Hardik Shah

$Hims & Hers Health(HIMS.US) | 巴克萊維持 Hims & Hers Health 超配評級，將目標價從 $39 下調至 $35

分析師認為收入增長將加速，但支持增長的投資導致近期利潤率承壓。

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

分析師認為 Strive 在數字資產金庫領域可能擁有最先進的風險管理方法。

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $超微電腦(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: $美光科技(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 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: $克瑞拓斯安全防衛(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 放緩前沿模型擴展，最大規模強化學習運行仍暫停

OpenAI 表示，在 Hugging Face 事件後，它暫停了研究集羣中能夠立即執行代碼的工作負載的前沿模型推理。

該公司隨後暫時放慢了擴展速度，包括對其最新部署模型的強化學習訓練暫停兩週。其計劃的最大規模前沿 RL 運行仍在等待安全驗證期間暫停。

📢 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 稱，隨着招聘回暖，美國私營僱主每週增加 9,500 個崗位 - $QQQ $SPY

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 美國私營僱主平均每週增加 9,500 個崗位。

➤ 在連續七週下滑後，招聘有所增加。

➤ 四周平均值從 7 月 4 日的 16,250 個崗位下降。

➤ 截至 6 月 6 日，招聘平均每週為 30,750 個崗位。

➤ 最新數據仍屬初步性質，可能隨更多數據而變動。

➤ 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 使用經季節調整的四周移動平均值。

➤ 數據存在兩週滯後，以提供更完整的就業估算。

➤ 𝗔𝗗𝗣 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 與斯坦福數字經濟實驗室合作編制報告。

➤ 下一次 𝗡𝗘𝗥 𝗣𝘂𝗹𝘀𝗲 發佈定於 8 月 25 日。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 招聘回暖表明勞動力需求可能在近期疲軟後趨於穩定。

➤ 儘管最新改善，就業增長仍遠低於 6 月初的水平。

➤ 勞動力市場動能可能影響對美聯儲政策的預期。

➤ 投資者可能會關注 upcoming 數據，以確認持續回暖。

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Intuitive Machines(Intuitive Machines) 被 NASA JPL 選中，參與 2028 年 EAGLE-VSWIR 地球科學任務

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ NASA JPL 選中 Intuitive Machines 執行 EAGLE-VSWIR 任務。

➤ 該任務將使用 Intuitive Machines 的 𝗜𝗠 𝟯𝟬𝟬™ 航天器平台。

➤ 𝗘𝗔𝗚𝗟𝗘-𝗩𝗦𝗪𝗜𝗥 計劃於 𝟮𝟬𝟮𝟴 年發射。

➤ 高光譜 𝗩𝗦𝗪𝗜𝗥 儀器將研究地球表面的生物和地質情況。

➤ 任務技術可能支持未來的 𝗹𝘂𝗻𝗮𝗿 和 𝗠𝗮𝗿𝘀 探索。

➤ Intuitive Machines 將負責航天器和 𝘀𝘆𝘀𝘁𝗲𝗺-𝗹𝗲𝘃𝗲𝗹 集成。

➤ 公司將管理 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 和地面段職責。

➤ EAGLE-VSWIR 成為 Intuitive Machines 的 𝘀𝗲𝗰𝗼𝗻𝗱 NASA 低地球軌道科學任務。

➤ 公司還利用其 IM 500 平台支持 NASA 的 𝗘𝗗𝗚𝗘 任務。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 將 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 的業務從月球任務擴展到地球科學領域。

➤ 加強了公司與 𝗡𝗔𝗦𝗔 在多個科學項目中的合作關係。

➤ 展示了對其標準化 𝘀𝗽𝗮𝗰𝗲𝗰𝗿𝗮𝗳𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 更廣泛的需求。

➤ 可能會擴大在 𝗰𝗶𝘃𝗶𝗹、𝗱𝗲𝗳𝗲𝗻𝘀𝗲 和商業太空市場的機會。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗔𝗻𝗮𝗻𝗱 𝗠𝗮𝗵𝗲𝗻𝗱𝗿𝗮, Intuitive Machines 首席增長官：

