$IREN | Freedom Broker 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐈𝐑𝐄𝐍 to 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟓𝟖 Analyst upgrades IREN on valuation, seeing significant upside to the $58 price target after shares have fallen despite a backend-weighted ramp.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $MSFT Microsoft cuts 4,800 jobs across sales and Xbox - Business Insider

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Grab Holdings Limited announced that Dara Khosrowshahi has resigned from its Board of Directors, effective July 6, 2026. - $GRAB $UBER The company noted that Uber's economic interest in Grab remains unchanged by the board transition.

$QUBT | Lake Street reiterates 𝐁𝐮𝐲 on 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐂𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟔 Analyst sees the NHanced acquisition as strategically meaningful, accelerating QCi's transition from research to scalable commercial production.

$ONDS | 𝐋𝐚𝐤𝐞 𝐒𝐭𝐫𝐞𝐞𝐭 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐎𝐧𝐝𝐚𝐬 𝐇𝐨𝐥𝐝𝐢𝐧𝐠𝐬, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟗 Analyst sees the acquisition of Cyberhawk as a logical bolt-on for Ondas under its Core Strategic Growth Program.

$NU | 𝐆𝐨𝐥𝐝𝐦𝐚𝐧 𝐒𝐚𝐜𝐡𝐬 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐍𝐔 to 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟐

$ASML | Bernstein 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐁𝐮𝐲 on 𝐀𝐒𝐌𝐋 𝐇𝐨𝐥𝐝𝐢𝐧𝐠, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟔𝟐𝟑 from $𝟏𝟗𝟕𝟏

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $FIGR Figure Technology Solutions plans $600M senior notes offering

