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Nebius Group $NBIS new $3.5B Citi $C facility has a 364 day maturity, with initial interest at Term SOFR + 2.75%, rising to a maximum spread of 3.50%.

Nvidia $NVDA new DSX POD moves AI infra integration from data center sites into factories. Vera Rubin compute, networking, rack level power, liquid cooling, cabling & piping are assembled and validated before shipment, reducing onsite construction complexity.

The chances of SpaceX $SPCX & Tesl $TSLA merging before 2028 have climbed to 70% If this was to happen, we would be witnessing the largest corporate conglomerate in history

Bloom Energy $BE is preparing manufacturing expansion beyond 5 GW. They say automation has enabled a 10× increase in stack output with roughly 600 workers per production line, supporting higher volumes without proportional labor growth.

Here’s how the magnificent 7 has closed trading today🔴🔴🔴🟢🔴🔴🔴 Nvidia $NVDA -0.59%🔴 Amazon $AMZN -0.95%🔴 Apple $AAPL -0.14%🔴 Microsoft $MSFT +0.66%🟢 Tesla $TSLA -0.63%🔴 Meta $META -0.96%🔴 Google $GOOGL -1.24%🔴

Palantir $PLTR is expanding its enterprise reach through Stagwell $STGW. Stagwell will bring Palantir powered AI solutions to clients across its network, targeting marketing operations, audience intelligence & campaign performance.

There was multiple analyst price target changes after their earnings report yesterday JP Morgan: $314 to $292 (maintain overweight) Bernstein: $282 to $306 (maintain market perform) Roth Capital: $260 to $230 (maintain neutral) BTIG: $295 to $250 (maintain buy) Morgan

The most realistic use case for the iPhone Duo

Robinhood $HOOD has received approval from the Dubai Financial Services Authority to introduce retail trading🪶 They are targeting their lunch in early 2027 They will begin to support 10 asset classes including stocks ETFs, cryptocurrencies, and investment tokens

Here’s how the magnificent 7 has opened trading today🔴🔴🟢🟢🔴🔴🔴 Nvidia $NVDA -0.73%🔴 Amazon $AMZN -0.50%🔴 Apple $AAPL +1.00%🟢 Microsoft $MSFT +0.09%🟢 Tesla $TSLA -1.42%🔴 Meta $META -1.22%🔴 Google $GOOGL -0.91%🔴

Apple $AAPL iPhone Duo has just launched in stores They are currently charging: 256GB for $1,999 512GB for $2,199 1TB for $2,599 2TB for $3,199

Philip securities has upgraded SpaceX $SPCX from a sell to a buy rating while moving target to $250 from $75 They have cited compute demand rapidly increasing, they believe SpaceX compute is running ahead of supply positioning themselves perfectly to capitalize on the increased

Lam Research $LRCX expects global wafer fabrication equipment spending to exceed $200B in 2027, up from the mid $150B range in 2026. DRAM is projected to lead percentage growth, followed by leading edge foundry logic & NAND, driven by AI infrastructure demand.

Here’s how the magnificent 7 has closed trading today🔴🔴🟢🔴🔴🔴🔴 Nvidia $NVDA -4.40%🔴 Amazon $AMZN -4.57%🔴 Apple $AAPL +1.23%🟢 Microsoft $MSFT -2.23%🔴 Tesla $TSLA -3.08%🔴 Meta $META -6.98%🔴 Google $GOOGL -3.15%🔴

Nvidia $NVDA announced 100+ partners advancing AI agent safety through OpenShell. - OpenAI - Anthropic - Microsoft $MSFT - Amazon $AMZN - Google $GOOGL - Palantir $PLTR - SpaceX $SPCX The ecosystem spans AI models, cloud infrastructure, cybersecurity & enterprise software.

Bloom Energy $BE just reported earnings⚡️ Revenue: $1.23B Vs $1.07B EST EPS: $0.94 Vs $0.67 EST

Western Digital $WDC just reported earnings Revenue: $4.38B Vs $4.15B EST EPS: $4.64 Vs $4.10 EST

Bloom Energy $BE reports earnings today after close⚡️ The implied move is: 8.56% The expectations are: Revenue: $4.14B EPS: $4.06 Expect numbers at 4:02PM EST Here’s the Historical Earnings Data👇

Western Digital $WDC reports earnings today after close The implied move is: 6.25% The expectations are: Revenue: $4.14B EPS: $4.06 Expect numbers at 4:02PM EST Here’s the Historical Earnings Data👇

Affirm $AFRM announced a new buy now pay later partnership with Sam’s Club $WMT Affirm will be exclusive financing partners However, Walmart uses their own developed financing tool called OnePay