Sponsored by Miso Robotics: “One of the Largest Industries Ever” — That’s what NVIDIA CEO, Jensen Huang, said about robots. That’s why it’s a very big deal that Huang’s hand-picked this company to help perfect the next generation of restaurant-kitchen AI robots. Hurry to join as a shareholder today.

Connectivity is driving this morning's tape, with a satellite buyout, a mobile partnership, and a high-profile media breakup all pulling names sharply higher. The biggest moves cluster around companies repositioning for a new era of space and communications infrastructure, while a battered cloud name claws back from one of its ugliest weeks in decades.

The downside is quiet by comparison. A building-materials heavyweight is fading on deal-related caution, and a telecom giant is taking a small accounting hit. The session is rewarding reinvention and shrugging at everything else.

That’s what NVIDIA CEO, Jensen Huang, said about robots. And he’s not alone. Stock market expert Ark Invest valued the industry at a massive $24 trillion.

So it’s a very big deal that Huang’s NVIDIA hand-picked Miso Robotics to help perfect the next generation of restaurant-kitchen AI robots.

Miso’s Flippy Fry Station AI robot already has 200K+ hours under its belt in live kitchens for brands like White Castle. And now, with NVIDIA’s collaboration, Flippy canis performing up to 35% faster.

The shear size of the $1 trillion fast food industry unlocks serious potential. For Flippy alone, 100,000+ US fast-food locations could be customers. That’s a $4B annual revenue opportunity in the US alone. And Flippy is just one piece of Miso’s AI platform.

In fact, Miso just added big-name customers like Jersey Mike’s, Auntie Anne’s Pretzels, Cinnabon, Häagen-Dazs, and more to the fold. Industry powerhouse Ecolab already invested. Don’t miss the AI boom. Hurry to join as a Miso shareholder today.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com

Charter Communications (CHTR): +24%

Charter is soaring on a Bloomberg report that it held exclusive talks with SpaceX on a consumer phone product, with Charter potentially routing some of SpaceX's mobile traffic through its ground internet network. For a cable operator long viewed as a melting ice cube, a tie-up with the most aggressive name in satellite connectivity reframes the whole story.

Comcast (CMCSA): +22%

Comcast jumped after announcing it will spin off its NBCUniversal and Sky media portfolio into a standalone company within about a year. The split lets investors value the slow-growth telecom business and the media assets separately, and the market clearly likes the clarity.

Iridium Communications (IRDM): +20%

Iridium surged after agreeing to be acquired by Rocket Lab in a deal combining its satellite communications network with Rocket Lab's launch capabilities. A premium buyout from a hungry space player is exactly the kind of catalyst that lights up a satellite name.

Rocket Lab (RKLB): +10%

Rocket Lab climbed on its move to acquire Iridium, a deal that bolts a global satellite communications business onto its existing launch operations. Investors are rewarding the vertical integration play as Rocket Lab pushes to become a full-stack space company.

Oracle (ORCL): +3%

Oracle is bouncing as it tries to recover from its worst week since 2001, when shares dropped 19% on debt worries and questions about whether its AI bet will pay off. After a brutal stretch, this is dip-buyers stepping in rather than any fresh catalyst.

Martin Marietta Materials (MLM): -3%

Martin Marietta slipped after agreeing to combine with Lhoist North America for $13.5 billion in cash, a deal that expands its industrial minerals portfolio. Large cash acquisitions often draw initial skepticism on price and integration risk, and that caution is showing up in the tape.

Verizon Communications (VZ): -1%

Verizon edged lower after projecting a second-quarter loss tied to classifying assets in its BT Group joint venture as held for sale. The charge is more accounting cleanup than operational deterioration, which is why the reaction is muted.

That’s what NVIDIA CEO, Jensen Huang, said about robots. And he’s not alone. Stock market expert Ark Invest valued the industry at a massive $24 trillion.

So it’s a very big deal that Huang’s NVIDIA hand-picked Miso Robotics to help perfect the next generation of restaurant-kitchen AI robots.

Miso’s Flippy Fry Station AI robot already has 200K+ hours under its belt in live kitchens for brands like White Castle. And now, with NVIDIA’s collaboration, Flippy canis performing up to 35% faster.

The shear size of the $1 trillion fast food industry unlocks serious potential. For Flippy alone, 100,000+ US fast-food locations could be customers. That’s a $4B annual revenue opportunity in the US alone. And Flippy is just one piece of Miso’s AI platform.

In fact, Miso just added big-name customers like Jersey Mike’s, Auntie Anne’s Pretzels, Cinnabon, Häagen-Dazs, and more to the fold. Industry powerhouse Ecolab already invested. Don’t miss the AI boom. Hurry to join as a Miso shareholder today.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com

Nike (NKE)

Nike reports fiscal Q4 earnings after the close tomorrow, and retail traders are circling a stock sitting near 12-year lows after a brutal stretch of analyst downgrades and price-target cuts. The debate on Reddit and StockTwits is whether expectations have been beaten down so far that even a mediocre print could spark a relief bounce, or whether China weakness and a surprise CFO change signal more pain ahead.

Shares are down more than 35% this year, with $40 widely cited as the key support level traders are watching. With sentiment this washed out heading into the report, the guidance tone could be the catalyst that either confirms the turnaround doubts or starts to reverse them.