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $KLAR Klarna Applies to Launch FDIC-Insured U.S. Bank 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐊𝐥𝐚𝐫𝐧𝐚 applied to establish 𝐊𝐥𝐚𝐫𝐧𝐚 𝐁𝐚𝐧𝐤 𝐔𝐒𝐀, a Utah-chartered industrial bank. ➤ Applications were submitted to the 𝐔𝐭𝐚𝐡 𝐃𝐞𝐩𝐚𝐫𝐭𝐦𝐞𝐧𝐭 𝐨𝐟 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬 and the 𝐅𝐃𝐈𝐂. ➤ If approved, Klarna Bank USA would be an 𝐅𝐃𝐈𝐂-𝐢𝐧𝐬𝐮𝐫𝐞𝐝 wholly owned subsidiary of Klarna Inc. ➤ Klarna has provided over 𝐔𝐒$𝟗𝟏.𝟑 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in credit to U.S. consumers since 2019. ➤ Customers have saved more than 𝐔𝐒$𝟓.𝟏 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in interest versus revolving credit card debt. ➤ Klarna serves 𝟑𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 U.S. customers annually and hundreds of thousands of merchants. ➤ The charter would bring Klarna's 𝐩𝐚𝐲𝐦𝐞𝐧𝐭𝐬, savings, credit, and merchant services in-house. ➤ 𝐆𝐚𝐫𝐲 𝐇𝐚𝐫𝐝𝐢𝐧𝐠 was selected as President and CEO of Klarna Bank USA. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ A banking charter could expand Klarna's 𝐔.𝐒. banking and lending capabilities. ➤ FDIC insurance may strengthen 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 trust and support broader product offerings. ➤ Approval would reduce reliance on 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐛𝐚𝐧𝐤𝐬 for U.S. operations. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "Banking is built on trust. We've seen firsthand the appetite for a fairer, more transparent approach in the U.S., and our own banking license is the natural next step, giving customers tools to borrow responsibly and build financial confidence, while bringing greater competition, innovation, and choice to consumers and merchants alike." — 𝐒𝐞𝐛𝐚𝐬𝐭𝐢𝐚𝐧 𝐒𝐢𝐞𝐦𝐢𝐚𝐭𝐤𝐨𝐰𝐬𝐤𝐢, Co-Founder and CEO of Klarna.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $BMNR Bitmine Reports $11.1 Billion Holdings, Nears 5% of Ethereum Supply 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Bitmine reported 𝐭𝐨𝐭𝐚𝐥 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬 𝐨𝐟 $𝟏𝟏.𝟏 𝐛𝐢𝐥𝐥𝐢𝐨𝐧, including crypto, cash and investments. ➤ Company holds 𝟓,𝟕𝟒𝟐,𝟐𝟑𝟕 𝐄𝐓𝐇, equal to 𝐚𝐛𝐨𝐮𝐭 𝟒.𝟖% of Ethereum's 120.7 million supply. ➤ Bitmine acquired 𝟒𝟐,𝟏𝟗𝟕 𝐄𝐓𝐇 over the past week, accelerating accumulation. ➤ Total 𝐬𝐭𝐚𝐤𝐞𝐝 𝐄𝐓𝐇 reached 𝟒,𝟖𝟕𝟗,𝟏𝟓𝟕, valued at approximately $𝟖.𝟖 𝐛𝐢𝐥𝐥𝐢𝐨𝐧. ➤ Annualized staking revenue is projected at 𝐚𝐩𝐩𝐫𝐨𝐱𝐢𝐦𝐚𝐭𝐞𝐥𝐲 $𝟐𝟑𝟓 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 based on current staking levels. ➤ Bitmine joined the 𝐑𝐮𝐬𝐬𝐞𝐥𝐥 𝟏𝟎𝟎𝟎 Large-Cap Index on June 26, 2026. ➤ Series A Preferred Stock trades on the 𝐍𝐘𝐒𝐄 under ticker 𝐁𝐌𝐍𝐏. ➤ Company also holds $𝟕𝟏 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 of Eightco (NASDAQ: ORBS) and 𝟐𝟎𝟔 BTC. ➤ Bitmine said it remains supported by major institutional investors, including 𝐀𝐑𝐊, Founders Fund, Pantera, Galaxy Digital and Kraken. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Bitmine is approaching its stated goal of owning 𝐨𝐯𝐞𝐫 𝟓% of Ethereum's total supply. ➤ A larger ETH treasury could increase 𝐬𝐭𝐚𝐤𝐢𝐧𝐠 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 and influence within the Ethereum ecosystem. ➤ Russell 1000 inclusion may expand 𝐢𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 ownership through index funds and ETFs. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "We believe regulatory clarity is an important milestone, enabling crypto, particularly smart contract platforms like ethereum to benefit, as crypto becomes part of our everyday life. Already, ethereum L2 run in the background processing USDC transactions for Shopify and even Visa. Therefore, the rise in the ETH/BTC ratio in the past few days makes sense as markets start to see greater chances of Clarity Act passage." — 𝐓𝐡𝐨𝐦𝐚𝐬 "𝐓𝐨𝐦" 𝐋𝐞𝐞, Chairman of Bitmine. ➤ "Being added to the Russell 1000 is expected to add hundreds and possibly thousands of additional institutional investors as equity owners of Bitmine." — 𝐓𝐡𝐨𝐦𝐚𝐬 "𝐓𝐨𝐦" 𝐋𝐞𝐞. ➤ "Over the past week, we acquired 42,197 ETH, increasing our pace from the prior week. We continue to maintain a steady pace of accumulation throughout 2026. We believe we are in the early stages of crypto spring. Bitmine is expected to reach the 'alchemy of 5%' sometime in 2026." — 𝐓𝐡𝐨𝐦𝐚𝐬 "𝐓𝐨𝐦" 𝐋𝐞𝐞. ➤ "Bitmine has staked more ETH than other entities in the world. At scale, the projected ETH staking reward is $277 million on an annualized basis." — 𝐓𝐡𝐨𝐦𝐚𝐬 "𝐓𝐨𝐦" 𝐋𝐞𝐞.