Category: Technology

Release – SKYX Launches its Patented Ceiling Plug & Play SKYFAN & TURBO HEATER on its U.S. E-Commerce Platform

Posted on by aweinsoff@channelchek.com

Research News and Market Data on SKYX

December 03, 2025 09:12 ET  | Source: SKYX Platforms Corp.

Driven by Strong Demand, the Company Expects Additional Winter Launches with Several Leading U.S. Retailers, Including Big-Box Chains

Management Expects the Turbo Heater & Ceiling Fan to Generate Significant Revenue Beginning this Winter and Continuing through Fiscal Year 2026

The Company Anticipates that the Winter Launch Will Help Advance its Path to Cash-Flow Positivity

Ceiling Fan and Space Heater Categories Represent a Multi-Billion-Dollar Annual Market, with Tens of Millions of Units Sold Each Year in the U.S.

MIAMI, Dec. 03, 2025 (GLOBE NEWSWIRE) — SKYX Platforms Corp. (NASDAQ: SKYX) (d/b/a SKYX Technologies) (the “Company” or “SKYX”), a highly disruptive platform technology company with over 100 pending and issued patents globally and over 60 lighting and home décor websites, with a mission to make homes and buildings become safe and smart as the new standard, today announced the launch of its newly patented all-in-one ceiling plug & play SKYFAN & TURBO HEATER on its U.S. e-commerce website platform.

The innovative product—combining a ceiling fan with a built-in turbo heater—offers a safer, more efficient alternative to traditional space heaters and addresses a large year-round market opportunity across both winter and summer seasons. The combined ceiling fan and portable heater category is a multi-billion-dollar market, with tens of millions of units sold annually in the U.S. alone.

In response to strong demand, SKYX will offer the product in six colors to serve both residential and commercial markets. Production is now underway with the Company’s manufacturing partners, and SKYX expects a broad rollout in Q4 2025 and Q1 2026 to align with the winter season.

SKYFAN & TURBO HEATER

SKYFAN & TURBO HEATER

SKYFAN & TURBO HEATER

Huey Long, CEO of SKYX’s eCommerce Platform Belami, stated: “We’re excited to introduce the SkyFan Turbo Heater, a breakthrough product that launches an entirely new category of heater-fans for our customers. This innovation brings year-round comfort and design together in a single solution, expanding the possibilities for how people heat, cool, and light their indoor and outdoor spaces.”

Rani Kohen, Founder and Executive Chairman of SKYX Platforms Corp., stated:
“We are experiencing great interest in our turbo heater and ceiling fan from both U.S. and global markets. This product exemplifies our commitment to innovation, safety, and global market products. As we prepare for our upcoming launch, we believe this all-in-one solution will drive significant value for our customers, partners, and shareholders.”

To view a video of SKYX’s turbo heater ceiling fan Click here.

About SKYX Platforms Corp.

As electricity is a standard in every home and building, our mission is to make homes and buildings become safe-advanced and smart as the new standard. SKYX has a series of highly disruptive advanced-safe-smart platform technologies, with over 100 U.S. and global patents and patent pending applications. Additionally, the Company owns over 60 lighting and home decor websites for both retail and commercial segments. Our technologies place an emphasis on high quality and ease of use, while significantly enhancing both safety and lifestyle in homes and buildings. We believe that our products are a necessity in every room in both homes and other buildings in the U.S. and globally. For more information, please visit our website at https://skyplug.com/ or follow us on LinkedIn.

Forward-Looking Statements

Certain statements made in this press release are not based on historical facts but are forward-looking statements. These statements can be identified by the use of forward-looking terminology such as “aim,” “anticipate,” “believe,” “can,” “could,” “continue,” “estimate,” “expect,” “evaluate,” “forecast,” “guidance,” “intend,” “likely,” “may,” “might,” “objective,” “ongoing,” “outlook,” “plan,” “potential,” “predict,” “probable,” “project,” “seek,” “should,” “target” “view,” “will,” or “would,” or the negative thereof or other variations thereon or comparable terminology, although not all forward-looking statements contain these words. These statements reflect the Company’s reasonable judgment with respect to future events and are subject to risks, uncertainties and other factors, many of which have outcomes difficult to predict and may be outside our control, that could cause actual results or outcomes to differ materially from those in the forward-looking statements. Such risks and uncertainties include statements relating to the Company’s ability to successfully launch, commercialize, develop additional features and achieve market acceptance of its products and technologies and integrate its products and technologies with third-party platforms or technologies; the Company’s efforts and ability to drive the adoption of its products and technologies as a standard feature, including their use in homes, hotels, offices and cruise ships; the Company’s ability to capture market share; the Company’s estimates of its potential addressable market and demand for its products and technologies; the Company’s ability to raise additional capital to support its operations as needed, which may not be available on acceptable terms or at all; the Company’s ability to continue as a going concern; the Company’s ability to execute on any sales and licensing or other strategic opportunities; the possibility that any of the Company’s products will become National Electrical Code (NEC)-code or otherwise code mandatory in any jurisdiction, or that any of the Company’s current or future products or technologies will be adopted by any state, country, or municipality, within any specific timeframe or at all; risks arising from mergers, acquisitions, joint ventures and other collaborations; the Company’s ability to attract and retain key executives and qualified personnel; guidance provided by management, which may differ from the Company’s actual operating results; the potential impact of unstable market and economic conditions on the Company’s business, financial condition, and stock price; and other risks and uncertainties described in the Company’s filings with the Securities and Exchange Commission, including its periodic reports on Form 10-K and Form 10-Q. There can be no assurance as to any of the foregoing matters. Any forward-looking statement speaks only as of the date of this press release, and the Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by U.S. federal securities laws. 

