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Tempus AI $TEM generated $382.5M in Q2 2026 revenue from four sources💊🤖 Data & Applications represents the largest revenue source, followed by Oncology, Hereditary, and Life Sciences.

An Amazon $AMZN plane overshot the runway hitting impacting at least one car MIA airport is closed until further notice

Cipher Digital $CIFR recently began natural gas pipeline development to support up to 2.5 GW of on site generation🔋 The new power is targeted to become available before the end of 2027 and will support additional HPC capacity for lease to large scale tenants.

$IREN CEO Dan Roberts says this is the start of the AI cycle not the end! “Cheaper compute doesn’t make existing things more efficient, it makes new things economic. Infrastructure enables applications, applications create demand for more infrastructure.” Berkshire looks to

Nancy Pelosi might be one of the greatest traders of all time Let’s analyze this Bloom Energy $BE timeline: Paul Pelosi purchases shares & call options on July 24 & July 28, The transaction was officially filled by and disclosed on August 21-24 On 9/4, the stock officially

Iren $IREN is targeting ~0.8GW of IT capacity by 2027, up from ~0.3GW in 2026🔋 Iren now has 4,000+ personnel mobilized across active sites, with development spanning Texas, Oklahoma, British Columbia, Australia and Spain.

Micron $MU expects supply demand conditions for both DRAM and NAND to remain tight beyond 2027🤖 Micron now expects 2026 industry DRAM bit shipments to grow in the low to mid 20% range, while NAND grows ~20%.

Coreweave $CRWV has received their first $NVDA Vera Rubin NVL72 Racks🔋 Each rack holds: - 72 Rubin GPUs - 36 Vera CPUs - ConnectX-9 - Bluefield 4 DPUs - 20.7TB HBM4 Memory

Anthropic looking for private investors to avoid IPO

Palantir $PLTR thinks AI sovereignty is an enterprise moat🤖🏰 Its architecture allows institutions to run AI from on prem infrastructure to sovereign clouds while retaining control of sensitive data.

Advanced Micro Devices $AMD VP Jack Huynh thinks per token economics is cloud AI’s biggest weakness🤖 AMD says 93% of companies are exceeding their AI budgets, while 15M output tokens per day can translate to nearly $100K of annual cloud cost for one active user.

New S&P 500 removals: The Trade Desk: $TTD Builders First Source: $BLDR Molson Coors: $TAP

New S&P 500 Additions: - Bloom Energy $BE - Everpure $P - Illumina $ILMN

Broadcom $AVGO averaging 19.7% annual revenue growth👀 2017: $17.6B 2018: $20.8B 2019: $22.6B 2020: $23.9B 2021: $27.5B 2022: $33.2B 2023: $35.8B 2024: $51.6B 2025: $63.9B

Data center stocks finished the week GREEN🟢🟢🟢🟢🔴🟢🟢 Nebius $NBIS +7.48%🟢 Iren Limited $IREN +7.27%🟢 Cipher Digital $CIFR +2.13%🟢 Terawulf $WULF +1.73%🟢 Galaxy Digital $GLXY -0.64%🔴 Coreweave $CRWV +5.68%🟢 Hut 8 $HUT +6.19%🟢 Applied Digital $APLD +1.78%🟢

Micheal Burry’s office after saying he is aggressively buying $LULU

Rocket Lab $RKLB just cleared a key preliminary design review for 18 satellites🛰️ They will be used for Tracking Layer Tranche 3 satellite constellation, primarily focused on missile warning & defense

The market has bagan favoring a 25 bps hike👀 Fed Chair Kevin Warsh came significantly more hawkish than anticipated at his keynote address at Jackson Hole The odds of a 25bps hike have now shifted to 53%, slightly favoring a hike

Here’s how the magnificent 7 began trading today🟢🟢🔴🔴🔴🔴🔴 Nvidia $NVDA +2.20%🟢 Amazon $AMZN +0.37%🟢 Apple $AAPL -0.79%🔴 Microsoft $MSFT -0.74%🔴 Tesla $TSLA -4.48%🔴 Meta $META -0.60%🔴 Google $GOOGL -0.11%🔴

Micron $MU is planning to 2x their HBM capacity before the end of the month🧠 This would bring them to nearly 100k wafers per month by end of year, Their massive production boost is mostly going to HBM4 which will support the Nvidia Vera Rubin platform