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[Quinten | 048.eth @QuintenFrancois]

SpaceX owns 18,712 Bitcoin

[Shay Boloor @StockSavvyShay]

Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.

$GOOGL may financially guarantee part of those lease obligations helping Anthropic move closer to the $META and OpenAI infrastructure playbook.

[Evan @StockMKTNewz]

SpaceX has officially priced its IPO and raised the money

SpaceX $SPCX is now the largest IPO in history

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk's SpaceX projected to trade above $2 trillion valuation tomorrow.

[Evan @StockMKTNewz]

Oracle $ORCL now has a $638 Billion AI backlog up from $137.8B in the same quarter last year

[Shay Boloor @StockSavvyShay]

$OKLO received DOE approval for a key safety review tied to its Aurora Powerhouse at Idaho National Laboratory.

Another step forward for Aurora-INL as Oklo moves toward deploying its first fast-fission reactor project.

[Stocks World @anandchokshi19]

Portfolio of Harvard University.

[Shay Boloor @StockSavvyShay]

$ORCL now has ~$638B of contracted backlog against a ~$540B market cap.

That backlog is larger than $GOOGL, $AMZN and even $MSFT.

[AI Equities @AIEquities]

There’s a reason over 1/3 of his portfolio is $NBIS

@nebiusai

[Shay Boloor @StockSavvyShay]

$APLD raised $1.6B in junk bonds to fund additional $CRWV data center capacity in North Dakota.

The deal priced at a 7% yield (down from 10% on a similar deal months ago) with demand 5x the offering size.

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: The Magnificent 7 have lost over ~$3,700,000,000,000 of market capitalization from their all-time highs

• Meta: -25.8%
• Microsoft: -25.1%
• Tesla: -19.0%
• Nvidia: -11.6%
• Amazon: -11.2%
• Alphabet: -9.5%
• Apple: -7.8%

[Shay Boloor @StockSavvyShay]

$ASML JUST CROSSED $700B MARKET CAP FOR FIRST TIME EVER

[Investing visuals @InvestingVisual]

$MU net income growth is insane:

• Q1 2025: $1.5B
• Q2 2025: $1.8B
• Q3 2025: $3.2B
• Q4 2025: $5.2B
• Q1 2026: $13.7B

From $1.5B → $13.7B in just 5 quarters.

[Evan @StockMKTNewz]

$ASML is now the first public company in European history to be valued at more than $700 Billion

[SensaMarket @sensa_market]

The Best Type of Dividend Stock

[Shay Boloor @StockSavvyShay]

$NBIS launched a Physical AI Living Lab with $NVDA to help European robotics startups move AI-powered robots to real-world deployment.

Startups will get access to Nvidia’s Physical AI stack and Blackwell-powered infrastructure with the first cohort starting in September 2026

[Shay Boloor @StockSavvyShay]

$MRVL BACK OVER $300 AFTER BEING ADDED TO S&P 500

[Shay Boloor @StockSavvyShay]

$NBIS signed a 10-year deal with Kao Data for 22MW of AI infrastructure at its UK Harlow campus.

The capacity will support Nebius AI Cloud and Token Factory forming part of its ~$2.3B UK investment as it expands its global AI infrastructure footprint.

[Michael Saylor @saylor]

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H