"NASA 的科學任務被要求以更快的速度和更嚴格的成本上限交付成果，而這正是我們的平台所解決的問題，" Intuitive Machines 首席增長官 Anand Mahendra 表示。"我們的 Build, Connect, Operate 模式將航天器製造規模化，置於 Intuitive Machines 的任務系統和集成專業知識之後。地球科學是我們為商業、民事和國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: $克瑞拓斯安全防衛(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 將在美國主要貨運走廊部署 500 輛特斯拉 Semi 卡車 - $特斯拉(TSLA.US) $亞馬遜(AMZN.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗶𝗻𝗿𝗶𝗱𝗲 計劃部署 𝟱𝟬𝟬 輛 𝗧𝗲𝘀𝗹𝗮 𝗦𝗲𝗺𝗶 電動卡車。

➤ 部署將於 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲 開始，持續 24 個月。

➤ 這些卡車將為 𝗔𝗺𝗮𝘇𝗼𝗻 和其他 Einride 客户服務。

➤ 部署範圍覆蓋 𝗳𝗶𝘃𝗲 𝗨.𝗦. 𝘀𝘁𝗮𝘁𝗲𝘀 的貨運走廊。

➤ 此舉將使 Einride 已部署的電動卡車車隊規模擴大三倍。

➤ Tesla Semis 將通過 Einride 的 𝗦𝗮𝗴𝗮 𝗔𝗜 平台運營。

➤ Einride 目標約為 $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的潛在長期經常性收入。

➤ Saga AI 已累計行駛超過 𝟭𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 英里電動里程。

➤ 該平台在七年期間記錄了 𝟰𝟮,𝟬𝟬𝟬 次優化會話。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 這代表了 𝗧𝗲𝘀𝗹𝗮 𝗦𝗲𝗺𝗶 的重大商業部署。

➤ 可能會加速高流量美國貨運走廊的電氣化進程。

➤ 為 Einride 提供了將其 $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 管道轉化為收入的能力。

➤ 擴大了 𝗔𝗜-powered electric freight management 的現實世界應用。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗥𝗼𝗼𝘇𝗯𝗲𝗵 𝗖𝗵𝗮𝗿𝗹𝗶, Einride 首席執行官：

"此次部署再次證明了我們能夠以客户需求的大規模執行能力，"

𝗗𝗮𝗻 𝗣𝗿𝗶𝗲𝘀𝘁𝗹𝗲𝘆, Tesla Semi 總監：

"Einride 處於可持續貨運的前沿，我們很高興通過這筆 500 輛 Semi 的訂單加深與他們的關係。"

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: 小米預計存儲價格上漲在下半年（H2）將有所緩和，但存儲成本仍維持高位 - $美光科技(MU.US) $閃迪(SNDK.US) $SK海力士(SKHY.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗫𝗶𝗮𝗼𝗺𝗶 預計內存價格漲幅在 𝟮𝟬𝟮𝟲 年下半年（𝗛𝟮）可能趨於温和。

➤ 持續的上漲壓力可能導致 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗰𝗼𝘀𝘁𝘀 維持高位。

➤ 小米與 𝗳𝗶𝘃𝗲 𝗺𝗮𝗷𝗼𝗿 𝗺𝗲𝗺𝗼𝗿𝘆 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿𝘀 保持着長期合作關係。

➤ 公司正在調整其 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗺𝗶𝘅 和發佈節奏。

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

➤ 小米計劃在 H2 推出新的 𝗳𝗹𝗮𝗴𝘀𝗵𝗶𝗽 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲。

➤ 小米汽車的 𝗣𝗲𝗻𝗴𝗰𝗵𝗲𝗻𝗴 𝘀𝗲𝗿𝗶𝗲𝘀 也預計在 H2 推出。

➤ 管理層對小米下半年的財務表現保持 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 持續的內存成本可能會給 𝘀𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲 𝗺𝗮𝗿𝗴𝗶𝗻𝘀 帶來壓力。

➤ 更高的 ASPs 可以幫助小米 𝗼𝗳𝗳𝘀𝗲𝘁 不斷上升的零部件費用。

➤ 新智能手機和汽車發佈可能成為關鍵的 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 選擇 Rocket Lab 為美國太空軍建造抗干擾衞星 - $衛訊公司(VSAT.US) $Rocket Lab(RKLB.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗩𝗶𝗮𝘀𝗮𝘁 選擇 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 用於太空軍 𝗣𝗧𝗦-𝗚 項目。

➤ Rocket Lab 將製造一個可機動的 𝗺𝗶𝗻𝗶-𝗚𝗘𝗢 衞星平台。

➤ 衞星將使用 Rocket Lab 的 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴-𝗚𝗘𝗢 航天器平台。

