Breaking stock news, scored.

Elon Musk announced SpaceX secured $40 billion in debt financing for AI chips, citing its strong credit and revenue from Starlink and rocket launches. He warned of potential failures among 200+ neocloud providers due to tightening credit markets, affecting companies like CoreWeave and Nebius.

SpaceX reported $16.4B in AI-related spending, highlighting massive electricity demand. The International Energy Agency expects AI electricity demand to double by 2030. Brookfield Renewable (BEP, BEPC) is positioned to meet this demand with a diverse clean energy portfolio and a 5.4% yield.

Nu Holdings Ltd. (NU) shares dropped over 12% overnight following Luiz Inacio Lula da Silva's unexpected victory in Brazil's presidential election, sparking concerns about economic uncertainty. The iShares MSCI Brazil fund (EWZ) fell over 18%, and Petroleo Brasileiro (PBR) declined around 11%. Lula's win contrasts with market expectations of a Bolsonaro victory, which was anticipated to bring more market-friendly policies.

Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN) are set to report earnings this week. Analysts expect revenue growth for all three, driven by cloud services. Microsoft and Alphabet report on Wednesday, Amazon on Thursday. Key metrics include Azure's 44-45% growth guidance and Alphabet's Google Cloud 82% growth. All three companies have increased AI-related capital spending.

Oracle has pledged $1 billion over four years to support its partner ecosystem, focusing on training, sales, and cloud migration. The company also expanded Oracle Marketplace to enhance partner access to customers and streamline purchasing. According to Oracle, the investment aims to strengthen partner capabilities and drive customer adoption. IDC noted the shift in enterprise software marketplaces toward customer access and collaboration.

Retail Bitcoin (BTC) deposits to Binance hit a 6-month high, rising from $5.5B in April to $10.75B, while whale deposits fell 36% since late August. CryptoQuant data shows retail deposits are 2.8 times whale deposits, suggesting small holders may be exiting during the rebound. Whales have not increased deposits despite price rises, indicating they are not selling at current levels.

Nio (NYSE: NIO) plans to produce a small batch of in-house cylindrical batteries by year-end, with Eve Energy (SZSE: 300014) and Gotion High-tech (SZSE: 002074) handling manufacturing. Nio is also increasing CATL (HKEX: 3750) battery usage across its brands, continuing its strategy of in-house R&D with outsourced production. Nio has invested over $298 million in battery development, focusing on long-life cells.

NVIDIA's open-source Flora suite estimates $0.72 per video hour for robot video labeling, significantly cheaper than GPT-6 Astra's $88.49. The cost is based on GPU rental assumptions, not actual invoices. Flora's components label robot actions, segments, and outcomes, offering a cost-effective alternative to human annotators or general-purpose models. The comparison highlights potential cost savings for robotics teams, though actual performance may vary.

Archer Aviation (ACHR), an eVTOL aircraft company, has seen its stock fall 50% this year despite analysts' average price target of $10.89. The company has partnerships with Stellantis and United Airlines, and acquired Boeing subsidiaries. However, it faces FAA certification delays, a patent lawsuit, significant cash burn, and intense competition in the eVTOL market. Archer reported $5M revenue and $284.2M losses in Q2 2023.

Valeo will develop automotive computing platforms using NVIDIA's Hyperion architecture for autonomous and software-defined vehicles. The platforms aim to meet automakers' safety and production needs, leveraging NVIDIA's computing and safety systems. Valeo brings automotive integration expertise, while NVIDIA provides computing technology. The collaboration targets Level 4 autonomous vehicles and robotaxis, addressing computing performance, safety, and scalability.