📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $META Meta Platforms has discovered security vulnerabilities in its AI product Muse that may affect user data and virtual-environment security; Meta is preparing to strengthen risk warnings. - The Information

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SK Hynix unit Solidigm weighing IPO; valuation could reach $150 billion - $SKHY $MU $ARM $CBRS Refinitiv reported Solidigm, SK Hynix’s US SSD unit, is considering an IPO as early as next year with a potential valuation of up to $150 billion. The unit held banker pitch meetings this week and may seek roughly $15 billion of proceeds, but size and timing are early-stage and market-dependent. Based in California, Solidigm was created after SK Hynix bought Intel’s NAND and SSD business for about $9 billion in 2020 and spun it out in 2021. Solidigm supplies enterprise SSDs to servers, cloud and data centers and is targeting large-capacity storage for AI workloads. A $150 billion valuation would far exceed recent semiconductor IPOs such as Arm (~$54 billion at listing in 2023) and Cerebras (~$56 billion at IPO in 2026).

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $MSFT Bill Gates demands federal AI guardrails, warns of "a billion deaths" - $AMZN $GOOGL $META $NVDA Gates argues that relying on tech labs to police themselves is no longer tenable. While recent industry discourse has been dominated by whistleblower fears of AI eventually wiping out humanity, Gates provides a more immediate, pragmatic context: the sheer destructive capability of these tools in the hands of bad actors today. "No one thinks self-regulation is enough," Gates stated, emphasizing that politicians and law enforcement must step in to mandate safeguards.

$AMD | BofA Securities 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗠𝗶𝗰𝗿𝗼 𝗗𝗲𝘃𝗶𝗰𝗲𝘀, raises PT to $𝟳𝟮𝟬 from $𝟲𝟮𝟬 Analyst sees agentic AI structurally driving CPU demand and expanding AMD's AI infrastructure opportunity.

US University of Michigan Consumer Data (Sep Final): $QQQ $SPY ➤ Consumer Expectations Index: 46.3 (Forecast 45.7, Previous 45.8) ➤ Current Conditions Index: 50.9 (Forecast 49.5, Previous 50.9) ➤ Consumer Sentiment Index: 48.1 (Forecast 47.6, Previous 47.8)

Wow 🤯 Made this motion video with Claude Opus 5.5 using just a screenshot and this prompt: "Create a bold, dynamic 15-second motion graphics video that showcases your best motion design skills as if it’s the highlight of your portfolio for a dream job. Bring sharp timing, smooth transitions, and standout visuals. Push your creativity and make every second count."

$OKTA | BMO Capital 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗢𝗸𝘁𝗮, 𝗜𝗻𝗰., raises PT to $𝟮𝟯𝟬 from $𝟭𝟴𝟳 Analyst sees an expanding identity TAM and Okta's AI portfolio driving additive growth, share gains, and new-logo wins.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Nscale Limited, a full-stack AI cloud platform, has raised $3.36bn through convertible loan notes in a round led by Third Point The financing includes an initial tranche of $2.36bn at closing and an additional $1bn commitment from $NVDA Nvidia, with funding from Nvidia expected in mid-November 2026

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Planet Labs’ Pelican-12 Arrives at Cape Canaveral Ahead of SpaceX Launch - $PL $SPCX 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ➤ 𝗣𝗹𝗮𝗻𝗲𝘁 𝗟𝗮𝗯𝘀' Pelican-12 arrives at Cape Canaveral for launch. ➤ Satellite will launch aboard 𝗦𝗽𝗮𝗰𝗲𝗫'𝘀 upcoming Bandwagon-5 rideshare mission. ➤ Pelican-12 is Planet's updated second-generation 𝗵𝗶𝗴𝗵-𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 satellite. ➤ Gen 2 Pelicans target imagery resolution up to 𝟯𝟬 𝗰𝗺 class. ➤ Pelican-12 incorporates payload and communications upgrades from 𝗣𝗲𝗹𝗶𝗰𝗮𝗻-𝟭𝟭 learnings. ➤ Steerable antenna targets data rates exceeding the previous 𝟭 𝗠𝗯𝗽𝘀 demonstration. ➤ 𝗡𝗩𝗜𝗗𝗜𝗔 𝗝𝗲𝘁𝘀𝗼𝗻 enables accelerated on-orbit AI and edge computing. ➤ Edge AI could reduce 𝗹𝗮𝘁𝗲𝗻𝗰𝘆 and downlink costs for Earth intelligence. ➤ Pelican-12 will become Planet's 𝗳𝗶𝗳𝘁𝗵 Pelican launched during 𝟮𝟬𝟮𝟲. ➤ Planet plans additional 𝗣𝗲𝗹𝗶𝗰𝗮𝗻 launches during 𝟮𝟬𝟮𝟳. 👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀: ➤ 𝟯𝟬 𝗰𝗺 imagery could improve infrastructure, agriculture, and disaster monitoring. ➤ On-orbit 𝗔𝗜 processing can deliver actionable insights with lower latency. ➤ Faster satellite communications could shorten delivery times for customer data. ➤ Expanding Pelican production supports growing demand for 𝗵𝗶𝗴𝗵-𝗿𝗲𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 Earth data.

$SNPS | HSBC 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗦𝘆𝗻𝗼𝗽𝘀𝘆𝘀 from Hold to 𝗕𝘂𝘆, raises PT to $𝟳𝟬𝟬 from $𝟰𝟵𝟬 Analyst sees significant earnings upside from a shift toward royalties and an agentic AI-driven EDA resurgence.

Goldman Sachs AI Infrastructure Outlook: - $META $ORCL $GOOGL $MSFT $AMZN ➤ Projects five largest US hyperscale cloud providers will increase AI infrastructure spending 54% by 2027 to $1.2 trillion, above Wall Street expectations ➤ Expects Amazon, Alphabet, Microsoft, Oracle and Meta to spend $800 billion on AI infrastructure this year ➤ Says hyperscale cloud providers need roughly $300 billion of annual AI revenue to reach breakeven ➤ Rising funding requirements and infrastructure constraints could dampen future spending growth

$QCOM | Bernstein SocGen Group 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺, PT $𝟭𝟲𝟱 Analyst sees the Apple licensing renewal as welcome for now, with royalties already broadly incorporated into estimates.

$MRNA | Bernstein SocGen Group 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗠𝗼𝗱𝗲𝗿𝗻𝗮, maintains PT at $𝟰𝟱 Analyst sees Intismeran as the clearest mRNA platform validation, with expansion now the key question.