FF Mobility Trading continues to strengthen its Middle East EAI robotics strategy through strategic cooperation frameworks and regional ecosystem collaboration across the UAE, GCC, and potentially the broader MENA region.
08/18/2026
HOUSTON, TX / ACCESS Newswire / August 18, 2026 / XCF Global, Inc. (NASDAQ:SAFX) ("XCF" or the "Company"), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel (SAF), today announced a key operational and revenue-generating milestone: its flagship New Rise Renewables Reno facility is actively delivering approximately 55,000 gallons of renewable diesel per day to the market.
Outbound transport of renewable diesel marks the shift from commissioning to active commercial deliveries and revenue realization. It is the first sale of its kind for XCF since the Reno facility came back online, successfully turning production into real revenue. The Company is currently in talks with other potential customers to secure additional sales agreements.
"Shipping 55,000 gallons a day is concrete proof that New Rise Reno is actively producing, delivering, and earning," said Chris Cooper, Chief Executive Officer of XCF Global. "More importantly, this volume represents our baseline operational pace. We are delivering real product, generating real revenue, and executing a disciplined ramp to maximize long-term equity value, all while supporting the continued need for domestic, lower-carbon fuel supply."
Direct Execution with Significant Expansion Headroom
By establishing a daily baseline output of 55,000 gallons, XCF Global provides shareholders with clear, verifiable proof of physical output and commercial execution. This initial production tier establishes immediate cash flow while leaving substantial headroom to ramp operations toward the Reno facility's permitted objective of 38 million gallon per year nameplate capacity.
The current sales volume successfully builds on the commercial framework XCF implemented earlier this year to line up feedstock supply, production, logistics, and sales at the Reno facility. By bringing these additional renewable diesel volumes to market, XCF is supporting domestic fuel supply while helping transportation customers access lower-carbon fuel options. Importantly, this fuel serves as a drop-in solution that works seamlessly with existing diesel engines and fueling infrastructure.
A lot of the discussion around ARM today centers on its ~18% China revenue exposure (mostly royalty revenue through licensees like Samsung and SK Hynix). Ran the EPS sensitivity instead of just looking at the headline percentage: a 10% cut to that China revenue only moves EPS by about $0.01. The royalty/licensing model has enough operating leverage that revenue shocks don't translate 1:1 into earnings hits.
HPE was up almost identically (+10.0%) the same session, which points more toward broad tech/infra rotation than an ARM-specific catalyst. The AI infrastructure and custom silicon design-win narrative ("physical AI buildout" robotics, edge, data centers) is getting cited as the underlying driver.
Full writeup: https://metricshour.com/briefs/2026-07-10/
Curious if others are seeing the same EPS math or reading the exposure risk differently.
① FF Achieved Record First-Half Revenue, with Its Robotics Business Entering a New Phase of Volume Expansion and Accelerating Revenue Growth.
② In the Second Half, the Company Will Accelerate Revenue Growth Across Its Four-Core Full-Stack AI Ecosystem, Advance Phase Two of the "Built in USA" Program and Execute a Comprehensive Debt Resolution Plan, While Actively Exploring Independent Financing and Potential Public Listing Opportunities for the Robotics Business.
③ The August 26 and September 28 Upstream & Downstream Partner Recruitment Conferences Will Connect the Entire Industry Value Chain to Accelerate Nationwide Deployment of the "Built in USA" Initiative and the EAI Robotics Education Ecosystem.
Amazon gets 68% of its revenue from the US market in 2025.
Full split:
- US: 68%
- Germany: 6%
- UK: 6%
- Japan: 4%
- India: 2%
- Other: 4%
Quite concentrated for a global giant.
Full data: https://metricshour.com/stocks/amzn
What do you think about this exposure?
Our core development partner Agentech has built the software and curriculum layer for Navi — block-based coding, Brain Box integration, and 3D-printing extensions — tested in real classrooms and real communities. Children who have never properly used a computer are programming robotic behaviors within their first session.
Navi isn't a toy that performs preset actions. It's an open, programmable platform where kids control how it moves, what it does, and how it interacts — and they stay engaged because they're the ones creating.
This is what an ecosystem built around Physical AI education looks like: hardware from Faraday Future, software and curriculum from developers like Agentech, and a clear mission — helping children move from using AI to creating with AI.
Learn more from our website: robotics.ff.com/us/
Grow with EAI — growing alongside Physical AI.
Gen Z is increasingly treating sports betting like an investment strategy.
