Rocket Terminal

🚀 Space | 🤖 Robotics | 💡 Technology | 📈 Markets | Tracking the future in real time.

[Rocket Terminal @RocketTerminal]

🚨 $AAPL JUST ANNOUNCED ITS SEPTEMBER 9 EVENT 🚨

Apple is expected to unveil its next generation of devices, including:

📱 iPhone 18 Pro
📱 Foldable iPhone Ultra
⌚️ New Apple Watch models with upgraded processors
🎧 New AirPods
🏠 New Apple Home products

September 9 could be a BIG day for Apple. 🍎

[Rocket Terminal @RocketTerminal]

🇰🇷✈️ Korean Air plans to introduce @Starlink onboard in early September, bringing free high-speed Wi-Fi to passengers.

The service is expected to support high-bandwidth activities like online gaming, video calls, streaming and more.

If launched as planned, Korean Air would become the first Korean airline to offer Starlink.

Another major step toward making reliable, high-speed internet in the sky the standard. 🛰️

[Rocket Terminal @RocketTerminal]

$AMZN is raised to a $355 price target by Evercore, citing early evidence that agentic AI may be additive to Amazon’s retail business.

According to Evercore, 57% of Alexa AI users purchased products they previously didn’t know about.

The data suggests agentic AI could potentially influence product discovery and create additional purchase intent, rather than simply converting existing demand.

[Rocket Terminal @RocketTerminal]

🇺🇬 MTN Uganda has partnered with @Starlink to bring reliable satellite internet to enterprises in remote and underserved areas.

The connectivity will support healthcare, education, agriculture, tourism and more.

Starlink continues to expand into markets where traditional telecom infrastructure can’t easily reach.

The satellite internet race is becoming a global connectivity story. 🚀

[Rocket Terminal @RocketTerminal]

🚨 ANTHROPIC COULD GO PUBLIC AS SOON AS NEXT MONTH

Anthropic reportedly plans to unveil its IPO prospectus after Labor Day, with a potential listing in late September or early October.

Bankers have discussed a valuation of around $1.5 TRILLION.

The company is also considering allowing existing shareholders to sell in the IPO, while using longer-than-usual lockups to reduce post-listing volatility.

An investor day is reportedly expected in mid-September.

If it happens, Anthropic could become one of the biggest AI IPOs in history. 🤯

[Rocket Terminal @RocketTerminal]

$MRVL is seeing its AI infrastructure opportunity accelerate.

Marvell now sees revenue reaching ~$18B in FY28, with data center growth remaining above 60%.

Even more notable: management expects custom revenue to be “more than doubling” in FY28 as its AI pipeline converts into a much larger revenue base.

The AI buildout isn’t just benefiting GPUs. Custom silicon, networking and connectivity are becoming increasingly important pieces of the infrastructure stack. 📈

[Rocket Terminal @RocketTerminal]

Jensen Huang was asked for one word to describe the rest of the year.

He gave two:

“Demand accelerating.” 🚀

And his message was clear: AI isn’t just happening in the labs anymore.

It’s being deployed everywhere.

Data centers. Robotics. Autonomous systems. Enterprise. Consumer tech.

The AI buildout is still expanding — and Jensen just reminded the market that the AI trade may have plenty of runway left. 🔥

[Rocket Terminal @RocketTerminal]

🚨 Tom Lee’s Fundstrat just bought over $200 MILLION combined of $SPCX and $MU.

Big capital continues flowing into AI, semiconductors and the infrastructure powering the next wave of compute demand. 🧠⚡️

$MU $SPCX

[Rocket Terminal @RocketTerminal]

🪞 Fed Chair Kevin Warsh highlighted what he calls the “hall of mirrors problem” in monetary policy.

“If markets rely materially on the Fed’s guidance and the Fed relies on market prices,” Warsh said at Jackson Hole, “we’re more likely to be blinded to new developments, more likely to be caught unprepared, and more likely to commit errors in policymaking.”

His message: the Fed needs to avoid becoming overly dependent on market signals that may themselves be shaped by Fed guidance.

[Rocket Terminal @RocketTerminal]

🚨 Fed Chair Kevin Warsh signaled that higher interest rates may be necessary if inflation remains elevated.

The comments mark his first substantive remarks on the economy since becoming Fed Chair, according to Reuters reporter Ann Saphir.

Warsh emphasized the need to keep inflation under control, suggesting the Fed remains prepared to adjust policy if price pressures fail to ease sufficiently.📊

[Rocket Terminal @RocketTerminal]

Global inflation rate

[Rocket Terminal @RocketTerminal]

🚀 Starlink’s next-generation Wi-Fi 7 router is getting closer to launch.

