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SentinelOne (S) Launches AWS AI Security Tools For Agentic Workflows
Simply Wall St.90d agoneutral
SentinelOne (S) Launches AWS AI Security Tools For Agentic Workflows

SentinelOne (NYSE:S) is integrating its security platform with Amazon Bedrock AgentCore to provide automated AI protection for agentic workflows on AWS. The company is also launching Purple AI Agentic Investigation, paired with Singularity Credits, to support autonomous, machine-speed threat investigations and flexible AI-powered work. Together, these product launches introduce new tools for securing AI-driven processes and may broaden how enterprises use SentinelOne’s platform. SentinelOne...

Kroger to buy grocer Giant Eagle as competition heats up
Reuters Videos90d agobullishVIDEO
Kroger to buy grocer Giant Eagle as competition heats up

<body><p>STORY: :: Kroger</p><p>Shares of U.S. grocer Kroger fell about 2% Wednesday morning after the company said it would buy regional supermarket chain Giant Eagle in a nearly $1.7 billion deal.</p><p>:: Archive</p><p>The move strengthens Kroger's presence in the Midwest and the Mid-Atlantic region amid intensifying competition.</p><p>The transaction is the first under CEO Greg Foran, and is also Kroger's first major acquisition since its $25 billion merger with Albertsons fell apart in 2024.</p><p>:: Archive</p><p>Family-owned Giant Eagle generates about $9 billion in annual sales. It operates nearly 200 supermarkets and about a dozen standalone pharmacies across parts of Ohio, Pennsylvania, West Virginia, Maryland and Indiana.</p><p>:: Kroger</p><p>Foran said the chain was a good strategic fit for Kroger, which has been battling intense competition from Walmart, Amazon and other grocers as still-elevated inflation has many consumers seeking cheaper essentials.</p><p>Kroger has previously said it plans to cut prices on thousands of items, funded partly by direct imports and better use of technology.</p><p>The Giant Eagle acquisition is expected to close in 2027.</p></body>

Bloomberg Reporter: Why “The Race Is Back On” Against China As U.S. Lifts Anthropic’s Fable 5 International Restrictions
24/7 Wall St.90d agoneutral
Bloomberg Reporter: Why “The Race Is Back On” Against China As U.S. Lifts Anthropic’s Fable 5 International Restrictions

Bloomberg reporter Minmin Low told viewers in a recent segment that the U.S. government has removed all foreign-access restrictions on Anthropic’s “Fable 5” model, a step she framed as a meaningful competitive reset for American frontier AI labs. In her words, “the race is back on” with Chinese rivals. The U.S. Just Reopened The Global ... Bloomberg Reporter: Why “The Race Is Back On” Against China As U.S. Lifts Anthropic’s Fable 5 International Restrictions

SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%
24/7 Wall St.90d agobearish
SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Space stocks are diverging sharply at midday Wednesday, with the market’s newest space giant sliding even as smaller rivals rally on their own catalysts. SpaceX (NASDAQ:SPCX) shares are down 6% to $159.81, while Rocket Lab (NASDAQ:RKLB) stock is up 4% to $105.64 and Virgin Galactic (NYSE:SPCE) stock is climbing 3% to $2.99. The split looks ... SpaceX Falls 6% Despite a Bullish Dan Ives Rating as Rocket Lab Climbs 5%, Virgin Galactic Rises 3%

Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t
24/7 Wall St.90d agoneutral
Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) both dropped Q1 2026 results in late April. Google leaned on a high-margin ad engine and a suddenly explosive Cloud unit. Amazon leaned on faster AWS growth, a bigger chip business, and a retail machine that still eats capital for breakfast. Search Ads Generate Cash. Retail Logistics Burns It. Google ... Alphabet Vs. Amazon: Alphabet’s High-Margin Ad Machine Fuels AI, Amazon’s Costly Retail Logistics Don’t

A Third-Quarter Tech Rotation: Meta Advances While Semiconductor Stocks Slide
Barrons.com90d agoneutral
A Third-Quarter Tech Rotation: Meta Advances While Semiconductor Stocks Slide

The artificial intelligence trade, which has powered by the lion’s share of stock performance and corporate profit growth this year, hit a snag on Wednesday amid reports that Meta Platforms is ready to challenge the market’s key players just as investors worry that cheaper China-based versions could unsettle the market’s hottest bet over the back half of the year. “The Magnificent Seven aren’t broken, they are evolving,” said Jay Woods, chief market strategist at Freedom Capital Markets.

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
24/7 Wall St.90d agoneutral
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Neon picks up Sam Altman biopic after being dropped by Amazon MGM
Yahoo Finance Video90d agobearishVIDEO
Neon picks up Sam Altman biopic after being dropped by Amazon MGM

Film studio Neon has bought "Artificial" — the Luca Guadagnino-directed biopic about OpenAI (OPAI.PVT) co-founder and CEO Sam Altman — after Amazon MGM Studios (AMZN) dropped the film. Morning Brief Host Brooke DiPalma is joined by Yahoo Finance Senior Reporter Pras Subramanian and Payne Capital Management president Ryan Payne to discuss the subject matter of the film and whether it could impact OpenAI's IPO expectations.

Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google
24/7 Wall St.90d agobullish
Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google