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Here’s Apple $AAPL updated iOS 27 icons compared to iOS 26 🍏

$IREN is planning to scale to 1.2GW of gross capacity in 2027🔋

Amazon $AMZN has announced they cannot restore access to their data center region in Bahrain🪫 They have reported severe physical damage from military strikes during the ongoing conflict with Iran Amazon is absorbing the near term losses as insurances have a special war

OpenAI, Google $GOOGL, & Anthropic have launched a new partnership on AI safety Going forward, they plan to test all advanced models more thoroughly before releasing to the public This partnership doesn’t require an antitrust waiver from government as the nature of the

Credo $CRDO has unveiled its 1.6T ZeroFlap transceivers The objective is predict & prevent link flaps in AI data center networks This is expected to make AI clusters run faster, and longer

Google $GOOGL Waymo is launching in Tokyo!🚗🇯🇵 They are planning to launch the countries first unmanned complex taxi system in early 2027 In order to accomplish this, they have partnered with GO, GO will provide the local rideshare network, Google will provide autonomous

Apple $AAPL has accepted Samsung’s 2027 memory pricing for Q1🧠 Samsung will be selling DRAM & NAND just about 40% With a company the size & scale of Apple accepting memory prices significantly higher tells us Samsung has ultimate pricing power

Here’s how the magnificent 7 opened trading today🟢🔴🔴🔴🔴🔴🔴 Nvidia $NVDA +0.92%🟢 Amazon $AMZN -0.56%🔴 Apple $AAPL -0.83%🔴 Microsoft $MSFT -0.75%🔴 Tesla $TSLA -0.77%🔴 Meta $META -0.43%🔴 Google $GOOGL -1.00%🔴

The kind of weapons Bernie Sanders thinks AI is developing

Rocket Lab $RKLB has funded their Iridium acquisition They have secured long term financing through Iridium’s existing credit facility. This will remove the need for $3.7B bridge facility

UBS has raised their price target on Palantir Technologies $PLTR to $250 from $220⬆️🎯 They have said they decided to bump the target after seeing accelerated growth momentum & surging demand across AI platforms

Rubrik $RBRK scaled its enterprise data security business to $100M in 2.5 years🧱 Rubrik sees identity becoming the new enterprise perimeter as attackers increasingly log in rather than break in, creating demand for recovery across Active Directory, Entra ID, Okta and other

Crwdostrike $CRWD shifted to a Flex first selling model🤖 CrowdStrike completed 935 Flex deals last quarter, roughly 3x the previous level, bringing total contracted Flex value to $2.3B.

Here’s how the magnificent 7 closed today🔴🔴🟢🟢🔴🟢🟢 Nvidia $NVDA -3.36%🔴 Amazon $AMZN -1.26%🔴 Apple $AAPL +0.24%🟢 Microsoft $MSFT +1.97%🟢 Tesla $TSLA -1.77%🔴 Meta $META +2.71%🟢 Google $GOOGL +3.22%🟢

S&P Global $SPGI says its data is deeply integrated into OpenAI financial services📰💸 Recent OpenAI study showed workflows using S&P Global's proprietary data produced <3% error rates, versus roughly 6.5% for its nearest competitor.

UBS is expecting Oracle $ORCL to see a 145% increase in revenue by 2031 Here’s their current full projection: 2025: $57B 2026: $67B 2027: $90B 2028: $130B 2029: $176B 2030: $209B 2031: $234B

How it feels trying to keep your portfolio green in 2026

Anthropic has signed a $13.7B AI compute deal with Runble $RUM 🔋 Anthropic will lease compute capacity from Maysville, Georgia. They are expecting 120 MW with the potential buildout to 180 MW The agreement will last for 6 years, costing Anthropic just over $2B a year

JPMorgan has downgraded Marathon Digital $MARA to an underweight rating🔋➡️🪫 They have also lowered their price target to $11 from $13 Their main reasoning for the downgrade was the sector peers, they believe better opportunities already exist in the sector

Ondas $ONDS has acquired GATE Technologies & Bron Technologies🚁 This instantly adds electronic safe & arm fixing capabilities across missiles, UAVs, Rockets, and other platforms This is more than likely Ondas’ push into precision strike drones, instantly increasing their TAM