Starlink Mobile is starting to follow people across borders NTT Docomo’s Starlink Direct now works internationally in: 🇺🇸 United States 🇨🇦 Canada 🇵🇭 Philippines Travel outside normal cellular coverage and a supported phone can automatically connect directly to Starlink satellites for messaging and compatible data apps This is the bigger shift happening with Starlink Mobile: Satellite connectivity is starting to become an international roaming layer for the phone already in your pocket Your terrestrial network ends at the edge of coverage Starlink follows you beyond it

🚨 STARLINK IS GOING GLOBAL! 🛰️📱 NTT Docomo has launched Starlink Direct international roaming in the 🇺🇸 U.S., 🇨🇦 Canada, and 🇵🇭 Philippines — giving users satellite connectivity even where cellular networks disappear. No extra sign-up. No cellular towers needed. 📡 Data, maps & messaging via Starlink satellites 📱 Initially available on select Samsung Galaxy Z phones 🆘 Especially useful in remote areas and emergencies Your phone could soon stay connected almost anywhere on Earth.

When Starlink Mobile’s next-gen V2 service launches in Japan with @docomo, it will deliver 5G speeds to mobile phones with streaming, browsing and voice calls. The V1 service today is already connecting Docomo's 6.5M+ customers with apps and messaging in remote locations 🛰️📱

Japan's 🇯🇵 largest mobile carrier, NTT Docomo, serves 90M+ customers. Their core systems can never fail, so they're modernizing critical infrastructure on @Dell, which will reduce cost, power, and space in half with Dell PowerMax, PowerStore, and Apex.

BREAKING: Four major carriers have confirmed Starlink support for the newly launched iPhone 18 Pro range. 🇺🇸 T-Mobile 🇯🇵 au/KDDI 🇯🇵 NTT Docomo 🇦🇺 Telstra No special satellite phone or extra hardware. Starlink lets a regular iPhone stay connected where cell towers cannot reach.

Modernizing mission-critical private cloud infrastructure takes more than a hardware refresh. With Dell PowerStore, PowerMax, APEX Subscriptions and Managed Services, @DOCOMO is expected to reduce seven-year infrastructure costs by more than 50% while cutting operations time by roughly 40%. 📰

Nokia $NOK is expanding AI-RAN trials with operators across North America, Europe, Asia-Pacific and the Middle East as carriers move from early evaluations into lab and live-field testing. The platform combines Nokia’s anyRAN software with $NVDA’s Aerial RAN Computer and has delivered more than 20% improvement in spectral efficiency, according to Nokia. New and ongoing partners include A1 Group, Chunghwa Telecom, du, e&, Mobily, stc, TPG Telecom, Zain Saudi and NTT DOCOMO, with earlier evaluations involving T-Mobile, SoftBank and Indosat. Nokia and Nvidia are also expanding their AI-RAN collaboration as the industry moves toward AI-native 5G and 6G networks.

⚡Funding Brief⚡ Annualized revenue reportedly rose from $20 million to $700 million in roughly 12 months. That is the headline metric behind Higgsfield's newly announced $400 million Series B, which values the AI video-and-image company at $5.4 billion — about 4.2 times its reported roughly $1.3 billion Series A and extension valuation in January. The company describes its product as a visual-reasoning platform for creators, brands, agencies and studios: users can generate and develop visual content through AI-driven video and image workflows. Higgsfield was founded by former Snap executive Alex Mashrabov. A few signals worth noting: Higgsfield says business customers now account for a majority of annualized revenue, versus less than one-quarter in January. It also says it provides visual production services to 390 companies in the Fortune 500. These customer metrics are company-reported, and the company has not disclosed customer-spend, retention or contract-value data The company says it has more than 30 million users across 238 countries and territories, with more than 20 million content generations per month Following the May 2026 rollout of Higgsfield Supercomputer, the company says users of its agentic products grew 42-fold over three months DST Global led the round. New investors include Tribe Capital, Growth Equity at Goldman Sachs Alternatives, Smash Capital, Fifth Wall, Valor Capital, Intel Capital, Liberty Global Tech Ventures, Mirae Asset Capital and NTT DOCOMO Ventures; existing investors including Accel and Menlo Ventures also participated The $700 million annualized-revenue figure, user counts, customer coverage and growth data are company-reported operating metrics, not independently audited financial results. For agencies, studios and brands, the commercial question is not whether AI can create content, but whether it can reduce production time and marginal asset costs while meeting quality, brand-control and rights requirements. This financing is a notable signal that investors remain willing to fund AI application-layer companies that report rapid commercial growth. Source: Reuters, PRNewswire, Yahoo Finance, Qz

