growth.

➤ Q1 non-GAAP operating income projected at $𝟮𝟭𝟱–$𝟮𝟭𝟳 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Q1 non-GAAP EPS expected between $𝟭.𝟭𝟱–$𝟭.𝟭𝟲.

➤ FY2027 ARR projected at $𝟰.𝟯𝟵𝟲–$𝟰.𝟰𝟮𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ FY2027 revenue expected at $𝟯.𝟵𝟬𝟴–$𝟯.𝟵𝟯𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Full-year non-GAAP EPS forecast at $𝟰.𝟴𝟲–$𝟰.𝟵𝟬.

➤ FY2027 free cash flow margin expected around 𝟮𝟯.𝟬%–𝟮𝟯.𝟱%.

➤ CEO 𝗝𝗮𝘆 𝗖𝗵𝗮𝘂𝗱𝗵𝗿𝘆 referenced a long-term $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 ARR target.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Reaffirmed guidance signals management's confidence in near-term business momentum.

➤ Roughly 𝟭𝟳% annual growth underscores continued demand for 𝗭𝗲𝗿𝗼 𝗧𝗿𝘂𝘀𝘁 security.

➤ Approximately 𝟴𝟬% gross margins highlight Zscaler's high-margin software model.

➤ The $𝟭𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 ARR target points to substantial long-term growth ambitions.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗝𝗮𝘆 𝗖𝗵𝗮𝘂𝗱𝗵𝗿𝘆, CEO of Zscaler:

"Our Zero Trust platform was purpose-built to solve the challenges customers face today – protecting against AI-driven threats, securing data everywhere, and enabling the secure deployment of AI."

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Applied Digital(APLD.US) Applied Digital Secures Up to 1 GW of Power Capacity for Finland AI Factory

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗔𝗽𝗽𝗹𝗶𝗲𝗱 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 secures access to up to 𝟭 𝗚𝗪 in Finland.

➤ Agreement marks the company's 𝗳𝗶𝗿𝘀𝘁 development opportunity outside the U.S.

➤ Company plans a large-scale 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 campus in Finland.

➤ Initial power availability is anticipated beginning in 𝟮𝟬𝟮𝟴.

➤ Applied Digital is already marketing the site to potential customers.

➤ Company is in discussions with leading 𝗴𝗹𝗼𝗯𝗮𝗹 𝗵𝘆𝗽𝗲𝗿𝘀𝗰𝗮𝗹𝗲 customers.

➤ Near-term development priorities remain firmly focused on the 𝗨.𝗦. portfolio.

➤ Future Finland investments will depend on demand and regulatory milestones.

➤ Finland offers favorable climate, energy infrastructure, connectivity, and development scale.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Opens a potentially significant 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗴𝗿𝗼𝘄𝘁𝗵 avenue for Applied Digital.

➤ Up to 𝟭 𝗚𝗪 could support substantial future AI computing capacity.

➤ Hyperscaler discussions indicate potential demand before initial 𝟮𝟬𝟮𝟴 power availability.

➤ Finland could validate Applied Digital's 𝗔𝗜 𝗙𝗮𝗰𝘁𝗼𝗿𝘆 model beyond America.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:

“Applied Digital has built its platform around identifying the right power in the right markets and turning that power into operational AI capacity. Finland stood out because many of the characteristics that have supported our success in North Dakota are also present in the Nordics — a favorable climate, an attractive energy ecosystem, strong connectivity and the ability to develop at meaningful scale.”

𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:

“This is a deliberate first step, not a change in our strategy. Our focus remains firmly on executing the projects in front of us in the United States. At the same time, as we continue building Applied Digital into a category leader in AI infrastructure, we believe it is important to selectively secure compelling sites that can extend our growth runway over the long term.”

