5 days ago
Toto, we're not in Muskoka anymore.
"Sterling Point" star Ella Rubin has officially landed at Paris Fashion Week, and at the Chanel spring 2027 presentation, no less. Surrounded by Nicole Kidman, Alexa Demie, Dua Lipa and more, the 25-year-old actress — who, since the release of Amazon Prime's YA series this past summer, has earned comparisons to Hollywood royalty such as Julia Roberts and Anne Hathaway — made her much-anticipated front row debut with the kind of quiet glam that screamed "It" girl.
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#toto #sterling
"Sterling Point" star Ella Rubin has officially landed at Paris Fashion Week, and at the Chanel spring 2027 presentation, no less. Surrounded by Nicole Kidman, Alexa Demie, Dua Lipa and more, the 25-year-old actress — who, since the release of Amazon Prime's YA series this past summer, has earned comparisons to Hollywood royalty such as Julia Roberts and Anne Hathaway — made her much-anticipated front row debut with the kind of quiet glam that screamed "It" girl.
More from WWD
Dua Lipa Slips Into Chanel Mushroom Slingbacks That Continue the Brand's Garden Details Trend
Getting Ready for Valentino Spring 2027 With Colman Domingo
#toto #sterling
21 days ago
Bloom Energy Corporation (NYSE:BE) garnered significant investor attention after it unveiled a new 800V DC-native fuel-cell power architecture on September 16, designed to supply continuous direct current to the next generation of AI data centers.
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.
#energy #architecture
These solid-oxide fuel cells can generate continuous 800V DC power natively, rather than producing AC power that then has to be converted into DC that AI computing equipment ultimately consumes. This potentially removes several conversion stages, such as transformers and switchgear, thus lowering capital cost and energy losses.
Bloom claims that its technology can cut non-compute capital expenditures for a 1 GW data center by $3.6 billion, or 27%, and lower five-year total cost of ownership by $5.5 billion, or 9%, compared to traditional AC-based infrastructure.
With this technology, Bloom Energy is targeting one of the biggest bottlenecks in the ongoing AI boom – securing large amounts of reliable power quickly and economically. If 800V DC becomes widely adopted across AI data centers, the company will benefit not only from the soaring power demand, but also from a broader shift in how that power is generated and delivered.
Bloom Energy pointed to Nvidia's planned adoption of 800V DC architecture beginning with Rubin Ultra and Kyber systems as an indication of where data center power infrastructure is heading. In its 2026 Mid-Year Data Center Power Report, Bloom claimed that data center leaders expect DC-based architectures to account for 58% of new deployments by 2030, potentially creating a significant market for technologies designed around direct-current power delivery.
#energy #architecture
21 days ago
Elon Musk has never shied away from ambitious timelines, and his most recent one connects two companies directly together. In a post on X dated September 13, Musk stated that he is "highly confident" that **** e Exploration Technologies Corp. (NASDAQ:SPCX) will transport NVIDIA Corporation (NASDAQ:NVDA) Vera Rubin NVL72 AI computers into orbit next year, repeating a plan that has already moved both companies' stock this year.
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.
#Companies
The comment strengthens **** eX's Starmind concept, which aims to establish AI data centers in orbit rather than on the ground. The first satellite, named Starmind AI1, will carry a **** e-optimized version of NVIDIA's Vera Rubin NVL72 rack-scale system. The standard terrestrial NVL72 combines 72 Rubin GPUs and 36 Vera CPUs, although **** eX and NVIDIA have not disclosed the final configuration of the orbital version. **** e Exploration Technologies Corp. (NASDAQ:SPCX) plans to launch the satellite in the fourth quarter of 2027 and reach substantial scale by 2028. Musk's plan isn't new; during **** eX's first earnings conference as a public company in August, he stated that the company would build exclusively on NVIDIA hardware in the future, calling the Vera Rubin architecture the best available AI computer design.
Musk's central point is that **** e is, in the long run, the most cost-effective area to develop AI computing. He cites solar power availability in orbit as a crucial advantage, and estimates that within two to three years, **** e might become the lowest-cost place for AI computing in general, describing the orbital architecture as simpler, less expensive, denser, and lighter than a standard data-center rack. Not everyone believes the physics and economics will align on Musk's timeframe. Microsoft President Brad Smith has publicly questioned the broader concept, telling reporters that he would be surprised if companies actually transferred computation from land to low-Earth orbit.
For NVIDIA Corporation (NASDAQ:NVDA), the read-through is simple: **** e-based computing would represent a new, if early-stage and speculative, source of demand for its Vera Rubin platform, on top of the company's strong position in terrestrial AI infrastructure. According to some **** yst models, **** eX accounts for approximately 5% of NVIDIA's revenue.
SpaceX's reasoning is more convoluted. The plan is entirely dependent on the success of Starship, **** eX's next-generation rocket system, which still needs to demonstrate its capacity to handle launch frequency and reliability on the scale Musk describes. When Musk said during **** eX's August earnings call that the company would build its future AI infrastructure exclusively on NVIDIA, NVDA shares rose more than 4%, while **** eX's shares fell more than 10% before paring losses, reflecting investor concerns about execution risk and capital intensity, despite the fact that the NVIDIA relationship was well received.
#Companies
22 days ago
In technology, the loudest applause usually comes at the demo, not the delivery. A flashy prototype draws headlines. The unglamorous rollout that actually generates revenue often gets a shrug.
CoreWeave, Inc. (CRWV) just lived that gap. The AI cloud provider rents out Nvidia Corporation (NVDA) chips to companies building artificial intelligence systems.
On Wednesday, September 16, it said it had linked hundreds of Nvidia's newest Rubin GPUs into a single working cluster, not just a test rack, according to the announcement.
For investors, that business model makes CRWV one of the most direct public ways to bet on AI infrastructure demand, without owning a chipmaker outright.
Nvidia, by contrast, is best known as the company that designs the GPUs everyone in the AI race is trying to get their hands on.
