In today’s briefing:
- AMD @ Citi Global TMT Conference. Key Takeaways & Full Transcript
- 5 Takeaways from Vylor’s Form 10
- Boeing Paid $8.4 Billion To Fix Its Own Problem!
- Palo Alto Takeover Of Console Could Deepen Its Platform Advantage!
- Lululemon’s $100 Breakdown: Has America Fallen Out Of Love With The Brand?
- CrowdStrike’s Nvidia-Powered AI Push Could Be Its Most Important Move Yet!
- OpenAI’s Public GitHub Activity Hit a Record in August
- Ionis Won The FDA Battle—But Its Real Billion-Dollar Test Is Just Beginning!
- SLNH: Final 14 MW at Project Kati Energized
- WDFC: New CFO Named; Previously CFO of TerrAscend
AMD @ Citi Global TMT Conference. Key Takeaways & Full Transcript
- On the CPU side, after a supply constraint, we have been increasing supply. We expect the second‑half CPU business to expand more than 80 % year‑over‑year,
- CPU will continue expanding more than 70 % next year though it will still remain supply‑constrained
- We just updated our TAM opportunities to more than $220 billion from $25 billion in 2025. That is how significant the expansion has been.
5 Takeaways from Vylor’s Form 10
- In early October, Corteva (CTVA) will spin off its seed business into a new public company called Vylor, Inc.
- I have spent the last week working through Vylor’s Form 10 to get ready for the investor days on September 15, 2026 and for the start of trading.
- The distribution is targeted for October 1, 2026, and regular-way trading is expected to begin the same day.
Boeing Paid $8.4 Billion To Fix Its Own Problem!
- Boeing is attempting one of the most expensive corporate U-turns in modern aerospace.
- Two decades after separating the manufacturing operations that became Spirit AeroSystems, Boeing completed an $8.4 billion acquisition of the struggling supplier in December 2025, bringing critical fuselage production back under its roof.
- The timing is striking.
Palo Alto Takeover Of Console Could Deepen Its Platform Advantage!
- Palo Alto Networks has moved deeper into agentic cybersecurity with its September 1, 2026 acquisition of Console, an AI-native platform designed to let enterprises analyze data, resolve operational issues, and build automated workflows through natural-language instructions.
- The transaction comes as Palo Alto is attempting to reposition security operations around machine-speed detection, prevention, and remediation rather than human-led dashboard monitoring and ticket queues.
- Management said Console will become part of Cortex and help “agentify” capabilities across the platform, fitting into a broader strategy built around XSIAM, Prisma AIRS, Idira, and an expanding observability stack.
Lululemon’s $100 Breakdown: Has America Fallen Out Of Love With The Brand?
- Lululemon Athletica has gone from being one of the most recognizable winners of the athleisure boom to facing a much harder question: are consumers simply losing interest?
- The stock fell nearly 20% following its latest earnings report, briefly pushing shares below $100 for the first time since 2018 and extending a decline of more than 50% in 2026.
- The financial numbers explain part of the reaction.
CrowdStrike’s Nvidia-Powered AI Push Could Be Its Most Important Move Yet!
- CrowdStrike is escalating its push into artificial intelligence at a time when AI is becoming both a productivity engine and a new cybersecurity threat.
- Its newly unveiled SafeMind family of agentic security models is designed around a simple idea: if attackers can use AI to discover weaknesses at machine speed, defenders may need AI operating just as quickly.
- Developed using Nvidia technology, SafeMind pairs an offensive model that searches for attack paths with a defensive model that attempts to close them, creating a continuous test-and-response cycle.
OpenAI’s Public GitHub Activity Hit a Record in August
- OpenAI’s public GitHub activity reached a new high in August 2026, with 3.96 million lines changed – up 119.5% month over month – and 3,543 commits, up 71.4%.
- That made August OpenAI’s most active month in the observed period across both measures. OpenAI recorded approximately three times as many lines changed as Anthropic and 27% more commits during the month.
- Anthropic also saw a meaningful increase in the size of its public code changes.
Ionis Won The FDA Battle—But Its Real Billion-Dollar Test Is Just Beginning!
- Ionis Pharmaceuticals has added another major regulatory win to its growing list of RNA-based medicines, with the FDA approving Zanvastro for adults and children with Alexander disease, a devastating neurological disorder that previously had no disease-modifying treatment.
- The approval is medically significant, but the muted stock reaction highlights an important divide between scientific achievement and commercial impact.
- Alexander disease affects an exceptionally small population, limiting Zanvastro’s likely revenue contribution even if adoption is strong.
SLNH: Final 14 MW at Project Kati Energized
- Soluna has energized the final 14 MW at Project Kati 1, completing the 83-MW site.
- Every phase of this project was delivered on time and within budget, successfully boosting Soluna’s overall operating capacity to ~206 MW.
- The site operates behind the meter and uses direct power from the local Las Majadas wind energy project to run compute-intensive operations.
WDFC: New CFO Named; Previously CFO of TerrAscend
- New CFO announced. On September 3, 2026, WDFC announced that Keith Stauffer would join the company as Vice President, Global Finance, effective September 7, 2026.
- Upon the current CFO’s transition to a new role on November 2, 2026, he will become the company’s CFO.
- As previously announced, the company’s current CFO, Sara Hyzer, will transition to the role of Division President, Americas.
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