Investor Relations Contact:
Jeff Ramson
PCG Advisory
jramson@pcgadvisory.com

Photos accompanying this announcement are available at:

https://www.globenewswire.com/NewsRoom/AttachmentNg/1e0bdf3b-8407-451e-8299-e784a510c37b

https://www.globenewswire.com/NewsRoom/AttachmentNg/1ed9980a-f8a3-4df6-9347-bd0d7c48d74f

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ISG to Evaluate Snowflake Ecosystem Partners

Posted on by slightbourne@noblecapitalmarkets.com

12/2/2025

STAMFORD, Conn.–(BUSINESS WIRE)– Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm, has launched a research study examining provider capabilities within the fast-growing Snowflake services ecosystem.

The study results will be published in a comprehensive ISG Provider Lens® report, called Snowflake Ecosystem Partners, scheduled to be released in June 2026. The report will cover companies offering Snowflake-focused modernization and AI and ML enablement capabilities, along with ongoing managed data and optimization services.

Enterprise buyers will be able to use information from the report to evaluate their current vendor relationships, potential new engagements and available offerings, while ISG advisors use the information to recommend providers to the firm’s buy-side clients.

Snowflake has emerged as a critical data platform that redefines how enterprises store, process and activate data for analytics and AI. Its cloud-native architecture offers improved scalability, flexibility and cost efficiency, helping enterprises move beyond the constraints of traditional data warehouses. Globally, enterprises are increasingly adopting this platform to unify structured, semi-structured and unstructured data under a single governance and security model. This approach streamlines complex data operations while enabling faster insights and AI-driven innovation.

“Enterprises are prioritizing providers that offer automation maturity, FinOps discipline and robust governance,” said Aman Munglani, senior director and principal analyst at ISG. “Using Snowflake-native tools such as Snowpark, Cortex AI and Native Apps enables them to achieve meaningful, measurable improvements in data management.”

ISG has distributed surveys to more than 100 Snowflake ecosystem partners. Working in collaboration with ISG’s global advisors, the research team will produce two quadrants representing the Snowflake offerings the typical enterprise is buying, based on ISG’s experience working with its clients. The two quadrants are:

  • Modernization and AI/ML Enablement Services, evaluating providers that deliver end-to-end strategy, advisory and implementation support to help enterprises get the most from their Snowflake investments. These providers are assessed on their ability to guide data modernization efforts and facilitate integration of AI and ML into operations.
  • Managed Data and Optimization Services,assessing providers offering management, monitoring and optimization services for Snowflake environments. These providers should specialize in managing Snowflake infrastructure across cloud platforms and offer training and change management initiatives.

Geographically focused reports from the study will cover the global Snowflake ecosystem and examine products and services available worldwide. ISG analysts Gowtham Kumar Sampath and Hemangi Patel will serve as authors of the report.

A list of identified providers and vendors and further details on the study are available in this digital brochure. Companies not listed as Snowflake ecosystem partners can contact ISG and ask to be included in the study.

All 2025 ISG Provider Lens® evaluations feature expanded customer experience (CX) data that measures actual enterprise experience with specific provider services and solutions, based on ISG’s continuous CX research.

About ISG Provider Lens® Research

The ISG Provider Lens® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG’s global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG’s enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage.

About ISG

ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world’s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments.

Source: Information Services Group, Inc.

Mistral Unveils New AI Models as Europe’s Rising Lab Races to Keep Pace with OpenAI and Google

Posted on by slightbourne@noblecapitalmarkets.com

French artificial intelligence startup Mistral has introduced a new suite of advanced AI models, marking its most ambitious step yet as it races to remain competitive with global heavyweights like OpenAI, Google, and DeepSeek. The release comes at a pivotal moment in the AI ecosystem, where rapid innovation cycles and aggressive commercialization strategies are reshaping the landscape.

