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MongoDB $MDB is broadening AI search by combining Atlas Text & Vector Search with its Voyage embedding models🍃 MongoDB says the platform already has thousands of customers and integrations across an AI ecosystem including Anthropic, LangChain, and Vercel.

Northrop Grumman $NOC is targeting $10B in annual international sales by 2031🛰️📡 The biggest growth opportunity is tactical missiles, ammunition, and counter UAS. Northrop also sees international growth across command and control + aircraft like E-2D and Triton.

Germany takes delivery of their first Lockheed Martin $LMT F-35A🚀 More than 1,355 F-35s are operational globally, operating from 42 bases and collectively surpassing 1M flight hours.

Wells Fargo has downgraded Netflix $NFLX to underweight from equal weight They have also lowered their price target to $57 from $80 They have cited concerns about their engagement trends. They also believe Netflix originals are significantly weaker in the second half of 2026

Apple $AAPL CEO John Tarnus was physically at Apple Fifth Avenue this morning for the iPhone 18 release This is the same launch day ritual Tim Cook famously routinely completed

How OpenAI & Anthropic delaying IPOs comes off

Anthropic is targeting a total of 5 GW in compute capacity by the end of the year At the end of last year, they had 1.5GW, they are aiming for 10GW by the end of 2027 aswell One of their main drivers will be the AWS partnership, they are expecting 5GW from custom Trainium chips

Anthropic is targeting a total of 5 GW in compute capacity by the end of the year At the end of last year, they had 1.5GW, they are aiming for 10GW by the end of 2027 aswell One of their main drivers will be the AWS partnership, they are expecting 5GW from custom Trainium chips

Here’s how the magnificent 7 has opened trading today🔴🟢🔴🔴🟢🔴🟢 Nvidia $NVDA -0.28%🔴 Amazon $AMZN +0.55%🟢 Apple $AAPL -0.07%🔴 Microsoft $MSFT -0.62%🔴 Tesla $TSLA +0.00%🟢 Meta $META -0.58%🔴 Google $GOOGL +2.94%🟢

Anthropic & OpenAI have said they are seeking smaller data center deals🔋 Their main targets are in the 20MW-30MW size They are attractive to the AI giants because they have higher speed to usable capacity than larger data centers

Northland has initiated coverage on IREN $IREN They have started off with a $90 price target & an outperform rating They have said Iren’s pricing power & infrastructure scale help it dominate the neocloud sector

Headlines coming out as my stocks turn green

How that one friend thinks life will be after buying 3 shares of an AI stock

Marvell $MRVL & Microsoft $MSFT are bringing payment specific hardware security directly into Azure with the launch of Azure Payment HSM v2🤖 The platform combines Marvell LiquidSecurity HSMs, Utimaco Atalla payment software, Microsoft Azure into a fully managed cloud service.

The magnificent 7 has closed the day strong🟢🟢🟢🟢🟢🟢🟢 Nvidia $NVDA +2.54%🟢 Amazon $AMZN +2.13%🟢 Apple $AAPL +1.38%🟢 Microsoft $MSFT +1.52%🟢 Tesla $TSLA +2.27%🟢 Meta $META +1.34%🟢 Google $GOOGL +1.30%🟢

Tempus AI $TEM says its core data business could grow ~30% annually for the next 5-10 years from oncology alone💊🤖 Tempus is specifically pointing to companies like OpenAI, $SPCX, Anthropic, and $GOOG for potential hyperscaler customers.

Nvidia $NVDA has committed $2B to Brookfield Fund This will be used to fund AI infrastructure projects Today is their investor day, they are targeting $10B in equity commitments

Advanced Micro Devices $AMD is planning to increase their prices by 10% after $TSM increased Recently, Taiwan Semiconductor has increased their wafer prices 5-10% across all variants AMD has recently warned clients to expect a 10% price increase in the near future due to wafer

Data center stocks are trading higher today🟢🟢🟢🟢🟢🔴🟢🟢 Nebius $NBIS +1.80%🟢 Iren Limited $IREN +2.03%🟢 Cipher Digital $CIFR +3.38%🟢 Terawulf $WULF +7.08%🟢 Galaxy Digital $GLXY +1.15%🟢 Coreweave $CRWV -3.56%🔴 Hut 8 $HUT +2.74%🟢 Applied Digital $APLD +7.26%🟢

How the public anticipates the average AI meeting