Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
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Aehr Test Systems Wins Another Major Silicon Photonics Order for AI Data Centers
Aehr Test Systems receives a follow-on order for its automated FOX-XP wafer-level burn-in system from its lead silicon photonics customer for AI data centers.
Ford’s 10.2% July Sales Drop Was “By Design,” Company Says
The drop was intentional due to Escape discontinuation and rental cuts for new EVs.
Intuitive Machines Selected by L3Harris to Build 18 Spacecraft for SDA Missile Defense
Intuitive Machines will design, build & deliver 18 IM 300 spacecraft platforms for L3Harris’ SDA Accelerated Missile Defense Tranche 3 (AMDT3) supporting Golden Dome.
Wolfe Research Upgrades Madrigal to Outperform: Sees “Rare Opportunity” After Overdone Sell-Off
Wolfe Research views F4 data timing concerns as overblown after Madrigal’s Q2 beat and strong growth performance.
Cipher Digital Misses Q2 Estimates, Shares Drop — But Delivers First HPC Data Center Early
Cipher Digital missed Q2 EPS and revenue forecasts. Highlights: Black Pearl rent started early, 900 MW Apollo option, Stingray fully funded.