Mistral’s updated portfolio includes a new large multimodal model, which the company describes as the “world’s best open-weight multimodal and multilingual.” Designed for enterprise-grade performance, this model targets use cases such as AI assistants, scientific workloads, retrieval-augmented generation (RAG) systems, and complex agentic workflows. By pushing for open-weight access, Mistral continues to position itself as a key proponent of transparent and customizable AI—an increasingly important stance among European enterprises wary of closed-source dominance from U.S. labs.

Alongside the flagship model, the company launched Ministral 3, a compact, highly efficient model engineered for robotics, autonomous drones, consumer devices, and on-device intelligence. Its smaller footprint allows it to run on a single GPU, reducing operational costs and making it attractive for companies seeking scalable, low-latency AI without heavy cloud dependency. According to Mistral, smaller models offer major advantages in real-world applications, where speed, cost efficiency, and domain-specific tuning outperform size alone.

The launches build on a year of rapid growth for the Paris-based startup. Founded in 2023, Mistral raised 1.7 billion euros in September, reaching a valuation of 11.7 billion euros. The round was led by global semiconductor leader ASML, which invested 1.3 billion euros, with additional backing from Nvidia, Microsoft, and Andreessen Horowitz. This massive inflow of capital reflects Europe’s mounting urgency to develop AI champions capable of competing with U.S. and Chinese giants.

Mistral’s momentum extends beyond research. On Monday, the company announced a major commercial agreement with HSBC, granting the global bank access to its models for tasks such as financial forecasting, language translation, and automation. The startup has already secured additional enterprise contracts worth hundreds of millions of dollars, signaling growing trust from large organizations seeking alternatives to entrenched U.S. players.

Still, the competitive backdrop is intense. Rivals such as Anthropic and OpenAI are aggressively expanding into Europe, opening new offices and securing colossal funding rounds that dwarf those of European firms. With Anthropic now valued at $183 billion and OpenAI reportedly priced at nearly $500 billion through secondary sales, Mistral faces an uphill battle to match the scale of global rivals.

Nonetheless, the company maintains that the next era of AI will be defined not only by size, but by speed, adaptability, on-device intelligence, and openness. With its new models, Mistral aims to position itself at the forefront of this shift—advancing its vision of a globally distributed AI ecosystem that blends cutting-edge research with practical enterprise deployment.

Amazon Unveils New Trainium3 AI Chip as Big Tech Ramps Up Efforts to Challenge Nvidia’s Dominance

Posted on by slightbourne@noblecapitalmarkets.com

Amazon has introduced its newest AI semiconductor, Trainium3, signaling another major push by tech giants to loosen Nvidia’s grip on the rapidly growing artificial intelligence hardware market. Announced Tuesday during Amazon Web Services’ annual re:Invent conference, the chip represents a significant leap in the company’s strategy to build affordable, high-performance computing infrastructure tailored for AI training and inference.

According to AWS, servers outfitted with Trainium3 deliver four times the speed and energy efficiency of the previous generation. For enterprises racing to scale large language models and multimodal systems, this improvement translates to faster development cycles and noticeably lower operational costs—an increasingly critical advantage as AI workloads explode.

“Trainium already represents a multibillion-dollar business today and continues to grow really rapidly,” said AWS CEO Matt Garman, underscoring Amazon’s deepening investment in custom silicon. Once primarily dependent on Nvidia for its cloud AI capacity, AWS now sees homegrown hardware as essential both for performance control and long-term cost stability.

Amazon is far from alone. The industry has entered a new era in which Nvidia’s largest customers—Google, Microsoft, Meta, and Amazon itself—are designing their own AI chips to reduce reliance on the GPU leader. In early November, Google debuted its Ironwood TPU v7, and reports suggest the company is negotiating a multibillion-dollar deal to supply TPUs to Meta. Meanwhile, Microsoft continues to develop its in-house silicon despite encountering delays.

AWS executives view this diversification as healthy for the broader ecosystem. “Diversity of chips in the AI market is a good thing,” said Dave Brown, AWS vice president of compute and machine learning, in an interview with Yahoo Finance. Brown emphasized that the rising demand for AI infrastructure is creating room for multiple architectures to coexist, each optimized for different workloads.

Cost remains one of Amazon’s sharpest competitive angles. Brown noted that developers using Trainium-based instances typically see 30% to 40% savings compared to Nvidia GPU clusters. At a time when AI model training can reach hundreds of millions—or even billions—of dollars, these savings could shift market dynamics.

Amazon is also expanding its AI infrastructure at massive scale. The company recently completed Project Rainier, a colossal data center initiative built specifically for AI workloads. OpenAI competitor Anthropic is expected to use one million of Amazon’s custom chips across Rainier and other AWS data centers by the end of 2025. Anthropic has reportedly played a hands-on role in guiding the chip’s design.