#crwv #NVIDIA #corporation #rubin
CoreWeave, Inc. (CRWV) just lived that gap. The AI cloud provider rents out Nvidia Corporation (NVDA) chips to companies building artificial intelligence systems.
On Wednesday, September 16, it said it had linked hundreds of Nvidia's newest Rubin GPUs into a single working cluster, not just a test rack, according to the announcement.
For investors, that business model makes CRWV one of the most direct public ways to bet on AI infrastructure demand, without owning a chipmaker outright.
Nvidia, by contrast, is best known as the company that designs the GPUs everyone in the AI race is trying to get their hands on.
#crwv #NVIDIA #corporation #rubin
23 days ago
Elon Musk is getting serious about putting artificial intelligence (AI) into orbit. The ***** eX (SPCX) CEO is reportedly confident the company can launch Nvidia (NVDA) powered AI systems into ***** e in 2027. ***** eX and Nvidia are working on a ***** e-optimized version of Nvidia's Vera Rubin NVL72 platform, and Musk says the system should be lighter, denser, and cheaper than a traditional data-center rack. That matters because ***** eX is trying to turn orbital computing into a major business, while Nvidia could gain another market for its AI hardware.
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
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#NVIDIA #SpaceX #much #still
The opportunity is much bigger than a headline. ***** eX could eventually sell computing capacity from satellites just as it sells broadband through Starlink. Meanwhile, Nvidia could supply the chips behind that infrastructure. Investors should still remember that this is an emerging business, and commercial scale is not expected immediately. Still, the plan gives both companies another way to capitalize on the AI spending boom.
Why It's Time to Load Up on Nvidia Stock
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Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
#NVIDIA #SpaceX #much #still
24 days ago
Nvidia's (NVDA) Vera Rubin GPUs claim 70% of the $4M VR200 rack bill of materials, while Micron (MU) benefits from the 22% memory slice.
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."
#rack #materials #vera
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."
#rack #materials #vera
24 days ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
24 days ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
26 days ago
On September 10, LightPath Technologies (NASDAQ:LPTH) reported fiscal fourth-quarter and full-year results that turned a multiyear strategic bet into a financial statement. Revenue nearly doubled for the year, margins expanded, and the company walked away from its last manufacturing ties to China. For a small-cap optics supplier that spent years explaining a strategy, this was the quarter the strategy started explaining itself.
Annual revenue climbed 92.7% to $71.7 million from $37.2 million, and the fourth quarter alone hit a record $21.2 million, up 73.8% year over year. That growth is not just volume. Full-year gross margin expanded to 36% from 27.2%, and the fourth quarter came in even higher at 39.4%, because ****** emblies, modules and cameras now make up 44% of annual sales instead of being sold as raw components.
CEO Sam Rubin said the shift reflects both a change in what LightPath sells and better execution on what it already made, noting every one of its four product groups improved margin for the year. Backlog finished at $110.9 million, up 197% from $37.4 million a year earlier, with $85.6 million of it scheduled for delivery within 12 months. Weeks after the fiscal year closed, the company booked another $24 million in counter-UAS orders, and some of those programs have already moved to monthly delivery cadences of tens of units.
LightPath also completed its exit from China, selling its subsidiary there for $4.5 million paid out over five years, leaving the company with no manufacturing footprint in a country that increasingly can't supply the defense primes it depends on. That matters because defense programs face a deadline this decade to source optics away from covered nations, and qualification cycles run two to three years, meaning the sourcing decisions being made now will determine who wins contracts in 2029 and 2030.
The company's fourth-quarter net loss narrowed to $4.1 million from $7.1 million a year earlier, but full-year operating expenses jumped to $45.5 million from $22 million, and $15.6 million of that was a noncash charge tied to G5 Infrared outperforming the earnout targets set at acquisition. Management called that charge mostly behind the business now that the final G5 payout has been accrued for January 2027, but it is a reminder that acquisition accounting can swing the income statement even when operations are healthy.
#year #quarter #China
Annual revenue climbed 92.7% to $71.7 million from $37.2 million, and the fourth quarter alone hit a record $21.2 million, up 73.8% year over year. That growth is not just volume. Full-year gross margin expanded to 36% from 27.2%, and the fourth quarter came in even higher at 39.4%, because ****** emblies, modules and cameras now make up 44% of annual sales instead of being sold as raw components.
CEO Sam Rubin said the shift reflects both a change in what LightPath sells and better execution on what it already made, noting every one of its four product groups improved margin for the year. Backlog finished at $110.9 million, up 197% from $37.4 million a year earlier, with $85.6 million of it scheduled for delivery within 12 months. Weeks after the fiscal year closed, the company booked another $24 million in counter-UAS orders, and some of those programs have already moved to monthly delivery cadences of tens of units.
LightPath also completed its exit from China, selling its subsidiary there for $4.5 million paid out over five years, leaving the company with no manufacturing footprint in a country that increasingly can't supply the defense primes it depends on. That matters because defense programs face a deadline this decade to source optics away from covered nations, and qualification cycles run two to three years, meaning the sourcing decisions being made now will determine who wins contracts in 2029 and 2030.
The company's fourth-quarter net loss narrowed to $4.1 million from $7.1 million a year earlier, but full-year operating expenses jumped to $45.5 million from $22 million, and $15.6 million of that was a noncash charge tied to G5 Infrared outperforming the earnout targets set at acquisition. Management called that charge mostly behind the business now that the final G5 payout has been accrued for January 2027, but it is a reminder that acquisition accounting can swing the income statement even when operations are healthy.
#year #quarter #China
30 days ago
There was more than one Coco at Chanel's celebration of its new Coco Mademoiselle Crush Absolu fragrance at Balthazar last night.
Actress and singer Coco Arquette was among the evening's starry attendees, alongside Euphoria's Anna Van Patten and Sterling Point's Ella Rubin. She channeled her mom Courteney ******* 's '90s style in a sleek cream slip dress, lived-in straw-colored waves, and a cool-toned nude lip. "All I know is I just wanted to look pretty," says Arquette of her approach to getting ready for the night. And she had one beauty non-negotiable: "Always lashes galore."