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AVAV AeroVironment Wins $500 Million U.S. Counter-Drone Defense Contract 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐀𝐞𝐫𝐨𝐕𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭 secured a 𝟑-𝐲𝐞𝐚𝐫, $𝟓𝟎𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 IDIQ contract from JIATF-401. ➤ The 𝐬𝐨𝐥𝐞-𝐬𝐨𝐮𝐫𝐜𝐞 award supports the 𝐃𝐨𝐦𝐞𝐬𝐭𝐢𝐜 𝐒𝐡𝐢𝐞𝐥𝐝 Program. ➤ Contract covers 𝐂-𝐔𝐀𝐒 and 𝐂-𝐬𝐔𝐀𝐒 systems for force protection and base defense. ➤ Domestic Shield strengthens 𝐝𝐫𝐨𝐧𝐞 𝐭𝐡𝐫𝐞𝐚𝐭 detection, data sharing, and critical infrastructure protection. ➤ AeroVironment will deploy its 𝐀𝐕_𝐇𝐚𝐥𝐨™ platform with third-party interoperability capabilities. ➤ Additional task and delivery orders will be issued under the 𝐈𝐃𝐈𝐐 contract. ➤ JIATF-401 previously committed 𝐨𝐯𝐞𝐫 $𝟔𝟎𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 to expand counter-drone capabilities. ➤ The contract award was announced on 𝐉𝐮𝐥𝐲 𝟏. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Expands AeroVironment's presence in the growing 𝐔.𝐒. 𝐜𝐨𝐮𝐧𝐭𝐞𝐫-𝐝𝐫𝐨𝐧𝐞 defense market. ➤ Supports increasing 𝐡𝐨𝐦𝐞𝐥𝐚𝐧𝐝 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 investments against evolving drone threats. ➤ IDIQ structure provides potential for 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 revenue through future task orders. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "This award reflects strong confidence in AV, our people and our technology and it reinforces the shared obligation we have to stay ahead of rapidly evolving drone threats, not only in contested theaters abroad, but in the skies over our own communities." — 𝐖𝐚𝐡𝐢𝐝 𝐍𝐚𝐰𝐚𝐛𝐢, Chairman, President and Chief Executive Officer, AeroVironment. ➤ "By investing in the latest technology, we are adding another tool in a layered defense so we can respond swiftly and effectively to any illicit drone threats." — 𝐁𝐫𝐢𝐠. 𝐆𝐞𝐧. 𝐌𝐚𝐭𝐭 𝐑𝐨𝐬𝐬, Director, JIATF-401.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Micron, Ford Sign Long-Term Supply Agreement for Next-Generation Vehicles - $MU $F 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐌𝐢𝐜𝐫𝐨𝐧 and 𝐅𝐨𝐫𝐝 signed a 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 Strategic Customer Agreement. ➤ Agreement strengthens the supply of 𝐚𝐮𝐭𝐨𝐦𝐨𝐭𝐢𝐯𝐞 𝐦𝐞𝐦𝐨𝐫𝐲 and storage solutions. ➤ Micron is expanding production capacity for 𝐤𝐞𝐲 𝐚𝐮𝐭𝐨𝐦𝐨𝐭𝐢𝐯𝐞 memory products. ➤ Capacity investments support 𝐥𝐨𝐧𝐠 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 lifecycles and production continuity. ➤ Agreement includes Micron's 𝐕𝐢𝐫𝐠𝐢𝐧𝐢𝐚 DRAM manufacturing expansion. ➤ Supply partnership supports 𝐅𝐨𝐫𝐝'𝐬 next-generation vehicle production. ➤ The agreement is one of 𝟏𝟔 Strategic Customer Agreements disclosed during Micron's Q3 2026 earnings call. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Long-term supply agreements help reduce 𝐚𝐮𝐭𝐨𝐦𝐨𝐭𝐢𝐯𝐞 𝐜𝐡𝐢𝐩 𝐬𝐮𝐩𝐩𝐥𝐲 risks. ➤ Expanding U.S. production strengthens 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 semiconductor manufacturing. ➤ Rising vehicle intelligence is increasing demand for 𝐚𝐝𝐯𝐚𝐧𝐜𝐞𝐝 memory and storage. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "Producing the high-volume vehicles of the future in the U.S. will require a resilient supply chain. We applaud Micron's commitment to manufacturing in America, expanding its domestic production and investing in a skilled workforce." — 𝐉𝐢𝐦 𝐅𝐚𝐫𝐥𝐞𝐲, President and CEO of Ford Motor Company. ➤ "We are proud to extend our collaboration with Ford to help ensure a reliable, long-term supply of memory and storage solutions. As vehicles become more intelligent and data-intensive, the importance of advanced memory and storage continues to grow, making collaboration and long-term supply increasingly important." — 𝐒𝐚𝐧𝐣𝐚𝐲 𝐌𝐞𝐡𝐫𝐨𝐭𝐫𝐚, Chairman, President and CEO of Micron Technology