Still, Nvidia remains unmatched in both raw performance and software ecosystem maturity. CEO Jensen Huang has argued that developers would choose Nvidia chips “even if alternatives were free,” citing CUDA and the extensive tools built around Nvidia hardware. Amazon itself remains one of Nvidia’s biggest customers, accounting for 7.5% of Nvidia’s revenue, and OpenAI recently signed a $38 billion agreement to access Nvidia GPUs through AWS.

Yet Amazon is preparing for a future where its chips coexist seamlessly with Nvidia’s. The company revealed that its upcoming Trainium4 processors will support NVLink Fusion, Nvidia’s advanced networking technology that links chips across server racks. That compatibility signals a hybrid future—one where Amazon tightens control over its hardware roadmap while still acknowledging Nvidia as the industry’s gold standard.

Bit Digital (BTBT) – 3Q25 Review and Updated Models

Posted on by slightbourne@noblecapitalmarkets.com


Monday, December 01, 2025

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Review. In the third quarter, Bit Digital continued its transformation into an ETH focused treasury firm. Management continued its orderly wind-down of the bitcoin mining business, while the WhiteFiber holding has significant upside potential, in our view. Management has successfully guided the Company through past periods of volatility, and we believe they will be successful once again.

ETH. ETH prices remain volatile, currently trading just above $3,000, down from the $4,800 level at the end of the summer. However, as the backbone of decentralized finance (DeFi), NFTs (non-fungible tokens), and numerous blockchain-based platforms, industry experts expect the demand for ETH to grow over time, positively impacting the long-term price.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Robinhood CEO’s AI Startup Harmonic Hits $1.45 Billion Valuation as It Pushes “Mathematical Superintelligence”

Posted on by slightbourne@noblecapitalmarkets.com

Harmonic, an emerging force in artificial intelligence research, has reached a valuation of $1.45 billion after closing a new $120 million Series C fundraise. Co-founded by Robinhood CEO Vlad Tenev, the company is pursuing one of the most difficult challenges in AI: eliminating hallucinations and improving models’ ability to reason with absolute accuracy.

The latest funding round was led by Ribbit Capital, with continued backing from Sequoia and Kleiner Perkins. Emerson Collective, the investment firm founded by Laurene Powell Jobs, also joined as a new investor. The deal marks Harmonic’s third major raise in just 14 months, bringing its total funding to $295 million—a remarkable trajectory for a company that has not yet commercialized its technology.

A Focus on AI That Doesn’t Guess

While most generative AI models excel at producing fluent text, images, and code, they also suffer from a core flaw: they can produce incorrect or fabricated answers. Harmonic’s approach seeks to eliminate this issue entirely by building what it calls Mathematical Superintelligence (MSI)—an AI system grounded in formal logic and verifiable reasoning.

At the core of Harmonic’s research is its flagship model, Aristotle, which is trained on synthetic mathematical proofs. These computer-generated examples allow the model to strengthen its problem-solving skills and operate with precision rather than probabilistic guessing.

Aristotle’s performance has already drawn significant attention. In July, the model performed at the International Mathematical Olympiad, placing alongside teams from Google and OpenAI. This achievement helped validate Harmonic’s focus on advanced reasoning and contributed to heightened investor interest.

Formal Reasoning as the Foundation

Unlike most AI models that express reasoning in natural language, Harmonic’s system produces its reasoning as Lean4 code, a formal language that can be checked step-by-step for correctness. This approach aims to make the model’s output not only accurate but fully verifiable.

This design offers a major advantage in fields where errors can lead to significant financial, safety, or operational consequences. Harmonic sees strong long-term potential in industries such as aerospace, finance, automotive systems, and cybersecurity, where decision-making must be reliable and traceable.

Preparing for Commercial Uses

For now, Harmonic’s technology remains primarily research-focused, and the company is still pre-revenue. However, it has opened its Aristotle model to the public through a free API, allowing developers, researchers, and mathematicians to experiment with its reasoning capabilities. Early users have leveraged the tool to verify proofs, test algorithms, and explore new mathematical discoveries.

A significant portion of the new funding will support the large-scale computing resources required to train high-precision reasoning models. As Harmonic scales, it expects to explore commercial applications, particularly in areas where traditional AI systems lack the reliability necessary for mission-critical environments.

A New Frontier for Trustworthy AI

With hallucinations remaining one of the largest barriers to widespread AI deployment, Harmonic is positioning itself at the forefront of a new generation of models: systems built not just to generate answers, but to justify them through rigorous, machine-verifiable logic.

Its latest valuation underscores a growing belief among investors that the next wave of AI innovation will be defined by accuracy, transparency, and trust—not just raw model size.