Her makeup artist, Benjamin Puckey, brought that vision to life. "I wanted the makeup to feel polished, yet in that very Chanel way, cool and effortless, and completely true to Coco," he says.
The look began with a glowing complexion. "I kept the skin luminous and dimensional, with a gorgeous warm pink flush on the cheeks," says Puckey, who used Chanel Les Beiges Water-Fresh Blush in Warm Pink for the natural-looking effect.
Behind the scenes of Coco Arquette's glam session with makeup artist Benjamin Puckey.
Credit: Carly Sharp
#coco #night
Actress and singer Coco Arquette was among the evening's starry attendees, alongside Euphoria's Anna Van Patten and Sterling Point's Ella Rubin. She channeled her mom Courteney ******* 's '90s style in a sleek cream slip dress, lived-in straw-colored waves, and a cool-toned nude lip. "All I know is I just wanted to look pretty," says Arquette of her approach to getting ready for the night. And she had one beauty non-negotiable: "Always lashes galore."
Her makeup artist, Benjamin Puckey, brought that vision to life. "I wanted the makeup to feel polished, yet in that very Chanel way, cool and effortless, and completely true to Coco," he says.
The look began with a glowing complexion. "I kept the skin luminous and dimensional, with a gorgeous warm pink flush on the cheeks," says Puckey, who used Chanel Les Beiges Water-Fresh Blush in Warm Pink for the natural-looking effect.
Behind the scenes of Coco Arquette's glam session with makeup artist Benjamin Puckey.
Credit: Carly Sharp
#coco #night
30 days ago
At some point after a busy first official day of shows, everyone needs a french fry. And luckily, Chanel had that arranged: the brand took over Balthazar on Thursday evening for a party to celebrate the debut of Coco Mademoiselle Crush Absolu, a new fragrance fronted by Gracie Abrams.
The crowd was heavy on of-the-moment young stars, including "Sterling Point" actors Ella Rubin, Keen Ruffalo and Amélie Hoeferle; "Euphoria" breakout Anna Van Patten; "Saturday Night Live" cast members Marcello Hernandez, Sarah Sherman and Veronika Slowikowska; actors Nick Robinson, Lux Pascal, Adam DiMarco, Hayes Warner; Knicks player Tyler Kolek, as well as Coco Jones, Amber Mark, Janicza Bravo, Olivia Jade, Kai Schreiber, Vivian Wilson, Paloma Elsesser, Imaan Hammam and more.
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#point
The crowd was heavy on of-the-moment young stars, including "Sterling Point" actors Ella Rubin, Keen Ruffalo and Amélie Hoeferle; "Euphoria" breakout Anna Van Patten; "Saturday Night Live" cast members Marcello Hernandez, Sarah Sherman and Veronika Slowikowska; actors Nick Robinson, Lux Pascal, Adam DiMarco, Hayes Warner; Knicks player Tyler Kolek, as well as Coco Jones, Amber Mark, Janicza Bravo, Olivia Jade, Kai Schreiber, Vivian Wilson, Paloma Elsesser, Imaan Hammam and more.
More from WWD
Julia Roberts, Cher, Anne Hathaway and More Welcome Moncler to New York City
Anne Hathaway Shows How Fisherman Sandals Hit the Summer-to-fall Sweet Spot at NYFW
#point
1 month ago
Spectacular goals, peerless technique and a true Nerazzurri heart: born in Belgrade on 11 September 1978, Dejan Stankovic celebrates his 48th birthday today. Deki spent nine years in Nerazzurri colours, from January 2004 to 2013, making 326 appearances, scoring 42 goals and lifting an incredible 15 trophies: one Champions League, one FIFA Club World Cup, five Scudetti, and the Coppa Italia and Supercoppa Italiana four times apiece. Those achievements also earned him a place in the Club's Hall of Fame, fitting recognition of his deep bond with the Nerazzurri. To mark his birthday, Internazionale Morning Club looks back on his Inter journey through the story of one unforgettable match: the 4-3 derby victory over AC Milan on 28 October 2006.
Take a moment to picture the goal you would most like to score if you were a footballer. Your first thought is probably the right one: a goal from the halfway line. Perhaps even on the volley. Now imagine not merely dreaming of it, but actually doing it. And then doing it again in a Champions League quarter-final. This is no dream. This is Dejan Stankovic.
And yet, on reflection, perhaps there was no single position in which Dejan Stankovic was irreplaceable. He could play anywhere in a flat 4-4-2 or a midfield diamond. Look at it just as objectively, however, and it becomes impossible to leave the Serbian midfielder out of any all-time Inter XI. Indeed, he is almost always there. He went straight into the Club's Hall of Fame in 2019, receiving more votes than any other midfielder.
It is difficult to name an aspect of the game at which Deki did not excel. We have already mentioned his shooting: there were plenty of goals, and they always seemed to matter. Four came in derbies, for starters. Two arrived during the 2009/10 Champions League campaign, helping Inter emerge unbeaten from testing group-stage encounters away to Rubin Kazan and at home to Dynamo Kyiv - two important steps on the road to Champions League success.
Choosing one defining moment is no easy task. It would be all too obvious to celebrate those two masterpieces from the halfway line - or, in truth, from even farther out. Their time will come. Instead, we have chosen another: a goal scored in a derby that all but confirmed a shift in the balance of power in Milano. After two decades in which the Rossoneri generally held the upper hand, from 1986 to 2006, the 20 years since have largely belonged to the Nerazzurri.
#champions #club
Take a moment to picture the goal you would most like to score if you were a footballer. Your first thought is probably the right one: a goal from the halfway line. Perhaps even on the volley. Now imagine not merely dreaming of it, but actually doing it. And then doing it again in a Champions League quarter-final. This is no dream. This is Dejan Stankovic.
And yet, on reflection, perhaps there was no single position in which Dejan Stankovic was irreplaceable. He could play anywhere in a flat 4-4-2 or a midfield diamond. Look at it just as objectively, however, and it becomes impossible to leave the Serbian midfielder out of any all-time Inter XI. Indeed, he is almost always there. He went straight into the Club's Hall of Fame in 2019, receiving more votes than any other midfielder.