$MSFT | DA Davidson reiterates 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭, sees 𝐂𝐨𝐏𝐢𝐥𝐨𝐭 as the key 'orchestration layer'; 𝐏𝐓 𝐬𝐭𝐚𝐧𝐝𝐬 𝐚𝐭 $𝟓𝟓𝟎 Analyst sees Microsoft's CoPilot as a key 'orchestration layer' that funnels queries to the most appropriate AI model, a significant value-add.

🚨 Pre-market buzz! $SEER $WULF $SHAZ $VERA $IREN $WDC $SNDK $BE $ASML $AVGO $NOK $PENG $TMUS $DDOG $MSTR $ZIM

$NOK | Bank of America Securities 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐍𝐨𝐤𝐢𝐚, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟕.𝟖𝟏

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $MSTR Strategy Reports $8.32 Billion Q2 Digital Asset Loss, Sells Bitcoin 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐬: ➤ 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 reported an 𝟖.𝟑𝟐 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 digital asset loss for Q2 2026. ➤ Loss included 𝟖.𝟑𝟏 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in unrealized losses and 𝟎.𝟗 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 realized losses. ➤ Strategy held 𝟖𝟒𝟔,𝟎𝟎𝟎 𝐛𝐢𝐭𝐜𝐨𝐢𝐧 with a carrying value of 𝟒𝟗.𝟔𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 as of June 30. ➤ Aggregate bitcoin purchase price totaled 𝟔𝟑.𝟗𝟒 𝐛𝐢𝐥𝐥𝐢𝐨𝐧, or 𝟕𝟓,𝟓𝟕𝟖 per bitcoin on average. ➤ Strategy sold 𝟑,𝟓𝟖𝟖 𝐛𝐢𝐭𝐜𝐨𝐢𝐧 for 𝟐𝟏𝟔.𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 between June 29 and July 5. ➤ Bitcoin holdings declined to 𝟖𝟒𝟑,𝟕𝟕𝟓 as of July 5, 2026. ➤ Sale proceeds funded 𝐩𝐫𝐞𝐟𝐞𝐫𝐫𝐞𝐝 𝐬𝐭𝐨𝐜𝐤 distributions and strengthened the USD reserve. ➤ USD reserve increased to 𝟐.𝟓𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 as of July 5, 2026. ➤ Strategy's 𝟏.𝟐𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 BTC Monetization Program remained entirely unused. ➤ Andrew Kang became 𝐏𝐫𝐢𝐧𝐜𝐢𝐩𝐚𝐥 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐎𝐟𝐟𝐢𝐜𝐞𝐫 effective June 30. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Large unrealized losses highlight Strategy's continued 𝐞𝐱𝐩𝐨𝐬𝐮𝐫𝐞 to bitcoin price volatility. ➤ Bitcoin sales signal a shift toward 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 management while maintaining substantial holdings. ➤ The unused 𝟏.𝟐𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 monetization capacity provides additional financial flexibility.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Broadcom & Apple Partnership (SEC Filing) : $AVGO $AAPL ➤ Expand technology collaboration through 2031 with new multi-year agreements ➤ Broadcom to develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple products