As Harmonic continues its research, the industry will be watching closely to see how Mathematical Superintelligence evolves and whether it can redefine what reliable AI looks like in practice.

Adobe’s $1.9B Acquisition of Semrush Signals a Major Power Shift in Brand Visibility for the Agentic AI Era

Posted on by slightbourne@noblecapitalmarkets.com

Adobe’s latest acquisition marks one of the most significant moves yet in the evolution of how brands manage visibility, discoverability, and customer engagement in an AI-driven world. On November 19, 2025, Adobe announced a definitive agreement to acquire Semrush Holdings, Inc. in an all-cash deal valued at approximately $1.9 billion, or $12.00 per share. The acquisition unites Adobe’s expansive customer experience and content orchestration tools with Semrush’s deep capabilities in search engine optimization (SEO) and the rapidly emerging field of generative engine optimization (GEO).

Adobe has been at the forefront of enabling enterprises to reimagine their customer experience workflows through agentic AI—AI that can plan, initiate, and optimize tasks autonomously. Tools such as Adobe Experience Manager (AEM), Adobe Analytics, and the newly introduced Adobe Brand Concierge reflect the company’s commitment to helping brands create, manage, and deliver content at scale. These products support a content supply chain that aligns with the needs of enterprises navigating new customer interfaces powered by large language models (LLMs).

Semrush’s inclusion strengthens Adobe’s position dramatically. As brands increasingly confront the challenge of remaining visible across traditional search engines and emerging AI-driven discovery channels, Semrush provides a powerful layer of intelligence and optimization. The company is widely known for its decade-long leadership in SEO analytics and has recently become a leading force in GEO—an emerging discipline focused on helping brands remain discoverable within AI-powered platforms, from LLMs to generative search engines.

The acquisition comes at a time when consumer behavior is rapidly shifting. With more customers receiving answers, recommendations, and purchase guidance from platforms like ChatGPT and Google Gemini, brand visibility is no longer confined to search engine rankings or owned channels. It now includes how a brand appears within LLM outputs, conversational AI systems, and algorithm-driven summaries. Organizations that fail to adapt to these dynamics risk losing relevance across key digital touchpoints.

Semrush brings enterprise-grade capabilities and impressive momentum to Adobe’s ecosystem. Its generative marketing tools are already being used by major brands, and the company recently reported 33% year-over-year Annual Recurring Revenue growth in its enterprise segment. This traction reflects a growing need among marketers who now rely on SEO and GEO teams to drive visibility strategies in generative environments.

Together, Adobe and Semrush will offer marketers a unified solution that spans the entire spectrum of brand exposure—owned websites, search engines, LLM responses, and the broader web. By integrating Semrush’s data intelligence into Adobe’s customer experience tools, the combined platform is designed to give organizations a holistic, real-time understanding of how their brand appears and performs across both traditional and AI-driven discovery channels.

This acquisition positions Adobe to become a central player in helping enterprises navigate the next phase of AI-enabled marketing. As AI continues reshaping how consumers gather information, evaluate options, and make buying decisions, Adobe’s expanded ecosystem aims to ensure that brands remain both discoverable and competitive in an increasingly complex digital landscape.

Google Launches Gemini 3, Accelerating Its AI-First Strategy in Search and Enterprise

Posted on by slightbourne@noblecapitalmarkets.com

Google’s launch of Gemini 3 marks a major milestone in the rapidly evolving artificial intelligence landscape. As competition intensifies among leading AI developers, Google is positioning this new model as a turning point—one that strengthens its hold on the search market while expanding deeper into enterprise applications. Unlike previous releases, Gemini 3 became part of Google’s profit-driven ecosystem immediately, reflecting the company’s shift toward deploying AI technologies that generate revenue from day one.

The model arrives less than a year after its predecessor, showing Google’s determination to accelerate innovation cycles. While AI benchmarks and leaderboard rankings still matter, the broader market has become more focused on practical use cases that drive growth. Investors have increasingly evaluated companies not on technical capabilities alone, but on how effectively those capabilities translate into profitable products. In this respect, Gemini 3 enters the market at a critical time. Alphabet’s stock performance throughout the year has been influenced heavily by its success in monetizing AI tools within its cloud business, and the new model is expected to strengthen that trend.

One of the biggest shifts comes from Google embedding Gemini 3 directly into its search engine at launch. Historically, new AI models took weeks or months to integrate into search, but the company is taking a more aggressive approach. Paying users of Google’s premium AI plan now gain access to enhanced capabilities in AI Mode, a feature designed to handle complex queries with computer-generated responses instead of traditional website listings. This move reflects Google’s ongoing effort to redefine search as an AI-first experience, even as it raises concerns among content publishers who depend on organic traffic.

