iCEO Subodh Kulkarni reported a breakthrough 2-qubit gate fidelity of up to 99.9% at 28-nanosecond gate speed on its ProDrive platform via the proprietary Adiabatic CZ scheme.
#RGTI #Rigetti #RGTIStock #RigettiComputing #QuantumComputing
Samsara posted Q4 revenue of $444.3M (+28% Y/Y), beating the $422.3M estimate, with adjusted EPS of $0.18 topping consensus by $0.05.
#IOT #IOTStock #Samsara #SamsaraStock #AIData
Loop Capital initiated Astera Labs with a Buy rating and $250 price target, calling it "the company most representing a diversified AI silicon 'pure play' outside of Nvidia."
#ALAB #ALABStock #AsteraLabs #AsteraLabsStock #AIChips
Broadcom CEO Hock Tan threw his weight behind direct-attach copper for AI data center scale-up connectivity, sending Credo Technologies up nearly 12% on Wednesday while Lumentum and Coherent fell over 4% and 7% respectively.
#CRDO #LITE #COHR #Credo #Lumentum
BlackSky Technology secured a seven-figure contract under the NGA Luno A Facility Monitoring Delivery Order.
#BKSY #BlackSkyStock #BlackSkyTechnology #SpaceTech #EarthObservation
Amprius Technologies posted Q4 revenue of $25.23M (+137.3% Y/Y), beating estimates by $2.32M, with Non-GAAP EPS of -$0.01, beating by $0.03.
#AMPX #Amprius #AMPXStock #AmpriusTechnologies #AmpriusTechnologiesStock
Marvell posted record FY2026 revenue of $8.195B (+42% Y/Y), with Q4 revenue of $2.22B (+22% Y/Y) and adjusted EPS of $0.80, both narrowly beating estimates.
Non-GAAP EPS of $2.84 grew 81% year-over-year.
#MRVL #MRVLStock #Marvell #MarvellStock #ASICs
The U.S. has issued a 30-day waiver allowing India to purchase Russian oil as the Iran conflict disrupts Gulf supplies.
#India #RussianOil #StraitOfHormuz #Iran #OilMarkets
Apple unveiled the MacBook Neo, a 13-inch, 2.7-pound laptop starting at $599.
It features a durable aluminum design and comes in four colors: silver, indigo, blush, and citrus.
#AAPL #AAPLStock #AppleStock #MacBookNeo #MacBook
The U.S. Nuclear Regulatory Commission approved construction of Bill Gates-backed TerraPower's 345 MW Natrium reactor in Wyoming — the first commercial next-generation reactor approval in nearly a decade.
#TerraPower #NuclearEnergy #AdvancedNuclear #CleanEnergy #EnergyTransition
Nvidia has halted H200 chip production destined for China, reallocating TSMC manufacturing capacity toward its next-generation Vera Rubin hardware.
#NVDA #Nvidia #VeraRubin #NvidiaH200 #China
IREN has agreed to purchase 50,000 Nvidia B300 GPUs, expanding its total fleet to 150,000+ GPUs.
Deployment will occur in phases through H2 2026 across its data centers in Mackenzie, British Columbia and Childress, Texas.
#IRENStock #NVDA #Nvidia #NvidiaB300 #GPU
Broadcom posted Q1 revenue of $19.31B, beating estimates by $170M, with Non-GAAP EPS of $2.05 beating by $0.03.
#AVGO #Broadcom #AIChips #ASICs #AIRevenue
President Trump met privately with Coinbase CEO Brian Armstrong before publicly backing the crypto industry's position in a standoff with banks that has stalled digital asset legislation.
#Coinbase #COINStock #Crypto #Stablecoin #GeniusAct
The Senate rejected the War Powers Resolution 47-53, giving Trump an unobstructed runway to continue military operations in Iran.
#Iran #Israel #War #China #Geopolitics
Netflix is expanding its Ads Suite with new retail and behavioral targeting capabilities launching in the U.S. in Q2, with other markets to follow.
#NFLX #Netflix #DigitalAdvertising #AmazonDSP #YahooDSP
The U.S.-Israel-Iran conflict is disrupting autonomous vehicle operations across the Gulf.
Baidu's Apollo Go and Pony AI are also reassessing their Gulf presence, with some services paused and testing schedules adjusted indefinitely.
#WRD #WeRide #UBER #BIDU #PONYStock
Three additional U.S. cabinet-level agencies — State, Treasury, and Health and Human Services — are phasing out Anthropic's AI products, joining the Pentagon in shifting to rivals including OpenAI and Google under a White House directive.
#Anthropic #OpenAI #GoogleGemini #ChatGPT #Claude
RBC initiated Ormat Technologies with an Outperform rating and $130 price target, citing geothermal energy as ideally suited for hyperscaler demand.
#ORA #Ormat #ORAStock #OrmatTechnologiesStock #Geothermal
EVgo posted a strong Q4 with revenue of $118.47M (+75.5% Y/Y), beating estimates by $15.86M, and GAAP EPS of -$0.04, beating by $0.03.
Charging network revenue hit a record $64M (+37% Y/Y), marking 16 consecutive quarters of double-digit growth.
#EVGO #EVGOStock #EVCharging #ElectricVehicles
NextEra Energy plans to build 15–30 GW of new generation capacity for U.S. data centers by 2035.
30 GW is enough to power ~22M homes, or to power every home in California.
#NEEStock #NextEraEnergy #NextEra #DataCenter #AIEnergy
Micron has begun shipping customer samples of its 256GB SOCAMM2, claiming the title of highest-capacity LPDRAM module in the industry.
#MU #Micron #MUStock #MicronStock #LPDRAM
ASML is moving into advanced packaging equipment, targeting what was once a low-margin volume business now transformed into a lucrative high-margin opportunity by the complexity of AI chip manufacturing.
#ASML #ASMLStock #AdvancedPackaging #AIChips #Semiconductors
The Iran conflict is creating two distinct investment plays. In the near term, safe havens dominate — gold, the dollar, and crude oil — as markets wait for clarity.
#Iran #Investing #Geopolitics #MiddleEast #ITA
The newest Midnight aircraft is in its piloted VTOL flight test campaign, with Type Inspection Authorization (TIA) activities with the FAA targeted for later this year.
#ACHRStock #JOBYStock #ArcherAviation #JobyAviation #eVTOL
Defense Secretary Pete Hegseth clarified the scope of U.S. military action against Iran, stating it was not "a democracy-building exercise" and "not a so-called regime change war".
#ITA #AVAV #NOC #IranStrike #MiddleEast
Each deal includes a multi-billion-dollar purchase commitment, future capacity access rights for advanced laser and optical components, and $2B in R&D and capacity buildout funding.
#LITE #COHR #NVDA #Coherent #Lumentum
Oil markets surged as U.S.-Iran fighting effectively halted tanker traffic through the Strait of Hormuz, with at least three ships attacked near the waterway and Saudi Arabia's largest refinery Ras Tanura targeted.
#SLB #OII #SLBStock #OIIStock #OilPrices
Anthropic's Claude surpassed ChatGPT to claim the No. 1 spot on Apple's free app rankings over the weekend, with OpenAI's ChatGPT falling to No. 2 and Google's Gemini at No. 3.
#Anthropic #Claude #ChatGPT #AISafety #Pentagon
Vodafone and Amazon's low Earth orbit satellite network Amazon Leo have partnered to connect 4G and 5G mobile sites in remote and underserved areas across Europe and Africa.
#AMZN #AMZNStock #AmazonLeo #AmazonStock #Vodafone
