Hardik Shah

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 特朗普表示美國和伊朗正在進行富有成效的談判，不會在中期選舉前攻擊伊朗 - $QQQ $SPY $USO

特朗普表示，美國正在與伊斯蘭共和國進行富有成效的談判，並將在 11 月 3 日美國中期選舉之前隨時都不會攻擊伊朗。他表示，封鎖將保持完全到位且有效，稱伊朗在經濟和軍事上都很虛弱，指出昨晚有 2200 萬桶石油通過霍爾木茲海峽——沒有來自伊朗或運往伊朗的——並表示伊朗不會擁有核武器。

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $英偉達(NVDA.US) 英偉達支持的 FirmusGrid IPO 停滯；55 億美元交易面臨降價或取消風險

對英偉達支持的澳大利亞數據中心運營商 FirmusGrid 的需求已崩潰，使其計劃的 55 億美元 IPO 面臨降價或取消的風險。

知情人士稱，投資者在每股 11 澳元的發行價下興趣不足；該公司此前曾報告初步意向遠超交易規模及潛在的 300 億美元估值。

簿記建檔已於週四結束，但 FirmusGrid 尚未披露最終價格或交易結構，凸顯了 AI 相關融資的脆弱性。

📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: $超微電腦(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：建議從 Snap 核心業務中剔除每年 5 億美元的 Specs 支出

Blue Duck 認為，此舉將釋放潛在的重新評級機會，使 SNAP 的每股股價翻倍以上，達到 12-14 美元

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $優步(UBER.US) Uber 將收購 ezCater，交易金額達 23 億美元，進一步擴展 Uber Eats 的餐飲服務

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ Uber 同意以 23 億美元現金收購𝗲𝘇𝗖𝗮𝘁𝗲𝗿。

➤ ezCater 為全國超過 14 萬家餐廳提供職場餐飲服務。

➤ 此次收購將整合𝗲𝘇𝗖𝗮𝘁𝗲𝗿、𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀和𝗨𝗯𝗲𝗿 𝗳𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀的業務。

➤ ezCater 過去十二個月的總預訂額超過 25 億美元。

➤ 總預訂額正以兩位數的同比增速增長。

➤ ezCater 的平均訂單價值超過 400 美元。

➤ ezCater 在非 GAAP 運營利潤基礎上實現盈利。

➤ Uber 預計此次收購將提升每股收益（Margin Accretive）。

➤ 該交易預計將在未來幾個月內完成，待監管批准後生效。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 使𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀更深入地拓展高價值的企業餐飲市場。

➤ 為參與餐廳帶來更大的訂單量和新的客户機會。

➤ 鞏固了 Uber 在經常性𝗕𝟮𝗕職場餐飲市場的地位。

➤ 為𝗨𝗯𝗲𝗿 𝗘𝗮𝘁𝘀的配送員創造了更多高價值的配送機會。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗮𝗿𝗮 𝗞𝗵𝗼𝘀𝗿𝗼𝘄𝘀𝗵𝗮𝗵𝗶, Uber 首席執行官：

“餐飲是一個大生意，也可以成為餐廳巨大的收入來源，” Uber 首席執行官 Dara Khosrowshahi 表示。“Nihad 和他不可思議的團隊打造了一個令人驚歎的平台。憑藉 Uber 的影響力，我們可以將這種體驗帶給數百萬更多的客户，並幫助餐廳贏得更多這些有價值的訂單。”

𝗡𝗶𝗵𝗮𝗱 𝗥𝗮𝗵𝗺𝗮𝗻, ezCater 首席執行官：

“我們很高興能與 Uber 攜手合作。我們的團隊為我們所取得的成就感到自豪——我們是領先的職場餐飲平台，也是餐廳合作伙伴的重要增長渠道，” ezCater 首席執行官 Nihad Rahman 表示。“我們充滿幹勁，要將我們的餐飲和 B2B 專業知識帶到 Uber 全球客户、商户和配送員的生態系統中。”

⚡ 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: 格陵蘭批准了 $Critical Metals(CRML.US) Critical Metals’ Tanbreez Rare Earth Project（CRML 臨界金屬公司的 Tanbreez 稀土項目）的採礦和關閉計劃

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀（關鍵亮點）：

➤ 格陵蘭正式批准了 Tanbreez 的 𝗠𝗶𝗻𝗶𝗻𝗴（採礦）和 𝗖𝗹𝗼𝘀𝘂𝗿𝗲（關閉）計劃。

➤ 這些批准確立了一個延伸至 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟱𝟬（2050 年 9 月）的開發框架。

➤ Tanbreez 被描述為全球最大的 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝗵𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵（重稀土）礦牀之一。

➤ 政府批准在 Tanbreez 開採 𝟭𝟵 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗲𝗹𝗲𝗺𝗲𝗻𝘁𝘀（19 種關鍵元素）。

➤ 批准的資源包括 𝘁𝗲𝗿𝗯𝗶𝘂𝗺（鋱）、𝗱𝘆𝘀𝗽𝗿𝗼𝘀𝗶𝘂𝗺（鏑）、𝘆𝘁𝘁𝗿𝗶𝘂𝗺（釔）、neodymium（釹）和 praseodymium（鐠）。

➤ 戰略金屬包括 𝘇𝗶𝗿𝗰𝗼𝗻𝗶𝘂𝗺（鋯石/鋯）、𝗵𝗮𝗳𝗻𝗶𝘂𝗺（鉿）、𝘁𝗮𝗻𝘁𝗮𝗹𝘂𝗺（鉭）和 𝗻𝗶𝗼𝗯𝗶𝘂𝗺（鈮）。

➤ 採礦計劃涵蓋了礦山、加工設施、港口及支持性基礎設施。

➤ 在開始建設之前，仍需獲得針對特定活動的 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗽𝗲𝗿𝗺𝗶𝘁𝘀（運營許可證）。

➤ 所需的許可證涵蓋環境、海洋、安全、出口和礦物銷售活動。

➤ 該批准極大地推進了 𝗖𝗥𝗠𝗟 開發 Tanbreez 的進程。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀（為何重要）：

➤ 消除了 Tanbreez 項目開發面臨的主要 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 hurdle（監管障礙）。

➤ 提高了 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀（投資者）和潛在融資夥伴對開發前景的可見度。

➤ 有望擴大西方對戰略性重要的 𝗵𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀（重稀土）的供應。

➤ 鋱和鏑對於 𝗘𝗩（電動汽車）、風力發電和國防磁鐵至關重要。

➤ 建設仍取決於最終的 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗽𝗲𝗿𝗺𝗶𝘁𝘀（運營許可證）和財務保障。

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀（專家聲明）：

𝗧𝗼𝗻𝘆 𝗦𝗮𝗴𝗲（Tony Sage），Critical Metals Corp（臨界金屬公司）董事長兼首席執行官：

“採礦和關閉計劃的批准是 Tanbreez 和 Critical Metals Corp 的一個決定性里程碑。它為我們提供了一個清晰的框架，使我們能夠通過與格陵蘭政府和南格陵蘭社區的合作，負責任地開發全球最大的重稀土礦牀之一，直至 2050 年。我們感謝政府和礦產管理局進行的徹底審查，我們現在將推進具體的運營許可證，從而進入建設階段。”

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

“採礦和關閉計劃的批准是降低 Tanbreez 風險的重要一步。它為投資者和潛在融資夥伴提供了更清晰的路徑，以開發這一脱離既定供應鏈的最重要稀土項目之一。”

🏆 每週十大升級：

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