🚨With the AI ​​boom, the top revenue-generating companies in data centers and their AI revenue shares: 🧠📊 ​ $NVDA | Nvidia 58% ​ $TSM | TSMC 15% ​ $AVGO | Broadcom 12% ​ $AMD | AMD 3% ​ $MRVL | Marvell 3% ​ $MU | Micron 2% ​ $ARM | Arm 1% ​#AI #DataCenter #Technology #Investment #StockMarket #Stocks

Key developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. ​3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. ​4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector

$90 Billion Defense Package Zelenskiy announced that a $90 billion arms deal with the US is underway. The package includes: - Air defense systems - Anti-missile technologies - And undisclosed advanced military equipment. It was also announced that the US will purchase Ukrainian-made drones and that production in Kyiv will increase.

Google Fined in Australia for Competition! 🇦🇺 Google has agreed to pay a $A55 million ($35.8 million) fine in Australia for making agreements that harmed competition. According to the regulator, Google stifled competition by paying two of the largest telecom companies, Telstra and Optus, to pre-install its search app on Android phones. #Google #Technology #Competition #Australia #Penalty #Market

$RCAT Red Cat Holdings Balance Sheet Summary 💰 Financial Status The company reported quarterly revenue of $3.2 million (down 50% year-over-year). Net loss of $13.3 million (up 63% year-over-year). Gross profit increased by 40% year-over-year to $375,000. Cash and receivables totaled $66.9 million at the end of the quarter. Inventory and deposits of $21 million are being prepared for production capacity. Loss per share was reported as $0.15. 🛡️ Operational Developments - TD3 LRP contract signed with the US Army: 690 SRR Black Widow drone systems will be delivered. - AS9100 certification received: Quality and safety standard in the defense industry. - Production partnership established with ESAero: Outsourced support will be provided for mass production. - Expansion into the USV (Uncrewed Surface Vessel) segment: Product diversity is increasing with naval vessels. 📌 Strategic Notes - The company's liquidity position is sufficient to provide more than 20 quarters of operational capital at its current revenue level. - The defense-focused transformation offers the potential to increase profitability with higher-margin contracts. - The expansion of the SRR budget for 2026 strengthens the forward-looking revenue outlook.

$GSAT Significant agreement from Globalstar! 🛡️ Government Contracts and Defense Technology Initiative - Globalstar has signed multiple government contracts expected to generate at least $60 million in revenue over the next five years. - These contracts cover the company's satellite-enabled software-defined communications solutions. - Thanks to the collaboration with Parsons, proof-of-concept for use in signal-disruption environments has been completed and commercialization has begun. 📡 Technological Developments - Globalstar's XCOM RAN technology is being evaluated for a high-capacity architecture in 5G defense applications. - The plug-and-play architecture, combined with Band 53 spectrum assets, enables rapid deployment for critical missions. - A collaborative R&D agreement has been signed with the US Army: Edge computing capabilities will be demonstrated for enhanced situational awareness in tactical environments. 🌍 Infrastructure and Global Expansion - The company has begun construction to expand its ground station in Singapore. The new antennas will support the third-generation C-3 mobile satellite system. This expansion will increase service capacity in Southeast Asia, building on a 17-year partnership with Singtel.

$RXRX Analysts Confident in Recursion Pharmaceuticals' Future: Earnings Estimates Rising! 📈 Biotechnology company Recursion is on analysts' radars. The company's revenue is expected to jump from approximately $70.58 million this year to $113.91 million next year, a growth of over 61%. This strong growth outlook has analysts painting an optimistic outlook for the stock. The 25% revenue surpassing expectations in the last quarter was a major driver of this positive sentiment. Partnerships with industry giants like Sanofi, including a potential $300 million payout, also bolster confidence in the company's future revenue streams. The consensus rating from five analysts is "Buy," while the average price target for the stock is $7.00. This target suggests a potential upside of approximately 29% from the current price. The fact that the company has sufficient cash reserves until the last quarter of 2027 also demonstrates its financial resilience.

$RDW Redwire Corporation announced that its newly acquired subsidiary, Edge Autonomy, has been awarded a prototype phase contract by the U.S. Army under the Long-Range Reconnaissance (LRR) program. This development indicates that Edge Autonomy will play a more critical role in U.S. defense strategies with its Stalker unmanned aerial systems (UAS).

$QSI Quantum-Si Takes Strategic Steps Despite Challenges in Q2 2025 Proteomics technology company Quantum-Si announced its financial results for Q2 2025. The company faced a challenging quarter due to the near-halt of capital acquisitions by academic laboratories in the US and uncertainty surrounding NIH funding. Second-quarter revenue of $591K fell short of expectations. Operating expenses increased year-over-year to $30.5 million, with a net loss of $28.8 million. However, the company is responding to this challenging period with innovative solutions. For customers struggling to make capital expenditures, new instrument acquisition options with no upfront costs have been offered, and these models have already won initial customers. This strategy aims to meet the demand for consumables, particularly from customers who have operating budgets but cannot afford capital expenditures. Steps are also being taken for the future. Having doubled its pipeline of opportunities in the pharmaceutical and biotechnology sectors, the company has also made significant progress in its Proteus development program, scheduled for launch in 2026. Furthermore, the recently completed $50 million capital increase strengthened the company's cash position, and its financial resilience is expected to continue into the second quarter of 2028. As of June 30, 2025, the company had $214.2 million in cash and securities investments.

Trump's New Tariff Move: 250% Tax on Medicines Possible 🔹 Tariffs planned for the chip and pharmaceutical sectors 🔹 Taxes on medicine imports could be raised from 150% to 250% 🟣 Pressure on global supply chains could increase.

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