#ai
20 posts
Meta Platforms $META launched a combined $35 billion stock offering (ordinary and preferred shares) with the potential to add up to $60 billion via an at-the-market facility to fund aggressive AI i...
Barclays upgraded Tesla $TSLA to overweight from equal-weight, raising its price target to $450 from $370, as analysts speculate on a potential SpaceX merger. The upgrade comes as Elon Musk's Space...
CoreWeave $CRWV shares have collapsed, sending a stark warning signal across equity markets as investors reassess valuations in the AI infrastructure sector. The decline reflects mounting concerns ...
Goldman Sachs has slashed its 12-month target for South Korea's Kospi index by 25%, citing a reversal in AI-driven gains and deteriorating market technicals.
The downgrade signals growing con...
Barron's reports a significant shift in investor positioning within artificial intelligence markets, with capital rotating away from semiconductor manufacturers toward dedicated cybersecurity provi...
Elon Musk $TSLA says Tesla $TSLA and SpaceX are exploring a potential merger, with prediction markets already pricing in deal probabilities. Musk indicated SpaceX aims for 13 gigawatts of compute c...
SpaceX posted record quarterly results, with Elon Musk $TSLA signaling potential revenue targets of $500 billion annually by 2027. The company's profitability shock has rippled through the neocloud...
Elon Musk stated that SpaceX could rent its compute capacity "several times over" following the company's strong Q3 earnings, signaling plans to leverage its infrastructure for AI and data services...
Ledger compromis : la ruée vers les wallets hardware sécurisés s'accélère
🚨 Ledger compromis : 90M$ volés et le marché s'accélère vers de nouvelles solutions ...
AstraZeneca $AZN announced a landmark agreement worth up to $1.5 billion with AI drug discovery platform Insitro to accelerate development of new pharmaceuticals. The partnership aims to leverage a...
Taiwan Semiconductor Manufacturing Company (TSMC) $TSM reported its sixth consecutive record quarterly profit, demonstrating that demand for artificial intelligence chips shows no signs of abating....
CoreWeave $CORE extended its slide following warnings over AI infrastructure financing stress and elevated bond yields. Gartner's cautionary stance on data center funding availability has intensifi...
Credit default swap spreads for Oracle $ORCL and CoreWeave have hit record levels as financial stress in the artificial intelligence infrastructure trade intensifies. Blue Owl's Stack is reportedly...
Delta Air Lines $DAL lowers full-year earnings outlook citing elevated fuel expenses pressuring margins, according to Bloomberg and CNN Business. The carrier posted fuel headwinds despite maintaini...
OpenAI expects to reach $70 billion in annualized revenue by the end of 2026, according to Bloomberg. The AI company's aggressive revenue target underscores rapid monetization of its AI services an...
Isomorphic Labs, a DeepMind spinout focused on AI drug discovery, is in funding talks that would value the company between $40 billion and $50 billion. The capital raise underscores investor appeti...