Sarah Eisen talked with Brookfield's Bruce Flatt at the FII conference in Riad and started by asking him about the deal. >> President Trump and uh Commerce Secretary Lutnik uh announced a number of deals uh for the Japanese fund to invest in the United States. And uh the one that we're involved in is uh an $80 billion investment into new nuclear plants in the United States.And uh we're super excited about this. And and probably the most important thing isn't the 80 billion, but we needed to have scale to be ...

Funding & Expansion - TeraWulf is launching a $500 million convertible note offering [1] - The offering aims to fund a new data center campus in Texas [1] Strategic Shift - TeraWulf is expanding into AI infrastructure [1]

AI Infrastructure Investment - Groq CEO 表示在 AI 基础设施上的资本支出不足 [1] - 行业认为当前的投资规模与 AI 发展的需求不匹配 [1]

Summary of Nvidia Corp. (NVDA) Key Takeaways from GTC Washington DC Keynote Company Overview - **Company**: Nvidia Corp. (NVDA) - **Event**: GTC Washington DC keynote on October 28 Key Points Revenue Visibility - Nvidia has visibility into **$500 billion** in cumulative Datacenter revenue for **2025-26** - This estimate is **10%** above internal estimates of **$453 billion** and **12%** above the Visible Alpha Consensus Data of **$447 billion** - Increased visibility into **CY26** revenues is viewed positively, leading to a **Buy** rating reaffirmation [1][5][7] Strategic Partnerships and Investments - Announced a **$1 billion** equity investment in **Nokia** at a subscription price of **$6.01** per share to enhance AI-native mobile networks [5] - Partnership with **Uber** to develop a Level 4 ready mobility network using Nvidia's **DRIVE AGX Hyperion 10** platform and **DRIVE AV** software [6] Technological Developments - Introduction of **NVQLink**, a high-speed interconnect for quantum computers [5] - Seven new supercomputers announced in collaboration with the **U.S. Department of Energy**, featuring **100,000** and **10,000** Nvidia Blackwell GPUs [5] Financial Projections - Current estimates for **CY26** revenues are approximately **7%** above Street estimates, with potential for further upward adjustments based on factors such as OpenAI's deployment timing and contributions from non-traditional customers [1][5] Price Target and Risks - **12-month price target** set at **$210**, based on a **35X P/E** applied to a normalized EPS estimate of **$6.00** - Key downside risks include: - Slowdown in AI infrastructure spending - Increased competitive intensity leading to share erosion - Margin erosion due to competition - Supply constraints [7][8] Additional Insights - Nvidia's market cap is reported at **$4.9 trillion** with significant revenue growth projected over the next few years [8] - The company is positioned within the **Americas Semiconductors, Telecom & IT Services** sector, indicating its relevance in the technology landscape [8] This summary encapsulates the critical insights from Nvidia's recent keynote, highlighting its revenue projections, strategic partnerships, technological advancements, and financial outlook.

Core Insights - SuRo Capital Corp. will report its financial results for Q3 2025 on November 4, 2025, after the U.S. market closes [1] - A conference call for investors will be held on the same day at 2:00 p.m. PT (5:00 p.m. ET) [2] - The company is a publicly traded investment fund focused on high-growth, venture-backed private companies [4] Company Overview - SuRo Capital aims to create a portfolio of high-growth emerging private companies through a disciplined investment approach [4] - The fund provides investors access to innovative private companies before they go public, serving as a gateway to venture capital [4] - The portfolio includes sectors such as AI infrastructure, emerging consumer brands, and advanced software solutions for both consumer and enterprise markets [4]

CNBC's Kristina Partsinevelos reports on news regarding Nvidia's GTC Conference. ...

This is all about building massive AI infrastructure. That is the constant theme here. Where are we going to generate the power uh the red tape that is involved with all of that and how they're going to mitigate that. And one of the most important aspects too, especially relevant to our network today given all the other news with Amazon and Cheg, how our general population is not going to be displaced because of AI efficiencies.People don't want to hear that their job is going to be cut. So I asked Jensen j ...

Market Sentiment - $IREN printing hard off the lows [1] - $IREN on this correction is looking tasty [1] Industry Focus - Expecting AI infrastructure, data centers & energy to be a main theme over the next few years [1]

Core Viewpoint - Lumen's shares have reached a new record high, with a year-to-date increase of over 115% in 2025, driven by strong performance in AI infrastructure and cloud data center businesses [1][2]. Company Overview - Lumen has a market capitalization of nearly $13 billion and is involved in optical and photonic products, particularly in telecommunications and consumer electronics [2]. - The company is recognized for its collaboration with Apple, particularly in 3D sensing and laser technology [2][5]. Financial Performance - In the last earnings report from August, Lumen reported a revenue growth of 56%, exceeding expectations, with earnings per share (EPS) also surpassing forecasts [3]. - Cloud and networking revenue reached $424 million, marking a 67% increase [3]. Future Guidance - For the upcoming quarter, Lumen has guided revenue expectations between $510 million and $540 million, with EPS projected between $0.95 and $1.10 [4]. - Analysts are generally optimistic about revenue, with a consensus midpoint of around $13 for EPS, and some expecting higher figures [6][7]. Analyst Sentiment - Barclays downgraded Lumen to equal weight with a price target of $165, citing valuation concerns despite no negative business outlook [8]. - Other analysts, such as Susquehanna, JP Morgan, and Rosenblatt, maintain a more positive outlook with price targets ranging from $185 to $225, anticipating better-than-seasonal results for the upcoming quarter [9][10].

Market Sentiment - IREN is showing positive momentum after a correction [1] - The market anticipates AI infrastructure, data centers, and energy to be key investment themes in the coming years [1] Investment Focus - IREN is considered a potentially attractive investment during the current correction [1]