Gemini 3 also brings a series of upgrades in reasoning, coding, and task execution, allowing Google to introduce new functions stretching across its consumer and enterprise user base. One of the most notable additions is Gemini Agent, a feature built to handle multi-step tasks. It can manage workflow-related actions such as organizing emails or coordinating travel, pushing Google closer to its long-term vision of a universal AI assistant. The redesigned Gemini app supports this direction as well, offering interactive and visually rich responses that resemble entire web pages rather than simple text answers.

On the enterprise side, Google unveiled Antigravity, a development platform that enables AI agents to plan and carry out software tasks autonomously. This tool aims to shift how companies build software by reducing manual intervention and speeding up development cycles. As organizations explore ways to streamline operations with AI, products like Antigravity could play a significant role in reshaping development teams and workflows.

Gemini 3’s release highlights a broader trend in the AI industry: the transition from experimental technology to integrated, revenue-producing systems. With competitors like Anthropic, Meta, and OpenAI also pushing rapid updates, the pressure to deliver commercially useful products has never been higher. By launching its new model directly into core products and expanding its suite of AI-powered features, Google is making a clear statement that the next stage of AI growth depends on adoption at scale. Gemini 3 represents not just a model upgrade, but a restructuring of how Google delivers value in a market where speed, utility, and profitability increasingly define leadership.

Berkshire’s Rare Tech Move Sends Alphabet Stock to All-Time High

Posted on by slightbourne@noblecapitalmarkets.com

Alphabet shares surged to a record high on Monday, climbing nearly 6% after Berkshire Hathaway disclosed a new multibillion-dollar stake in the Google parent company. The purchase, totaling 17.85 million shares valued at approximately $4.9 billion, marks one of Berkshire’s final large investments under Warren Buffett’s leadership — and a notable shift for a conglomerate traditionally cautious about high-growth tech stocks.

Berkshire’s move represents a major endorsement of Alphabet’s expanding artificial intelligence strategy during a period of heightened scrutiny across the tech sector. While many investors have begun questioning whether the rapid rise of AI-driven valuations is sustainable, Berkshire’s investment signals confidence in Alphabet’s fundamentals and its long-term ability to capitalize on AI innovation.

The investment also stands out given Berkshire’s historic stance on technology. Although Apple remains Berkshire’s largest holding, Buffett has long viewed it as more of a consumer products company than a pure tech play. A direct investment in Alphabet, however, reflects a meaningful step toward embracing companies at the center of the AI revolution. Market strategists point out that the move aligns with value-investing principles, given Alphabet’s comparatively attractive valuation relative to other AI frontrunners.

Investor sentiment around tech has become more cautious in recent months. Business leaders and market analysts have warned that the AI boom — powered by heavy data-center spending and ambitious product pipelines — could be creating inflated expectations. The Roundhill Magnificent 7 ETF, which tracks top tech names such as Microsoft, Nvidia, and Alphabet, has been mostly flat since September after significantly outperforming the broader market earlier in the year.

Despite the broader slowdown, Alphabet has stood out as one of the strongest performers among the “Magnificent Seven” stocks. Shares have surged nearly 14% in the current quarter and are up 46% year-to-date, making it the group’s top performer. Analysts attribute this strength to Alphabet’s accelerating AI investments, robust cloud division growth, and its ability to leverage its massive advertising business to fund further innovation.

Alphabet also trades at a relative discount compared to its peers, with shares valued at roughly 25 times forward earnings estimates. Microsoft trades at 29 times, while Nvidia approaches 30 — making Alphabet an appealing option for an investor focused on balancing growth potential with valuation discipline.

CFRA analysts highlight that Berkshire’s investment validates Alphabet’s strategic direction, particularly around Google Cloud and the expanding Gemini AI ecosystem. Recent earnings revealed that AI-powered tools and infrastructure investments are helping transform Google Cloud into a major growth engine, reversing its earlier status as a distant third player in the cloud market.

The move also reflects a bit of unfinished business for Buffett, who has previously acknowledged regretting missing the chance to invest in Google early on. With Berkshire preparing for leadership transition as Greg Abel is set to assume the CEO role at the end of 2025, the investment may represent a final major pivot toward companies leading the next technological era.

Alphabet’s rally could add roughly $180 billion in market value if gains hold. And with Berkshire’s reputation for long-term conviction, the investment has quickly captured the attention of both institutional and retail investors — offering a strong signal of confidence amid an increasingly cautious tech landscape.

GoHealth (GOCO) – Reset in Progress as Carriers Recalibrate

Posted on by slightbourne@noblecapitalmarkets.com


Friday, November 14, 2025

Patrick McCann, CFA, Research Analyst, Noble Capital Markets, Inc.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q3 results below expectations. GoHealth reported Q3 revenue of $34.2 million versus our estimate of $100.0 million and an adj. EBITDA loss of $47.1 million, compared with our projected loss of $11.6 million. The variance reflected an intentional pullback in Medicare Advantage policy volume as management prioritized persistency and unit economics over near-term growth.

