Global electricity consumption rose 3% last year, driven by EVs (+38% demand growth) and data centers (+17%), though industry, household appliances, and commercial buildings remained the largest contributors overall.
#Electricity #PowerDemand #DataCenters #EVs #EnergyTransition
USA Rare Earth has agreed to acquire Brazil's Serra Verde Group for $300M in cash plus 126.85M common shares, implying an equity value of ~$2.8B.
#RareEarths #USARareEarth #SerraVerde #CriticalMinerals #MagneticMaterials
The Iran war's disruption of global energy markets is triggering a cascade of clean energy demand worldwide.
#China #CleanEnergy #IranWar #StraitOfHormuz #Oil
Tesla has launched robotaxi service in Dallas and Houston, with further expansion planned for Phoenix, Miami, Orlando, Tampa, and Las Vegas.
#Tesla #Robotaxi #AutonomousVehicles #SelfDriving #ElonMusk
Cadence Design Systems rose 2% Monday after Needham analyst Shi argued the company's new agentic AI product marks a turning point for electronic design automation.
#Cadence #EDA #AgenticAI #ChipDesign #Semiconductors
Anthropic committed to spending over $100B on AWS over the next decade, covering Trainium2 through Trainium4 chips and Graviton CPUs, along with up to 5GW of compute capacity.
#Anthropic #Amazon #AWS #AIInfrastructure #Trainium
Susquehanna expects data center demand to drive modest upside across semiconductors in Q1 results and Q2 outlooks.
#Photonics #Semiconductors #AIInfrastructure #DataCenter #OpticalNetworking
In some ays Apple is being honest to their core, Hardware, instead of chasing software.
Same. Love Yardeni!
Tesla is hiring semiconductor engineers for its Terafab AI chip complex in Taiwan, with job postings listing roles including senior process engineers, a process integration engineer, and a yield and metrology engineer.
#Tesla #Terafab #AIChips #Semiconductor #ElonMusk
Critical Metals surged over 35% Friday after Greenland's government approved the transfer of an additional 50.5% stake in the Tanbreez rare earth deposit, lifting the company's total ownership to 92.5%.
#CriticalMetals #RareEarths #Greenland #Tanbreez #Mining
Only 18 of every 100 publicly traded U.S. companies remain listed after 40 years, according to Morgan Stanley Investment Management.
#Investing #StockMarket #Equities #WallStreet #LongTermInvesting
President Trump signed an executive order Saturday to fast-track research and patient access to psychedelic-based treatments, including psilocybin, ibogaine, LSD, and MDMA.
#Psychedelics #Psilocybin #MDMA #MentalHealth #Trump
The NSA is using Anthropic's most powerful model, Mythos Preview, despite the Pentagon simultaneously arguing in court that Anthropic is a "supply chain risk" — a contradiction that highlights the U.S. government's divided stance on the company.
#Anthropic #Mythos #NSA #Pentagon #ClaudeAI
Google is in discussions with Marvell Technology to develop two new AI chips, according to The Information.
One would be a memory processing unit designed to work alongside Google's existing tensor processing unit (TPU).
#Google #Marvell #AIChips #TPU #Semiconductor
Strategist Ed Yardeni outlined three reasons for investor optimism in a Bloomberg TV interview: Middle East stabilization, strong earnings, and tech-driven productivity gains.
#EdYardeni #BullMarket #Investing #Stocks #RoaringTwenties
Iran reimposed "strict control" over the Strait of Hormuz on Saturday after accusing the U.S. of violating the ceasefire by maintaining a naval blockade on Iranian ports.
#Hormuz #Iran #Touska #MiddleEast #Geopolitics
Bank of America analysts led by Wamsi Mohan say Apple is "relatively insulated from the AI-related volatility," attributing this to its strategy of local on-device inference rather than heavy AI infrastructure spending.
#Apple #AAPL #M5Chip #AIStrategy #OnDeviceAI
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#TSLA #CRDO #BE #ORCL #AMZN #GSAT #IONQ #RKLB #AVGO #META #CRWV #NVDA #NUKZ #NLR #RYCEY #RYCEF #AEHR #CRML #ITA #USO #FCG #AAPL #GOOG #Anthropic #OpenAI #NFLX #RDW #PL #BKSY #SPIR #FCF #GEV
Hims & Hers shares surged as much as 11% on Thursday, extending a roughly 14% rally from Wednesday
#HimsAndHers #Peptides #RFKJr #FDA #HealthTech
Aehr Test Systems has received a record $41 million follow-on production order from its lead hyperscale AI customer for package-level burn-in of custom AI processor ASICs.
#Aehr #AehrTestSystems #AIChips #Semiconductors #BurnIn
KERING CEO LUCA DE MEO HAS ANNOUNCED THAT KERING AND GOOGLE ARE TARGETING A 2027 LAUNCH FOR GUCCI-BRANDED SMART GLASSES.
#Gucci #Kering #Google #SmartGlasses #WearableTech
Vertical Aerospace has completed its first two-way piloted transition flight in a full-scale tiltrotor eVTOL — also the first such flight conducted under civil aviation Design Organisation Approval regulatory oversight.
#VerticalAerospace #eVTOL #Valo #AirTaxi #Tiltrotor
Vertical Aerospace has completed its first two-way piloted transition flight in a full-scale tiltrotor eVTOL — also the first such flight conducted under civil aviation Design Organisation Approval regulatory oversight.
#VerticalAerospace #eVTOL #Valo #AirTaxi #Tiltrotor
CoreWeave has signed a $7B total commitment with Jane Street — $6B for AI cloud services and a $1B equity investment in CoreWeave's Class A stock at $109 per share — expanding an existing relationship.
#CoreWeave #JaneStreet #NvidiaVeraRubin #QuantTrading #GPUCloud
USA Rare Earth announced the first commercial production (pour) of high-purity yttrium metal at its Less Common Metals Ltd. facility in the U.K., marking a key milestone as one of the few producers outside China.
#USARareEarth #RareEarths #Yttrium #CriticalMinerals #MaterialsScience
Voyager Technologies has signed an order with NASA for VOYG-1, the seventh private astronaut mission to the ISS and Voyager’s first, targeting launch no earlier than 2028 from Florida.
#VoyagerTechnologies #VOYG #NASA #ISS #PrivateAstronaut
On Wednesday Eos Energy Enterprises announced a partnership with TURBINE-X Energy to develop private power systems for AI data centers and mission-critical facilities.
#EosEnergy #EOSE #EnergyStorage #BatteryTech #GridInfrastructure
In the U.K., Rolls-Royce SMR and Great British Energy–Nuclear have signed a formal contract to build three small modular reactors at Wylfa in North Wales — the U.K.'s first SMRs.
#Nuclear #SMR #SpaceNuclear #EnergyTransition #NuclearEnergy
Alibaba Group’s mapping unit Amap is preparing to launch its first robot, according to Bloomberg.
The company has developed a four-legged robot similar to Unitree Robotics’s Go series and is also exploring humanoid designs.
#Alibaba #Amap #Robotics #HumanoidRobots #ArtificialIntelligence