$AMAT | Morgan Stanley 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 to $𝟔𝟒𝟕 from $𝟓𝟎𝟐, maintains 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $KTOS Kratos Expands Oklahoma Drone Factory to Boost Defense Production 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐊𝐫𝐚𝐭𝐨𝐬 is expanding its Oklahoma City campus by 𝟏𝟎𝟔,𝟎𝟎𝟎 square feet. ➤ Expansion supports rising demand for 𝐕𝐚𝐥𝐤𝐲𝐫𝐢𝐞, 𝐅𝐢𝐫𝐞𝐣𝐞𝐭, and 𝐌𝐢𝐠𝐡𝐭𝐲 𝐇𝐨𝐫𝐧𝐞𝐭 𝐈𝐕 drones. ➤ Kratos currently manufactures approximately 𝟏𝟔𝟓 high-performance jet drones annually. ➤ New capacity will increase production for 𝐔.𝐒. Department of War and allied customers. ➤ Facility adds manufacturing, assembly, integration, and 𝐭𝐞𝐬𝐭 capabilities for multiple drone programs. ➤ Production includes the 𝐕𝐚𝐥𝐤𝐲𝐫𝐢𝐞 CCA selected by the U.S. Marine Corps. ➤ Expansion also supports 𝐌𝐢𝐠𝐡𝐭𝐲 𝐇𝐨𝐫𝐧𝐞𝐭 𝐈𝐕 and 𝐅𝐢𝐫𝐞𝐣𝐞𝐭 production to meet growing demand. ➤ Investment strengthens scalable, high-volume 𝐔.𝐒. defense manufacturing capacity. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ Expanded capacity positions Kratos to capture rising 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 𝐝𝐫𝐨𝐧𝐞 procurement opportunities. ➤ Increased production supports faster delivery of 𝐚𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 𝐜𝐨𝐦𝐛𝐚𝐭 systems. ➤ Investment reinforces the resilience of the 𝐔.𝐒. 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥 𝐛𝐚𝐬𝐞. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "The future fight demands the ability to rapidly produce affordable, high-performance systems at scale. This expansion in Oklahoma City reflects our long-term commitment to investing ahead of customer demand and building the industrial capacity needed to support the Department of War's modernization priorities." — 𝐒𝐭𝐞𝐯𝐞 𝐅𝐞𝐧𝐝𝐥𝐞𝐲, President of Kratos Unmanned Systems Division. ➤ "As autonomous systems become increasingly central to the future force, manufacturing readiness and producing at scale will be just as important as technology readiness, maybe more." — 𝐒𝐭𝐞𝐯𝐞 𝐅𝐞𝐧𝐝𝐥𝐞𝐲.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $WULF TeraWulf Signs 20-Year Anthropic Lease, Sells Abernathy JV Stake 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ 𝐓𝐞𝐫𝐚𝐖𝐮𝐥𝐟 signed a 𝟐𝟎-𝐲𝐞𝐚𝐫 AI infrastructure lease with 𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜. ➤ Lease is expected to generate approximately 𝟏𝟗 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 in contracted revenue over the initial term. ➤ Anthropic campus will support approximately 𝟒𝟎𝟏 𝐌𝐖 of critical IT load. ➤ Initial capacity is expected online in 𝐇𝟐 𝟐𝟎𝟐𝟕, with full buildout by 𝐞𝐚𝐫𝐥𝐲 𝟐𝟎𝟐𝟖. ➤ TeraWulf agreed to sell its 𝟓𝟎.𝟏% Abernathy JV stake to a 𝐅𝐥𝐮𝐢𝐝𝐬𝐭𝐚𝐜𝐤-led investor group. ➤ Transaction monetizes TeraWulf's approximately 𝟒𝟓𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 investment at a 𝐩𝐫𝐞𝐦𝐢𝐮𝐦. ➤ Proceeds will be redeployed into 𝐰𝐡𝐨𝐥𝐥𝐲 𝐨𝐰𝐧𝐞𝐝 AI infrastructure opportunities. ➤ Company expects stronger revenue visibility and greater 𝐝𝐢𝐫𝐞𝐜𝐭 𝐨𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 of AI assets. 👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: ➤ 𝟏𝟗 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 lease significantly strengthens TeraWulf's long-term revenue pipeline. ➤ Capital recycling supports expansion of 𝐡𝐢𝐠𝐡𝐞𝐫-𝐦𝐚𝐫𝐠𝐢𝐧, wholly owned AI infrastructure. ➤ Anthropic partnership reinforces growing demand for large-scale 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 capacity. 👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭: ➤ "The Anthropic lease validates our strategy and establishes a long-duration revenue stream with one of the world's leading AI companies. The lease provides approximately $19 billion of contracted lease revenue over its initial term, creates a framework for future expansion, and demonstrates the value of our ability to source power, develop infrastructure, and secure long-term customer commitments." — 𝐏𝐚𝐮𝐥 𝐏𝐫𝐚𝐠𝐞𝐫, Chairman and Chief Executive Officer of TeraWulf. ➤ "At the same time, the sale of our ownership interest in Abernathy to a group led by Fluidstack crystallizes the value created through that investment and generates significant capital for redeployment into infrastructure platforms where we maintain direct ownership, customer relationships, and operational control." — 𝐏𝐚𝐮𝐥 𝐏𝐫𝐚𝐠𝐞𝐫, Chairman and Chief Executive Officer of TeraWulf.