crocon media

crocon media tracks only the most promising companies across sectors, offering business insights and news analysis. We inform, not advise. No financial advice.

[crocon media @CroConMedia]

Wall Street used to price earnings, risk and capital. Now it increasingly looks like TMZ with tickers. | $NVDA

[crocon media @CroConMedia]

OMG ! NVIDIA Announces CEO Transition | $NVDA
https://t.co/uG1QU6V47v

[crocon media @CroConMedia]

Nebius reports third quarter 2026 financial results | $NBIS
https://t.co/UOgvVOXdRD

[crocon media @CroConMedia]

Nvidia, Jensen Huang and the Strange Art of Doing Beijings PR Work for Free | $NVDA
https://t.co/zLN9wAfv2q

[crocon media @CroConMedia]

Rigetti Computing Reports Third Quarter 2026 Financial Results | $RGTI https://t.co/diV2OERTS4

[crocon media @CroConMedia]

Amprius Technologies Reports Third Quarter 2026 Financial Results and Recent Business Highlights | $AMPX https://t.co/8UotiVA5es

[crocon media @CroConMedia]

CoreWeave Reports Strong Third Quarter 2026 Results | $CRWV https://t.co/XOuTGz36qp

[Amprius Technologies @Amprius_]

Today, Amprius released our Q3 2026 financial results and highlighted recent business developments, delivering another record quarter.

Recent updates and Q3 highlights:

🔋Achieved record revenue of $39.1M, up 15% sequentially and 83% YoY

🔋Gross profit of $10.5M, up $7.2M and 217% YoY

🔋GAAP gross margin of 27%, improving from 15% in Q3 2025

🔋Secured a $75M competitive award to support U.S. production of up to 12 million NDAA-compliant cells annually in 2028, with $22.3M obligated

🔋Introduced SiCore® 500, a second-generation silicon anode cell delivering 500 Wh/kg on conventional lithium-ion manufacturing equipment, enabling a scalable path to large-scale commercial production to support aviation customers

🔋Expanded our relationship with Quantum Systems, a leading German developer of autonomous unmanned systems, with increased deployment of Amprius cells across its Vector and Twister ISR platforms

As demand for high-performance batteries grows across drone, aviation, defense, and advanced mobility markets, we look forward to entering the fourth quarter with increased manufacturing scale, deepened customer relationships, and overall strong momentum.

See more highlights from our Q3 financial results below!
https://t.co/HdcbXGEtgx

$AMPX

[NVIDIA Newsroom @nvidianewsroom]

A new statement from the independent members of the NVIDIA Board: https://t.co/uSFDhiohG8

[Carlos Domingo @carlosdomingo]

Securitize pushes into $6 trillion asset-backed finance market with River One acquisition https://t.co/J3GE2OSzKT via @coindesk

[crocon media @CroConMedia]

Securitize Reports Third Quarter 2026 Results | $SECZ
https://t.co/5rJQx3Vllv

[crocon media @CroConMedia]

At this point, very little can still surprise us.

After weeks of political noise around AI, data centers and China, the market now has a personal Nvidia drama to process. Within hours, an unresolved investigation became a finished screenplay across social media.

The facts deserve a cleaner separation. | $NVDA
https://t.co/PvfxF27KCw

[crocon media @CroConMedia]

$NBIS #X

[ClickHouse @ClickHouseDB]

https://t.co/q07vONh8hJ

[crocon media @CroConMedia]

US Jobs Report Crushes Forecasts and Puts the Fed Back on the Clock

Economists were looking for about 59,000 new jobs in October. US employers delivered 165,000, and the unemployment rate slipped to 4.1% from 4.2%. Private payrolls grew by 159,000. Wages rose 0.37% on the month and 3.12% on the year. September's payrolls were revised up to 60,000.

Forecasters had expected annual wage growth to dip below 3.0% for the first time in nearly five and a half years. It stayed above that line, and that detail will matter as much as the headline number.

The Fed is the real story here. Policymakers raised rates in September for the first time since 2023, after an oil spike tied to the US war on Iran kept inflation elevated. They held at 3.75% to 4.00% on October 28 with two members pushing for another hike, and they meet again on December 8 and 9. Traders put the odds of a December hike at about 66%, down from roughly 82% right after the midterms. A print this strong makes that bet harder to fade.

Stocks walked in already bruised. Tech took a beating on Thursday as money rotated into defensive names. Analysts had warned that a big beat could hurt equities, because strong hiring and firm wages feed rate hike bets and put pressure on yields, the dollar and expensive growth stocks. Good news for Main Street, and a headache for Wall Street.

This is market commentary and not investment advice.
NFA. DYOR. E&OE.

[crocon media @CroConMedia]

Trump Goes All In on Superintelligence and Calls It Gold

President Trump says he is 100% behind superintelligence, or SI. In a Truth Social post he promised to work with the states that want to get rich from it and said only foolish leaders would turn down the money it brings.

The timing is what makes this interesting. On Tuesday voters in 10 states sided against data centers in 40 of 41 local ballot measures, and Ohio alone had 21 of them. Analysts caution that the election turned on plenty of other issues too. Still, the White House is telling states to go big on AI right after a lot of local voters told developers to stay out of their towns.

Markets were already on edge. AI stocks had been sliding through October on worries about interest rates and overspending. On Thursday the rotation out of AI names picked up. Money moved toward the AI landlords while the Dow rose and the Nasdaq-100 proxy fell.

For traders the question is simple. Does a loud signal from Washington outweigh a very clear signal from the ballot box?

Watchlist: $NVDA, $AVGO, $AMD, $NBIS, $CRWV, $PLTR, $MSFT, $GOOGL, plus $EQIX, $GLW and $DLR on the infrastructure side.

This is market commentary and not investment advice. NFA. DYOR. E&OE.

[crocon media @CroConMedia]

TeraWulf Reports Third Quarter 2026 Results | $WULF
https://t.co/MTkn7dLcgX

[crocon media @CroConMedia]

💯

[Sara Eisen @SaraEisen]

Be careful what you wish for, America…

“The rest of the world is ready and willing” to build data centers - ARM CEO

[Dan Ives @DivesTech]

The massive tech sell-off yesterday on fears around the Blue Wave delaying and disrupting the AI data center build out in the US was at a magnitude actually treating tech stocks and especially semis like this mid-term Democratic win will actually end the AI buildout in the US….and it will not! We would characterize this sell-off level and magnitude with the tech sell- offs we saw in March 2020 during Covid and the April 2025 Liberation Day sell-off…which were golden buying opportunities to own the tech winners and this one is the same 🐂🌊

[Ari K @arikuschnir]

1 million views in 4 hours is a record for me. Thank you all for sharing and commenting. I had a blast making this one, felt giddy and enjoyed every minute of it. Remember this is still scripted by me not ai, each video edit is still intentionally made by a human, the world was carefully constructed, researched and designed by me with ai tools but it’s not pressing a button. We see tons of AI automated slop “video” every day on these platforms so I appreciate people recognizing the human touch.

[crocon media @CroConMedia]

@arikuschnir This is just awesome !