$OUST is quietly rolling out industrial edge AI computers for robotsโฆ
What started as a lidar company, expanded into full-stack robotic perception, and nowโฆ.? ๐คฏ
This company is making all the right moves.
Stereolabs, an Ouster company, has introduced the ZED Box 2 Series, a new generation of industrial edge AI computers for AMRs, robot vision, and spatial AI. Both models support up to eight synchronized GMSL2 cameras for full 360ยฐ perception alongside lidar and other sensors. ZED Box 2 Max, built on @nvidia Jetson Thor with up to 2,070 FP4 TFLOPS, runs vision-language-action and foundation models directly on the robot.
โRobot vision shouldnโt take five suppliers. With ZED Box 2 Series, we provide robotics developers with the unified compute, cameras, lidar, and perception software that come from one team that tests them together and stands behind all of it.โ - Edwin Azzam, CTO and co-founder of @Stereolabs3D
Read the full announcement here: businesswire.com/news/home/2โฆ
Glad I still own $SOFI in my Roth.
Incredible quarter! ๐
$SOFI
SOFI Q3 2026 EARNINGS:
- Revenue: $1.4B, +44% YoY
- Adj. EPS: $0.18, +64% YoY
- Adj. EBITDA: $469.8M, 70% YoY
- Members: 17.1M, +35% YoY
FY27 Guide:
- Revenue: $6.4B (Est. $6B)
- EPS: $0.90 (Est. $0.82)
- EBITDA: $2.24B
- Net Income: $1.28B
CEO Anthony Noto:
โWe are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.โ Our conviction in the opportunity ahead has never been greater.โ
Pretty incredible quarter from SoFi and an even stronger 2027 guide.
Another one. ๐ $LMND
๐จ $OUST Stereolabs introduces the ZED Box 2 Series, a new generation of industrial edge AI computer.
These computers are engineered for autonomous mobile robots (AMRs), robot vision, and spatial AI systems requiring high-throughput multi-camera perception and edge processing.
"Robot vision shouldnโt take five suppliers," said Edwin Azzam, CTO and co-founder of Stereolabs. โWith ZED Box 2 Series, we provide robotics developers with the unified compute, cameras, lidar, and perception software that come from one team that tests them together and stands behind all of it. Plug in your cameras and you can have reliable 360ยฐ perception in minutes, not weeks."
Full press release:
businesswire.com/news/home/2โฆ
That first Neutron update wasnโt great, but the rest have all been bangers ๐
Itโs a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.
Earlier today we sent Neutronโs Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.
Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutronโs Thrust Module is the rocketโs only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
$RKLB was the fastest rocket manufacturer in the world to its first 50 launches, and is about to be the fastest to 100โฆ ๐
Rocket Lab is about to do something the broader public is not talking about...
Electron is on pace to hit 100 launches FASTER than Falcon 9 did.
This little rocket company founded in New Zealand is outpacing SpaceX's early years.
And launch #100 is weeks away.
$RKLB
๐จ $RKLB Neutron hardware preparing to ship over from Middle River to Wallops!
Rocket Lab Space Structures Complex Update 2
October 26, 2026
Middle River, Maryland
For the first time, we have Rocket Lab Neutron hardware at the lagoon, getting ready to be picked up for shipment to Wallops!!
No sign of a tug and barge yet, but I'm on the lookout.
@NASASpaceflight
What does sovereign AI mean for defense?
A new episode of Edge of Certainty is here. @regna_ai Interim CEO @Ryan_M_Hartman joins @PalantirTech's Elias Davis to introduce Regna AI and discuss its approach to sovereign, mission-specific AI for defense. $ONDS
Watch at youtube.com/watch?v=LMx-z7GRโฆ
Chris Ray retweeted
Tons of money just sitting on the table waiting to be taken by $RKLB and other launch providers preparing medium-lift rockets for production.
$SPCX / $RKLB: SpaceX declined to bid on three Space Force launches, and no other company offered to fly them, Politico reports.
SpaceX flew 85% of U.S. launches in 2025 and is phasing out Falcon 9.
Vulcan was grounded this year and New Glenn is likely out until early next year.
The launch crunch is here.
๐จ $RKLB's 98th mission is a success!
Payload deployment confirmed from Electron - all three HAWK satellites for @hawkeye360 are now on orbit ๐ฐ๏ธ๐ฐ๏ธ๐ฐ๏ธ
Chris Ray retweeted
High cadence launch needs high cadence testing. With more than 100 launches in backlog (and counting), we're building a new state-of-the-art test facility to accelerate static fire stack testing for Electron and HASTE rockets.
