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1 day ago | [YT] | 0
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WealthWise
Robinhood launched its first closed-end fund (Ventures Fund I) in under a year and its second (Ventures Fund II, ticker RVII) about six months later — and executives think they can go faster.
CFO Shiv Verma told Bloomberg, "I actually think the pace can accelerate."
The funds give retail investors access to private-company stakes.
Fund I holds large private tech names like Databricks, Stripe, and Canva.
Fund II focuses on Y Combinator-linked startups (Airbnb, Stripe, and Instacart are past YC companies).
#Robinhood #RVII #YCombinator #VentureCapital #IPO #RetailInvesting #HOOD
2 days ago | [YT] | 1
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Global gas turbine orders hit a record 38GW in Q2, up 29% Q/Q and 71% Y/Y, J.P. Morgan said, as power demand surges.
The U.S. accounted for roughly half of new orders, driven by data center growth; the boom has caused turbine shortages in regions like Southeast Asia.
Rising demand is pushing up costs — JPM estimates a combined-cycle gas turbine delivered in 2031 will cost 3x last year's price, with lead times stretching to five years in 2025 from three and a half in 2023.
Among the top three makers, Siemens Energy led Q2 orders at 12.5GW, followed by GE Vernova at 11.3GW and Mitsubishi Power at 5.3GW.
Earlier this year, Wood Mackenzie forecast gas turbine prices would rise 195% by 2027 to $600/kW amid a supply squeeze "driven by increased electrification demand, especially around the expansion of data centers."
#GasTurbines #SiemensEnergy #GEVernova #AI #DataCenters #EnergyDemand #GEV #SMEGF
3 days ago | [YT] | 3
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RoboStrategy, a closed-end fund providing public-market exposure to private robotics and physical AI companies (holdings include Figure AI, Apptronik, Dyna Robotics, and Dexmate), reported net assets of $274.58M as of July 31, 2026 — a 10.33% increase over the $248.86M reported June 30.
NAV per share rose to $11.32, up 7.71% from $10.51.
#RoboStrategy #BOT #Robotics #PhysicalAI #HumanoidRobots #FigureAI #Apptronik
3 days ago | [YT] | 0
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Aehr Test Systems announced a $22M follow-on production order from its lead wafer-level AI processor customer, a leading provider of advanced AI training and inference processors.
The order includes multiple fully automated FOX-XP wafer-level burn-in (WLBI) systems plus Aehr's proprietary FOX WaferPak full-wafer Contactors and integrated FOX WaferPak Auto Aligners, with each FOX-XP configured to burn in and test nine 300mm wafers simultaneously.
Systems ship over the next six months for installation at the customer's high-volume manufacturing partner in Taiwan.
#Aehr #AEHR #Semiconductors #AI #WaferTesting #ChipManufacturing
3 days ago | [YT] | 0
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Definium Therapeutics reported positive Phase 3 Voyage results for DT120 — a single-dose, orally disintegrating LSD tablet — in generalized anxiety disorder.
The trial hit its primary endpoint: a placebo-adjusted 5.4-point reduction on the Hamilton Anxiety Rating Scale (HAM-A) at Week 12 (11.6 points for DT120 vs. 6.2 for placebo, P<.0001).
Effects appeared within days of the single, therapist-guided dose.
The 214-patient trial found DT120 generally well tolerated, with no new safety signals and no suicidality signal; adverse events were mild-to-moderate and mostly confined to dosing day.
This is Definium's second positive Phase 3 readout for DT120, following June's Emerge trial win in major depressive disorder (7.3-point placebo-adjusted MADRS improvement).
DT120 holds FDA Breakthrough Therapy designation for GAD.
Topline data from the second pivotal GAD trial, Panorama — which includes a 50µg dose arm to help rule out functional unblinding — is expected in September; a positive result would position DT120 as the first new GAD treatment mechanism since 2007.
#Definium #DT120 #LSD #MentalHealth #GAD #ClinicalTrial #Psychedelics #DFTX
3 days ago | [YT] | 4
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Firefly Aerospace's SciTec subsidiary won a $93.7M firm-fixed-price Space Force contract to modernize ground-based radar (creating a common architecture for future upgrades), awarded via Space Systems Command in Colorado Springs.