The new hardware has been spotted in Starlink’s app code, following FCC equipment authorization earlier this month.

• Wi-Fi 7 on 2.4GHz & 5GHz
• Up to 160MHz channels
• 2 Ethernet ports
• USB-C
• Power over Ethernet support

Starlink has yet to announce pricing, availability or a launch date.

The next upgrade to the Starlink home networking experience could be coming soon. 📡

[Rocket Terminal @RocketTerminal]

🚨 $MSFT & $GOOGL were both reportedly in talks to rent capacity at Nscale’s West Virginia Monarch campus before the 460MW lease went to Anthropic for $45B.

$MSFT walked away during a data center portfolio review, while $GOOGL backed off after reassessing its compute needs and capex.

Now Anthropic has locked up one of the largest AI infrastructure deals ever.

[Rocket Terminal @RocketTerminal]

Fed Chair Kevin Warsh’s Jackson Hole message was focused on inflation and patience:

• Inflation remains too high, with prices the Fed’s predominant focus
• The 2% PCE target remains “firm and fixed”
• Recent inflation data improved, but underlying trends have not meaningfully changed
• More work is needed unless inflation returns to target clearly and at sufficient speed
• Labor markets remain stable and consistent with full employment
• Broad financial conditions are not restrictive
• A “good majority” favored waiting before changing rates in July

Overall, Warsh’s remarks point to a Fed that remains cautious about easing while inflation is still above target.

[Rocket Terminal @RocketTerminal]

SoftBank is reportedly planning to have nearly $65B invested in OpenAI by October.

The company is also seeking another $10B loan to help fund its stake, just 22 days after closing a separate $10B facility.

SoftBank is simultaneously working to refinance a $40B bridge loan due by March 2027, highlighting the scale of its OpenAI investment strategy.

[Rocket Terminal @RocketTerminal]

Fed Chair Warsh says he’d be “hard-pressed” to call financial conditions restrictive as the economy strengthens and credit shows few signs of tightening.

With inflation still “more concerning,” the Fed’s decision to hold rates in July increasingly looks like a signal of continued patience on rate cuts.

The message to markets: don’t expect aggressive easing while growth remains resilient and inflation stays sticky. 📈

[Rocket Terminal @RocketTerminal]

$AAPL is raising Apple TV prices in the U.S. starting today. 📺

Monthly: $14.99 → $12.99
Annual: $119 → $99
Apple One Individual: $21.95 → $19.95

This marks Apple TV’s 4th price increase in just 4 years.

The monthly price is now 3× its original $4.99 launch price.

Apple is steadily turning its services business into an even bigger revenue engine. 🍎

[Rocket Terminal @RocketTerminal]

$META is testing robots from ABB and other robotics companies to handle tasks like swapping cables and resetting servers inside its data centers.

The goal: automate repetitive maintenance work, reduce labor costs, and keep AI infrastructure running with less human intervention.

If successful, data center robotics could become a major part of the next wave of AI infrastructure automation. 🤖

[Rocket Terminal @RocketTerminal]

🚨 The U.S. dollar is on track for its biggest weekly gain in nearly a month, rising as much as 0.3%.

🔥 Hotter-than-expected inflation data is fueling bets that the Federal Reserve could hike interest rates again by year-end.

Higher-for-longer rate expectations are giving the dollar another boost as markets reassess the Fed’s path. 💵📈

[Rocket Terminal @RocketTerminal]

$SK Hynix $SKHY is building a $4B HBM packaging facility in Indiana, with mass production targeted for H2 2029. 🇺🇸

The move comes as $MU ramps up major U.S. memory expansion, including 2 fabs in Idaho and up to 4 fabs in New York, as part of more than $250B in planned U.S. investment through 2035.

The AI infrastructure buildout is increasingly becoming a U.S. memory and semiconductor manufacturing race. 🏭🤖

[Rocket Terminal @RocketTerminal]

🚨 $CRM & Anthropic launch “Claudeforce”

Salesforce and Anthropic are expanding their partnership with Claudeforce, a new Claude integration that lets sales teams access Salesforce data and take actions directly inside Claude.

It launches with 37 pre-built sales skills, including:

• Drafting emails
• Updating CRM records
• Working with Salesforce data
• Executing sales workflows

Claudeforce is currently available to select pilot customers, with a broader preview planned for next month.

More Salesforce and Slack integrations are also coming later this year. 🤖

AI agents are moving from answering questions to actually taking action inside enterprise workflows.