It is difficult to name an aspect of the game at which Deki did not excel. We have already mentioned his shooting: there were plenty of goals, and they always seemed to matter. Four came in derbies, for starters. Two arrived during the 2009/10 Champions League campaign, helping Inter emerge unbeaten from testing group-stage encounters away to Rubin Kazan and at home to Dynamo Kyiv - two important steps on the road to Champions League success.
Choosing one defining moment is no easy task. It would be all too obvious to celebrate those two masterpieces from the halfway line - or, in truth, from even farther out. Their time will come. Instead, we have chosen another: a goal scored in a derby that all but confirmed a shift in the balance of power in Milano. After two decades in which the Rossoneri generally held the upper hand, from 1986 to 2006, the 20 years since have largely belonged to the Nerazzurri.
#champions #club
1 month ago
Bloomberg reported that Elon Musk said ****** e Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach "significant scale" in 2028, citing a post on X. Musk wrote "SpaceX, in partnership with Nvidia, has designed a ****** e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year," describing the satellite data center as "significantly simpler, lower cost, denser, and lighter than a traditional rack."
The timeline has moved up twice since ****** eX's May IPO prospectus, which targeted "as early as 2028," and Musk's August 4 earnings call comments, which said launches would begin "next year." ****** eX COO Gwynne Shotwell told CNBC ahead of the IPO that the firm has already struck deals with Anthropic and Google to rent out orbital compute capacity.
The timeline is moving earlier, not later, which is unusual for a ****** e infrastructure project. ****** e Exploration Technologies Corp. (NASDAQ:SPCX) pulled its target forward from as early as 2028 in its IPO prospectus to a specific Q4 2027 date within a few months. The acceleration shows ****** eX believes development is progressing faster than previously expected and could bring orbital computing revenue online sooner than investors initially anticipated.
Real customers have already committed before ****** eX launches a single satellite. ****** eX President Gwynne Shotwell told CNBC that the company has struck deals with Anthropic and Google to rent orbital compute capacity. It shows that major AI companies already see potential value in the technology. Those early commitments could reduce demand risk if ****** eX delivers the planned capacity.
Wall Street sees a large long-term opportunity if the technology works as described. JPMorgan ****** yst Doug Anmuth projected ****** eX could pursue roughly 75 gigawatts of orbital compute by the end of 2031 at a significantly cheaper cost than could be done on Earth a scale that would make this a meaningful new revenue stream beyond ****** eX's existing launch and Starlink businesses.
#SpaceX #NASDAQ #already #compute
The timeline has moved up twice since ****** eX's May IPO prospectus, which targeted "as early as 2028," and Musk's August 4 earnings call comments, which said launches would begin "next year." ****** eX COO Gwynne Shotwell told CNBC ahead of the IPO that the firm has already struck deals with Anthropic and Google to rent out orbital compute capacity.
The timeline is moving earlier, not later, which is unusual for a ****** e infrastructure project. ****** e Exploration Technologies Corp. (NASDAQ:SPCX) pulled its target forward from as early as 2028 in its IPO prospectus to a specific Q4 2027 date within a few months. The acceleration shows ****** eX believes development is progressing faster than previously expected and could bring orbital computing revenue online sooner than investors initially anticipated.
Real customers have already committed before ****** eX launches a single satellite. ****** eX President Gwynne Shotwell told CNBC that the company has struck deals with Anthropic and Google to rent orbital compute capacity. It shows that major AI companies already see potential value in the technology. Those early commitments could reduce demand risk if ****** eX delivers the planned capacity.
Wall Street sees a large long-term opportunity if the technology works as described. JPMorgan ****** yst Doug Anmuth projected ****** eX could pursue roughly 75 gigawatts of orbital compute by the end of 2031 at a significantly cheaper cost than could be done on Earth a scale that would make this a meaningful new revenue stream beyond ****** eX's existing launch and Starlink businesses.
#SpaceX #NASDAQ #already #compute
1 month ago
CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)'s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later this year, Nvidia senior director Dion Harris told reporters.
The rack marks the commercialization of technology from Nvidia's $20 billion purchase of Groq's ***** ets in December, its largest deal on record. Each liquid-cooled rack packages 256 Groq chips. Nvidia said the rack can deliver 3,400 tokens per second, noting a benchmark from Artificial ***** ysis. Groq's chips are manufactured by Samsung, unlike Nvidia's own GPUs, which are made by Taiwan Semiconductor Manufacturing Co.
The $20 billion Groq deal represents a manageable financial risk for NVIDIA Corporation (NASDAQ:NVDA) relative to the strategic capabilities it could add to the company. Bernstein ***** yst Stacy Rasgon told CNBC that Nvidia is financially strong enough to absorb a deal of this size with little impact on its overall position. That gives Nvidia the flexibility to make large strategic investments while expanding into new AI chip technologies without materially straining its balance sheet.
Groq's technology extends Nvidia's dominance across the full AI compute stack rather than creating a rival product line. LPX handles low-latency inference while Nvidia's GPUs continue handling training and large-context processing. The rack can pair with Vera Rubin chips without customers changing their CUDA workflows, deepening the software lock-in that has made Nvidia hard to displace.
Execution has been fast, which matters in a market moving this quickly. Nvidia went from announcing the Groq purchase in December to full production and a named customer, Nebius, in eight months. It is a pace that shows Nvidia can absorb acquired technology and ship it rather than let it stall in integration.
#rack
The rack marks the commercialization of technology from Nvidia's $20 billion purchase of Groq's ***** ets in December, its largest deal on record. Each liquid-cooled rack packages 256 Groq chips. Nvidia said the rack can deliver 3,400 tokens per second, noting a benchmark from Artificial ***** ysis. Groq's chips are manufactured by Samsung, unlike Nvidia's own GPUs, which are made by Taiwan Semiconductor Manufacturing Co.
