Texas Capital reiterates a Buy rating on Oklo $OKLO with a 138 price target.

Analyst cites "massive derisking" following today’s dual wins including the first NRC license for Atomic Alchemy and DOE safety approval for the Aurora powerhouse.

Super Micro $SMCI unveils the CMX storage server at GTC 2026.

Built on Nvidia $NVDA STX architecture with Vera CPUs, it enables pod level Key Value cache sharing for agentic AI, delivering 5x token throughput for long context and multi turn inference.

Ondas $ONDS acquires INDO Earth Moving, securing a $140M military contract for heavy engineering platforms.

As prime contractor, Ondas will integrate autonomous robotics into heavy tracked fleets, with revenue generation starting in Q2 2026.

$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

BofA reiterates a Buy rating on Uber $UBER with a 103 price target.

Analyst highlights the massive Nvidia $NVDA robotaxi expansion across 28 cities by 2028 and notes that Uber’s "multi player" strategy is key to dominating the capital light autonomous future.

$UBER/USD H2 #Indicator #Signal #Trading #GlobalOneAI

🚨 Let me tell you what OpenAI just did to its own investor.

> Microsoft gave OpenAI $13 billion.. to build them the infrastructure, gave them Azure, and made them what they are.

> OpenAI just signed a deal with AWS - Microsoft's biggest competitor - to sell AI to the US government.

Not through Azure.. Through Amazon.

Read that again... They used Microsoft's money to build the product, then sold it through Microsoft's rival to the biggest customer on earth.

But it gets worse.

This is the same OpenAI that:

> Started as a nonprofit to "benefit humanity"
> Took billions from Microsoft
> Tried to go for-profit
> Got sued by their co-founder
> Announced $500B Stargate - which collapsed
> Launched "adult mode" after their own safety team begged them not to
> And now just backdoored their biggest investor to chase government contracts

Anthropic got blacklisted by the Pentagon for being a "supply chain risk."

OpenAI saw that and said: "Hold my beer, we'll just use Amazon instead."

In 3 years they went from "AI for humanity" to "AI for the highest bidder."

When someone shows you who they are the first time, believe them. OpenAI has shown you twelve times.

$ONDS just acquired INDO Earth Moving Ltd 💥🔥🚨

I want to walk through why I think this is a bigger deal than it looks.

INDO procures, integrates, and supports heavy military engineering vehicles. They basically get these platforms into military hands and keep them operational.

They also came with a $140M contract already awarded as prime contractor, covering delivery of dozens of heavy-tracked engineering vehicles to a major military customer over two years, plus maintenance and sustainment support for at least four years beyond that.

Revenues from this deal start rolling in next quarter.

What’s more, INDO shareholders only get their max payout from Ondas if they hit specific contract, revenue, and profitability milestones i.e. they are highly incentivized to keep executing.

But the contract is almost secondary to what Ondas is actually doing here.

They already have Roboteam developing unmanned ground systems for defense forces worldwide, Apeiro Motion on advanced ground robotics, and 4M Defense on demining and land intelligence.

Now, INDO brings heavy tracked military engineering vehicles into that mix.

Oshri Lugassy put it plainly: "By combining INDO's engineering vehicle platform with Ondas' autonomy architecture, we see the opportunity to evolve these systems into robotic engineering vehicles capable of operating in high-risk environments while significantly improving safety and operational effectiveness."

The long-term roadmap per the release: remote operation, autonomous navigation, advanced perception systems, mission automation software.

Sounds like Ondas could be giving us fully autonomous M9 combat bulldozers one day 🤷‍♂️👀

$CRDO unveils its Robin optical DSPs for AI data centers targeting 800G + 400G networking with better signal integrity & lower power consumption.

$NVDA CEO Jensen just confirmed copper isn’t going away protects Credo’s core business while Robin expands its upside into optical.

VOYG: Dylan Taylor is quickly becoming one of my favorite space CEOs.

8 specialized AI model types 👇

LLM → text generation
LCM → semantic reasoning
LAM → action-oriented agents
MoE → expert routing
VLM → vision + language
SLM → lightweight edge models
MLM → masked token learning
SAM → image segmentation

AI is moving from “one big model”
to specialized architectures.

#AI #LLM #MoE #VLM #MachineLearning

AI competitiveness isn’t evenly distributed 🌍

Stanford AI Vibrancy Index:

🇺🇸 USA: 78.6
🇨🇳 China: 36.95
🇮🇳 India: 21.59

Metrics include: R&D, talent, governance, infrastructure, economy.

AI advantage is compounding.
Countries investing now are shaping the next decade.

#AI #Geopolitics #Innovation

The mosquito drones are here and watching you.

We will have trillions of these all over the place in a decade.

🚨BREAKING: Adaptive just launched a full AI agent OS in a single platform which will make your entire software stack obsolete.

Built on 71 pre-built agents, zero code, and every tool you already use.

No Zapier. No Make. No dev. No VA. Just one platform running your entire business.

New stack:
→ Adaptive.ai

One platform. 71 agents. All your tools connected.

The one-person business just got a full ops team.

Keel partners with Palantir $PLTR for the U.S. Navy’s $448M ShipOS initiative.

The deal integrates Foundry and AIP to modernize the Submarine Industrial Base, aiming to accelerate production schedules and strengthen maritime industrial capacity.

$PLTR/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$MP $UUUU $OKLO $LEU $USAR $UAMY | The UK launches a new Fusion Strategy, becoming the first nation with a clear commercial path for fusion power.

The govt awarded a £200M contract to the Ilios consortium to build the STEP prototype at West Burton, targeting operations by 2040.

$MP $UUUU $UAMY $USAR $LAC $CRML | Trump says the summit with President Xi is being reset for "about 5 weeks" as he remains in D.C. to lead the war effort in Iran.

While the Beijing trip is delayed, Paris trade talks concluded with progress on U.S. agricultural exports.

NATO just blinked.

#Trump confirms: most allies don't want in.

Von der Leyen said no to Russian oil.

Now NATO says no to the coalition.

Europe chose ideology twice in one week.

The US is increasingly alone in the world's most critical chokepoint.

And Iran knows it🇮🇷♟️

This changes the calculus entirely