Here are the current top 10 stocks on the @AltindexApp top AI stocks list for today Constellation Energy $CEG Jack Henry $JKHY WW Grainger $GWW Berkshire Hathaway $BRK.B Palomar $PLMR $SOFI Granite $GVA OceanFirst $OCFC Mercantile Bank $MBWM Bread Financial $BFH

GOOGLE $GOOGL IS BUILDING THREE NEW SUBSEA CABLES ACROSS THE AMERICAS, CALLING THE WHOLE PROJECT "AMERICAS CONNECT" The new systems, Alisios, Canoa, and OlaLuz, connect the Dominican Republic, Panama, Chile, Bermuda, and Florida, alongside a new branch of the existing Firmina cable and prior investments in Curie, Nuvem, and Sol. Alisios links the Dominican Republic, Panama, and Chile. Canoa connects the Dominican Republic to Bermuda, extending reach from Latin America and the Caribbean directly to Europe and North America. OlaLuz runs from the Dominican Republic straight to Florida. The buildout creates redundant rings across three regions: - Pacific: Chile to Panama to the US West Coast, serving Google Cloud regions in Chile, Los Angeles, and Las Vegas - Caribbean: Panama to the Dominican Republic, interlinking to the US East Coast and Google Cloud regions in South Carolina and Virginia - Atlantic: Dominican Republic to Bermuda, connecting to US East Coast and European Google Cloud regions in Madrid

CoreWeave $CRWV just said its revenue backlog was now $104 Billion CoreWeave put in the fine print that that number "Does not include more than $25 billion of net new customer commitments added in early Q3."

LUMENTUM $LITE JUST REPORTED FISCAL Q4 EARNINGS - Revenue of $1.006B beating expectations of $987M 🟢 (up 109.3% YoY) - Non-GAAP EPS of $3.23 beating expectations of $2.97 🟢 (up from $0.88 in the same period last year) - Non-GAAP gross margin of 50.4%, up from 37.8% in the same period last year - Non-GAAP operating margin of 36.6%, up from 15.0% in the same period last year Q1 FY27 guidance: revenue of $1.225B-$1.275B, non-GAAP EPS of $4.05-$4.35 CEO Michael Hurlston says the guide puts the company at its target operating model more than a quarter ahead of schedule, driven by AI data center demand for optical connectivity, including 1.6T cloud modules, high-power CPO lasers, and early orders for ELS modules. GAAP results showed a net loss of $7.2 billion, or $84.65 per diluted share, driven entirely by a one-time, non-cash $7.8 billion loss on debt extinguishment tied to converting outstanding notes into equity. The company held $2.7 billion in cash, cash equivalents, and short-term investments at quarter end.

The University of Michigan will drop grades for first-semester freshmen next year in an effort to “curb the mental health crisis unfolding among college-aged individuals,” Instead of a letter grade, first-semester transcripts will show “pass or no credit.” - WSJ

All these stocks hit new 52 WEEK HIGHS at some point today Airbnb $ABNB Bank of America $BAC Palo Alto $PANW SentinelOne $S Zeta Global $ZETA Energy Transfer $ET Dexcom $DXCM Everpure $P Aramark $ARMK Fastenal $FAST 10X Genomics $TXG James Hardie Industries $JHX Target $TGT BioMarin Pharmaceuticals $BMRN Cardinal Health $CAH Twilio $TWLO Cheesecake Factory $CAKE Halozyme Therapeutics $HALO Marathon Petroleum $MPC Phillips 66 $PSX Banco Bilbao $BBVA Valero Energy $VLO SharkNinja $SN Liquidia $LQDA Eaton $ETN US Foods $USFD Brinker $EAT Kinetik $KNTK Hinge Health $HNGE Crinetics Pharmaceuticals $CRNX Amgen $AMGN Ternium $TX Acadia Pharmaceuticals $ACAD Stanley Black & Decker $SWK Charles River Laboratories $CRL Bancolombia $CIB Cactus $WHD CG Oncology $CGON Waters $WAT Zebra Technologies $ZBRA Victory Capital $VCTR Corpay $CPAY LandBridge $LB Williams-Sonoma $WSM Oruka Therapeutics $ORKA Laboratory Corp of America $LH Ameriprise Financial $AMP Protagonist Therapeutics $PTGX Enact $ACT Reliance $RS

OpenAI's former Chief Operating Officer, Brad Lightcap just announced he is stepping down from the company Here is the full letter Lightcap sent to OpenAI employees: "Team, it is bittersweet to share that I’ll be moving on from OpenAI to start something new. I feel incredibly fortunate to have spent most of the last decade pursuing our mission and building this company. Sitting here today, mission success feels within sight. It has been the honor of my life to help bring us to this point, and to do it alongside all of you. I joined OpenAI in 2018, eight years ago this month, because I wanted to work on something hard. @sama introduced me to @gdb and @ilyasut, who showed me a pitch deck suggesting that because models improve predictably with scale, AGI was not only possible but likely. If you had told me then that we’d be where we are today, I wouldn't have believed you. In the years that followed, I had the privilege of building the first versions of most of our operations and business teams – from Finance to Legal, People, CorpSec, GTM/Gov, Partnerships, and more. Among the most rewarding parts of this journey for me has been watching each of these teams mature under brilliant leaders. I am excited for the next decade in the hands of this incredibly capable team. At the same time, we grew from a small research lab to one of the most consequential companies of our time. I was reminded of that fact constantly – from serving our first user to our billionth, to the growing scale and ambition of our partnerships and the occasional curveball (the Blip, etc.). Through it all, I’m proud of how we’ve maintained our focus on people. It always amazes me how quickly the world has adopted our tools and rallied behind our mission. I hope we will continue to earn their trust. Over the last few months, I’ve been focused on the next horizon and what would stand in the way of mission success. I believe there are a few important new things the world will need to get right as we enter this next period. I’ll have more to share soon, but I believe in OpenAI more than ever and am excited to help you all advance the mission from a different vantage point. I am deeply grateful to have had the opportunity to work with all of you, and to so many of you for the support through the years. The old OpenAI meme that “the real AGI is the friends you made along the way” really rings true for me. I will be around for the next few weeks. I am not going far and hope to continue to support you all however I can. I’ll always be a phone call away if you need me. Brad"

Google $GOOGL CEO Sundar Pichai just posted this: “1B+ people are now using Geminiapp every month to spark new ideas and get things done. It’s our fastest growing product ever, and our 14th to hit the 1B-user mark”

APPLE $AAPL IS STILL MOVING FORWARD WITH A GLASS-CENTRIC IPHONE REDESIGN FOR THE 20TH ANNIVERSARY MODEL, PEOPLE FAMILIAR WITH THE MATTER SAY The report directly counters an analyst claim that the redesign had been canceled. The new iPhone Pro models, internally known as V73 and V74, are expected to launch next year with glass on both the front and back, curving into the sides of the device with a metal band running through the middle - Bloomberg