Health plans facing headwinds. Carriers are contending with lower reimbursement under the new CMS V28 risk model and heightened difficulty maintaining high STAR ratings. These dynamics have shifted industry priorities toward member retention, stability, and margin integrity rather than volume growth, reducing pre-funded marketing and broker commissions across the sector.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Anthropic to Invest $50 Billion in U.S. AI Infrastructure, Beginning with Texas and New York Data Centers

Posted on by slightbourne@noblecapitalmarkets.com

Anthropic, one of the fastest-growing artificial intelligence firms in the world, has announced an ambitious $50 billion plan to expand its U.S. infrastructure footprint through a series of advanced data centers starting in Texas and New York. The project, developed in partnership with AI cloud platform Fluidstack, positions the company as a major force in the domestic AI buildout race.

The initiative will fund the creation of custom-designed facilities built specifically to handle Anthropic’s rapidly scaling AI models and enterprise workloads. The company said the first sites will go live in 2026 and are expected to generate 800 permanent jobs and more than 2,000 construction roles across both states.

By building its own network of high-performance data centers, Anthropic aims to ensure greater control over compute availability, energy efficiency, and long-term scalability — key components in the race to dominate AI infrastructure. The decision also aligns with growing policy pressure from Washington to keep cutting-edge AI capacity within U.S. borders, protecting national interests and technological sovereignty.

This investment underscores Anthropic’s aggressive growth trajectory and signals that the company is willing to match, if not challenge, industry leader OpenAI’s spending spree. OpenAI has already committed more than $1.4 trillion in long-term infrastructure investments through partnerships with Nvidia, Oracle, Broadcom, Microsoft, and Google.

Anthropic’s partnership with Fluidstack — known for supplying GPU clusters to major AI players like Meta, Midjourney, and Mistral — reflects a strategic effort to move fast. Fluidstack’s expertise in scaling GPU infrastructure at record speed and efficiency gives Anthropic a distinct operational advantage as competition for compute power intensifies.

The company’s enterprise business has surged dramatically over the past year, serving more than 300,000 organizations. The number of enterprise accounts generating over $100,000 annually has nearly increased sevenfold, with projections showing Anthropic could reach profitability by 2028. By comparison, OpenAI is still expected to report multi-billion-dollar operating losses through that same period.

Beyond Texas and New York, Anthropic’s infrastructure expansion already includes a massive $11 billion data center campus in Indiana, developed with Amazon. The facility is operational, providing Anthropic with one of the largest AI-focused compute environments in the U.S. The company has also expanded its long-term compute partnership with Google, with additional commitments valued in the tens of billions.

Industry observers say Anthropic’s move could reshape the competitive landscape of AI infrastructure, helping to diversify the market beyond the dominance of hyperscale cloud providers. However, the scale of AI-related construction and energy use is prompting questions about sustainability and grid capacity — particularly as multiple firms rush to deploy gigawatt-scale facilities across the country.

With a $50 billion budget and an expanding nationwide footprint, Anthropic is betting big on the idea that the next wave of AI breakthroughs will depend not just on smarter algorithms, but on physical infrastructure capable of powering them at scale.

SoftBank Sells $5.8 Billion Nvidia Stake to Fuel Expanding AI Ambitions

Posted on by slightbourne@noblecapitalmarkets.com

SoftBank Group Corp. has sold its entire stake in Nvidia Corp. for $5.83 billion, marking another major move by founder Masayoshi Son to fund his growing ambitions in artificial intelligence. The sale underscores SoftBank’s shift toward becoming a central player in the AI ecosystem—one that spans data centers, chip design, robotics, and advanced cloud infrastructure.

The decision to sell Nvidia shares comes as global investors question whether massive AI spending—expected to exceed $1 trillion by companies like Meta Platforms and Alphabet—will produce long-term profits. Despite this uncertainty, Son continues to double down on AI, redirecting proceeds into projects such as Stargate, a mega data center venture being developed in collaboration with OpenAI and Oracle Corp.

SoftBank’s U.S.-listed shares rose more than 7% following the announcement, while Nvidia’s stock slipped over 3% during trading on Tuesday. The move illustrates the shifting balance of investor sentiment as capital flows from established AI leaders toward emerging infrastructure and hardware bets.

According to SoftBank executives, the Nvidia sale was not due to concerns about the chipmaker but rather a strategic move to free up capital. Chief Financial Officer Yoshimitsu Goto emphasized that the proceeds will be used to finance new AI initiatives, though he declined to comment on whether the sector is currently in a bubble.

