$INTC says it is joining the Terafab project alongside $TSLA, SpaceX & xAI to help modernize silicon fab technology.

Its role is to bring chip design, fabrication & packaging at scale to support Terafab’s goal of producing 1 TW per year of compute for AI & robotics.

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

$PL: Using NVIDIA Jetson, Planet achieves AI-powered object detection on its Pelican satellite

The New York Stock Exchange (NYSE) lit up every screen in recognition of #Starcloud $170M Series A at $1.1bn valuation 😲🙏🚀

Xoople and L3Harris announced the co-development of a first of its kind satellite constellation designed and optimized for the AI era.

Yesterday, Spain’s Xoople raised $130 million Series B to map the Earth for AI.

This milestone, the result of seven years of design and R&D work, advances the companies’ shared vision to deliver real-world context into every decision for a more sustainable, safer world.

"After many years of stealth exclusive co-development with L3Harris, we’re excited to finally unveil our Xoople constellation, which delivers on our mission to deploy Earth’s System of Record with the scale and precision that the era of AI demands," said Fabrizio Pirondini, CEO of Xoople.

Xoople is entering a crowded space with several mature competitors, including Vantor, $PL, $BKSY, and Airbus in Europe, that are already operating satellites on orbit and developing AI-focused datasets.

$INTC $MU $STX $WDC $SNDK | Intel joins Elon Musk’s $25B Terafab project with Tesla, SpaceX, and xAI.

Targeting 1TW per year of compute, Intel will drive 2nm class fabrication for AI5 edge chips and radiation hardened SpaceX silicon, securing a U.S. based AI supply chain.

$PL $LUNR $RDW $VOYG $RKLB | Planet Labs achieves onboard AI detection in orbit.

Using the NVIDIA Jetson Orin, Pelican 4 detected aircraft over Australia in moments. By cutting latency from hours to minutes, the firm scales as the elite "brain" for global security.

Bernstein raises UnitedHealth $UNH price target to $411 with an Outperform rating.

A 2.48% CMS rate hike for 2027 is set to boost MA margins by 25bps. UnitedHealth is scaling as the elite value play in high density healthcare.

$UNH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

AeroVironment $AVAV wins a $25M USAF contract to bridge the "valley of death" for pilot health tech.

Moving from Technology Readiness Levels 3-5 to deployment, AV scales AI driven biosensors and wearable diagnostics to ensure elite performance in austere environments.

Redwire $RDW officially opens a new U.K. office to support the Ministry of Defense’s Tiquila and Stalker (Eagle) UAV programs.

This vertically integrated hub scales engineering and logistics for NATO partners, driving Redwire surge as a primary global defense tech architect.

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

BofA reiterates Buy for Broadcom $AVGO with a $450 price target.

High stakes TPU deals with $GOOGL Google and Anthropic through 2031 cement its AI lead. With $100B in FY27 AI sales guidance, Broadcom is the indispensable architect for the next generation AI era.

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

Elon Musk just made the most powerful man in American manufacturing his chip builder.

Intel, the company Wall Street wrote off two years ago is now the fabrication backbone of a $25 billion project involving Tesla, SpaceX, and xAI.

This was not a coincidence.

The US government owns a stake in Intel, and Musk has been pushing for a fully American chip supply chain.

The politics and the business strategy just merged into a single handshake.

Here is what Terafab actually is.

It is a planned semiconductor mega-facility in Austin, Texas, designed to produce one terawatt of AI compute every single year.

Every chip fab on Earth combined currently produces about 20 gigawatts per year but Musk wants 50 times that alone.

The world thought Tesla was a car company then it thought Tesla was an energy company.

Now Tesla, SpaceX, and xAI are attempting to become the dominant force in semiconductor manufacturing.

And Intel desperately needed this.

The company had been losing ground to TSMC and Samsung for years, bleeding customers and credibility.

Now it is the foundry partner for the most ambitious chip project in American history.

The chips are not just for self-driving cars.

Eighty percent of Terafab's planned compute output is destined for space orbital AI satellites processing intelligence above the atmosphere, where solar power is five times stronger and heat disappears into the void.

Musk said it at the March announcement: "We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab".

Intel's stock is already up 38% this year alone, and jumped another 3% this morning on the announcement.

The market is pricing in a resurrection.

The AI5 chip with 50 times the performance of Tesla's current hardware is headed for small-batch production later this year, powering Optimus robots, Cybercabs, and Full Self-Driving at a scale no one has ever attempted.

Morgan Stanley estimated that Giga Texas alone could need 20 million chips per year just for humanoid robots roughly six times Tesla's entire current chip demand across all its cars.

🚨 Do you understand what happened in the last 24 hours of this war..

> Trump said the "entire country of Iran can be taken out in one night"

> US forces struck Kharg Island — 90% of Iran's oil exports — BEFORE Trump's own deadline expired

> IDF said it was "not aware" of the strike — suggesting this was a US-solo operation

> IRGC issued its strongest warning in 39 days: "restraint is over"

> Iran rejected the 45-day ceasefire brokered by Pakistan, Egypt, and Turkey

> Iran submitted a 10-point counter-proposal demanding permanent war end and sanctions lifted

> Trump called it "significant but insufficient"

> Iran is firing drones at facilities near Dimona and a US Army HQ in the UAE

> civilians in Iran are forming human chains around power plants

> Trump's deadline has been pushed at least 5 times since March 23

all of this.. one Tuesday..

Day 39 of a war with a "4-hour plan".. and you almost scrolled past it..

Top 100 24h Gainers 🚀

EDGE        $1.07            +19.40%
MORPHO    $1.63          +5.78% 
ZEC          $269.47        +4.98% 
SIREN      $0.5811        +2.73% 
BSV          $16.19          +1.76% 

Top 100 24h Losers 🔻

AAVE        $86.86          -9.35% 
ALGO        $0.1125        -8.46% 
AVAX        $8.57            -8.01% 
VET          $0.007006    -5.62% 
CRV          $0.2035        -5.28%

$GOOG CEO Sundar Pichai says wafer capacity is still the core AI bottleneck, while permitting & regulation are becoming major constraints on buildout.

The bigger message is that the U.S. needs to learn how to build physical infrastructure much faster if it wants to lead in AI.

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