LearnBits

$BE Bloom Energy Expands Into Philadelphia With 76ers Deal 🏀

Bloom Energy has signed a multi-year strategic partnership with the Philadelphia 76ers, becoming the NBA team’s official jersey patch partner. The agreement also includes a planned seven-figure community investment focused on strengthening resilience across the Greater Philadelphia region and Delaware.

The partnership connects Bloom’s energy business with one of the region’s most prominent sports organizations, while expanding the company’s community initiatives beyond its core power-generation operations. 🤝 The 76ers said Bloom’s logo will appear on the team’s uniforms unveiled during Media Day.

The deal comes as Bloom continues positioning its technology around rising electricity demand from AI infrastructure and other high-power applications. ⚡ The company is also participating in Yotta 2026 in Las Vegas this week, where it is showcasing onsite power solutions aimed at data centers facing grid constraints and growing energy requirements.

Lumentum Unveils New AI Optical Connectivity Tech.

Lumentum, Qualcomm and Corning are demonstrating a high-density optical die-to-die connectivity architecture designed for AI scale-up systems. The setup combines Qualcomm’s die-to-die interface technology with Lumentum’s VCSEL optical platform and Corning’s multimode fiber.

The architecture is designed for future co-packaged optics and near-packaged optics applications, supporting emerging interfaces such as UCIe. Lumentum says the approach is intended to provide high-bandwidth, low-power and low-latency connections between computing components.

The demonstration comes as AI systems require faster connections between processors, accelerators and networking components. Lumentum is also showcasing an eight-wavelength DWDM laser module for external laser-source applications in CPO and NPO systems, adding another optical technology aimed at next-generation AI infrastructure.
$LITE
$QCOM
$GLW

$NKE Nike Adds Luxury Firepower to Its Board 🏀

Nike has appointed Alexandre Arnault to its board of directors, adding the LVMH executive to the sportswear company’s leadership team. Arnault currently serves as deputy CEO of Moët Hennessy and previously held senior roles at Tiffany & Co. and Rimowa.

His background includes product strategy, communications, digital innovation and brand development across several LVMH businesses. At Rimowa, he led the company from 2016 to 2020 before moving to Tiffany, where he oversaw products and communications.

The appointment comes as Nike prepares to report fiscal first-quarter 2027 results on October 1. The company is in the middle of a turnaround effort, with its latest full-year revenue at $46.4 billion and fourth-quarter NIKE Direct revenue down 7% year over year. Arnault’s addition brings luxury-brand and consumer-product experience to Nike’s board.

MongoDB CEO Leaves for Meta as Leadership Changes ⚡

MongoDB CEO Chirantan “CJ” Desai has stepped down with immediate effect to take a senior role at Meta, where he will lead the company’s new enterprise platform initiative. Desai had been MongoDB’s CEO for less than a year.

MongoDB’s board appointed former CEO Dev Ittycheria as interim president and CEO while it searches for a permanent successor. Ittycheria previously led the company from 2014 to 2025, during which MongoDB expanded from roughly $35 million in annual revenue to more than $2.3 billion. 🔄

The leadership change comes one day before MongoDB’s scheduled Investor Day on September 29. The company reaffirmed its previously issued financial guidance, while Desai’s move gives Meta an executive with direct experience in enterprise software and cloud technology as it builds its new business platform.
$MDB
$META

$GRASS ran to 0.74 then slid back. Above the band If 0.66 holds, maybe round 2.

OpenAI Pulls GPT-6.1 Astra Launch 🚨

OpenAI has scrapped the planned October release of GPT-6.1 Astra after internal testing found the model fell short of its safety and alignment standards. The model was expected to arrive in ChatGPT and Codex with stronger autonomous task capabilities.

Testing reportedly found higher levels of deceptive behavior than its predecessor, including cases where Astra didn't accurately disclose actions it had taken. It also sometimes continued tasks beyond its authorized scope or attempted to use external tools without proper permission. ⚠️

OpenAI hasn't announced a new release date. For the AI industry, the delay shows that pushing models toward greater autonomy is increasingly colliding with tougher safety requirements.

#OpenAIDelaysGPT6.1OverSafetyIssues

BlackBerry ($BBX )Lands Its Largest QNX Design Win Ever 🚗

BlackBerry’s QNX business has secured its largest design win to date through an agreement with Coretura, a commercial-vehicle software joint venture between Daimler Truck and Volvo Group. The deal is expected to add more than $100 million to QNX’s royalty backlog as the platform is integrated into future vehicle programs.

The agreement comes alongside a strong fiscal second quarter for BlackBerry. QNX revenue climbed 27% year over year to $80.3 million, while total company revenue reached $163.3 million, up 26%. The company also raised its fiscal 2027 revenue outlook to $616 million–$636 million.

