Shay Boloor

$WMT is down ~10% and on pace for its worst day since 2022 after U.S. growth slowed to a six-year low. U.S. same-store sales rose just 2.6% which was well below the 3.8% expected.

$IONQ is expanding deeper into Canada’s quantum ecosystem after signing an MOU with CMC Microsystems to join the country’s $217M FABrIC initiative. The partnership would give Canadian researchers and SMEs cloud access to IonQ’s trapped-ion systems through the QCS platform.

Bank of America sees $NVDA as one of the cheapest ways to own the AI buildout with a $350 price target. Nvidia using its massive FCF to secure “every input” across chips, land, power and data center capacity while GPU rental rates remain strong and compute stays scarce. That…

Jensen Huang just said the next bottleneck in AI is “land, power and shell” as compute demand grows faster than frontier labs can secure infrastructure. $NVDA is now using its balance sheet to lock in long-lived sites like PORTS-Pike where each compute generation could support…

Morgan Stanley sees a path to $500 for $AMZN as AWS enters what could be a decade-long compute capacity supercycle. Its model has AWS scaling to 120 GW by 2035 which drives revenue above $1T as Amazon says AI economics are already tracking “a little ahead” of AWS at the same…

$TSLA is reportedly preparing to unveil its long-delayed Roadster as early as this month with a $SPCX powered version using cold-gas thrusters to “fly.” What started as Tesla’s next hypercar has evolved into a showcase of Tesla and SpaceX engineering increasingly converging.

$SNDK says HBF matches HBM’s 12.8 TB/s bandwidth while offering 4TB per GPU versus just 192GB dramatically expanding memory capacity for inference. In internal Qwen3 testing, one HBF GPU handled a workload that needed eight HBM GPUs while four HBF GPUs matched the output of…

$IREN has delivered the first 50MW Horizon facility to $MSFT while $NVDA validated the GB300 deployment with Exemplar Cloud status. If Horizons 2–4 land on schedule this year then IREN will scale that buildout to 200MW as it works toward 480MW in 2026 and 1.2GW in 2027.

$IREN delivered Horizon 1 to $MSFT and earned $NVDA Exemplar Cloud status validating first 50MW of infrastructure tied to its $9.7B Microsoft contract IREN says it proves the company can “execute complex AI infrastructure projects at speed and scale” as it targets 1.2GW in 2027

$SPCX about to hit $150 😳…