The $20 billion Groq deal represents a manageable financial risk for NVIDIA Corporation (NASDAQ:NVDA) relative to the strategic capabilities it could add to the company. Bernstein ***** yst Stacy Rasgon told CNBC that Nvidia is financially strong enough to absorb a deal of this size with little impact on its overall position. That gives Nvidia the flexibility to make large strategic investments while expanding into new AI chip technologies without materially straining its balance sheet.
Groq's technology extends Nvidia's dominance across the full AI compute stack rather than creating a rival product line. LPX handles low-latency inference while Nvidia's GPUs continue handling training and large-context processing. The rack can pair with Vera Rubin chips without customers changing their CUDA workflows, deepening the software lock-in that has made Nvidia hard to displace.
Execution has been fast, which matters in a market moving this quickly. Nvidia went from announcing the Groq purchase in December to full production and a named customer, Nebius, in eight months. It is a pace that shows Nvidia can absorb acquired technology and ship it rather than let it stall in integration.
#rack
1 month ago
TLC stars Marissa and Edward wed in an intimate ceremony in Pennsylvania in November, and their nuptials were featured on the season 12 finale of 90 Day Fiancé in September
The couple overcame years of long-distance dating to build a life together in the U.S., calling their wedding "a dream come true"
Marissa wore a "sexy yet tasteful" Pnina Tornai gown, while Edward donned a classic tux
90 Day Fiancé stars Marissa Rubinetti and Edward Miguel Gomez are married!
The couple said "I do" on Friday, Nov. 7, during a "neutral, sophisticated, romantic, and cozy" wedding, which played out on the season 12 finale of the TLC series on Sunday, Sept. 6. Exclusively speaking to PEOPLE, the newlyweds describe their nuptials as "a dream come true" and "one of the most special days" of their lives.
#edward
The couple overcame years of long-distance dating to build a life together in the U.S., calling their wedding "a dream come true"
Marissa wore a "sexy yet tasteful" Pnina Tornai gown, while Edward donned a classic tux
90 Day Fiancé stars Marissa Rubinetti and Edward Miguel Gomez are married!
The couple said "I do" on Friday, Nov. 7, during a "neutral, sophisticated, romantic, and cozy" wedding, which played out on the season 12 finale of the TLC series on Sunday, Sept. 6. Exclusively speaking to PEOPLE, the newlyweds describe their nuptials as "a dream come true" and "one of the most special days" of their lives.
#edward
1 month ago
Vertiv, Applied Optoelectronics, and Innodata entered September well below their 2026 highs despite strong operating growth. The pullbacks do not make them interchangeable bargains. Vertiv Holdings Co. (NYSE:VRT) sells power and cooling, Applied Optoelectronics, Inc. (NASDAQ:AAOI) supplies optical transceivers, and Innodata Inc. (NASDAQ:INOD) provides data engineering and model-evaluation services.
Vertiv's second-quarter sales rose 24% to $3.27 billion, adjusted operating margin expanded 410 basis points to 22.6%, and adjusted free cash flow reached $925 million. The bull case is rising power and thermal content per AI rack. The bear case is project timing, supply congestion, and expectations built around long-duration demand. Insider Monkey counted 112 hedge funds holding Vertiv Holdings Co. (NYSE:VRT) in Q2, up from 96 in Q1. Cliff Asness's AQR Capital reported 2,686,683 shares, 0.5% more sequentially.
Applied Optoelectronics posted record revenue of $191.9 million, while 800G volume more than doubled from Q1. Management expects 800G and 1.6-terabit demand to exceed production capacity through mid-2027. That capacity ramp is the bull case; a 27.7% GAAP gross margin, a $22.8 million GAAP loss, customer concentration, and execution are the bear case. Fifty-four hedge funds held Applied Optoelectronics, Inc. (NASDAQ:AAOI), down from 55. Value Aligned Research disclosed 1,595,124 shares, 26% more sequentially.
Innodata's revenue grew 58% to $92.1 million and adjusted EBITDA rose 92% to $25.4 million. Its reusable data sets and evaluation work can expand margins, but large-customer dependence and rapidly changing model-training methods create risk. Twenty-five hedge funds held Innodata Inc. (NASDAQ:INOD), up from 20. Mitch Rubin's RiverPark Advisors reported 2,042 shares, 18% more than in Q1.
AAOI's August 14 short-interest settlement showed 10,421,985 shares sold short, equal to 12.81% of float, with 0.69 days to cover..The elevated short-float percentage signals substantial bearish positioning, while the low days-to-cover ratio suggests shorts could cover relatively quickly at recent trading volumes.Vertiv has the strongest cash generation, AAOI the sharpest capacity upside, and Innodata the lightest physical footprint. A buying opportunity exists only if margins, customer diversification, and cash conversion justify each stock's remaining expectations. The risks also differ in timing. Vertiv can lose on delayed data-center construction, AAOI can lose during the manufacturing ramp, and Innodata can lose when a major customer changes vendors or training methods. Investors should therefore avoid using distance from a high as valuation ******* ysis. Order conversion, gross-margin durability, customer concentration, and diluted share growth are the comparable checkpoints. The pullback improves entry prices, but only operating evidence can establish value. Balance-sheet resilience matters most when capacity plans meet a weaker cycle.
#innodata
Vertiv's second-quarter sales rose 24% to $3.27 billion, adjusted operating margin expanded 410 basis points to 22.6%, and adjusted free cash flow reached $925 million. The bull case is rising power and thermal content per AI rack. The bear case is project timing, supply congestion, and expectations built around long-duration demand. Insider Monkey counted 112 hedge funds holding Vertiv Holdings Co. (NYSE:VRT) in Q2, up from 96 in Q1. Cliff Asness's AQR Capital reported 2,686,683 shares, 0.5% more sequentially.
Applied Optoelectronics posted record revenue of $191.9 million, while 800G volume more than doubled from Q1. Management expects 800G and 1.6-terabit demand to exceed production capacity through mid-2027. That capacity ramp is the bull case; a 27.7% GAAP gross margin, a $22.8 million GAAP loss, customer concentration, and execution are the bear case. Fifty-four hedge funds held Applied Optoelectronics, Inc. (NASDAQ:AAOI), down from 55. Value Aligned Research disclosed 1,595,124 shares, 26% more sequentially.