The win landed alongside Q2 results: record revenue of $117.7M (+657% Y/Y, beating consensus by $29.16M) and non-GAAP EPS of -$0.42 (beat by $0.11).
Backlog stood at ~$1.5B. 2026 revenue guidance: $420M-$450M (vs. $440.29M consensus).
#Firefly #SciTec #SpaceForce #Aerospace #Defense #RadarTech #FLYStock
4 days ago | [YT] | 1
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WealthWise
Quantinuum reported its first earnings as a public company, posting Q2 revenue of $8M (+279% Y/Y, beat by $0.4M) against GAAP EPS of -$1.93 (miss by $0.61).
Establishing first formal guidance as a public company, with 2026 revenue expected to be in the range of $28 to $32 million.
CEO Rajeeb Hazra said, "We are on track for the release of Sol in 2027, a system designed to provide 192 physical qubits and 100 logical qubits with a logical error rate of 10 to the power minus 5 or 99.999% logical fidelity," adding, "The first of the product candidate Sol traps manufactured by Honeywell, now Honeywell Aerospace, came back from the fab and is being put through a full validation suite and no showstoppers have been found so far."
The company announced a multi-year partnership with Oracle to deploy Helios, its most powerful quantum computer, as an Oracle Cloud Infrastructure service for hybrid quantum-AI workloads (drug discovery, materials science, financial modeling).
On Oracle/hyperscaler interest (TD Cowen's Sreekrishnan Sankarnarayanan), Hazra said "the stack is going to be offered as an OCI service," aiming for "tightly coupled... AI plus quantum workflows," adding, "yes, we are seeing a lot of interest."
Hazra also disclosed a letter of intent with the U.S. Commerce Department's CHIPS R&D Office: "This LOI provides up to $100 million to Quantinuum to support advanced manufacturing for the trapped-ion modality in the United States."
#Quantinuum #QuantumComputing #AI #QuantinuumHelios #QNT
4 days ago | [YT] | 4
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CoreWeave posted Q2 revenue of $2.58B (+113% Y/Y, beating consensus by $20M) and GAAP EPS of -$1.14, beating estimates by $0.33.
Net loss widened to $626M from $290M a year ago, driven mainly by net interest expense more than doubling to $640M.
CEO Michael Intrator said, "Q2 was an exceptional quarter for CoreWeave. We outperformed our plan across the board," generating "record revenue of $2.6 billion, up 112% year-over-year," with revenue backlog rising to "$104.2 billion" — not including "the over $25 billion of net new customer commitments added in the early weeks of Q3."
On power: "We continue to execute on our power strategy, reaching 1.5 gigawatts of active power" and remain "firmly on track to reach at least 8 gigawatts by 2030," with "near-term capacity remains effectively sold out."
On managed inference: "Booked ARR... has grown from $1 million to more than $100 million," targeting "at least $250 million of managed inference ARR" by year-end.
CFO Nitin Agrawal said margins "inflect[ed], expanding sequentially," with storage, CPU, networking, and software businesses already exceeding "$400 million of ARR."
On renewal economics (JPMorgan's Samik Chatterjee), Intrator said "the older generations of infrastructure continue to have significant value," citing a 2020-architecture GPU "sold fully priced out to 2029".
#CoreWeave #CRWV #AI #DataCenters #AIDataCenters
4 days ago | [YT] | 4
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Econolite won an expansion contract from Utah DOT to deploy Ouster BlueCity lidar traffic-management systems at 160 more intersections statewide, following a December 2024 evaluation where Econolite's Ouster BlueCity proposal ranked first among six vendors.
The deployment uses Ouster's OS1 Max Rev8 sensor (up to 500-foot detection, native color + 3D depth), enabling digital traffic twins, live multimodal detection, signal optimization, and privacy-preserving blurring of pedestrians/cyclists.
This builds on a 2025 UDOT contract covering 100+ intersections, bringing Utah's total contracted Ouster footprint to nearly 300 sites.
#Ouster #OUST #Lidar #Econolite #Utah #SmartInfrastructure #PhysicalAI
4 days ago | [YT] | 1
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