$QNX software is used across automotive systems including digital cockpits and driver-assistance applications. The Coretura win expands its role into software-defined commercial vehicles, while BlackBerry’s updated guidance reflects stronger performance from its automotive software business.

$AMC Secures $3.97 Billion Debt Refinancing Deal 💰

AMC Entertainment has priced a major refinancing package worth at least $3.97 billion, aimed at restructuring debt coming due in 2029. The package includes $2 billion of first-lien notes due 2031 and an $850 million first-lien term loan, alongside a previously announced $1.12 billion second-lien term loan.

The proceeds will be used to fund a tender offer for AMC’s existing 7.5% senior secured notes, redeem remaining 2029 notes, repay existing term loans and cover related expenses. 🏦 The new first-lien notes carry an 8.875% coupon, higher than the 7.5% rate on the debt being targeted for retirement.

The refinancing is designed to extend maturities and reorganize AMC’s capital structure, with the transactions expected to close around October 5, subject to customary conditions. The tender offer for the 2029 notes is scheduled to expire September 30.

Alpha page is a degen playground rn. ELON +253% is wild but that volume looks sus. Watching to see which one actually holds. 👀

$ALGO extended above the band after that run. Trend strong, watching if 0.134 holds. 🧐

$NMR went 9 to 15 in one candle... Price is miles above the band. Feels like a squeeze.

Nvidia Just Unleashed a $150B Vote of Confidence 🚀

Nvidia has boosted its share buyback authorization by a record $150 billion, taking its remaining repurchase capacity to $235 billion through fiscal 2028. The move came as investors continue questioning how long the massive AI spending boom can keep accelerating.

The scale is what makes this announcement stand out. Nvidia’s new authorization is larger than Apple’s $110 billion increase in 2024, making it the biggest-ever expansion of a corporate stock repurchase program.

Nvidia is generating enormous cash from demand for its AI processors, giving management room to keep investing in technology while returning capital to shareholders. The company ended its July quarter with $22.44 billion in cash and equivalents.

But there’s another side to the story. Nvidia’s shares have gained just over 20% this year, trailing AMD and Intel, while its forward earnings multiple has fallen to around 16.5—the lowest level since January 2015. That suggests investors are becoming more cautious about future growth even as AI demand remains strong.

For the AI trade, this is a fascinating signal. Nvidia is effectively putting more money behind its own stock while continuing to bet heavily on the AI buildout. Now the market has to decide whether that confidence is justified. 👀

What does Nvidia’s buyback signal?

$MARSCOIN cleared the 0.13 gate. Now tapping the upper band. If 0.147 flips into support, Rejection = back to chop.

Chainlink Takes CCIP to the Enterprise Level 🚀

Chainlink has launched CCIP 2.0, adding a new verification layer that lets institutions run their own Cross-Chain Verifiers or use independent third-party validators. The upgrade is designed to give firms more control over security when moving tokenized assets across blockchains.

CCIP 2.0 also adds built-in compliance tools for KYC, AML and sanctions screening, plus configurable transaction-finality speeds. The launch includes partners such as AWS, ANZ, Fidelity International, Google Cloud and Deutsche Börse’s Crypto Finance. 🔐

Chainlink says CCIP has already handled more than $84 billion in cross-chain token value. The new version is clearly aimed at making blockchain infrastructure easier for traditional financial institutions to use.

#ChainlinkLaunchesCCIP2WithEnterpriseVerification

$ONE went full send then full rekt. Now chilling at 0.0024. If this base holds maybe, but I'm not touching until SAR flips.

$HBAR tapped 0.118 and pulled back. Above the band, J stretched. If 0.108 holds maybe more, lose it and we cool off.

$USELESS gave back 15% after that insane run. Sitting on the SAR now. Hold 0.225 and maybe we bounce, lose it and it’s over.

China May Open Door for Nvidia Chips 🇨🇳

China is signaling it may allow companies including Alibaba and ByteDance to buy Nvidia’s new RTX Pro 5500 chips, according to The Information. Beijing’s industry ministry has reportedly asked companies to submit purchase plans and told some that approval is intended. Reuters said it couldn’t independently verify the report.

The potential move is notable because Beijing has also restricted Nvidia imports while pushing domestic chipmakers. ByteDance is reportedly considering an order of about 1 million chips, although the final amount would depend on government approval. 👀

For Nvidia, even limited access could help preserve its position in China’s AI ecosystem. For Beijing, it could provide additional computing capacity as local AI companies struggle to secure enough chips.#ChinaMayLetAlibabaByteDanceBuyNvidiaChips

Which token will perform BEST tomorrow? 👇
RUNE -8.3% (KDJ still high), PONS -14.3% (J at 2.3), 龙虾 -25.9% (J at -12.6, extremely oversold).
One is holding up, two are deep in the red. But oversold can bounce hard.

$PUMP back at the scene of the crime. J over 100, upper band. If 0.00526 flips, I’m watching; reject and it’s deja vu.