News

Investor orders have flooded in at roughly six times the available share count for Anthropic PBC’s initial public offering, Bloomberg reported.

Candel said it is in continuing dialogue with the FDA regarding the Biologics License Application (BLA) submission for aglatimagene in intermediate- to high-risk localized prostate cancer.

Chipmaker Cerebras Systems Inc. posted record third-quarter revenue and issued a stronger-than-expected fourth-quarter sales forecast, fueled by surging cloud demand.

TSLA stock opened on Thursday nearly 1.2% lower, before closing 2% higher as investors reacted to the possibility of the largest corporate combination in history.

Wells Fargo warns that massive corporate borrowing to fund AI infrastructure is straining the $15 trillion investment-grade bond market, and investors are pushing back.

TF International Securities analyst Ming-Chi Kuo noted that with Huang now fully separated from the company, further congressional summons or investigations should have less direct impact on the stock.

CoreWeave Inc.’s upbeat revenue forecast and CEO Michael Intrator’s decision to scrap his stock sale plans have prompted a recovery in its market bonds and their risk profile.

According to CNBC’s David Faber, OpenAI's fundraising is half the $30 billion it initially sought from investors.

Reports of a potential take-private bid first surfaced in late October 2026, briefly lifting the shares.

According to Bloomberg, Federal prosecutors are investigating whether entities linked to Alice Huang were involved in efforts to smuggle Supermicro products into China.

SpaceX’s primary existing supercomputing footprint is the Colossus cluster along the Tennessee–Mississippi border.

Litong Inc., a Chinese firm with links to Alice Huang, black-marketed Nvidia’s restricted Blackwell chips, The Information reported.

BofA estimates that GTA VI needs to generate at least $1.9 billion in sales to meet investors’ fiscal 2027 expectations.

KDP plans to grant underwriters a 30-day option to purchase up to an additional $300 million in shares, with Goldman Sachs and Morgan Stanley serving as joint book-running managers.

Lee pointed to the “carnage” in several high-profile hedge funds and forced liquidations as evidence that the market had reached an “internal bottom.”

Speaking at Yale University, Barr said there are signs AI may substitute for labor in some sectors, particularly among younger workers.

State Street increased its SpaceX holdings to 19.34 million shares from 10.88 million during Q3.

Goldman Sachs called Huang's departure a “meaningful, but measured negative for the stock across several dimensions” and expects a measured direct impact on Nvidia's financials and earnings over the next 12 to 18 months.

CEO Steve Altemus said the company remains focused on IM-3 and its first Altus-1 lunar satellite, which is on track for a planned launch in March/April 2027.

Ondas forecast an initial full-year 2027 revenue target of at least $1.1 billion, a 100% jump year-on-year.

CEO Bruce Lowthers said second-half market and currency headwinds were greater than anticipated but reaffirmed the company’s expectation of mid-single-digit revenue growth in 2026.

Nvidia said Jensen Huang has resigned as president, CEO, and a board member, effective immediately.

Forgent reported a 69% increase in Q1 revenue to $479 million, the highest quarterly revenue in the company’s history.

AST SpaceMobile is set to launch Blacklift, a reusable rocket designed to carry up to five BlueBird satellites per launch

CEO Volozh said Nebius was accelerating its infrastructure expansion, with plans to deploy more than 1 gigawatt of capacity annually starting in 2027.

MSTR, BMNR, ASST stocks led losses among large-cap crypto equities, while Bitcoin miners got caught on both sides of the sell-off.

CEO Matt Reintjes said demand was uneven during the quarter, especially in the U.S. and Canada, but the expanding diversity of the company's products, sales channels, and geographic markets supported overall performance

William Blair said Intel’s server roadmap delays and a less disruptive shift to Arm-based processors have also improved AMD’s competitive position.

Dan Ives said he expects Huang to be removed and estimated Nvidia shares could be worth $225 without him, compared with $300 if he remains CEO.

The five-year contract covers systems capable of launching unguided rockets, precision-guided munitions and missiles with various ranges.