Illumina $ILMN launched BioInsight, integrating genomic analysis, AI models & curated biological datasets.
Its SpliceAI2 model identified 17% more disease relevant splice variants than other splicing models in rare disease research datasets.
General Dynamics $GD delivered 40 Gulfstream aircraft in Q3 2026.
40 Gulfstream's generated $3.54B in Aerospace revenue. Aircraft orders rose over 30% YTD, they're targeting 200 annual Gulfstream deliveries by 2030.
General Dynamics $GD latest $1.3B ENOCS contract will support new federal government enterprise IT environments.
GDIT will stand up operations centers, provisioning technology, supporting personnel & delivering on site services, alongside network modernization & cybersecurity.
AI Spending has gone from $79B to $420B within a single year
The industry won’t break even until 2033
The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC
$NVDA $AMZN $GOOGL $MSFT $CRWV
Data center stocks had a brutal session today🔴🔴🔴🔴🔴🔴🔴🔴
Nebius $NBIS -10.40%🔴
Iren Limited $IREN -8.76%🔴
Cipher Digital $CIFR -10.06%🔴
Terawulf $WULF -8.08%🔴
Galaxy Digital $GLXY -11.75%🔴
Coreweave $CRWV -9.55%🔴
Hut 8 $HUT -10.60%🔴
Applied Digital $APLD -8.22%🔴
Bitcoin miners are sitting on 32GW of planned power, most of it is still unspoken for
$IREN: 5.8GW planned, 540MW contracted
$CIFR: 4.03GW planned, 700MW contracted
$HUT: 3.97GW planned, 1.33GW contracted
$WULF: 3.63GW planned, 1GW contracted
$MARA: 2.75GW planned, 0 contracted
$CORZ: 2.55GW planned, 1.5GW contracted
$RIOT: 2GW planned, 318MW contracted
$CLSK: 1.83GW planned, 250MW contracted
$GLXY: 1.7GW planned, 800MW contracted
$BITF: 771MW planned, 0 contracted
The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴
Nvidia $NVDA -3.16%🔴
Amazon $AMZN -4.60%🔴
Apple $AAPL -0.70%🔴
Microsoft $MSFT -1.53%🔴
Tesla $TSLA -3.56%🔴
Meta $META -1.57%🔴
Google $GOOGL -1.62%🔴
L3Harris $LHX reported Q3 Space & Mission Systems revenue of $3.1B, up 10% YoY.
Backlog reached $22.3B, supported by missile warning & tracking programs, classified space contracts & higher F-35 volumes.
Alphabet $GOOG ~$128B quarterly revenue run rate.
- Google Cloud grew 103%
- Search revenue rose 12%
- Gemini surpassed 1B monthly active users
- API token processing reached ~32B tokens per minute, up 40% QoQ.





































