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FanTöMe Nôn-FønGiBle 👻

[Evan @StockMKTNewz]

GOOGLE JUST LAUNCHED THREE NEW GEMINI MODELS.

Google $GOOGL announced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber.

Pricing:
Gemini 3.6 Flash: $1.50 per million input tokens, $7.50 per million output tokens
Gemini 3.5 Flash-Lite: $0.30 per million input tokens, $2.50 per million output tokens

Gemini 3.5 Pro is still being tested with partners, with a wider release planned once ready.

Meanwhile, Google says it has already begun pre-training Gemini 4.

[Watcher.Guru @WatcherGuru]

JUST IN: Google $GOOGL launches three new AI models

• Gemini 3.6 Flash
• Gemini 3.5 Flash-Lite
• Gemini 3.5 Flash Cyber

[Mark Hogan @MB_Hogan]

$NBIS JUST IN: Nebius today just announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers 🔥🔥

“The model brings additional capacity to Nebius customers, and expands the availability of value-added AI compute globally at a time when demand continues to outstrip supply.”

“Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization.”

“Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live.”

“For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations.”

Arkady Volozh, founder/CEO of Nebius, said:

“Our new asset-light model gives infrastructure partners a flexible way to benefit from the explosive growth of AI. Our software allows partners to reach a much wider customer base with much better margins than conventional wholesale bare-metal contracts. We’re inviting data center investors, regional partners and others with capacity or capital to contribute to join us in serving this demand — combining their assets and local strengths with Nebius’s technology, platform, operational expertise and customer demand.”

“Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model.”

“As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.”

https://t.co/zTAx8cLS5R

[Kalshi Finance @Kalshi_Finance]

JUST IN: Raymond James sets an $800 price target for SpaceX $SPCX

[Kalshi Finance @Kalshi_Finance]

BREAKING: Tech insiders are buying stock at the fastest pace in history

[Whale Insider @WhaleInsider]

JUST IN: $META to double compute to 14GW by 2027 and ramp Iris AI chip production in September.

[Evan @StockMKTNewz]

Mark Zuckerberg and Meta Platforms $META just announced plans to invest $10 Billion to build its first data center in Canada 🇨🇦

[Cointelegraph @Cointelegraph]

🔥 JUST IN: Elon Musk's SpaceXAI and Cursor are set to launch their first jointly built AI model as soon as Wednesday, per The Information.

[Kalshi Finance @Kalshi_Finance]

JUST IN: $GOOGL profit is projected to nearly double to $247,000,000,000 over the next three years

[Emir M | Type-F Capital @em013L]

$PLTR OMG. NEW FAIR VALUE: $341
That's my new estimate after Alex Karp's comments on CNBC, targeting $15-18 billion in FCF in two years.

It looks like an INSANE fair value until you unwrap what $15 billion in FCF entails. I explain everything here:
https://t.co/5OuIFizc4n

[Polymarket Money @PolymarketMoney]

JUST IN: Google’s profit is expected to nearly double over the next three years to $247,000,000,000.

[Watcher.Guru @WatcherGuru]

JUST IN: Anthropic officially relaunches Claude Fable 5 worldwide.

[*Walter Bloomberg @DeItaone]

$SPCX - WEDBUSH SEES SPACEX AS AI HYPERSCALER

Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target.

The firm sees SpaceX evolving into a major AI hyperscaler, driven by Starlink, Starship, and AI infrastructure.

It also believes Starlink's global broadband opportunity remains in its early stages, supporting significant long-term growth.

[Palantir @PalantirTech]

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:

“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”

"Who owns the data? Are the prompts secure? Is this being transferred to you?"

"If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

[Kalshi @Kalshi]

JUST IN: Meta to build cloud business to sell excess AI compute

[BRICS News @BRICSinfo]

JUST IN: 🇺🇸🇮🇷 US and Iran reach preliminary deal to release $3 billion in frozen Iranian assets, Al Arabiya reports.

[Mastercard @Mastercard]

Stablecoins are becoming an increasingly important part of global financial infrastructure.
Today, Mastercard is supporting @openstandard and Open USD - an effort to help build more open infrastructure for digital money.
We believe unlocking the full potential of stablecoins will require trusted networks, broad participation, and collaboration across the industry.

Excited to help build what's next.

[Mark Jeffrey @markjeffrey]

Ah! Somehow I missed this ...

$TAO now listed on OKX

[Evan @StockMKTNewz]

Meta Platforms $META stock is now up by more than 7% in pre market trading

🟢🟢🟢🟢🟢🟢🟢

[*Walter Bloomberg @DeItaone]

$GOOGL: MORGAN STANLEY RAISES TARGET PRICE TO $415 FROM $375