Chips
Singapore declined to prosecute the woman at the center of Nvidia's espionage scandal even as the chipmaker lost a record $601 billion in a day and Wall Street downgraded seven times. Investors can underwrite contracts, not character, and the earnings math has not moved.
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InsightData Center
Nebius's capacity is counted in gigawatts while its revenue arrives in megawatts. Working the ladder from contracted to connected to billing power shows what the December guide really assumes, what a customer prepayment is, and why the debt market already ranks the neoclouds.
InsightApplications
ChatGPT already answers a fifth of Google's query volume, but the money is leaking inside Google's own results page, not to a rival. Nearly half of Alphabet's trailing profit is now paper gains, and at $280 the shares still need the bull case.
Data Center
F. Thomson Leighton paid $85.08 a share in cash on the open market, with no trading plan, a day after Akamai closed $2.5 billion of 1% convertible debt. Every other claim on the company's upside starts above $102; his entry marks where the man running the AI build-out values the equity.
Applications
The November 12 filing clears the last shareholder step before Genpact becomes a U.S. taxpayer around March 2027; its own prospectus warns the move can cut cash for dividends and adds 30% U.S. withholding for overseas holders.
Deals
Nathan Johnson takes office in January with leverage over the beaches, land and water SpaceX runs on. For Tesla holders, that scrutiny lands on a premium they would mostly pay themselves, across a 12-to-18-month wait to close.
Applications
The single-mount 360 Camera and the Samsara for Equipment bundle push a $2.1 billion ARR platform beyond road fleets, with Alaska Airlines already using it on the ramp. The first read on whether equipment is a real revenue line arrives on December 3, when Samsara reports fiscal Q3.
Chips
The A81481 power management chip is Allegro's bid for the steering and braking sockets that 48-volt wiring opens, turf Texas Instruments is also working. The stock fell 14.2% the day the chip arrived and has bounced since; the December quarter decides who is right.