➤ Viasat 將提供雙頻段 𝗫/𝗞𝗮-𝗯𝗮𝗻𝗱 通信有效載荷。

➤ 該系統旨在在對抗性環境中實現安全、有彈性的 𝗮𝗻𝘁𝗶-𝗷𝗮𝗺 通信。

➤ 𝗦𝘄𝗮𝗿𝗺 𝟭 涵蓋製造、集成、測試、發射和軌道檢查。

➤ Viasat 於 5 月 22 日獲得其太空軍主合同。

➤ 該獎項包括 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 的衞星運營和維護服務。

➤ PTS-G 支持太空軍向 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 商業架構的轉變。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 擴大了 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 在美國國家安全太空計劃中的作用。

➤ 為 Rocket Lab 垂直整合的航天器業務增加了另一個生產機會。

➤ 加強了 𝗩𝗶𝗮𝘀𝗮𝘁 在受保護的軍事衞星通信中的地位。

➤ 支持具有韌性的美國通信，因為傳統鏈路面臨 𝗷𝗮𝗺𝗺𝗶𝗻𝗴 威脅。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗖𝗿𝗮𝗶𝗴 𝗠𝗶𝗹𝗹𝗲𝗿, Viasat Government 總裁：

“這一生產獎項代表着在為美國太空軍提供下一代受保護衞星通信能力方面邁出的重要一步。通過將 Viasat 的前沿通信有效載荷技術與 Rocket Lab 成熟的航天器平台相結合，我們正在推進一種更敏捷、更有彈性的 GEO 架構，旨在支持對抗性環境中的任務關鍵通信熱點。我們很高興展示低成本、高性能的雙用途技術如何在日益激烈的戰術通信環境中為不斷演變的任務提供可靠的連接。”

𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Rocket Lab 創始人兼 CEO：

“從設計進入生產標誌着該項目和 Rocket Lab 在國家安全太空領域日益增長的重要里程碑。通過將我們的垂直整合航天器與 Viasat 的受保護通信有效載荷配對，我們正在交付具有韌性的太空通信基礎設施，使我們的部隊在對抗性環境中保持連接和安全。”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 克拉託斯、GE 航空贏得美國空軍 JASSM 發動機開發合同 - $克瑞拓斯安全防衛(KTOS.US) $GE航空航天(GE.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ GEK800 被選為 JASSM 的第二供應商推進系統。

➤ 美軍將 GEK800 指定為𝗙𝟭𝟰𝟯-𝗭𝗭-𝟭𝟬𝟬。

➤ 美國空軍授予了工程、製造與開發合同。

➤ 𝗙𝟭𝟰𝟯是一款推力為 800 磅的渦扇發動機。

➤ 該發動機瞄準導彈、協同作戰飛機和𝘂𝗻𝗰𝗿𝗲𝘄𝗲𝗱平台。

➤ 項目強調低成本、高性能且可大規模製造的發動機。

➤ 𝗞𝗿𝗮𝘁𝗼𝘀和𝗚𝗘 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲於 2023 年開始聯合開發。

➤ 開發項目已完成 50 多次發動機啓動。

➤ 發動機於 2025 年在普渡大學成功完成高空測試。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 第二供應商來源可以加強 JASSM 推進供應鏈的韌性。

➤ EMD 的選擇推動發動機向潛在的大規模生產邁進。

➤ 支持美國擴大國內導彈製造能力的努力。

➤ 在導彈和𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀飛機平台方面創造更廣泛的機會。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗔𝗺𝘆 𝗚𝗼𝘄𝗱𝗲𝗿，GE 航空國防與系統總裁兼首席執行官：

“F143-ZZ-100 的 designation 和 EMD 獎項證明了 GEK800 發動機的強大性能和能力，以及我們與克拉託斯合作的實力。這反映了多年來嚴謹的工程實踐，以交付滿足軍事客户不斷變化的關鍵任務要求的推進系統。”

𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼，克拉託斯總裁兼首席執行官：

“克拉託斯一直與我們傑出的合作伙伴 GE 航空和美國空軍合作，支持戰爭部重新工業化美國的製造能力和產能，特別是在低成本、快速製造、大批量噴氣式發動機領域，用於無人機、巡航導彈和其他系統。克拉託斯和 GE 航空正在與我們的政府夥伴進行重大投資，以支持美國國家安全優先事項。”

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $HIVE Digital Tech(HIVE.US) HIVE 簽署 3.5 億美元五年 AI 雲協議，用於採購 2,016 塊 $英偉達(NVDA.US) NVIDIA Blackwell Ultra GPU