Over the past seven years, the sports betting market has grown 40x, from $430 million to $17 billion. In 2025 alone, Americans legally bet more than $165 billion, up 11% from the year before.
More than 25% of Gen Z say they see sports betting as a better investment than traditional markets.The real problem is that more young people are starting to see gambling as a way to build wealth, risking not just their money, but years of potential investment growth.
---Approval of the Private Placement Proposal will help the Company further its EAI Robotics goals in 2026, meet its contractual obligations, support future capital raising efforts, and enable mutual reinforcement between its core EAI business and the digital asset ecosystem.
---The Company is scheduled to report its second quarter 2026 financial results after market close on Thursday, August 13, 2026, and will hold an earnings call at 4:00 p.m. where additional business updates will be communicated.
Learn More : https://app-us.ff.com/ff-v3/news/1589?lang=en-US
Former Commander of Air Force Global Strike Command Brings Four Decades of Executive Strategic Planning, Defense Logistics, and Multi-Billion-Dollar Enterprise Leadership
MIAMI, FL, Aug. 13, 2026 (GLOBE NEWSWIRE) — Evolution Metals & Technologies Corp. ("EM&T" or the "Company") (Nasdaq: EMAT), a U.S.-based critical materials and advanced manufacturing company, today announced the appointment of General Thomas A. Bussiere (ret.), former Commander of United States Air Force Global Strike Command and former Deputy Commander of the U.S. Strategic Command, as an independent member of its Board of Directors.
General Bussiere joins EM&T following an extraordinary 40-year career in the United States Air Force, culminating in his service as the four-star Commander of Air Force Global Strike Command, where he led more than 33,000 personnel responsible for the nation's bomber and intercontinental ballistic missile forces, its nuclear command, control and communications (NC3) enterprise, and multi-billion-dollar strategic modernization programs, including responsibility for defense supply chains, national level strategic operations, and critical asset optimizations. Prior to this, he served as Deputy Commander of U.S. Strategic Command, co-directing global operations and strategic joint-force command for the nation's most critical defense missions. His career also included senior leadership positions overseeing multinational and interagency operations, advanced technology programs, organizational transformation, safety and compliance, and large distributed workforces.
"General Bussiere brings unmatched operational scale, strategic discipline, and enterprise risk management to EM&T as we continue building and scaling a critical materials and advanced manufacturing platform of national and global significance," said David Wilcox, Executive Chairman of EM&T. "General Bussiere has spent over four decades leading mission-critical organizations at extraordinary scale, overseeing strategic assets, managing enterprise risk and executing complex modernization programs where performance, accountability, and disciplined execution were paramount. His strategic experience will be invaluable as EM&T leads the market in critical minerals production, including rare earth permanent magnets which meet the criteria for DFARS compliance."
General Bussiere previously commanded the Alaskan Command, Eleventh Air Force and Alaskan North American Aerospace Defense Command Region, as well as Eighth Air Force and the Joint-Global Strike Operations Center. Across these assignments, he developed extensive experience coordinating complex organizations and international stakeholders while operating in high-reliability, high-consequence environments.
General Bussiere is also a command pilot with more than 3,400 flight hours across multiple advanced aircraft, including the F-22 Raptor, the F-15 Eagle, the B-1B Lancer and the B-2A Spirit. He holds a Bachelor of Science in Business Management from Norwich University and multiple graduate degrees, including a Master of Strategic Studies from the U.S. Army War College. His full biography is contained on the U.S. Air Force website: https://www.af.mil/About-Us/Biographies/Display/Article/108798/thomas-a-bussiere/
General Bussiere stated: "I am honored to join the Board of Evolution Metals & Technologies Corp. at this critical stage in the Company's development. The resilience of critical materials supply chains and advanced manufacturing capabilities has become increasingly important to both economic and national security. EM&T has an ambitious mission and a differentiated operating platform. I look forward to working with David, the management team and my fellow directors to support disciplined execution, strong governance and sustainable long-term value creation."
General Bussiere was appointed to the Board's Audit, Compensation, and Nominating and Corporate Governance Committees.
In connection with the Board appointment, Saul Locker has been appointed Chairman of the Audit Committee. Thomas Stoddard has resigned from the Board and his positions on its committees. EM&T thanks Mr. Stoddard for his service and contributions to the Company.
About Evolution Metals & Technologies Corp.
