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Novo targets over $23 billion in risk-adjusted pipeline sales by 2035, excluding any contribution from future acquisitions.
Chip stocks ripping higher, oil sliding, mega-cap tech back in the spotlight, and U.S.–China talks taking some heat out of the macro story have all pushed attention toward the pipes and power behind AI data centers. This is where investors often look too late. The article walks through three U.S. AI data center and cloud infrastructure enablers that the latest news touches directly, and why each could merit a closer look now. The three stocks below are just a starting sample, and the full...
Intel (NasdaqGS: INTC) and rival CPU suppliers reported stronger AI related order interest after Meta’s Muse agent news in September 2026. Intel’s CEO said current CPU production is meeting only about 50% of customer demand for AI workloads, indicating tight supply. Chipmakers tied to Muse driven AI compute needs flagged rising pressure on CPU capacity planning across upcoming production cycles. The Muse related CPU demand spike and Intel’s 50% fulfillment rate only capture one side of the...
AMC Entertainment Holdings (NYSE:AMC) announced a US$3.97b debt refinancing plan targeting its 2029 senior secured notes. The refinancing package includes a mix of new debt offerings and term loans intended to retire the existing 2029 securities. Management framed the initiative as a way to extend debt maturities and adjust AMC Entertainment's overall capital structure. This large US$3.97b refinancing push is important to weigh alongside the rest of our findings on AMC Entertainment. We have...
Costco Wholesale (NasdaqGS:COST) has rolled out nationwide same-day delivery across the U.S. through DoorDash for its members. The expanded arrangement now covers all U.S. Costco warehouses, giving shoppers access to thousands of items for rapid fulfillment. DoorDash will handle orders placed via its app and website. These orders are sourced from nearby Costco locations and sent to customers. The nationwide same-day delivery expansion with DoorDash is a key move that needs weighing against...
On August 24, QXO (NYSE:QXO) announced that Ken West will become its President and Chief Operating Officer effective September 1, taking over day-to-day operations and reporting directly to Chairman and CEO Brad Jacobs. The hire lands just weeks after QXO closed its acquisition of TopBuild on July 1, a deal that made it the second-largest […]
Tightening regulations for plastic and a renewed recycling push have consumer brands rethinking their packaging.
Max Neukirchen, Global Co-Head of Payments at JPMorgan, discusses the business opportunities in India's merchant payments sector. He speaks with Menaka Doshi at the sidelines of the JPMorgan India Conference in Mumbai.
Wall Street is finally recognizing the potential of Muse.
On August 20, Nextpower (NASDAQ:NXT) announced that the US Patent and Trademark Office awarded it patent number 12,712,292 for its NX PowerMerge electrical balance of systems technology. In the same release, the company said a new order from BUILD Renewables pushed the PowerMerge backlog past 2 gigawatts. Nextpower has long been known as a solar […]
In September 2026, STMicroelectronics introduced the ST SafeSense VD56GA, a compact 1.1 MP infrared automotive image sensor designed to support in-cabin driver and occupant monitoring with higher infrared sensitivity, embedded image processing, and a small CSP package for space-constrained vehicle interiors. The launch underscores STMicroelectronics’ push to deepen its role in automotive imaging by combining vertically integrated manufacturing and infrared-optimized pixel technology to help...
CoreWeave (NasdaqGS:CRWV) has introduced multi-rack NVIDIA Vera Rubin NVL72 clusters designed to run training and inference across hundreds of GPUs as one system. The company has upgraded its AI Object Storage with cross-region write acceleration to support high throughput data pipelines for agentic AI workloads. A new Archive storage tier targets colder AI datasets, aiming to align long term model data retention with lower cost storage options. The launch of Vera Rubin NVL72 clusters and...
<p>The Fed's rate hike capped a shift that's been building for months.</p>
The conglomerate’s $80 billion debt load will be equal to roughly 6.5 times EBITDA, according to most estimates.
WHATS NEWS BUSINESS FINANCE Paramount reached a settlement with state attorneys general that clears the way for its $81 billion merger with Warner Bros. Discovery that is poised to reshape Hollywood. Investors bid up the price of Meta Platform’s shares, setting the tone for Monday’s session, which saw the S&P 500, Nasdaq and Dow rise 1.
Nearly half of what European drivers pay for petrol goes to governments. Here are the 10 member states with the heaviest petrol taxes.
Earlier this month, Capital One Financial completed two euro-denominated fixed-income offerings, issuing €750 million fixed-to-floating rate notes due 2032 and another €750 million tranche due 2037, both senior, unsecured, callable Eurobonds with variable coupons priced at 100%. By tapping the euro bond market with these long-dated, variable-rate issues, Capital One Financial is diversifying its funding base and adding flexibility to how it manages its debt profile over time. We will now...
Key Stats for Eli Lilly StockPrice change for Eli Lilly stock in last 6 months: 27%$LLY Stock Price as of Sep. 21: $1,16552-Week High: $1,292$LLY Stock Price Target: $1,325What Happened?Eli Lilly (LLY) stock is drawing fresh attention today after Guggenheim raised its price target to $1,284 from $1,273 and maintained a Buy rating.
On September 10, TTM Technologies (NASDAQ:TTMI) priced $500 million in senior notes due 2034, carrying a 6.750% coupon. The private sale is expected to close September 24, and it lands in the middle of one of the busiest stretches in company history. TTM is chasing two acquisitions at once, lining up more than a billion […]
Tencent Holdings Ltd. launched its latest and best image-generation model on the same day as rival Alibaba Group Holding Ltd. kicked off its AI conference, signaling intent to catch up to industry leaders like ByteDance Ltd.
The AI chip giant's $108 billion forecast puts its AI chip sales to China at zero. On Thursday, the two governments holding them there will meet at the White House.
With new CEO John Ternus coming from the hardware side of the business, one of the first things the company announced was a major change to the iPhone, the iPhone Duo.
On September 17, Halozyme (NASDAQ:HALO) priced $1.3 billion of convertible senior notes due 2033, an offering that grew from an originally planned $1.05 billion as demand came in. The notes carry a 1.50% coupon and convert into stock at $139.84 a share, a 27.5% premium to the $109.68 closing price that day. Investors who like […]
BEIJING, Sept 22 (Reuters) - Alibaba Group plans to train a new artificial intelligence model with 5 trillion to 10 trillion parameters, Chief Executive Eddie Wu said on Tuesday, as the Chinese
Burry’s indirect AI bet is ERO, saying that data-center construction will intensify copper demand while new mines take 18 years to reach production.
Stock markets climbed on Tuesday as the success of Meta's new AI agent and US-China talks on artificial intelligence fanned a tech-led rally.- AI apocalypse - US and Chinese economic officials met Sunday in New York for closely watched talks on trade and artificial intelligence to lay the groundwork for the meeting.
Jim Cramer explains how Tim Cook's capital strategy and AI positioning set up Apple stock for its next growth phase.
Jamie Dimon is warning Wall Street that Main Street may not be ready for what comes next.
Sandisk’s AI surge has created a very different problem
Google will support nuclear plant upgrades in Georgia that could add 96 MW of capacity and deliver projected customer savings.
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