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WealthWise
Vicor shares jumped more than 10% in extended trading after the company raised its Q3 2026 sequential revenue-growth guidance from more than 20% to more than 30%, citing higher royalties from its first non-exclusive Vertical Power Delivery (VPD) license.
Vicor had already raised its Q3 growth outlook from nearly 10% to above 20% on Sept. 21, making this the second guidance increase in September.
#VICR #Vicor #VerticalPowerDelivery #VPD #AI #AIInfrastructure #DataCenters #PowerSemiconductors #PowerElectronics #Semiconductors #Nvidia #NVDA #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
14 hours ago | [YT] | 0
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WealthWise
Analyst David Williams called Pasqal “one of the most commercially advanced neutral-atom quantum platforms,” citing its ability to generate revenue from analog computing today while developing toward digital, fault-tolerant systems.
“The analog platform supports targeted simulation, optimization, materials and hybrid workloads today while advancing the digital gates, logical qubits, error correction and fault tolerance required for utility-scale digital on the same underlying platform.”
Pasqal has seven QPUs installed and three in production, with manufacturing capacity of up to 13 systems annually; there is “room to scale without a major near-term capacity build,” Williams added.
The company reported €4.9 million in H1 2026 revenue and €70.4 million in booked and awarded business, while holding about €312.9 million in cash following its Nasdaq listing.
Other positives the company has going for it include economics for neutral-atom, which Williams calls a "core differentiator"; existing integration with high-performance computing companies, including integration with Nvidia's CUDA-Q and Slurm; and a strong balance sheet.
#PSQL #Pasqal #QuantumComputing #Quantum #NeutralAtom #QuantumTechnology #AI #ArtificialIntelligence #Nvidia #NVDA #CUDAQ #HPC #Supercomputing #DeepTech #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
15 hours ago | [YT] | 0
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WealthWise
DeepSeek has partnered with Huawei to develop and open-source software for Huawei’s Ascend AI chips, including TileLang, a high-level programming language positioned as an alternative to Nvidia’s CUDA.
The collaboration also includes compute and communication libraries and a 128-chip Ascend 950 “supernode” optimized for both computation and communication.
DeepSeek said, “TileLang was created precisely to meet this need,” offering “a simpler programming model” than CUDA.
#NVDA #DeepSeek #Huawei #Nvidia #AI #ArtificialIntelligence #AIChips #Semiconductors #CUDA #TileLang #Ascend #AIInfrastructure #ChinaTech #ChipDesign #MachineLearning #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
16 hours ago | [YT] | 0
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WealthWise
Robinhood unveiled its “most ambitious” active-trading lineup at HOOD Summit, including Robinhood Agents, Agent Apps, perpetual crypto futures, earnings contracts and plans for 24/7 weekend trading of a curated group of U.S. stocks and ETFs.
Agents are now rolling out in the app and can research markets, develop strategies and trade automatically; Loops will enable recurring, always-on strategies.
Robinhood also made Robinhood Social available to all eligible customers.
Perpetual futures are rolling out to eligible U.S. customers, with up to 10x leverage on BTC and ETH, while weekend equity trading remains subject to regulatory review.
#HOOD #Robinhood #AI #ArtificialIntelligence #AITrading #Trading #Investing #Stocks #StockMarket #Crypto #Bitcoin #Ethereum #PerpetualFutures #PredictionMarkets #Fintech #ActiveTrading #RetailTrading #Technology #TechStocks #WallStreet #Markets #Finance
17 hours ago | [YT] | 1
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WealthWise
Stablecoin issuers are becoming a larger source of demand for U.S. Treasuries, with the San Francisco Fed estimating their holdings could nearly double to about $400 billion by the end of 2030 if recent growth continues.
Over the past five years, stablecoin issuers have added roughly $200 billion of Treasury securities, offsetting more than 40% of the decline in China’s holdings.
The shift is concentrated in short-term Treasury bills, unlike China’s reduction in longer-duration Treasuries. Stablecoin issuers favor short-term Treasury bills because they need highly liquid assets to maintain their 1:1 dollar backing. The 2025 GENIUS Act formalized this reserve approach for covered domestic issuers.
Tether and USD Coin accounted for more than 80% of stablecoin market capitalization as of mid-August, and their issuers hold substantial short-term Treasuries to support dollar convertibility.
The Fed paper says cross-border adoption could drive further growth, particularly in emerging markets, but stresses that the $400 billion figure is a projection with significant uncertainty around regulation and competition from banks.
#USDT #USDC #Stablecoins #Tether #Circle #Treasuries #USTreasuries #USDebt #Crypto #Cryptocurrency #DigitalAssets #Bitcoin #Ethereum #DeFi #Blockchain #Fintech #FederalReserve #Economy #Markets #Finance #Investing #Stocks #WallStreet
1 day ago | [YT] | 1
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WealthWise
RBC said Xanadu offers exposure to photonic quantum computing and has a path toward a fault-tolerant quantum data center, while acknowledging commercialization remains years away.
“Xanadu provides investors with exposure to quantum computing, a generational opportunity, and photonics, a unique modality. While multiple years remain before commercialization, Xanadu has achieved key development milestones to date and has a path towards a fault-tolerant quantum data center,” said RBC analysts.
RBC sees potential revenue from quantum-computing access, hardware, software and photonic-technology licensing. It expects meaningful commercial revenue only around mid-2029 and flags funding needs and potential share dilution as risks.
