Sam Badawi

Trump says the SEC chair is working to bring Hyperliquid into the U.S. market. $PURR Hyperliquid Strategies is ripping over 20% as Hyperliquid expands into tokenized and onchain markets alongside $HOOD. Let the tokenization wars begin.

$NBIS down almost 10% following a private offering this morning. What does the market expect? After the $4.3B raise in March, Nebius said it was “well-funded” for its $16-20B CapEx plan, but also made it clear roughly 60% of growth would be funded by customer prepayments and the…

$WYFI WhiteFiber is proposing a $250M convertible senior notes offering, with an option for another $37.5M, to refinance existing debt and fund data center, energy and GPU expansion. The company also warned it will need additional project financing to fully fund its expansion…

Morgan Stanley sees a path for $AMZN AWS to reach $1T in revenue over the next 8-10 years, which could drive roughly $500B in company-wide EBIT and a $500 bull-case PT by YE 2027. They believe AI margins and returns could track or even come in ahead of AWS at the same stage,…

$GOOGL is reshuffling DeepMind as it pushes harder to regain frontier AI model leadership, with Sergey Brin urging key staff to go all in on Gemini. $GOOG Chief AI Architect Koray Kavukcuoglu now has final say on major DeepMind decisions, while some teams are being moved into…