Hot News
IBM: Self-hosted AI agent "Bob" targets the regulated 44% market
Corporate focus on software and hybrid clouds with USD 17.2 billion quarterly revenue. "IBM Bob"...
Amazon: Three New Triggers - AWS Increases AI Prices, Logistics Network Grows to 99.9%, and Goldman Sachs Sets $375 Target
Amazon plans to expand its own delivery network to cover around 95% of all US ZIP codes and meet 99.9%...
Vicor: Forecast Raised Twice in Nine Days – VPD Licensing Business Takes Off
Vicor raises its forecast for Q3 for the second time in nine days. Instead of more than 20%, sequential...
Dell: USD 15 Billion AI Project Launched - Japan Plans USD 140 Billion for Data Centers at Power Plants
Dell, JERA, and RHAELM are launching a 400-MW AI project in Chiba with an investment volume of over...
Oracle: Tencent rents 100,000 AI chips for $7 billion - OCI becomes a global AI capacity provider
Tencent is said to pay around $7 billion to access about 100,000 advanced AI chips in Oracle data centers...
United Therapeutics wins important patent dispute – Yutrepia under pressure with PH-ILD
United Therapeutics wins an important patent dispute against Liquidia. Yutrepia could lose its PH-ILD...
Synopsys Raises Long-Term Goals – New Royalties, Amazon Deal, and GPT-Synopsys Drive Growth
Synopsys expects an annual revenue growth of around 15% by 2030. EPS and free cash flow are projected...
Caterpillar Bets on the Construction Equipment Market! 1 Billion USD for a New Plant in North Carolina!
Billions Investment: Caterpillar builds a new plant in Sanford, North Carolina for about 1 billion...
Nuclear Renaissance! Constellation Energy Strikes 20-Year Megadeal with Amazon for the AI Boom!
Megadeal for the AI Era: Amazon secures 690 MW of nuclear power for the Calvert Cliffs power plant...
Micron breaks all records! The AI boom brings incredible revenues and profits to the memory giant!
Record levels in revenue and profit: In the fourth quarter of 2026, revenue rose by 379% to $54.23...
FormFactor: Beneficiary of AI Infrastructure through New Nvidia Orders?
FormFactor benefits from the increasing testing demand for AI chips and HBM memory. Deutsche Bank...
GameStop Transformation: Growth Segments and the 59-Million-USD Investment by Management
The revenue model is increasingly shifting from traditional video game sales to high-margin merchandise....
Howmet Aerospace: Buying opportunity despite SpaceX and GE concerns? Citi sees over 40% potential
Citi places Howmet Aerospace on the "Upside 90-Day Catalyst Watch” and reaffirms its buy rating with...
AI Infrastructure on the Rise: Bernstein Sees Networking and Optical Specialists as Winners
Bullish Initiation: Bernstein begins coverage of Celestica with an "Outperform" rating and sets the...
BWX Technologies: Nuclear power becomes a growth engine - over 6 billion USD in revenue and 1.2 billion USD in EBITDA by 2030
BWXT aims for 5.5 to 6.0 billion USD in revenue and 1.1 to 1.2 billion USD in adjusted EBITDA by 2030....
Nebius in Focus: Why William Blair is Betting on a Differentiated AI Cloud
Analyst Initial Rating: William Blair initiates coverage of the Nebius stock with a rating of "Outperform.”...
Robinhood: AI agents use the tools 30 million times daily - now comes 24/7 trading
Since the launch, more than 150,000 Robinhood customers have opened accounts for Agentic Trading. AI...
Tesla secures $30 billion – AI, proprietary chips, and robotaxis drive investment offensive
Tesla secures credit lines of $30 billion, providing additional financial flexibility for an exceptionally...
Shock in the US Credit Market! The FICO Monopoly is Shaking Due to the VantageScore!
Historic Stock Collapse: Fair Isaac's stock plummeted by 26.5% to $617.87 in a single day, marking...
Fireworks on the High Seas! Carnival sails to record profits despite expensive fuel!
Record results achieved: Carnival exceeds expectations in Q3 2026 with a revenue of $8.43 billion...
Turning Point in Aviation! Boeing lands a $20 billion USD military deal for fighter jets!
Billion-Dollar Award: Boeing secures a $20 billion USD US Navy contract for the sixth-generation F/A-XX...
Oracle rises 6%: OpenAI reaches $70 billion revenue run-rate - the $300 billion bet suddenly seems plausible
According to Axios, OpenAI's annualized recurring revenue is nearing $70 billion and has increased...
Corning: Over 3 Billion USD Contract from AT&T - The AI Boom Now Engulfs Fiber Networks
AT&T and Corning are expanding their collaboration. The announced scope is over 3 billion USD. The...