Lucid and Bolt Plan 25,000 Robotaxis Across Europe
Lucid and Bolt plan 25,000 Level 4 robotaxis in European cities from 2028, using Lucid’s Midsize platform and NVIDIA Hyperion.
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#Event-Driven Stocks↓
Nokia Shares Jump After Microsoft AI Data Deal, With Ciena Outlook Adding Fuel
Nokia and Microsoft will combine Data Suite with Fabric so AI agents can run on cleaner telco data faster. Radio-network tools and Ciena’s growth targets support the move.
Vicor Stock Jumps After Licensing AI Power Tech to a Leading OEM
Vicor licensed its VPD technology to a leading AI hardware maker, giving the OEM multi-source access to patented power modules.
Amazon Gets Generac Warrant Tied to Up to $8 Billion in Data-Center Generator Purchases
Generac issued Amazon a $201 warrant for 1.69 million shares and signed a long-term supply pact. $2.4B in deliveries is expected in 2027-28.
Fluence Lowers 2026 Forecast Well Below Consensus After Factory Ramp Issues
AES veteran Bernerd Da Santos joins as COO.
Boeing: 737 Ramp Slower Than Expected, Strike Risk and Cash Flow Still in Focus
CEO Ortberg said the 737 rate ramp has taken longer than expected. Defense programs still carry charge risk. A strike would hit 777X work.