SPCX is reportedly seeking $40B in financing, including $30B of investment-grade debt, to buy NVDA AI chips; the deal is expected to close in 2027. AMD expects AI compute demand to remain strong for several years and plans to substantially increase supply in 2027. UBER is acquiring ezCater for $2.3B in cash, a deal it expects to be margin accretive.

PENG beat Q4 estimates and forecast FY2027 revenue of about $2.43B and adjusted EPS of $4.45 ± $0.70. GOOGL and CEG agreed to add 890 MW of nuclear power through a 20-year deal, alongside a separate 15-year agreement for 2.7 GW; VST rose 12%. MRVL raised its FY2028 revenue target to about $20B and projected $70B–$90B annually by FY2031; CRWD is expanding its startup accelerator with AWS and NVDA. AAPL is reportedly developing smart-home products, while NOK’s CEO said AI infrastructure demand exceeds supply.

Ray Dalio said he is short government debt, long gold, recommends 5–15% gold allocations, and owns about 1% Bitcoin. Cantor Fitzgerald called the selloff in WDC and STX a buying opportunity and named both Top Picks; it expects AI-driven HDD demand to support long-term margins and cash flow.