Evolution Metals & Technologies Corp. (Nasdaq: EMAT) is a U.S.-based critical materials and advanced manufacturing company for rare earth permanent magnets, battery materials, and related critical minerals and technologies. By leveraging proven commercial-scale operations, advanced processing technologies, and strategic partnerships, EM&T operates what it believes is the only vertically integrated critical materials supply chain spanning end-of-life electronics and batteries, high-grade concentrates, and the manufacture of finished rare earth magnets (including high-performance rare earth magnets) and battery materials. For additional information, please visit https://investors.evolution-metals.com and follow the Company on LinkedIn.
Cautionary Note Regarding EM&T Forward-Looking Statements
This press release may contain forward-looking statements as defined within Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, or the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding EM&T's plans, objectives, expectations, projections, strategies, the anticipated contributions of General Bussiere to the Board of Directors and to the Company, the value the Company expects to derive from his experience, judgment and perspective, EM&T's governance and Board and committee composition, EM&T's strategic execution and growth initiatives, competitive positioning, and commercial operations. All statements, other than statements of historical facts, included herein and public statements by our officers or representatives, that address activities, events or developments that our management expects or anticipates will or may occur in the future, are forward-looking statements, including but not limited to statements regarding future business strategy, production capacity, plans and goals, competitive strengths, and expansion and growth of our business. These forward-looking statements, along with terms such as "anticipate," "expect," "intend," "may," "will," "should," "believes," "positioned," and other comparable terms, involve risks and uncertainties because they relate to events and depend on circumstances that will occur in the future. Those risks include risks related to changes in our operations; uncertainties concerning estimates and projections; industry-related risks; the commercial success of, and risks related to, our development activities; uncertainties and risks related to our reliance on contractors, equipment suppliers, and consultants; risks related to key personnel retention and the integration of newly hired personnel and teams; risks that General Bussiere's service on the Board may not result in the anticipated benefits to the Company; risks related to Board and committee composition, director transitions, and succession planning; and general risks related to the execution of the Company's strategic and growth initiatives. Those statements include statements regarding the intent, belief, or current expectations of EM&T and its management, as well as the assumptions on which such statements are based. Although the Company has attempted to identify important factors that could cause actual results to differ materially from those described in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated, or intended. While these forward-looking statements were based on assumptions that the Company believes are reasonable when made, you are cautioned that forward-looking statements are not guarantees of future performance and that actual results, performance, or achievements may differ materially from those made in or suggested by the forward-looking statements contained in this press release. In addition, even if our results, performance, or achievements are consistent with the forward-looking statements contained in this press release, those results, performance, or achievements may not be indicative of results, performance, or achievements in later periods. Given these risks and uncertainties, you are cautioned not to place undue reliance on these forward-looking statements. Any forward-looking statements made in this press release speak only as of the date of those statements, and we undertake no obligation to update those statements or to publicly announce the results of any revisions to any of those statements to reflect future events or developments unless required by law. Additional information concerning these and other factors that may impact EM&T's expectations and projections can be found in filings it makes with the SEC, including the Annual Report on Form 10-K of EM&T for the year ended December 31, 2025 filed with the SEC on February 20, 2026 and the Report on Form 10-Q of EM&T for the three months ended March 31, 2026 filed with the SEC on May 22, 2026, including those under "Risk Factors" therein, and other documents filed or to be filed with the SEC by EM&T. SEC filings are available on the SEC's website at www.sec.gov.
Investor Relations Contacts
Judith McGarry
Evolution Metals & Technologies Corp.
investor.relations@evolution-metals.com
Arx Investor Relations
North American Equities Desk
EMAT@arxhq.com
What Exactly Happened Today — The Verified Facts
Aeva launched an Optical Connectivity business, expanding its proprietary high-power optical source and silicon photonics technology to next-generation AI data centers. A leading provider of high-speed optical engines for AI data centers signed a joint development agreement to integrate Aeva’s high-power optical sources into a new module for deployment by a major hyperscaler, with initial deployment targeted for H2 2027 and production ramp targeted for 2028.
Aeva’s SOA demonstrates optical output power exceeding 28 dBm while achieving wall-plug efficiencies greater than 20% at temperatures up to 50°C — a combination of high power, efficiency, and thermal robustness that drives lower system power dissipation, reduced costs, and significantly improves reliability in large-scale AI data center deployments.
Q2 2026 financial results: Revenue $6.1M (slightly below Q1’s $6.3M but within guidance trajectory). Full year 2026 guidance of $30-36M maintained. CFO transition announced — Saurabh Sinha transitioning, new CFO joining with 20+ years finance experience.