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗛𝗜𝗩𝗘 簽署了價值約 $𝟯𝟱𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的五年 GPU 雲協議。

➤ 該交易增加了約 $𝟳𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的年化收入。

➤ 𝗕𝗨𝗭𝗭 𝗛𝗣𝗖 總經常性收入 (ARR) 上升至約 $𝟭𝟴𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。

➤ 集羣將部署 𝟮,𝟬𝟭𝟲 塊 𝗡𝗩𝗜𝗗𝗜𝗔 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 𝗨𝗹𝘁𝗿𝗮 𝗚𝗣𝗨𝘀。

➤ 部署使用 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝟳𝟮 系統和 Quantum-X800 InfiniBand 網絡。

➤ AI 基礎設施需要約 $𝟭𝟴𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的資本支出。

➤ 客户將提供約 $𝟯𝟱 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 的首付款（按金）。

➤ 集羣預計於 𝟮𝟬𝟮𝟲 年第四季度在不列顛哥倫比亞省上線。

➤ HIVE 預計部署後每日 HPC/AI 收入約為 $𝟱𝟬𝟬,𝟬𝟬𝟬。

➤ HIVE 目標在年底前實現 GPU 雲 ARR $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 這份五年合同為 HIVE 提供了顯著的長期收入可見性。

➤ 該交易加速了 HIVE 從 𝗰𝗿𝘆𝗽𝘁𝗼 𝗺𝗶𝗻𝗶𝗻𝗴 向 AI 基礎設施的多元化轉型。

➤ HIVE 保留 GPU 的所有權，創造了長期的戰略資產。

➤ 管理層認為在未來兩年內部署超過 𝟭𝟮𝟬,𝟬𝟬𝟬 塊 GPU 具有潛力。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗙𝗿𝗮𝗻𝗸 𝗛𝗼𝗹𝗺𝗲𝘀, HIVE Digital Technologies 執行董事長：

"一年前，我們的團隊專注於通過增加 300% 以上的規模來快速擴展 HIVE 的 ASIC 算力和 Tier-I 數據中心足跡。今天，我們將同樣的紀律性和執行力應用於擴展基於 GPU 的 AI 基礎設施。我對 Aydin Kilic 和 Craig Tavares 以及整個 HIVE 和 BUZZ 團隊的團隊合作與執行力深感滿意，因為我們繼續構建我們的 AI 戰略。這份新的五年協議是這一旅程中的另一個重要里程碑。憑藉加拿大約 400 MW 的 Tier III 數據中心開發容量，我們有望在未來 2 年內使超過 120,000 塊 GPU 上線。最讓我興奮的是我們兩項業務之間的協同效應。無論是為 Tier-I 數據中心部署 ASIC 芯片還是為 AI 部署 GPU 芯片，我們的核心專業知識保持不變：確保可再生能源、建設高性能數據中心並將這些能源轉化為有價值的計算能力。我們相信這種雙引擎戰略使 HIVE 能夠為下一代數字基礎設施做好充分準備。"

𝗔𝘆𝗱𝗶𝗻 𝗞𝗶𝗹𝗶𝗰, HIVE Digital Technologies 總裁兼首席執行官：

"我們很高興宣佈這項協議，因為我們正加速實現 GPU 雲業務年底 $200 million ARR 的目標。五年的期限、來自投資級企業客户的預期穩定現金流以及約佔合同總額 10% 的首付款，支持了該部署極具吸引力的經濟和回報前景。利用我們 2026 年 6 月發行的 0% 可轉換債券所得資金，我們正在兑現對市場的承諾，提前推進這第二筆長期大型 GPU 集羣交易。我們還利用債務融資來槓桿化購買 GPU，以提供非常強勁的內部收益率。"

𝗖𝗿𝗮𝗶𝗴 𝗧𝗮𝘃𝗮𝗿𝗲𝘀, BUZZ High Performance Computing 總裁兼首席運營官：

"這份合同展示了我們在大規模 AI 基礎設施部署中持續執行的能力，同時確保長期、高質量的客户。我們正迅速確立 BUZZ 作為加拿大領先的自主 AI 雲提供商之一的地位，結合一流的 NVIDIA 基礎設施與 Bell 和 VAST Data 等戰略合作伙伴，在全球範圍內提供企業級 AI 算力。我們構建的遠不止 GPU 集羣；我們正在幫助構建可持續的 AI 未來。這一里程碑反映了我們團隊持續執行的速度與紀律，同時也加強了世界級的合作伙伴生態系統。 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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