This is not the first time SoftBank has exited Nvidia. The company sold its previous stake in 2019, only to re-enter the stock in 2020—just before Nvidia’s meteoric rise fueled by the AI boom. By March 2025, SoftBank had quietly accumulated a $3 billion position in Nvidia, which has since surged by more than $2 trillion in market value amid the global AI frenzy.

The timing of the sale proved highly profitable for SoftBank. The company recently reported a ¥2.5 trillion ($16.2 billion) net income for its fiscal second quarter, driven by its holdings in OpenAI, Arm Holdings, and other AI-focused firms. Analysts expect SoftBank to post its strongest annual profit since 2020, with the Nvidia sale adding significant liquidity to support its ongoing expansion.

Son’s AI roadmap is ambitious. In addition to the Stargate data center network, SoftBank is pursuing a $1 trillion AI manufacturing hub in Arizona, potential collaborations with Taiwan Semiconductor Manufacturing Co. (TSMC), and the acquisition of Ampere Computing LLC for $6.5 billion. The company has also agreed to purchase ABB Ltd.’s robotics division for $5.4 billion—moves that signal a vertically integrated AI empire in the making.

SoftBank’s financial strategy has been equally bold. It recently expanded its margin loan backed by Arm shares to $20 billion, secured an $8.5 billion bridge loan for its OpenAI investment, and committed the full $22.5 billion originally pledged to the AI startup.

The Japanese conglomerate’s stock has surged nearly 78% over the past quarter, its best performance in two decades. The company also announced a 4-for-1 stock split effective January 1, 2026, aimed at making its shares more accessible to retail investors.

As Son pushes deeper into the AI frontier, SoftBank’s latest divestment highlights both opportunity and risk. While the Nvidia exit frees billions for new ventures, it also removes exposure to one of the most successful AI chipmakers of the decade. Still, for Masayoshi Son, the message is clear: SoftBank’s future lies not in following AI’s leaders, but in building the infrastructure that powers them.

Rumble to Acquire Northern Data in Major AI Infrastructure Expansion

Posted on by slightbourne@noblecapitalmarkets.com

Rumble Inc. announced plans to acquire Northern Data AG, a European leader in artificial intelligence and high-performance computing infrastructure, marking a transformative moment for the company’s growing cloud division. The agreement represents a bold step in Rumble’s “Freedom-First” vision—an initiative centered on building technology that prioritizes privacy, independence, and resilience over centralized control.

Under the terms of the deal, Rumble will launch a voluntary public exchange offer to Northern Data shareholders, granting them newly issued Rumble shares in return. Once completed, the transaction will give Rumble access to one of Europe’s largest GPU fleets—approximately 22,000 Nvidia units, including the latest H100 and H200 chips—and a globally distributed network of data centers. This infusion of infrastructure will allow Rumble to expand its cloud services dramatically while strengthening its foothold in the global AI ecosystem.

The acquisition also accelerates Rumble’s international growth strategy, extending its reach beyond North America into major European markets such as Germany, Sweden, Norway, Portugal, the Netherlands, and the United Kingdom. Northern Data’s energy-efficient data centers and liquid-cooled GPU technology will provide Rumble with a strong foundation to compete in high-performance computing and AI training at scale.

A major backer of the deal is Tether, which made a $775 million strategic investment in Rumble earlier this year. Tether’s continued involvement underscores the growing alignment between decentralized finance and digital infrastructure, and the company is expected to serve as a key customer following the transaction’s completion. Together, Rumble, Northern Data, and Tether aim to form a vertically integrated AI ecosystem designed to challenge the dominance of established technology giants.

In addition to its infrastructure assets, Northern Data brings expertise in managing complex compute operations and optimizing power efficiency—critical advantages as demand for GPU-based AI processing surges worldwide. The company’s Maysville, Georgia facility alone is expected to deliver up to 180 megawatts of capacity once complete, contributing significantly to Rumble’s total data center output.

Beyond scaling capacity, Rumble expects the acquisition to fuel innovation across its video, creator, and advertising businesses. Access to advanced AI hardware will accelerate the company’s efforts to integrate machine learning into content delivery, recommendation systems, and advertising solutions. The move also supports Rumble’s broader ambition to develop complementary services such as AI chatbots, cloud productivity tools, and financial applications under the Rumble Wallet brand.

The exchange offer is expected to close in the second quarter of 2026, pending regulatory approvals. Northern Data shareholders will own roughly 30% of the combined company after the transaction, reflecting the strategic significance of the merger. Once finalized, Northern Data plans to delist its shares, with no separate offer required since it is not traded on a regulated market.

For Rumble, the acquisition represents far more than an infrastructure upgrade—it signals an intent to redefine how technology infrastructure is built and governed. By merging AI computing power, distributed data networks, and financial independence, the company aims to create a sustainable foundation for a new era of digital freedom.