Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR. We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use. Read more: anthropic.com/news/claude-di…

China is pursuing full-stack hardware independence, including switches.

Houston, we have a plan: $NVDA ’s roadmap points toward 800VDC as the long-term architecture for Rubin-era clusters, with power conversion gradually moving away from individual racks and toward row-level and eventually facility-level systems. UBS sees Delta (2308.TW) as one of the biggest beneficiaries of that shift. The company is already shipping solid-state transformers in China and is beginning to position itself around the next generation of AI power infrastructure, including SSTs, fuel cells, cooling, and high-density power delivery - creating multibillion dollar revenue opportunities over time. Vertiv $VRT also came up repeatedly in the discussion. UBS views Vertiv as the early leader in row-level and facility-level power centers, with its 4.8MW-class solution positioning it well for the transition beyond traditional rack-based architectures.

Over the weekend X sentiment went super bullish on CPUs again after $INTC CEO Lip-Bu Tan noted that Intel can only supply 50% of the CPU demand they’re seeing from Frontier model companies right now. Goldman now calculates CPU > GPU in short dated capex. So we do not only have a +ive Intel part but also a +ive $AMD readthrough from this overall development imo. Discl.: Long AMD today

JUST IN: JPMorgan reportedly warns of an oil crisis

$FLNC So we have the 6th guidance cut since FY2023, Baird already with d/g to underperform (new Streetlow PT of $3), RBC following with a PT of $4 (down from $15). This is no kitchen sink, this is just another disastrous print and I wouldn´t be too surprised to see the stock move towards the initial afterhour lows or even sub $7 to be honest.

SoftBank's talks to raise a $6B margin loan backed by its OpenAI stake have reportedly stalled, and the stock is already down around 9% in Asia. SoftBank is now exploring alternative funding options. Negative xread for $ORCL: If lenders are becoming more cautious about lending against OpenAI-related assets, investors may start questioning the financing assumptions behind Stargate and future AI infrastructure buildouts. For Oracle, that could mean pressure on the AI narrative, delayed deployment expectations, and a lower valuation multiple even if underlying OpenAI demand remains strong. Expecting a bad day for Oracle - already short, but please dyor.

Wolfe sees Muse as a $30 - $50B rev opportunity for $META

$VRT $ETN positive read-through from Goldman's 800VDC expert call: 800VDC adoption is tracking slower than expected, with traditional datacenter power architecture likely staying relevant for much longer. For inference, GS says the main architecture change may be liquid cooling rather than a full power-stack redesign. $VRT: longer runway for existing power + thermal infrastructure, while liquid cooling demand keeps scaling. $ETN benefits too from a slower transition, with traditional electrical equipment staying in the mix while SST remains future optionality. Could be a nice incremental positive for both names.