Why This Is Architecturally Different From Everything Else Aeva Has Announced
This is not an incremental win. Let me explain precisely why, because most retail investors will miss the magnitude of what happened today.
The core insight: Aeva spent a decade solving one of the hardest problems in physics — making coherent light sources that are simultaneously high-power, low-noise, thermally stable, and manufacturable at automotive-grade reliability. They did this because FMCW lidar requires it. No one else was willing to invest this deeply in photonics infrastructure because the automotive lidar market was too small and too uncertain to justify it.
The result: Aeva accidentally built what may be the world’s most capable high-power silicon photonics platform — and they built it to a reliability standard (automotive grade) that far exceeds what data center applications require.
Now the data center industry has a desperate, urgent need for exactly this technology. The analogy: Aeva is like a company that spent a decade building the world’s most reliable industrial pump for deep-sea oil drilling — and then discovered that the same pump, with minimal modification, is exactly what every hospital in the world needs for a new critical medical procedure. The R&D is already paid for. The manufacturing is already industrialized. The marginal cost of entering the new market is a fraction of what it would cost anyone else to start from scratch.
The NPO/CPO Market — Why It’s Enormous
The near-packaged optics market was valued at $3.8 billion in 2025 and is projected to reach $18.6 billion by 2034, growing at a CAGR of 19.3%.
The global co-packaged optics market is projected to grow from $328.6 million in 2026 to $3.374 billion by 2034, exhibiting a CAGR of 33.8%.
Hyperscaler firms aim to deploy clusters with over 1 million GPUs by 2027. These clusters demand extremely fast and low-latency interconnections, creating an absolute necessity for co-packaged optics technology.
The combined NPO + CPO market reaches approximately $22 billion by 2034. The laser source component — Aeva’s specific entry point — represents roughly 20–30% of total module value. That’s a $4–6 billion laser source TAM within the broader NPO/CPO market.
The Competitive Landscape — Where Does Aeva Actually Fit?
NVIDIA made strategic investments in Coherent and Lumentum as laser supply chain partners. Ayar Labs joined NVIDIA’s NVLink Fusion ecosystem. Marvell completed its Celestial AI acquisition. The key competitors: Broadcom, Intel, NVIDIA, Cisco, Lumentum, Coherent, Ayar Labs, Marvell.
These are $10B–$500B companies. Why would a hyperscaler work with $1B market cap Aeva instead?
The answer is specific and technical: Aeva’s SOA achieves optical output power exceeding 28 dBm at wall-plug efficiencies greater than 20% at temperatures up to 50°C. This performance profile — particularly the thermal efficiency at high temperatures — is precisely what data centers need as they struggle with power density and cooling constraints. Large incumbents (Lumentum, Coherent) make excellent lasers but haven’t been forced to optimize for automotive-grade thermal robustness. Aeva has.
Large-scale NVIDIA CPO production could slip to 2028–2029 on systems-engineering grounds — serviceability, reliability, and manufacturing-test yield — elevating near-package optics (NPO) as a pragmatic intermediate. This timing actually helps Aeva — NPO is the near-term transition architecture, and that’s exactly where Aeva signed its first customer agreement.
① FF Regains Nasdaq Listing Compliance
② Self-Developed Universal BLOS Teleoperation & Multi-Robot Control Platform Ready for Deployment; Security & Inspection Solutions Upgraded
③ "Built in USA" Partner Recruitment Conferences on Aug. 26 & Sept. 28
④ Q2 Earnings Call on Aug. 13
⑤ Capital Value Restoration Sub-Campaign Launched
Learn More: https://app-us.ff.com/ff-v3/news/1585?lang=en-US
$NCRA News August 11, 2026
Nocera and INERGX Form 50/50 Joint Venture to Acquire and Consolidate the Mission-Critical Energy Supply Chain Serving AI Data Centers, Defense & Heavy Industry, Targeting a $250 Million Valuation for INERGX
https://finance.yahoo.com/energy/articles/nocera-inergx-form-50-50-120000721.html
One site. Too many blind spots. It used to take three shifts — now one person sees every feed, live.
The FF EAI Patrol system maps your entire site in a single deployment: corridors, stairs, work floors. It navigates around people and obstacles, verifies every checkpoint, and never gets tired, never forgets, never cuts corners.
When equipment runs hot, you see it before it becomes an incident. Locked, tracked, and logged — with two-way intercom, light-and-sound deterrence, and evidence recorded with full timestamp and location.
IT PATROLS. YOU DECIDE.
Learn more from our website: https://www.ff.com