#XNDU #Xanadu #QuantumComputing #Quantum #Photonics #QuantumTechnology #AI #ArtificialIntelligence #AMD #ASML #Bluefors #Semiconductors #DeepTech #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
1 day ago | [YT] | 0
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WealthWise
Oppenheimer initiated coverage on FuelCell Energy with an Outperform rating and $24 price target, while analyst Colin Rusch sees the company expanding annual manufacturing capacity to 500 MW by fiscal 2029.
FuelCell’s FY2026 sales pipeline reached roughly 10 GW, with about 97% tied to data centers and average proposal size rising to 204 MW.
Commercial commitments are emerging: FuelCell has a 380 MW Fit Energy agreement, but only the initial 30 MW phase carries an effective payment obligation; the remaining 350 MW is subject to Fit Energy’s future elections.
The company also secured a separate 75 MW capacity reservation with a major data-center operator in Texas.
FuelCell reported $3.6B of combined committed and awarded-capacity backlog as of July 31.
#FCEL #FuelCellEnergy #DataCenters #AI #AIPower #FuelCells #Energy #CleanEnergy #Power #Electricity #Grid #EnergyTransition #AIInfrastructure #DataCenterInfrastructure #EnergyStocks #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
1 day ago | [YT] | 0
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WealthWise
Lumentum shares rose after GF Securities said Nvidia’s co-packaged optics (CPO) scale-out is ramping faster than expected, potentially accelerating demand for Lumentum’s optical lasers.
GF forecasts Nvidia CPO switch shipments of 15,000 in 4Q26, 16,000 in 1Q27, 30,000 in 2Q27 and 100,000 in 2027.
Analyst Alicia Xia said TSMC has expanded CPO testing capacity and suppliers are progressing toward system integration.
GF estimates Lumentum’s CPO laser revenue could rise from $427M in 2027 to $750M in 2028, while NPO laser revenue could jump from $501M to $2.55B.
Xia expects NVL576-based CPO/NPO systems to begin adoption in 2H27 and says Feynman is being developed in both CPO and NPO variants.
Lumentum previously said its Nvidia optical scale-out products were already shipping and that demand had generated additional backlog.
#LITE #NVDA #Lumentum #Nvidia #Photonics #CPO #CoPackagedOptics #NPO #NearPackagedOptics #OpticalNetworking #SiliconPhotonics #AI #AIInfrastructure #DataCenters #Networking #Semiconductors #TSMC #TSM #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
1 day ago | [YT] | 1
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WealthWise
Anthropic's confidential IPO prospectus confirms a $42 billion net loss in 2025 and plans to spend "$518 billion on cloud, computing and infrastructure obligations in coming years," according to documents reviewed by Reuters.
Fact-checking verifies these numbers, noting that approximately $34 billion of the net loss stems from an accounting charge tied to financing valuation, rather than operating cash expenditures.
The company experienced massive growth as revenue surged 12-fold to nearly $4.6 billion, though operating losses widened to $8.06 billion driven by a threefold increase in compute and infrastructure spending to $7.33 billion.
Anthropic holds $20.28 billion in cash reserves and disclosed that AI progress will be "limited principally by the availability of compute".
Recent reports reveal Anthropic is targeting a valuation exceeding $2 trillion, with its public debut expected after the November 2026 US midterm elections.
To secure required computing power, the startup expanded its agreement with SpaceX up to $84.5 billion through 2029, a sharp increase from previous estimates.
Approximately 80% of Anthropic's $518 billion decade-long infrastructure outlay consists of non-cancelable minimum commitments. This massive budget features a $111.1 billion obligation to Google, $110 billion to Amazon, and $31.4 billion to Microsoft.
Highlighting the strict nature of these deals, the prospectus states, "If our actual spend falls short, we must pay Google the difference". The filing also dedicates significant space to risk factors, warning advanced AI could pose "catastrophic or existential risks to humanity".
#Anthropic #ANTHRO #SpaceX #SPCX #AnthropicIPO #AI #ArtificialIntelligence #CloudComputing #IPO #TechStocks #Investing #StockMarket #Finance #WallStreet
1 day ago | [YT] | 1
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WealthWise
Amprius Technologies has been awarded up to $75 million from the U.S. Department of War through its IBAS program to convert an existing U.S. EV-battery line into high-volume production of silicon-anode batteries for Group 1–3 military drones.
The roughly $100 million project is expected to be completed in early 2028, with capacity for up to 12 million cells annually.
The cells are intended to meet NDAA domestic-sourcing requirements and expand Amprius’ U.S. production capacity.
The company said the project will use in-kind contributions from its South Korean manufacturing partner.
Amprius also recently launched its SiCore 500 cells for unmanned aviation.
Fact check: The $75M award is real, but only about $22M is currently obligated; the remainder depends on future appropriations and achievement/acceptance of milestones. The 12M-cell capacity and early-2028 completion are company projections, not current production.
#AMPX #Amprius #Batteries #DroneBatteries #Drones #UAV #DefenseTech #Defense #SiliconAnode #EnergyStorage #BatteryTech #Aerospace #MilitaryTech #CleanTech #Technology #TechStocks #Stocks #Investing #StockMarket #WallStreet #Markets #Finance
2 days ago | [YT] | 2
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