𝗪𝗲𝘀 𝗖𝘂𝗺𝗺𝗶𝗻𝘀, Chairman and CEO of Applied Digital:

“Our ability to scale is not about planting flags in as many markets as possible. It is about identifying exceptional sites and applying the same disciplined model repeatedly. We have demonstrated that model across our U.S. portfolio. Finland gives us the opportunity to begin proving that platform can travel.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 格陵兰批准了 $Critical Metals(CRML.US) Critical Metals’ Tanbreez Rare Earth Project（CRML 临界金属公司的 Tanbreez 稀土项目）的采矿和关闭计划

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀（关键亮点）：

➤ 格陵兰正式批准了 Tanbreez 的 𝗠𝗶𝗻𝗶𝗻𝗴（采矿）和 𝗖𝗹𝗼𝘀𝘂𝗿𝗲（关闭）计划。

➤ 这些批准确立了一个延伸至 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟱𝟬（2050 年 9 月）的开发框架。

➤ Tanbreez 被描述为全球最大的 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝗵𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵（重稀土）矿床之一。

➤ 政府批准在 Tanbreez 开采 𝟭𝟵 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗲𝗹𝗲𝗺𝗲𝗻𝘁𝘀（19 种关键元素）。

➤ 批准的资源包括 𝘁𝗲𝗿𝗯𝗶𝘂𝗺（铽）、𝗱𝘆𝘀𝗽𝗿𝗼𝘀𝗶𝘂𝗺（镝）、𝘆𝘁𝘁𝗿𝗶𝘂𝗺（钇）、neodymium（钕）和 praseodymium（镨）。

➤ 战略金属包括 𝘇𝗶𝗿𝗰𝗼𝗻𝗶𝘂𝗺（锆石/锆）、𝗵𝗮𝗳𝗻𝗶𝘂𝗺（铪）、𝘁𝗮𝗻𝘁𝗮𝗹𝘂𝗺（钽）和 𝗻𝗶𝗼𝗯𝗶𝘂𝗺（铌）。

➤ 采矿计划涵盖了矿山、加工设施、港口及支持性基础设施。

➤ 在开始建设之前，仍需获得针对特定活动的 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗽𝗲𝗿𝗺𝗶𝘁𝘀（运营许可证）。

➤ 所需的许可证涵盖环境、海洋、安全、出口和矿物销售活动。

➤ 该批准极大地推进了 𝗖𝗥𝗠𝗟 开发 Tanbreez 的进程。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀（为何重要）：

➤ 消除了 Tanbreez 项目开发面临的主要 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 hurdle（监管障碍）。

➤ 提高了 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀（投资者）和潜在融资伙伴对开发前景的可见度。

➤ 有望扩大西方对战略性重要的 𝗵𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀（重稀土）的供应。

➤ 铽和镝对于 𝗘𝗩（电动汽车）、风力发电和国防磁铁至关重要。

➤ 建设仍取决于最终的 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗽𝗲𝗿𝗺𝗶𝘁𝘀（运营许可证）和财务保障。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀（专家声明）：

𝗧𝗼𝗻𝘆 𝗦𝗮𝗴𝗲（Tony Sage），Critical Metals Corp（临界金属公司）董事长兼首席执行官：

“采矿和关闭计划的批准是 Tanbreez 和 Critical Metals Corp 的一个决定性里程碑。它为我们提供了一个清晰的框架，使我们能够通过与格陵兰政府和南格陵兰社区的合作，负责任地开发全球最大的重稀土矿床之一，直至 2050 年。我们感谢政府和矿产管理局进行的彻底审查，我们现在将推进具体的运营许可证，从而进入建设阶段。”

𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗛𝗮𝗻𝘀𝗼𝗻（Michael Hanson），Critical Metals Corp 独立董事：

“采矿和关闭计划的批准是降低 Tanbreez 风险的重要一步。它为投资者和潜在融资伙伴提供了更清晰的路径，以开发这一脱离既定供应链的最重要稀土项目之一。”

🏆 每周十大升级：

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