Hitachi Q1 EPS $0.27 Beats $0.22 Estimate, Sales $17.002B Up From $15.623B YoY

Is NuScale Power Stock a Buy After September Slump?

NuScale Power stock fell 14.8% in September and nearly 55% year-to-date amid analyst downgrades, cash-burn concerns, and competitive pressure. UBS downgraded the stock to sell with a $6 price target, citing lack of firm customer commitments and a 5+ year build timeline while competitors advance faster. The company reported a 99% revenue collapse to $75,000 in Q2 with $65 million in operational losses. Investors await Q3 earnings on Nov. 5 for news on converting the non-binding TVA agreement into a definite contract.

Arcee AI Reaches $1B+ Valuation with Series B Funding to Advance Frontier Open-Weight AI

Arcee AI, a U.S. artificial intelligence company, announced a Series B funding round led by Vista Equity Partners, Cambium Capital, and Emergence Capital, valuing the company at over $1 billion. The funding will accelerate development of its Trinity family of open-weight models, expand collaboration with the U.S. Department of Energy, and launch new products for customizing and deploying open models. Arcee demonstrated capital efficiency by developing its 2025 model lineup, including Trinity Large (400B parameters), for approximately $20 million.

Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.

Nvidia has secured commitments from seven major Japanese industrial companies (Fujitsu, FANUC, Yaskawa Electric, Kawasaki Heavy Industries, Hitachi, NEC, and SoftBank) to build physical AI systems on its platforms. This represents a trillion-dollar demand opportunity tied to Japan's national AI infrastructure strategy, with a sovereign AI factory featuring 13,750 Vera CPUs and 27,500 Rubin GPUs. These multiyear, infrastructure-level commitments position Nvidia's hardware and software as the default choice for Japan's robotics and manufacturing sector.

Hitachi Sees FY2026 GAAP EPS $1.26; Lowers FY2026 Sales Guidance from $74.000B to $73.125B.