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Riot Platforms与Anthropic签91亿美元算力协议,股价大涨

Rocket Lab Drops on Launch Pushback; Riot Platforms' Anthropic Deal | Stock Movers

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Riot Platforms与Anthropic的91亿美元算力协议是重大商业事件,涉及比特币矿企转型AI数据中心,对关注加密与AI交叉领域的投资者有参考价值。建议关注该协议的后续执行及对Riot财务状况的影响。

All right. Let's start with riot platforms. This is the bitcoin mining company that sells AI data center capacity stock up more than 30% today. The ticker symbol is riot. Riot. It has struck a $9.1 billion deal with anthropic. Uh, this is for 191MW of computing from Riot's Rockdale, Texas campus. And the agreement runs all the way through June of 2048. I looked it up. I thought, wow, could that be a typo? No. It runs through 2048 and includes an option to extend the contract, which could potentially mean over $16 billion in total sales for riot.

好的,让我们从Riot Platforms开始。这家比特币挖矿公司今天股价上涨超过30%,因为它出售AI数据中心容量。股票代码是RIOT。它与Anthropic达成了91亿美元的交易,用于Riot位于德克萨斯州Rockdale园区的191兆瓦计算能力。协议有效期至2048年6月。我查了一下,心想,哇,这会不会是打错了?不,它确实持续到2048年,并且包括延长合同的选择权,这可能意味着Riot的总销售额将超过160亿美元。

Oh, by the way, riot beat on sales in the second quarter, in part because of its data center business. So it's a bitcoin mining company that's repositioning itself as a I data, I guess. So talk about a little bit of diversification to two hot two hot spaces there. All right. I also chose Rocket Lab uh, ticker symbol, their RKO lab. The stock is trading down about 4% here pre-market after the company, uh, indicated that its new Tron vehicle may not be ready to launch this year.

哦,顺便说一下,Riot第二季度的销售额超出了预期,部分原因是其数据中心业务。所以它是一家比特币挖矿公司,正在重新定位为AI数据公司,我想。所以这算是向两个热门领域多元化发展。好的,我还选择了Rocket Lab,股票代码是RKLB。该公司表示其新的中子号运载火箭可能无法在今年发射,股价在盘前下跌约4%。

Uh, it had. It's now saying it's possibly going to be able to launch this last quarter of 2026. Uh, just a couple months ago, it said it was going to be able to, uh, debut this rocket this year. This rocket has had problems in the past. They're trying to have it compete with SpaceX's Falcon nine, uh, and other rockets of similar size and performance. Uh, but the company also gave an outlook for adjusted earnings that is weaker than expected.

它之前说可能在2026年第四季度发射。就在几个月前,它还说今年就能让这枚火箭首次亮相。这枚火箭过去曾出现问题。他们试图让它与SpaceX的猎鹰9号以及其他类似尺寸和性能的火箭竞争。但该公司给出的调整后收益展望也低于预期。

So Rocket Lab, uh, under some pressure here this morning. And Babcock and Wilcox. Well, here we go. Old school. There we go. Akron, Ohio. Uh, based company shares up 34%. Uh, the maker of power generation equipment reporting revenues for the second quarter. Uh, that far? Uh, you know, it blew past estimates. I mean, revenue of three, a nearly 320 million estimates for for under 200 million. So nice gain. They're also entering an agreement with Siemens, uh, for work on 20 steam turbine generators.

所以Rocket Lab今天早上承压。还有Babcock & Wilcox。好吧,我们来了。老派公司。阿克伦,俄亥俄州。这家公司股价上涨34%。这家发电设备制造商公布的第二季度营收远远超出预期。我的意思是,营收接近3.2亿美元,而预期不到2亿美元。所以涨幅不错。他们还与西门子达成协议,为20台蒸汽轮机发电机进行工作。

There you go, Manley company. Exactly. Exactly like this company. It's a derivative. I play, I'm guessing you got to have the power. Could you see Alex is doing, like, a stock movers on into kind of copper? Sure. Yeah, I like that. Minnesota mining and Minnesota mining and manufacture. This. Babcock and Wilcox. Talk about more. I do wait, can I make one quick correction? Riot. I confused riot with Babcock. Riot is up 17%.

就是这样,Manley公司。没错。就像这家公司一样。这是一个衍生品。我猜你必须有电力。你能看到Alex在做什么,比如股票走势进入铜业?当然。是的,我喜欢那样。明尼苏达矿业和明尼苏达矿业制造公司。这个。Babcock & Wilcox。多说点。等等,我能快速纠正一下吗?Riot。我把Riot和Babcock搞混了。Riot上涨了17%。

I said it was up 30. I mean, it's still up a lot, but not as much as I said. Uh, yeah. Really quick. Uh, on holding. That's the Swiss sneaker maker trying to say that I do that. Somebody said to me, do you have a pair of these? I don't have a pair of these. I don't have a pair. Only one. So it's backed by Roger Federer. You know, the former tennis great. Um, second quarter sales lower than expected. They held off on discounting their older shoes to make way for product updates in the U.S..

我说过它上涨了30%。我的意思是,它仍然上涨了很多,但没有我说的那么多。呃,是的。很快。呃,关于On Holding。那是瑞士运动鞋制造商试图说我在做那个。有人问我,你有这样一双鞋吗?我没有这样一双鞋。我没有一双。只有一只。所以它是由罗杰·费德勒支持的。你知道,那位前网球巨星。嗯,第二季度销售额低于预期。他们推迟了对旧款鞋的折扣,以便为美国的产品更新让路。

Basically, bottom line is they don't want to cut prices. Yeah, that's hurting them. I don't have a pair of these on hold here. So what is up here? We got to do something about that. I mean, I got on the six floor today time. You'll see a bunch of them. Oh, yeah. Oh yeah. They're like a you know, the kid's got them. Harvard people are coming. The Harvard kids are coming today. Oh, really? Yeah. Afterthought. Afterthought came home from Paris like two days ago, and I haven't seen her yet.

基本上,底线是他们不想降价。是的,这正在伤害他们。我这里没有一双这样的鞋。那么这里发生了什么?我们得对此做点什么。我的意思是,我今天上了六楼。你会看到一堆。哦,是的。哦,是的。他们就像,你知道,孩子们有它们。哈佛的人要来了。哈佛的孩子们今天要来。哦,真的吗?是的。Afterthought。Afterthought两天前从巴黎回来,我还没见到她。

I mean, you know, you know, I bought the ticket, but, you know, I mean, you're up early. I'm waiting for a first conversation, but she's got the Adidas. Is it all the kids have? Okay. And I felt so happy because they were worn out. You know, she's like, really worn them. She's stood up where they sit in the closet and, you know, do get your money out of my money out of the pair of Adidas. And that's like, what is it called again.

我的意思是,你知道,你知道,我买了票,但是,你知道,我的意思是,你起得很早。我在等待第一次谈话,但她有阿迪达斯。是所有孩子都有吗?好的。我感到非常高兴,因为它们磨损了。你知道,她真的穿它们。她把它们放在衣柜里,你知道,让你的钱物有所值,我的钱花在这双阿迪达斯上。那就像,它又叫什么来着。

The on holding. Yeah. Is the Swiss Swiss sneaker maker. Is that a great name I don't know, it doesn't roll off the tongue. It's something in Swiss that maybe I hope so.

On Holding。是的。是瑞士运动鞋制造商。那是个好名字吗?我不知道,它不顺口。也许是瑞士语中的什么,我希望如此。

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