Check out the new test pad underway within our Propulsion Test Complex ๐งต๐
Yesterday @PalantirTech named Ondas and @regna_ai among its flagship sovereign AI customers. Regna AI, built on Palantir AIP and @nvidia Nemotron, deploys mission-specialized AI on customer terms. $ONDS
businesswire.com/news/home/2โฆ
Wait, so I paid for a year of Premium+ upfront (pretty much soley to remove all ads from the platform) and X is just going to start showing them to me anyway?
Pretty awful, @elonmusk. Maybe X is starting to fall off... ๐ค
Chris Ray retweeted
$ONDS ๐
๐๐ฟ๐ถ๐ฐ ๐๐ฟ๐ผ๐ฐ๐ธ, Chairman and CEO of Ondas:
"Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโs CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications."
โก ๐๐๐๐๐๐: Palantir Expands Sovereign AI Deployment With NVIDIA, L3Harris, Ondas, and Major Enterprise Customers - $PLTR $LHX $ONDS $NVDA
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:
โค ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟ accelerates sovereign AI deployments across ๐ฑ๐ฒ๐ณ๐ฒ๐ป๐๐ฒ, ๐ต๐ฒ๐ฎ๐น๐๐ต๐ฐ๐ฎ๐ฟ๐ฒ, and ๐ฐ๐ผ๐ป๐๐๐ฟ๐๐ฐ๐๐ถ๐ผ๐ป.
โค Flagship customers include ๐ก๐ฉ๐๐๐๐, ๐๐ฏ๐๐ฎ๐ฟ๐ฟ๐ถ๐, ๐ข๐ป๐ฑ๐ฎ๐, ๐ ๐ฐ๐๐ฎ๐ฟ๐๐ต๐, and ๐ง๐ฎ๐บ๐ฝ๐ฎ ๐๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐น.
โค ๐๐ฏ๐๐ฎ๐ฟ๐ฟ๐ถ๐ unified ๐ฏ๐ฌ+ ERP systems and established ๐ฏ.๐ฑ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป data connections.
โค L3Harris reports ๐ต๐ฑ% ๐ฐ๐ผ๐๐ ๐ฟ๐ฒ๐ฑ๐๐ฐ๐๐ถ๐ผ๐ป in initial sovereign AI testing.
โค ๐ ๐ฐ๐๐ฎ๐ฟ๐๐ต๐ trained AI models using ๐ญ๐ฌ๐ฌ,๐ฌ๐ฌ๐ฌ+ construction RFIs.
โค McCarthy's AI-assisted subcontractor workflow saves approximately ๐ฏ๐ฌ,๐ฌ๐ฌ๐ฌ ๐ต๐ผ๐๐ฟ๐ annually.
โค ๐ก๐ฉ๐๐๐๐ uses Palantir AIP and Nemotron to optimize supply chains.
โค ๐ข๐ป๐ฑ๐ฎ๐ launches ๐ฅ๐ฒ๐ด๐ป๐ฎ ๐๐ for sovereign, mission-specialized AI operations.
โค ๐ง๐ฎ๐บ๐ฝ๐ฎ ๐๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐น improves AI performance ๐ณ% while reducing latency ๐ฎ๐ฎ๐
.
โค Deployments leverage ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟ ๐๐๐ฃ, ๐๐ผ๐๐ป๐ฑ๐ฟ๐, ๐ข๐ป๐๐ผ๐น๐ผ๐ด๐, and ๐ก๐ฉ๐๐๐๐ ๐ก๐ฒ๐บ๐ผ๐๐ฟ๐ผ๐ป.
๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:
โค Demonstrates growing ๐ฒ๐ป๐๐ฒ๐ฟ๐ฝ๐ฟ๐ถ๐๐ฒ ๐ฎ๐ฑ๐ผ๐ฝ๐๐ถ๐ผ๐ป of Palantir's sovereign AI infrastructure.
โค Strengthens ๐ฃ๐ฎ๐น๐ฎ๐ป๐๐ถ๐ฟโ๐ก๐ฉ๐๐๐๐ collaboration across mission-critical industries.
โค Quantified efficiency gains could accelerate ๐ฐ๐ผ๐บ๐บ๐ฒ๐ฟ๐ฐ๐ถ๐ฎ๐น ๐๐ ๐ฑ๐ฒ๐ฝ๐น๐ผ๐๐บ๐ฒ๐ป๐๐.