Innodata's revenue grew 58% to $92.1 million and adjusted EBITDA rose 92% to $25.4 million. Its reusable data sets and evaluation work can expand margins, but large-customer dependence and rapidly changing model-training methods create risk. Twenty-five hedge funds held Innodata Inc. (NASDAQ:INOD), up from 20. Mitch Rubin's RiverPark Advisors reported 2,042 shares, 18% more than in Q1.
AAOI's August 14 short-interest settlement showed 10,421,985 shares sold short, equal to 12.81% of float, with 0.69 days to cover..The elevated short-float percentage signals substantial bearish positioning, while the low days-to-cover ratio suggests shorts could cover relatively quickly at recent trading volumes.Vertiv has the strongest cash generation, AAOI the sharpest capacity upside, and Innodata the lightest physical footprint. A buying opportunity exists only if margins, customer diversification, and cash conversion justify each stock's remaining expectations. The risks also differ in timing. Vertiv can lose on delayed data-center construction, AAOI can lose during the manufacturing ramp, and Innodata can lose when a major customer changes vendors or training methods. Investors should therefore avoid using distance from a high as valuation ******* ysis. Order conversion, gross-margin durability, customer concentration, and diluted share growth are the comparable checkpoints. The pullback improves entry prices, but only operating evidence can establish value. Balance-sheet resilience matters most when capacity plans meet a weaker cycle.
#innodata
1 month ago
The September Effect has a reputation for making investors nervous. September has historically been the weakest month of the year for U.S. stocks across a data set stretching back 98 years. For investors watching companies in the artificial intelligence (AI) ***** e this year, September could be a useful test of whether a stock's investment thesis rests on price momentum or on business progress.
That distinction matters for Micron Technology (NASDAQ: MU) and Nvidia (NASDAQ: NVDA). Both companies are seeing conditions shift as the AI build-out progresses into a new stage, but the more interesting story is what is happening beneath the headlines about graphics processing units (GPUs) and central processing units (CPUs).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron is one of the clearest examples of how AI infrastructure is changing.
The company produces HBM4, a type of high bandwidth memory (HBM) that Nvidia is embedding in its brand-new Vera Rubin platform, but that is only part of the opportunity. Micron is also shipping SOCAMM2 low-power memory and its PCIe Gen6 9650 data center solid-state drive in high volumes. Those products address all the different memory-related needs of an AI system: accelerator memory, CPU-attached memory, and storage.
#NVIDIA #september #micron
That distinction matters for Micron Technology (NASDAQ: MU) and Nvidia (NASDAQ: NVDA). Both companies are seeing conditions shift as the AI build-out progresses into a new stage, but the more interesting story is what is happening beneath the headlines about graphics processing units (GPUs) and central processing units (CPUs).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Micron is one of the clearest examples of how AI infrastructure is changing.
The company produces HBM4, a type of high bandwidth memory (HBM) that Nvidia is embedding in its brand-new Vera Rubin platform, but that is only part of the opportunity. Micron is also shipping SOCAMM2 low-power memory and its PCIe Gen6 9650 data center solid-state drive in high volumes. Those products address all the different memory-related needs of an AI system: accelerator memory, CPU-attached memory, and storage.
#NVIDIA #september #micron
1 month ago
Analyst Doug Anmuth reiterated JPMorgan's Overweight rating and a $240 price target for ***** eX (SPCX) last week. This wasn't a new upgrade, but JPMorgan showed that it remains bullish on ***** eX and, by extension, its AI operations, which account for most of ***** eX's valuation.
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #analyst #doug #anmuth
The new development was the firm's growing confidence in Grok after ***** eX completed its acquisition of Cursor. Cursor reached $4 billion in annual recurring revenue in the most recent quarter, and it gives ***** eX solid enterprise revenue alongside the short-to-medium-term revenue coming from Alphabet (GOOG) (GOOGL) and Anthropic.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #analyst #doug #anmuth
1 month ago
Investors are awaiting the fourth-quarter earnings release of cybersecurity firm Zscaler (ZS), which is scheduled for Sept. 3, after the market closes. Ahead of that, investors have lifted the company's stock, expecting the earnings to provide tailwinds.
Cybersecurity spending is expected to be a priority in this era of artificial intelligence (AI). Recently, a series of AI hacking incidents brought the importance of cybersecurity to the forefront. Therefore, there's a chance that while chips and data centers were the biggest beneficiaries of the first wave of the AI boom, cybersecurity could steal that spot in the next wave and experience a spending boom.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#spending
Cybersecurity spending is expected to be a priority in this era of artificial intelligence (AI). Recently, a series of AI hacking incidents brought the importance of cybersecurity to the forefront. Therefore, there's a chance that while chips and data centers were the biggest beneficiaries of the first wave of the AI boom, cybersecurity could steal that spot in the next wave and experience a spending boom.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#spending
1 month ago
Although Bitcoin (BTCUSD) rallied in August and Strategy (MSTR) recently resumed buying Bitcoin after a two-month hiatus, Strategy's strategy has mostly been a failure. As of Sept. 1, the average price at which the company acquired Bitcoin stood at about $75,412. Even after President Donald Trump boosted Bitcoin prices with positive remarks about crypto last month and Treasury Secretary Scott Bessent pitched in with his bond buyback plan, the cryptocurrency was changing hands overnight on Sept. 2 at about $77,275. In other words, after a big rally by Bitcoin, its prices are still only slightly below Strategy's average purchase price. And after all the company's compensation, interest, and dividend costs, it certainly appears to be losing a great deal of money, not only on paper, but also in terms of its overall investment approach.
