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| 日期 | 订阅者增长 | 提及 | 频道 | |
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频道帖子
$PLTR
Palantir announces the US Army’s TITAN (Tactical Intelligence Targeting Access Node) has entered production, with delivery of eight systems including advanced and basic variants for mobile ground stations.
• TITAN uses AI and machine learning to integrate data from space, high-altitude, aerial, and terrestrial sensors for actionable targeting and long-range precision fires.
| 2 | China commerce vice minister Li Chenggang met with US-China Business Council on Wednesday: ministry statement | 73 |
| 3 | Costco $COST just reported revenue of $23.7 Billion of revenue in August up 9.9% YoY | 71 |
| 4 | Japan’s 10 year bond crosses 3% and US 4.8%. As their government debt and deficits go up, central banks may have no option but to expand balance sheets( print money). If so, inflation goes up, short end rates go up. Be ready for a roller coaster ride in interest rate markets!
Japan’s 10-year bond yield crossing 3% and the US 10-year at 4.8%, signaling rising borrowing costs in major developed economies.
• Escalating government debt and deficits could compel central banks to expand balance sheets via money printing, potentially driving higher inflation and short-term rates.
• Be warned of Increased volatility in global interest rate markets, urging investors and policymakers to prepare for a turbulent period ahead. | 71 |
| 5 | $ASTS received an upgrade
Berenberg initiated $ASTS at Buy with a $92 price target calling it the only company to have demonstrated “true cellular broadband from space to unmodified smartphones.” | 66 |
| 6 | Jensen Huang at the G20, summing up the $NVDA model:
“You monetize energy in $$$ per kWh. Today, it’s dollars per million tokens.”
“One gigawatt is about $50B-$60B.”
A leading-edge fab used to be the $25B mega-project. One GW of AI is roughly 2x that | 66 |
| 7 | JUST IN: Credo $CRDO reports:
• Revenue: $479.0M vs. $472M est.
• Adjusted EPS: $1.20 vs. $1.17 est.
$CRDO down 20% after hours | 67 |
| 8 | 没有文字... | 62 |
| 9 | China is increasingly relying on Russian oil amid the Iran War.
China’s imports of Russian oil rose by ~200,000 barrels per day in August, to ~1.6 million barrels per day, their highest since March.
This marks the 3rd consecutive monthly increase, bringing the cumulative gain over that stretch to ~500,000 barrels per day.
This is now above the levels seen in the last 4 months of 2025.
By comparison, China imported ~2.0 million barrels per day from Russia in Febr | 60 |
| 10 | US judge halts Trump administration from enforcing latest executive order restricting birthright citizenship | 63 |
| 11 | $SNOW Snowflake Q2 FY27 (July quarter):
• Revenue +35% Y/Y to $1,547M ($70M beat)
• Non-GAAP EPS $0.62 ($0.17 beat)
• Customers > $1M +27% Y/Y to 828
• Net Retention 126% (+1pp Y/Y)
• FY27 Product revenue +36% Y/Y ($230M raise) | 62 |
| 12 | 没有文字... | 72 |
| 13 | $AVGO Q3 EARNINGS
• Revenue $29.6B vs Est. $29.5B
• EPS $3.32 vs Est. $3.24
• FCF $13.7B vs Est. $13.8B
• AI Semiconductor: $16.7B (+221% YoY)
Q4 Guidance
• Revenue $34.8B vs Est. $35.1B
• AI Semiconductor: $21.7B (+236% YoY) | 69 |
| 14 | META PLATFORMS $META CEO MARK ZUCKERBERG JUST POSTED THIS:
"Muse Spark 1.3 is rolling out today with frontier performance almost too cheap to meter. This is the biggest jump we've made so far on coding and agentic work." | 82 |
| 15 | GOPRO IS NOW AN AI DATA CENTER COMPANY??
GoPro announced today that it is merging with Starman Optical, a private photonics company. GoPro also said it will exapdn into the AI data center and defense markets - CNBC | 154 |
| 16 | $EOSE and $GOOGL are bringing a new solar and long-duration storage project to West Virginia that will operate as a single dispatchable resource on the PJM grid.
Eos is providing the long-duration storage that extends solar output and adds firmer capacity to the grid. | 161 |
| 17 | Google launches the Gemini 3.8 Flash reasoning model. | 175 |
| 18 | Google launches the Fairwind Program for cyber defense. $GOOGL | 173 |
| 19 | Trump: Now that we have the Strait under US control, should we change the name of the Hormuz Strait to the Trump Strait??? - Truth Social | 174 |
| 20 | US Secretary of State Rubio: If there's no deal, there will be consequences for Canada. | 187 |