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Federal Reserve raised interest rates by 25 bps for the first time since July 2023 in a unanimous 12-0 decision. In its statement, the Fed said Middle East conflicts and broader geopolitical developments contributed to the decision. The updated dot plot now points to one more 25 bps hike in 2026, with 12 of 18 officials expecting exactly one additional hike, 4 expecting two more hikes, and 2 expecting no further hikes. The Fed also projects 2 additional rate hikes in 2027, signaling policymakers expect rates to remain higher for longer. 2. President Trump is expected to meet with Gulf leaders on the sidelines of the U.N. General Assembly in New York next Tuesday to discuss the next phase of the Iran conflict, according to reports. The discussions are expected to focus on U.S. proposals for a postwar strategy, with leaders from the Gulf Cooperation Council (GCC), Saudi Arabia, the UAE, Qatar, Bahrain, Kuwait, and Oman, expected to participate. The meeting comes as the administration works on a broader postwar framework ahead of the Sept. 24 Trump–Xi summit, where regional security and AI are also expected to be discussed. 3. Generac $GNRC signed a long-term agreement to supply backup power generators for Amazon $AMZN data centers, with total payments under the deal potentially reaching $8B. Initial generator deliveries are expected to total roughly $2.4B across 2027 and 2028. As part of the agreement, Amazon received warrants to purchase up to 1.69M Generac shares at $200.93 each, with about 308K shares vesting immediately and the rest vesting in stages as Amazon’s payments move toward the $8B threshold. The warrants are exercisable through September 2033. The deal gives Generac a major long-term hyperscaler customer as AI data center growth continues driving demand for backup power and broader energy infrastructure. 4. Fed Chair Kevin Warsh said today’s rate hike removed a “dose of accommodation,” adding that the move shows the Fed is serious about restoring price stability. Warsh also said he believes the Fed can bring inflation back under control without damaging the labor market: “We don’t need to do harm to the job market to achieve our objective.” On AI, he said the Fed is closely monitoring developments but that decisions around AI’s risks and rewards belong to other policymakers, adding that the Fed’s AI task force is expected to report back by year-end. Meanwhile, White House official Desai called the Fed’s rate hike “rather unfortunate.” 5. Nebius $NBIS announced another ~20% price increase for on-demand H100, H200, B200, and B300 GPUs, effective October 1, just 4 months after raising prices by roughly 30%. The company also posted 5 first-place results in the latest MLPerf AI inference benchmarks, including the top full-rack performance on NVIDIA’s GB300 NVL72. Nebius was one of only 2 companies to submit results on NVIDIA’s next-generation Vera Rubin NVL72 platform, achieving 603K tokens/sec running DeepSeek R1 across 72 GPUs in the preview category. The results further reinforce Nebius’ infrastructure capabilities, engineering execution, and close partnership with NVIDIA. 6. The top 10 most active options today by contracts traded were $NVDA with 3.0M contracts, $TSLA with 2.4M contracts, $AAPL with 1.6M contracts, $SPCX with 1.2M contracts, $INTC with 1.0M contracts, $MU with 857K contracts, $META with 857K contracts, $AMZN with 854K contracts, $AMD with 743K contracts, and $HOOD with 403K contracts. 7. Trump administration officials are reportedly considering a meeting with major AI and tech executives on the sidelines of Xi Jinping’s Washington visit next week, though nothing has been finalized, according to CNN. OpenAI CEO Sam Altman and Nvidia $NVDA CEO Jensen Huang are among those expected to be in Washington for the state dinner and could potentially attend. The proposed discussion would focus on the future of AI and related risks, although Xi is not currently expected to participate. The meeting comes as the U.S. and China also prepare to discuss shared AI risks ahead of the September 24 Trump–Xi summit. 8. Chipotle $CMG is partnering with Palantir $PLTR to strengthen food safety monitoring across its restaurants. Chipotle will use Palantir’s platform to track potential food safety risks, including pest incidents, employee illnesses, and other operational factors that could impact restaurant safety. The partnership comes after a challenging summer for food safety across the U.S. and highlights how Palantir continues expanding beyond government and industrial customers into large-scale commercial use cases, where its software is being used to improve operational decision-making and risk management. 9. U.S. homebuilder confidence fell to 32, its weakest reading since late 2022, as elevated mortgage rates continued weighing on demand. The average 30-year mortgage rate has climbed back above 7%, near its highest level in almost 2 years. Builders are increasingly responding with incentives, with 38% cutting prices and 66% offering buyer concessions. At the same time, housing inventory has reached a 7-year high, while Redfin estimates there were 58% more sellers than buyers in August, the widest imbalance since it began tracking the data in 2013. 10. Nokia $NOK is expanding AI-RAN trials with operators across North America, Europe, Asia-Pacific, and the Middle East as carriers move from early evaluations into lab and live-field testing. The platform combines Nokia’s anyRAN software with NVIDIA’s Aerial RAN Computer and has delivered more than 20% improvement in spectral efficiency, according to Nokia. New and ongoing partners include A1 Group, Chunghwa Telecom, du, e&, Mobily, stc, TPG Telecom, Zain Saudi, and NTT DOCOMO, while earlier evaluations involved T-Mobile, SoftBank, and Indosat. Nokia and NVIDIA are also expanding their AI-RAN collaboration as the telecom industry moves toward AI-native 5G and 6G networks. 11. Apple $AAPL is reportedly weighing a return to the server market with an AI-focused enterprise system built around its own M-series chips and NVIDIA’s NVLink Fusion networking technology, according to The Information. The proposed servers would use either 2 or 4 M8 Ultra chips and target AI developers, enterprises, and governments looking to run AI inference on private infrastructure. The project is currently aimed for 2029, though the plans could still change or be canceled. The move follows surging demand from AI developers for Mac mini and Mac Studio systems, helping drive Mac revenue up nearly 29% last quarter to $10.4B. If launched, it would mark Apple’s return to the server market for the first time since discontinuing Xserve in 2011. 12. CoreWeave $CRWV signed a definitive 15-year anchor lease with Blockfusion for capacity at its Niagara Falls, New York AI data center campus. The former power plant is being converted into a high-density, liquid-cooled AI facility powered predominantly by hydroelectric energy. The agreement further expands CoreWeave’s long-term AI infrastructure footprint while leveraging low-cost, renewable power to support next-generation GPU deployments. WALL STREET IS THE GREATEST SHOW ON EARTH.