$Coinbase (COIN.US)$Surged over 14%, Trump privately met with the company's CEO and urged the implementation of the crypto bill.

According to Politico, Coinbase has suddenly become the center of the latest cryptocurrency battle in Washington after former U.S. President Trump privately met with Coinbase CEO Brian Armstrong and subsequently criticized major banks for obstructing a key digital asset bill.

This meeting took place shortly before Trump publicly commented on the matter. In a post on Truth Social, he urged lawmakers to advance cryptocurrency legislation and stated that banks 'need to reach a good agreement with the cryptocurrency industry.' Trump also warned that the recently passed cryptocurrency law, known as the 'GENIUS Act,' is 'being threatened and undermined by banks,' echoing arguments that Coinbase has been making for months.

$NEBIUS (NBIS.US)$Approved to build its first gigawatt-scale artificial intelligence factory, surged over 12% in the last trading session.

An artificial intelligence cloud services enterprise$NEBIUS (NBIS.US)$Announced that the City Council of Independence, Missouri, has voted to approve Chapter 100 industrial development incentives for its planned AI factory campus. The approval of this program allows NEBIUS to proceed with the construction of the Independence AI factory, which has a potential power capacity of up to 1.2 gigawatts.

Under the approved agreement and accompanying tax incentive plan, NEBIUS will generate over $650 million in financial benefits for the city of Independence, local school districts, and other taxing jurisdictions through Payments in Lieu of Taxes (PILOT) over the next 20 years.

NEBIUS reported that its group-level adjusted EBITDA for the first quarter was $15 million. Its core AI cloud business generated $51.8 million in adjusted EBITDA, with a margin of 24%. NEBIUS had approximately 170 megawatts of active power at year-end, surpassing its 100-megawatt target and securing over 2 gigawatts of contracted power. Management expects contracted power to exceed 3 gigawatts by the end of 2026 and reaffirmed its goal of achieving an annualized run-rate revenue of $7 billion to $9 billion by the end of 2026.

$AST SpaceMobile (ASTS.US)$Revenue surges significantly in 2025, Q4 beats expectations.$TELUS (TU.US)$Canada launches satellite-based cellular broadband, surged over 13% in the last trading session.

$TELUS (TU.US)$The company and$AST SpaceMobile (ASTS.US)$A formal strategic partnership has been reached, with both parties committing to the deployment and promotion of satellite-based cellular broadband services across Canada. This collaboration marks a significant step for Canada in the application of space communication technologies, with the potential to provide high-speed, reliable internet connectivity to remote and rural areas.

Thanks to commitments exceeding $1.2 billion from global operators and the U.S. government, the company’s annual revenue for 2025 grew significantly to $70.9 million. A $30 million contract signed with the U.S. Space Development Agency has brought AST considerable attention in the field of defense communications, focusing on integration with existing systems.

From a core financial data perspective, the company's revenue for the fourth quarter of 2025 reached $54.3 million, far surpassing the $1.9 million from the same period last year and significantly exceeding market expectations of $41.8 million. Total revenue for the full year of 2025 was recorded at $70.9 million, driven primarily by the delivery of 15 commercial gateway devices across five continents and milestone payments from multiple service contracts with the U.S. government.

Financing of 9.3 billion USD + 50,000 B300s,$IREN Ltd (IREN.US)$Comprehensive transition to AI computing infrastructure; shares surged over 12% in the last trading session.

Australian data center giant$IREN Ltd (IREN.US)$On March 5 Eastern Time, IREN Ltd reached a landmark procurement agreement with Dell Technologies (DELL.US). According to the agreement, IREN will purchase more than 50,000$NVIDIA (NVDA.US)$Blackwell architecture B300 GPUs, which will expand its total GPU holdings significantly to 150,000 units. The procurement contract, valued at $3.5 billion, marks a crucial step in the company’s transformation from a Bitcoin mining enterprise to a globally leading AI computing infrastructure provider.

According to the disclosed deployment plan, the newly added B300 GPUs are expected to begin phased delivery in the second half of 2026. These high-performance computing resources will be deployed in IREN’s existing air-cooled data centers located in Mackenzie, British Columbia, Canada, and Childress, Texas, USA. The company stated that these facilities were originally designed with high-power-density computing in mind, enabling them to seamlessly support the computational load of NVIDIA’s next-generation Blackwell platform, thereby providing core hardware support for the globalization of its AI cloud services.

In terms of financial performance and growth projections, IREN’s ambitious plans are backed by substantial funding. Over the past eight months, the company has raised approximately $9.3 billion through diversified financing channels, including customer prepayments, convertible bonds, GPU financing, and equipment leasing. Based on the current scale of expansion, management is optimistic that by the end of 2026, this vast cluster of 150,000 GPUs will support an annualized run rate (ARR) of over $3.7 billion in AI cloud business revenue, demonstrating strong profitability conversion capabilities.

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