Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war
The artificial intelligence revolution has forced a brutal choice upon the world’s biggest cloud providers. Amazon, Microsoft, Google, and Meta have committed…
Evening digest: Bitcoin drifts as S&P 500 hits record high, Japan seals $3B PE exit
Markets tiptoed into Christmas with records on thin ice. US equities notched fresh highs in a shortened session, Japan saw a landmark…
Tesla finds stability in energy as Rivian tests key resistance levels
Tesla’s profit mix is shifting toward its energy business, a trend one Seeking Alpha analysis argues supports a prudent buy-on-pullbacks stance at…
Nike stock: does Tim Cook’s purchase make NKE a buy at current valuations?
Apple CEO Tim Cook sent a powerful signal Wednesday when he spent nearly $3 million to nearly double his stake in Nike…
Nvidia to buy AI chip startup Groq in $20 billion blockbuster deal
Nvidia dropped $20 billion to acquire Groq, an artificial intelligence startup that’s been eating into Nvidia’s dominance in a crucial part of…
Looking back at 2025: the year embedded finance eroded traditional banks’ moat
Banks have enjoyed a formidable moat built on customer relationships, regulatory privilege, and distribution networks for decades. – but that moat was…
BP share price forecast as it sells Castrol to Stonepeak Partners
BP share price has pulled back in the past few weeks as investors have watched energy prices dip. The stock was trading…
Waymo to strengthen fleet software after power outage caused traffic jams
Waymo said it will update its automated driving software to better manage large-scale power outages similar to the San Francisco blackout to…
KKR, PAG to buy Sapporo Real Estate for $3B as Japan embraces private equity
A consortium led by private equity firms KKR and PAG has agreed to acquire Sapporo Holdings’ real estate subsidiary in a deal…
Sanofi to acquire Dynavax for $2.2B, sending shares higher by 37%
Shares of Dynavax Technologies jumped sharply in premarket trading on Wednesday after the US vaccine maker agreed to be acquired by French…