Reflecting this situation, MSTR stock, despite its recent rally, has still slumped 19% so far in 2026 and 63% in the year that ended on Sept. 1. Further, Strategy Executive Chairman Michael Saylor, by repeatedly selling Bitcoin earlier this year and indicating that the company will start lending on a massive scale, has implicitly admitted that the firm's current business model, which is basically entirely dependent on buying Bitcoin and hoping it goes up, is broken.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Bitcoin #buying #month #company
Reflecting this situation, MSTR stock, despite its recent rally, has still slumped 19% so far in 2026 and 63% in the year that ended on Sept. 1. Further, Strategy Executive Chairman Michael Saylor, by repeatedly selling Bitcoin earlier this year and indicating that the company will start lending on a massive scale, has implicitly admitted that the firm's current business model, which is basically entirely dependent on buying Bitcoin and hoping it goes up, is broken.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Bitcoin #buying #month #company
1 month ago
Chances are, if you have watched a YouTube video, you have come across one where the creator is recording their experiences through a small, handheld camera. Usually, it is a GoPro (GPRO). And it is in the news now because prominent YouTuber and filmmaker Markiplier (also known as Mark Fischbach) has become the single largest shareholder of the company. Additionally, the company has now entered into a $285 million merger agreement with photonics company Starman Optical.
Aimed at expanding GoPro's reach in the AI and defense market, Starman CEO Charles Tebele said, "Advanced optics and imaging are essential to AI, national security, and the broader economy, yet much of the critical hardware supporting these technologies continues to be manufactured overseas. The combination of GoPro's world-class optical expertise and intellectual property with Starman's advanced transceiver capabilities and U.S. manufacturing platform creates a unique opportunity. Together, we intend to bring production of these critical components back to the United States."
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#advanced #platform #critical
Aimed at expanding GoPro's reach in the AI and defense market, Starman CEO Charles Tebele said, "Advanced optics and imaging are essential to AI, national security, and the broader economy, yet much of the critical hardware supporting these technologies continues to be manufactured overseas. The combination of GoPro's world-class optical expertise and intellectual property with Starman's advanced transceiver capabilities and U.S. manufacturing platform creates a unique opportunity. Together, we intend to bring production of these critical components back to the United States."
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#advanced #platform #critical
1 month ago
After a brutal stretch, Strategy (MSTR) is winning back some believers. Canaccord Genuity recently raised its price target from $130 to $175 and kept a "Buy" rating on MSTR stock. ******* yst Joseph Vafi said the company's balance sheet is now "war-chested" with enough cash to do more than just cover its dividends. The stock, which is essentially a bet on Bitcoin (BTCUSD), jumped about 12% on Aug. 27 as the cryptocurrency rallied above $80,000. Formerly known as MicroStrategy and chaired by Michael Saylor, Strategy is the world's largest corporate holder of Bitcoin.
Strategy is coming off a rough patch. From mid-May to late June, MSTR stock was cut by well over half. When BTC crashed to around $58,000 in late June, Strategy sat on a paper loss of roughly $13 billion, about a fifth of what it paid for its coins. The recent rally flipped that loss back into a profit, with Bitcoin now trading above Strategy's average purchase price but below the $80,000 mark again, currently changing hands at around $77,300 per coin.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#mstr #price
Strategy is coming off a rough patch. From mid-May to late June, MSTR stock was cut by well over half. When BTC crashed to around $58,000 in late June, Strategy sat on a paper loss of roughly $13 billion, about a fifth of what it paid for its coins. The recent rally flipped that loss back into a profit, with Bitcoin now trading above Strategy's average purchase price but below the $80,000 mark again, currently changing hands at around $77,300 per coin.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#mstr #price
1 month ago
Michael Burry, the investor made famous by "The Big Short," told readers of his Substack in February that there was "one specific aspect of their financials that I find troubling" about Nvidia (NVDA). The number he pointed at was purchase obligations of $95.2 billion in the company's fiscal 2026 annual report, "up from $16.1 billion the same time last year." Six months later, Nvidia has filed again, and the comparable commitment line is far larger.
The Feb. 26, 2026 post was ******* led "Short Thought: Nvidia Ratchets Up the Risk." Burry's summary of what the figure meant, quoted at the time by CNBC and Business Insider, was blunt: "This is not business as usual. This is risk." He wasn't describing a crash in progress, just a balance sheet he thought had taken on a new kind of exposure, and Barchart reported the post when it landed.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #risk #business
The Feb. 26, 2026 post was ******* led "Short Thought: Nvidia Ratchets Up the Risk." Burry's summary of what the figure meant, quoted at the time by CNBC and Business Insider, was blunt: "This is not business as usual. This is risk." He wasn't describing a crash in progress, just a balance sheet he thought had taken on a new kind of exposure, and Barchart reported the post when it landed.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #risk #business
1 month ago
The Securities and Exchange Commission (SEC) has proposed a new way for crypto projects to raise as much as $5 million from the public without providing investors a single financial statement.
There would be no per-investor limit. Non-accredited investors could participate. General solicitation would be allowed. The securities generally could be resold without the one-year restriction that applies to securities sold under Regulation Crowdfunding. The issuer would not need to conduct the offering through a registered crowdfunding platform.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#general
There would be no per-investor limit. Non-accredited investors could participate. General solicitation would be allowed. The securities generally could be resold without the one-year restriction that applies to securities sold under Regulation Crowdfunding. The issuer would not need to conduct the offering through a registered crowdfunding platform.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#general
1 month ago
The markets had a bad day on Tuesday. Two of the three main indices lost ground -- the S&P 500 lost 0.71% while the Nasdaq was down 1.03% -- while the Dow Jones Industrial Average managed to finish unchanged on the day.
As a result, the NYSE had 181 securities hitting new 52-week highs compared to 48 new 52-week highs. Meanwhile, on the Nasdaq, new 52-week lows outnumbered the new 52-week highs fivefold, 317 to 65.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#highs
As a result, the NYSE had 181 securities hitting new 52-week highs compared to 48 new 52-week highs. Meanwhile, on the Nasdaq, new 52-week lows outnumbered the new 52-week highs fivefold, 317 to 65.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#highs
1 month ago
Amphenol (APH) stock has been on a strong run in recent years, riding the massive wave of artificial intelligence (AI) infrastructure spending. Once viewed largely as a traditional interconnection and industrial cabling company, Amphenol has increasingly emerged as a key AI infrastructure play, attracting investors looking to capitalize on the rapid expansion of data centers and next-generation computing. The reason is simple: AI is creating an enormous data-transfer challenge.
