“Bringing together containerized architecture and AI in the context of marketing will transform this industry.” - Alex Karp, co-founder and CEO of Palantir Technologies
Today we announced that the biggest deal in @ZetaGlobal history. @PalantirTech and Zeta Global are partnering to create the next generation of of artificial intelligence infrastructure to power enterprise technology stacks. As part of this partnership, we are rearchitecting Zeta's Data Cloud on Palantir’s Foundry, with Athena by Zeta™ at the core, creating a joint go to market strategy to all of their and our enterprise customers.
This is a major milestone for both companies and I am so proud of the team for the hard work that got us to today. $zeta
LG 🚀🚀🚀
Read more here:
https://t.co/vsY6ZEVEF1
$NVDA is investing $2 billion in Nebius $NBIS as part of a strategic partnership to expand AI cloud infrastructure. Nebius says it plans to deploy more than 5GW of capacity by 2030, with access to NVIDIA’s next-gen platforms including Rubin.
🇨🇦 The Canadians are coming eh?
🛰️ $MDALF $MDA: MDA Space of Canada is raising $300M in a US IPO listing
🦑 $KRKNG $PNG.V: Kraken will be next to list in the US later this year
https://t.co/w7DSanODtd
$MDALF / $MDA (TSX)
MDA today formally launched 49North, a wholly-owned subsidiary of MDA Space exclusively focused on delivering secure, multi-domain C4ISR* and mission-critical capabilities for Canada's national defence priorities outside the space domain.
.@Lemonade_Inc's Q3 2025 results:
Highlights (YoY):
🚀 8th consecutive quarter of accelerating growth
💵 $1.16 Billion top line (IFP +30%, ahead of plan)
🔥 Gross Profit $$ increased +113% to $80m
🔥 Gross Profit Margin at 41%
🔥 2.87 million Customers (+24%)
🔥 Adj. EBITDA loss almost cut in half, now at -$26 million
Also:
✅ Loss Ratio at an all time low: 62%!
✅ Car loss ratio improving fast, now at 76%
✅ Revenue grew by 42% to $195m
✅ Claims LAE at a record <7% (vs. industry average of 9%)
✅ In the last 24 months, claims team headcount shrank, while claim volume increased by >2.5x!
✅ Europe IFP: $51m (+168% Y/Y)
✅ Europe Loss Ratio all time low: 70%
✅ Cash and investments: >$1B and growing
✅ Raised full year 2025 guidance for all metrics
Up next:
⬆️ Starting to capitalize on our AI UW/pricing advantage. With Loss Ratio hitting our lowest levels ever, we can now turn it into a lever rather than a target, lowering costs and achieving price leadership. We’ll share more about this exciting new capability in our earnings call today.
⬆️ Continued focus on agentic automation of… everything. On the claims side, we expect our LAE to continue improving and become global best-in-class in claims efficiency.
⬆️ Expect @lemonade_inc Car growth to continue to accelerate, fueled by TAM expansion from new state launches (Pennsylvania is next) and increased growth spend.
⬆️ On plan to generate positive Adj. EBITDA in Q4 2026
Ucore Announces Strategic Alliance with Vacuumschmelze and eVAC Magnetics LLC for the Supply of Rare Earth Oxides
The MOU was signed at the G7 Energy and Environment Minister’s Summit.
https://t.co/Z9mbgqGYso
TSXV: $UCU | OTCQX: $UURAF | https://t.co/zriJ8kx9gr
#DPAS #CriticalMetals #RareEarths #REEs #RapidSX #REE #Gadolinium #Lanthanum #Cerium #Samarium #Dysprosium