โค Sovereign AI enables organizations to retain ๐ฑ๐ฎ๐๐ฎ ๐ผ๐๐ป๐ฒ๐ฟ๐๐ต๐ถ๐ฝ and operational control.
โค Successful deployments could support ๐ฃ๐๐ง๐ฅ'๐ long-term enterprise growth opportunities.
๐ ๐๐
๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:
๐๐ฒ๐ถ๐ฑ๐ถ ๐ช๐ผ๐ผ๐ฑ, Chief Transformation Officer at L3Harris:
โWe are thrilled to explore and develop capabilities required for critical defense use cases. By building our own models trained on proprietary data, we believe we can surface unique capabilities for critical use cases in our industry," said Heidi Wood, Chief Transformation Officer at L3Harris. "We have tested the capabilities of sovereign models already on internal work where initial results have been promising. In a few days we were able to outperform the frontier labs in our test environment and cut costs by 95%. Frontier labs are not training their models with relevant data for our industry, where we also have industry-specific needs for security and zero-retention. Given our unique experience and our ability to leverage our data, we can build AI that is purpose-fit for the mission and retain critical rights to terms of use using open-source models. We view sovereign AI as a mission critical to our work supporting Western defense."
๐ฅ๐ถ๐ฐ๐ผ ๐๐ฒ๐ฟ๐๐๐ฐ๐ฐ๐ถ, Vice President of Strategic Initiatives at McCarthy:
"Our clients get a higher level of confidence and greater cost and schedule certainty at every phase of the project. We built this model on 160 years of McCarthy experience, and it outperforms the frontier at a lower cost,โ said Rico Bertucci, Vice President of Strategic Initiatives. โNo one else can pick it up, because it is tuned to how we build."
๐๐ฒ๐ณ๐ณ ๐ช๐ต๐ถ๐๐บ๐ฒ๐ฟ, VP of System Supply Chain at NVIDIA:
โAs demand for intelligence scales rapidly, speeding up our supply chain accelerates how quickly our customers reach the first token. With Palantir and post-trained Nemotron models, we spot potential problems earlier, act on them sooner, and put our best expertise behind every call,โ said Jeff Whitmer VP of System Supply Chain at NVIDIA. โThis is what sovereign intelligence looks like in practice โ built with our own data, under our control, and delivering for our customers at the speed business demands."
๐๐ฟ๐ถ๐ฐ ๐๐ฟ๐ผ๐ฐ๐ธ, Chairman and CEO of Ondas:
"Through Regna AI, we are expanding our partnership with Palantir and leveraging open models from NVIDIA to enable governments and enterprises to develop and deploy mission-specialized AI on their own terms," said Eric Brock, Chairman and CEO of Ondas. "This expands on our existing projects with Palantir, which span from building the manufacturing & supply chain backbone for Ondas Sentinel through Warp Speed all the way to significant progress on a true mission autonomy solution for SkyWeaver. At the enterprise level, Palantir has enabled rapid expansion in corporate development and post-merger integrations through deployment of Palantirโs CRM and M&A Workflows, which enabled the integration of DZYNE into Ondas Sentinel on the order of weeks. Our focus is on delivering sovereign AI capabilities that ensure customers retain full ownership and control of their data, models, and infrastructure while transforming proprietary knowledge into differentiated intelligence and mission-critical applications."
๐๐ฟ. ๐๐ฎ๐ถ๐บ๐ถ๐ฒ ๐ช๐ฒ๐ฏ๐ฒ๐ฟ, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital:
โAI Innovation in health care only works if our patients and team members can trust it,โ said Dr. Jaimie Weber, Associate Chief Medical Informatics and AI Strategy Officer at Tampa General Hospital. โBy keeping their data local and setting our own controls, we can expand AI that improves outcomes for our patients and makes the work easier for the team members caring for them.โ
๐จ Breakover operations complete for $RKLBโs Neutron Stage 2 tank assembly.
Preparing to ship to LC-3 at Wallops shortly!
We have completed breakover operations for the Neutron Stage 2 tank assembly, rotating the stage horizontal โ a critical step in the handling of large rocket sections for integration and assembly.
Hereโs a last look at Stage 2 on the Neutron Factory floor before itโs wrapped up (literally) for barge shipment to LC-3 on Wallops Island where its fluid systems will be tested and its Archimedes vacuum engine installed.
































