⁠Wall St Engine
OPENAI, $NVDA, $ORCL, SOFTBANK & CISCO TEAM UP ON 'STARGATE UAE'

A 1GW AI compute cluster is coming to Abu Dhabi, led by OpenAI and Oracle with support from NVIDIA’s Grace Blackwell chips and Cisco. First 200MW goes live in 2026. Whole 5GW campus will run on nuclear, solar, and gas.
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⁠Wall St Engine
At the 18th Annual Global Transportation & Industrials Conference, Southwest $LUV said 1Q unit revenues came in about 3 points below plan, and 2Q is tracking roughly 6 points under. So far, they’re not seeing any clear rebound in industry-wide demand.
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⁠Wall St Engine
TRUMP AIDE WITKOFF TO TRAVEL TO ROME ON FRIDAY FOR IRAN TALKS -SOURCE
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⁠Wall St Engine
Intel $INTC launched its new Xeon 6 processors today, and one of them is already powering $NVDA's DGX B300 as the host CPU. The chip was built to help boost GPU performance on heavy AI workloads, and it’s now part of the Blackwell Ultra-based DGX B300 system.
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⁠Wall St Engine
JPMORGAN TO LEND MORE THAN $7 BILLION FOR OPENAI DATA CENTER - INFORMATION
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⁠Dimitry Nakhla | Babylon Capital®
General Electric $GE, founded in 1892 by Thomas Edison, was once the king of conglomerates—jet engines, light bulbs, healthcare, finance

A $600B giant in 2000, it defined American industry

Missteps led to its EPIC transformation, now +39% YTD 📈

Let’s dive into $GE’s story🧵 https://t.co/plKd06DzSE
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⁠Wall St Engine
The U.S. Senate voted 51-44 to block California’s program aimed at ending sales of new gasoline-only vehicles by 2035. The vote halts the state’s EV mandate from taking effect nationwide.
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⁠Wall St Engine
FAA APPROVES SPACEX STARSHIP VEHICLE RETURN TO FLIGHT
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⁠Wall St Engine
DOJ IS SCRUTINIZING STRUCTURE OF GOOGLE $GOOGL DEAL WITH CHARACTER. AI
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⁠Wall St Engine
TRUMP, XI HAVE NOT SPOKEN SINCE GENEVA AGREEMENT: CNN
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⁠Wall St Engine
Mizuho says the main winner from the House bill was First Solar $FSLR, even as the industry faces tighter timelines and stricter anti-China language. The tech-neutral tax credits now fully end in 2028, with the foreign entity rules pulled forward. That’s a challenge across the board, but FSLR looks best positioned for now. Industry chatter at the CleanPower conference suggests the Senate could ease some of the tougher provisions, though sourcing fully non-China inverters and batteries might still be a stretch.
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⁠Wall St Engine
US TREASURY SEC. BESSENT TO SPEAK ON BLOOMBERG TV TOMMOROW AT 11:30 AM ET https://t.co/7p0fkxyvuD
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⁠Wall St Engine
Anthropic just rolled out its newest model, Claude Opus 4, saying it can code autonomously for hours without needing help. Backed by Google and Amazon, the startup also introduced Claude Sonnet 4—a smaller, more affordable version. https://t.co/o3FdZcRq0h
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⁠Wall St Engine
Anthropic drops Claude 4 Opus, claims it can code solo for up to 7 hrs. Also drops Claude 4 Sonnet, a lighter version.

Per Polymarket, Anthropic now ranks 2nd best AI model, behind Google. https://t.co/6nrrhIeIa7
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