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  • VWAV + Rad AI | 12.10.2025

VWAV + Rad AI | 12.10.2025

Everything you need to know today

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MarketDayMonthYear
Dow0.38%1.38%7.02%
S&P0.12%1.77%12.92%
Nasdaq0.12%2.51%19.65%
Bitcoin2.52%10.30%3.32%
10-Year0.14%0.57%1.26%

🌤️ Good morning!

Elon Musk is polishing the crown jewel of his empire for an IPO that would finally let public markets bet on his orbital ambitions without buying that Tesla they don’t want. According to Bloomberg, SpaceX is floating a summer listing that could clear a $1 trillion valuation, which puts it in Aramco territory and gives bankers the kind of fee math that makes them see God. The proceeds would fund space-based data centers, a phrase that we actually wrote without drugs in our system. Starlink carries the revenue story, the private valuation dance hits $800 billion, then Musk disputes it, because he treats valuation the way toddlers treat bedtimes. But, yeah, interest rates are too high.

Fed Cut Call, Zero Visibility: Jay Powell walks into the final meeting of 2025 without October CPI, without October jobs, without November CPI, and without any grounding in reality. The shutdown wiped out the data the committee leans on, leaving today’s ECI as the lone proxy for wage pressure. If labor costs flare, the dots tighten, and the 2026 path shrinks. If they cool, J-Pow gets air cover to cut without looking reckless. Crude inventories and MBA apps fill in the midday color on energy and housing, but none of it fixes the fact that the Fed is steering policy two inflation reports behind.

Real Economy and AI Reality Checks: Chewy, Hello Group, Photronics, REV Group, and UEC set the consumer and capex mood. After the bell, Oracle and Adobe decide whether AI software still has torque into year-end and whether the capex narrative can survive tighter money.

Bottom line: The cut is priced. The visibility is not.

VisionWave Holdings (NASDAQ: VWAV) is carving out a strong position in next-gen defense tech with proprietary AI radar systems already tested across multiple allied programs.

Its Vision-RF and Evolved Intelligence™ platforms deliver autonomous detection, classification, and intel fusion for counter-UAS, border security, and advanced ISR missions.

This pipeline aligns with a defense radar market projected to surge from $12.4 billion in 2025 to $24.1 billion by 2034, underscoring the magnitude of the opportunity ahead.

With 50+ patents and successful field pilots, VWAV is progressing from testing to early procurement phases across the U.S., Middle East, India, and Israel.

To support this shift, the company has added major geopolitical and military firepower to its advisory team, including Admiral (Ret.) Eli Marum, Ambassador (Ret.) Ned L. Siegel, and UK defense policymaker Ben Everitt.

Backed by a clean balance sheet and a secured $50M equity line, VisionWave is positioning itself for a potentially dynamic commercialization phase.

*This content is a sponsored message. It is provided by the advertiser and does not reflect the views, research, or recommendations of Moby. Please do your own research before making any investment decisions.

Google CEO Sundar Pichai is spinning several billion-dollar plates to keep Google ahead in the AI race. Rather than simply releasing another model, he's focusing on keeping the infrastructure running smoothly, affordably, and possibly in space.

The company wants to develop data centers in space, for its new “Project Suncatcher,” in partnership with Planet Labs. If it all sounds like something out of sci-fi, that’s because it is.

After releasing the Gemini 3 Pro, many in the sector are wondering what Google will do next. And with OpenAI reportedly in “code red” over its release, the nearly $4 trillion company — whose stock jumped after news that Meta may tap them to use their TPUs for its own AI efforts (good luck, Mark!) — Google still has plenty of options.

Grizzly’s damning report accused Trustpilot AKA “Trustpilot Mafia” of running shady review schemes that sent investors running and sent the company’s stock down 30%.

Grizzly Research is calling out the "Trustpilot mafia." The short-selling firm, run by Siegfried G. Eggert (apparently a real name) is accusing the company of using online reviews to run a 21st-century protection racket. And according to what Moby is hearing, Grizzly is not the one pointing fingers.

Brussels pushes a rushed plan to tap Russia’s immobilized reserves for Ukraine, while France and Belgium clash over secrecy and legal risk.

Europe says it is close to turning frozen Russian assets into a financial lifeline for Ukraine, but behind the optimism is a tangle of secrecy, legal anxiety, and political mistrust. What looks like easy money is testing how unified the bloc really is.

RAD Intel has emerged as a critical player in the AI infrastructure powering digital advertising. It’s already working with Fortune 1000 clients, fueling their marketing performance through a proprietary AI decision layer that delivers results—not hype.

Backed by Adobe, Fidelity Ventures, and insiders from Google, Meta, and Amazon, RAD Intel has raised over $60 million and grown its valuation over 5,000% in under four years.

The share price recently increased to $0.85, reflecting the company’s momentum—but there’s still limited allocation available.

Over 14,000 investors have already moved. If you're still watching from the sidelines, now may be the time to act.

Disclosure: This is a paid advertisement for RAD Intel's Reg A+ offering and involves risk, including the possible loss of principal. Please read the offering circular and related risks at invest.radintel.ai.

Trump and Texas officials claim Mexico failed its obligations for years and is now demanding fast action in the water-supply squeeze.

President Donald Trump spent his Monday night posting about something even more out of left field than usual: he said Mexico is violating its “comprehensive Water Treaty” with the US, which dates back to 1944.

China’s not so sure about Nvidia’s and Trump’s H200 offer, pushing shares lower and reigniting fears of an oversaturated AI hardware cycle.

China seems to be having second thoughts about importing Nvidia chips.

A courtroom win lifts wind stocks while Washington and Beijing keep the pressure on.

A U.S. court has struck down President Trump’s blanket halt on new wind projects, handing offshore developers a legal win and a short-lived rally in Orsted and Vestas.

The ruling chips away at Trump’s anti-renewables agenda, but policy risk in Washington and a flood of cheap Chinese clean tech still define the outlook for European manufacturers.

Today’s report is brought to you by VWAV, The AI Defense Megatrend Is Here