Tesla and SpaceX are moving closer together, and it's now official in Tesla's 10-Q Tesla's board has "formed a special committee to explore deepening Tesla's relationship with SpaceX, which could be through certain arrangements including without limitation a business combination" SpaceX's own 10-Q confirms a matching special committee on its side Tesla builds the cars, robots, batteries and real-world SI. SpaceX builds the rockets, Starlink, compute and Grok Bringing that under one roof would create the most powerful technology company in history

VIDEO WITHDRAWAL: German drone maker Quantum Systems got a foothold in the United States with help from CIA-backed investor In-Q-Tel, its co-CEO said. We will delete a previous video due to restrictions

German drone maker Quantum Systems got a foothold in the United States with help from CIA-backed investor In-Q-Tel (IQT), its co-CEO said, underscoring the influence of US money and intelligence networks in shaping Europe's rising defense stars

German drone maker Quantum Systems gained an early foothold in the United States with help from CIA-linked investor In-Q-Tel (IQT), its co-CEO said, highlighting how U.S. capital and networks continue to shape Europe's emerging defence companies.

Exclusive: German drone maker Quantum Systems gained an early foothold in the United States with help from CIA-linked investor In-Q-Tel, its co-CEO said, highlighting how US capital and networks continue to shape Europe's emerging defense companies

SpaceXSI 10-Q just dropped Tesla x SpaceX merger talks are official on both sides SpaceX's board has formed a special committee to evaluate a potential combination with Tesla. Tesla's board has formed one too. No decision yet. A deal would need SpaceX's committee, board and controlling shareholder to approve. SpaceXSI Q3 2026 highlights: Revenue $14.58B, up from $5.58B a year ago Net income $4.40B, vs a $1.05B loss AI segment revenue $7.56B, now the largest segment - Connectivity $5.25B, Space $1.77B Starlink 13.6M consumer subscribers, up from 7.2M AI compute 1.7 GW, up from 0.6 GW 33 Falcon launches and 2 Starship launches Cash and securities about $89.9B, debt $38B Capex $48B in the first nine months Bought $151M of Tesla Megapacks in Q3 $561M unrealized gain on its Boring Company stake

Scaling hybrid workloads with NVIDIA CUDA-Q is enabling teams across the quantum ecosystem to explore real-world impact using GPU-accelerated simulation. 🚀 ⚡ Aegiq and @Quantum_Motion are advancing quantum chemistry workflows with CUDA-Q. ⚡ Classiq is drawing on CUDA-Q to explore new quantum applications in finance. ⚡ FirstQFM has demonstrated quantum foundation models on the Leonardo supercomputer. ⚡ Eclipse Qrisp (pioneered by @Fraunhofer FOKUS) and @Qilimanjaro are powering their work with CUDA-Q. ⚡ qBraid now serves as a CUDA-Q target, expanding access to a broad set of QPU providers. ⚡ QCentroid is building QuantumOps workflows on CUDA-Q, driving more efficient applications development. ⚡ Welinq is pairing its distributed quantum compiler with CUDA-Q for GPU-accelerated circuit verification. The path to useful quantum computing is hybrid—powered by accelerated simulation. Learn more: #ISC26#

$COHR earnings transcript TLDR: Q: On $LITE + $MRVL merger. A. Customers will prefer an independent optical supplier without competitive conflicts (opportunity for other merchant laser suppliers) Q: Loop Capital asked about 2028 laser industry oversupply. A: No oversupply risk by 2028. Coherent’s entire current internal InP production is consumed by its own products while its expanding capacity. Q: On Chinese laser competition for CPO UHP lasers A: “We really only have one competitor” (hinting at $LITE). Q: On financing concerns for capacity expansion during this market scare A: Customer LTAs have prepayments, which are used for product capacity orders 2027 completely sold out, LTAs extend to 2030, customers placing orders into 2028. Q: On laser technology for CPO scale up from Bernstein, whether it’s VCSELs or CW lasers. A: CW for CPO scale out and scale up for 2026-2027. 2029-2030 sees scale in and chip to chip using micro-VCSELs, and 2028 opportunities for NPO scale up. So technology of choice is CW for CPO. - Coherent is seeing pricing power and raising margin targets, supporting view optical players get additional leverage for margin expansion - Massive new $20B 5Y LTA, anchored by UHP CW lasers, with other optical products mixed in - demand comes from growth in DC and conversion of copper interconnects to optics. The latter is bandwidth requirements, independent of DC growth. slower compute growth can coexist with sharply rising optical content per system TLDR: - nothing quite showing optical demand like $20B in LTAs anchored by high power lasers from 1 customer alone (not your frontier labs type commitments) - no industry wide laser oversupply risk by 2028 for InP lasers/EML - financing funded by revenue from LTAs and purchase orders. - doesn’t see Chinese competition for high end lasers, commentary casts doubts over China capability + capacity expansion claims - CW lasers weapon of choice for CPO, blended margins going up for optical players - optics more isolated in the event of a DC slowdown Quite wild to see fundamentals of optical players improve so much, while overall valuations crash.