News

Comments from Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman calling for a more measured approach to frontier AI development contributed to a sharp selloff across neoclouds and data center stocks. Bernstein identified CoreWeave Inc. (NASDAQ:CRWV) as the most exposed name because of its rural footprint and focus on AI training. The concern represents […]

Snap (SNAP) generates free cash worth 7.4% of its market value a year, against 4.5% for the median S&P 500 company. A yield that high usually points one of two ways: a bargain, or a business the market expects to shrink. Snap is not shrinking: revenue grew 19% year over year in Q2 2026. So the market is pricing something else, the profit that sits underneath the cash.

AI-driven payment activity is accelerating with the AI models now powering agentic trading. Artemis data shows agentic-payment activity through protocols such as x402 and the Machine Payments Protocol (MPP) has surged in recent months. The number of transactions has crossed 2 million during several periods in late August and early September. Infact, daily agentic-payment volume

MediaTek's dual-node launch turns TSMC's newest process into a consumer product without abandoning 3 nanometers.

History suggests stock returns weaken sharply around this level

Self-hosted agents widen Cisco's addressable market while pricing and customer commitments remain undisclosed.

Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end. The company’s CFO said there is now “even more conviction” around the target. A new AI hosting agreement worth $13 billion on an annualized basis adds significant support to that outlook and reflects how quickly […]

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.

A federal judge ordered X and SpaceXAI to produce their Apple agreement as OpenAI defends remaining antitrust claims.

Super Micro Computer stock climbs. AI server demand gives the stock a lift

Vitesse consummated the purchase of a stake in Chevron-operated oil and gas assets in the Denver-Julesburg Basin for $26 million.

Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.

Guests can now enjoy their favorite PepsiCo beverages while enjoying a meal at The Great Greek Mediterranean Grill. The two companies announced their partnership, making PepsiCo the official provider of soft drinks for the fast-casual restaurant brand. Rolling out nationwide through 2026, the partnership brings The Great Greek Mediterranean Grill a best-in-class beverage platform designed […]

Third-party AI access broadens Google's smart-home infrastructure role while increasing security and privacy exposure.

The Sandisk run is not over yet.

Purchase-linked warrants align Amazon with its generator supplier as data-center resilience becomes a strategic constraint.

Roblox Corporation (NYSE:RBLX) announced on September 11 that creators will be able to distribute games as standalone applications across mobile devices, computers, and consoles, while continuing to use its underlying technology and services. The initiative, called Roblox Everywhere, could extend the company’s business beyond its main app. The investment case rests on whether those additional […]

Snap is bringing SPECS Intelligence to its smart glasses, iPhones, and Macs as competition in consumer AI intensifies.

Carroll's disposal represents 15% of his prior equity stake, leaving him with 7,729 shares valued at approximately $1.69 million as of market close.

Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.

CoreWeave Stock Falls After Huge Debt Raise and 35 Million Share Offering

Stocks were trading in the green on Thursday in a rebound driven by easing Treasury yields and oil futures. The Nasdaq Composite gained 1.6% and the S&P 500 rose 1.1%. WTI futures were trading close to $102 a barrel.

Something Jamie Dimon just said is getting Wall Street’s attention.

Iren Limited (NASDAQ:IREN) CEO Daniel Roberts has presented a detailed, data-backed argument that demand for AI compute remains fundamentally constrained by limited supply, irrespective of the debate over how quickly frontier AI development should progress. The argument is well supported and offers a strong explanation for why demand could remain ahead of available supply. However, […]

CoreWeave (CRWV) spends far more on building out its AI cloud than its operations generate in cash. Management says each build is paid for up front with debt, customer prepayments, and other capital.

In recent months, Red Cat Holdings outlined plans to reach US$150 million to US$180 million in 2026 revenue, underpinned by AI-enabled Black Widow drones, Hellcat systems for Ukraine and Blue Ops unmanned surface vessels, while scaling manufacturing to meet defense demand without building new facilities. At the same time, the company’s revenue miss against Wall Street expectations and mixed analyst reactions highlight the execution risks that accompany its rapid ramp-up in advanced drone and...

Aeluma stock fell after fiscal Q4 2026 earnings showed wider losses, but the photonics maker holds $56 million in cash and analysts maintain a Moderate Buy rating amid its commercialization push.

Cipher Digital Inc. recently began developing lateral pipelines at multiple sites to link directly into nearby natural gas supplies, enabling up to 2.5 gigawatts of on-site power generation to support bring-your-own-generation capacity for industrial-scale data centers focused on high-performance computing workloads. This move to secure dedicated natural gas-fed power underscores how critical reliable, controllable energy access has become for scaling AI-ready data center leasing in...

In recent days, General Dynamics was upgraded to a Zacks Rank #2 (Buy) after analysts raised their full-year earnings estimates by 2.3% over the past three months, signaling greater confidence in the company’s earnings outlook. This shift in analyst sentiment comes as General Dynamics’ year-to-date return has outpaced the broader Aerospace group, suggesting its mix of defense and aerospace businesses is being viewed as relatively resilient within the sector. We’ll now examine how this...

Former Hut 8 (NASDAQ: $HUT) Chief Executive Officer (CEO) Jaime Leverton has been appointed to lead cryptocurrency ...