As increasingly powerful chips process more data at faster speeds, moving that information efficiently between processors and across data centers is becoming just as critical as the computing power itself. Amphenol is positioned directly in the middle of this trend, supplying the connectors, cables, and interconnect solutions needed to handle the growing bandwidth demands of AI infrastructure. As AI workloads scale, the infrastructure surrounding the chips could become an increasingly valuable part of the technology stack.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#infrastructure #data #chips #once
As increasingly powerful chips process more data at faster speeds, moving that information efficiently between processors and across data centers is becoming just as critical as the computing power itself. Amphenol is positioned directly in the middle of this trend, supplying the connectors, cables, and interconnect solutions needed to handle the growing bandwidth demands of AI infrastructure. As AI workloads scale, the infrastructure surrounding the chips could become an increasingly valuable part of the technology stack.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#infrastructure #data #chips #once
1 month ago
The S&P 500 Index ($SPX) (SPY) closed down by -0.71% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.79%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down by -1.29%. E-mini S&P futures (ESU26) fell -0.71%, and September E-mini Nasdaq futures (NQU26) fell -1.25%.
Stock indices retreated on Tuesday, with the S&P 500 falling to a 4-week low, the Dow Jones Industrials sliding to a 1-month low, and the Nasdaq 100 posting a 1-week low. Stocks fell as surging oil prices boosted inflation expectations and bond yields and ramped up expectations that global central banks will keep raising interest rates. Investors are demanding higher yields to hold bonds as concerns intensify over persistent inflation, government spending, and surging corporate borrowing to finance the AI buildout. The higher bond yields sparked a retreat in chipmakers and AI-infrastructure stocks on Tuesday.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#NASDAQ #fell #Stock
Stock indices retreated on Tuesday, with the S&P 500 falling to a 4-week low, the Dow Jones Industrials sliding to a 1-month low, and the Nasdaq 100 posting a 1-week low. Stocks fell as surging oil prices boosted inflation expectations and bond yields and ramped up expectations that global central banks will keep raising interest rates. Investors are demanding higher yields to hold bonds as concerns intensify over persistent inflation, government spending, and surging corporate borrowing to finance the AI buildout. The higher bond yields sparked a retreat in chipmakers and AI-infrastructure stocks on Tuesday.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#NASDAQ #fell #Stock
1 month ago
The artificial intelligence (AI) infrastructure boom is running into a physical limit that money alone can't solve: electricity. Hyperscalers can spend hundreds of billions of dollars on servers, but those servers still need power, and new data-center capacity can take years to connect to the grid. That is changing the economics of AI computing. The scarce resource is increasingly not just chips or capital, but energized megawatts.
That creates an opening for Nvidia (NVDA), whose next-generation Vera Rubin platform is designed to squeeze more computing — and more revenue — from every watt. Let's take a closer look.
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AMD Stock Alert: Advanced Micro Devices Teams Up With Cisco on AI Infrastructure
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
#computing
That creates an opening for Nvidia (NVDA), whose next-generation Vera Rubin platform is designed to squeeze more computing — and more revenue — from every watt. Let's take a closer look.
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
AMD Stock Alert: Advanced Micro Devices Teams Up With Cisco on AI Infrastructure
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
#computing
1 month ago
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news sat two admissions that matter just as much: memory costs are rising faster than expected, and Nvidia is now underwriting some of its own customers' growth. Both cut against the simple growth story.
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.
#vera
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.
#vera
1 month ago
After the close of trading on Aug. 26, Nvidia (NASDAQ: NVDA) reported a set of operating results for its fiscal 2027 second quarter (ended July 26, 2026) that blew away Wall Street's expectations, and the company also unexpectedly offered some very bullish forward revenue guidance for fiscal 2028. As a result, Nvidia's stock price soared by almost 9% the very next day.
There is a long list of reasons why Nvidia stock is still a buy, but there is also room for caution right now, particularly surrounding the deals that management is cutting with many of the company's biggest artificial intelligence (AI) customers. So, before investors buy the stock, here's a breakdown of the good news and the bad news.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia supplies the world's best graphics processing units (GPUs) for data centers, which are the main chips used in AI training and inference workloads. The company's new Vera Rubin systems, which include Rubin GPUs, Vera central processors (CPUs), and a series of advanced networking components, provide up to 30 times more performance per megawatt than its previous Blackwell Ultra systems, highlighting the sheer pace of innovation.
Nvidia says Vera Rubin systems will also reduce inference token costs by a staggering 97% compared to Blackwell Ultra. Inference tokens are the text, images, or computer code generated by an AI model in response to a query, so these new chips will dramatically reduce the cost of deploying AI software. This might encourage more AI usage while making data center operators more profitable, which will only increase demand for Nvidia's chips.
#gpus
There is a long list of reasons why Nvidia stock is still a buy, but there is also room for caution right now, particularly surrounding the deals that management is cutting with many of the company's biggest artificial intelligence (AI) customers. So, before investors buy the stock, here's a breakdown of the good news and the bad news.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia supplies the world's best graphics processing units (GPUs) for data centers, which are the main chips used in AI training and inference workloads. The company's new Vera Rubin systems, which include Rubin GPUs, Vera central processors (CPUs), and a series of advanced networking components, provide up to 30 times more performance per megawatt than its previous Blackwell Ultra systems, highlighting the sheer pace of innovation.
Nvidia says Vera Rubin systems will also reduce inference token costs by a staggering 97% compared to Blackwell Ultra. Inference tokens are the text, images, or computer code generated by an AI model in response to a query, so these new chips will dramatically reduce the cost of deploying AI software. This might encourage more AI usage while making data center operators more profitable, which will only increase demand for Nvidia's chips.
#gpus
