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Advanced Micro Devices $AMD at Citi Global TMT Conference🤖 The say their enterprise server CPU business grew more than 70% YoY in Q2, and expects server CPU revenue to grow 80%+ YoY in H2 2026 and another 70%+ in 2027.

Here’s how the magnificent 7 closed today🔴🔴🔴🔴🟢🔴🔴 Nvidia $NVDA -2.01%🔴 Amazon $AMZN -0.60%🔴 Apple $AAPL -1.17%🔴 Microsoft $MSFT -1.15%🔴 Tesla $TSLA +3.98%🟢 Meta $META -0.53%🔴 Google $GOOGL -0.03%🔴

Palantir $PLTR customers will be able to deploy open AI models on Nebius $NBIS infrastructure🤖🏰 The partnership makes Nebius Palantir's preferred sovereign AI infrastructure partner.

Here’s one of our first looks at the Tesla $TSLA Cybercab night view

Anthropic has backed out of the $6B Decart Acquisition👀 After finishing their due diligence, Anthropic had significantly less interest in the acquisition, The main reason why the deal didn’t go through, Decart offices are located in Tel Aviv Israel, Anthropic requested them

The U.S. Government has signed a deal for $100M each with 3 quantum companies to accelerate R&D The 3 winners include: Rigetti $RGTI +7.35%🟢 D-Wave $QBTS +10.65%🟢 Quantinuum $QNT +6.33%🟢

Palantir Technologies $PLTR just announced a new partnership with Nebius $NBIS 🔋 They have said they “Nebius is our preferred AI infrastructure partner” Sovereign AI Stack: Nebius compute & inference will directly integrate into Palantir’s enterprise perimeter Data Control:

Data center stocks are starting the week off GREEN🟢🟢🟢🟢🟢🟢🟢🟢 Nebius $NBIS +5.68%🟢 Iren Limited $IREN +6.62%🟢 Cipher Digital $CIFR +4.14%🟢 Terawulf $WULF +3.94%🟢 Galaxy Digital $GLXY +2.79%🟢 Coreweave $CRWV +7.22%🟢 Hut 8 $HUT +0.80%🟢 Applied Digital $APLD +6.31%🟢

Goldman Sachs has raised their price target to $142 from $124 on Robinhood $HOOD 🪶 They have cited their prediction market observations, they believe Robinhood’s Rothera has broken into the top 5 prediction markets. They currently show over $150M commission revenue, which the

Here’s how the magnificent 7 has began trading this week🔴🔴🔴🔴🟢🔴🔴 Nvidia $NVDA -0.13%🔴 Amazon $AMZN -0.87%🔴 Apple $AAPL -1.17%🔴 Microsoft $MSFT -1.48%🔴 Tesla $TSLA +1.17%🟢 Meta $META -0.03%🔴 Google $GOOGL -1.34%🔴

UBS has increased their price target on Bloom Energy $BE from $300 to $325⬆️🎯 The firm has cited the recent S&P 500 inclusion as a significant positive catalyst.

That one friend who has been betting against AI since the start

Micron $MU sees humanoid robotics emerging as another major long term driver of memory demand. Micron expects each humanoid could eventually require hundreds of GB of DRAM and terabytes of SSD NAND.

SpaceX $SPCX is preparing to launch Grok 4.7 as early as September🚀🤖 It's expected to be 2.1T parameters, focused on greater token efficiency. Cursor now gives SpaceXAI direct distribution into one of the largest AI coding platforms.

Relatively quiet week for earnings this week📆 $ORCL, $ADBE reporting Thursday

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