Large cap News

As AI adoption grows worldwide and the need for data centers increases, the US and Japan are coming together to build new facilities.

In a post on X, Pichai noted that Google is the first cloud provider to integrate large-scale demand response into utility contracts.

Kindig added that Nvidia’s Groq deal has parallels to the company’s 2020 acquisition of Mellanox.

Data showed that long-only investors sold $9.6 billion in equities in a single day, marking the largest outflow recorded by Goldman Sachs since 2022.

According to TheFly, analysts praised FedEx’s execution and operational efficiencies during the quarter.

Coinbase is launching perpetual futures for non-U.S. users, expanding into a segment dominated by decentralized platforms like Hyperliquid.

The project, being developed by Amazon’s devices and services unit, is intended to serve as a tailored hub that integrates with Alexa and the company’s broader ecosystem.

Oil stocks declined in premarket trading as crude prices pulled back on easing Middle East tensions and prospects of additional supply.

Tesla is nearing approval for Full Self-Driving in Europe while pushing ahead with a $2.9 billion solar expansion to scale its long-term energy- and AI-driven growth strategy.

At least 13 analysts increased their price targets on Micron shares. Details inside.

Analysts are upbeat about Alibaba’s AI and cloud momentum, but wary of the sluggish consumer trends in China.

Wall Street closed lower but off lows, while geopolitical uncertainty, oil supply risks, and Fed policy outlook kept markets on edge.

Bitcoin’s decline was more limited than losses in gold and silver prices, which saw sharper drops.

The company stated that Wegovy HD received the FDA’s accelerated approval based on results from the STEP UP trial.

Quant Network’s native token rose more than 11% in the last 24 hours, trading at over $77 on Thursday morning.

Bitcoin’s price has fallen over 4% in the last 24 hours but outperformed gold and silver, which posted steeper losses.

CEO Kris Marszalek said affected employees have been notified and will receive support during the transition.

UBS pointed to anticipated gross margins above 80% and said recently secured long-term customer contracts may help provide more consistent profitability going forward.

The NHTSA probe includes the Model Y, 3, S, X, and the Cybertruck equipped with the company’s Full Self-Driving (FSD) technology.

Bitcoin fell below $70,000 after Brent oil prices hit $119 following attacks on Persian Gulf energy facilities, triggering liquidations worth nearly $588 million.

The rally was driven by escalating attacks on energy facilities across the Gulf, including damage in Qatar, Iran and Abu Dhabi.

Musk signaled Tesla will keep buying Nvidia chips while advancing in-house AI, amid a broader push to secure long-term compute capacity.

U.S. stock futures edged lower late Wednesday following a sharp sell-off as inflation concerns, rising oil prices and geopolitical tensions weighed on sentiment.

Speaking at the DC Blockchain Summit, Senator Tim Scott said a new proposal on stablecoin yields could be introduced by the end of the week.

Data from CryptoQuant showed Bitcoin’s correlation with gold has dropped to its lowest level since November 2022.

The company stated that people who sign up for the waitlist will gain priority access to the official debut of Ozempic and Wegovy on the telehealth company’s platform.

The firm said it was revising its outlook across multiple crypto-linked equities after slashing its 12-month price targets on Bitcoin and Ethereum.

The data center plans come amid accelerating AI-driven demand, as big tech firms are expected to spend about $650 billion on AI infrastructure in 2026.

Rising fuel costs, with U.S. diesel above $5 per gallon, are adding to inflation concerns ahead of the Federal Reserve’s policy meeting on Wednesday.

A legal case involving two Big Tech titans and a top AI company would have far-reaching consequences.

Tesla's short interest has fallen to a record low 1.6%, reflecting a steady unwind in bearish bets as investors back its AI and autonomy pivot.

Market sentiment remains cautious, with bearish retail positioning amid warnings that oil shocks historically triggered sharp S&P 500 drawdowns.

Uber announced on Monday that Nvidia will launch its L4 software-powered robotaxis on the ride-hailing giant’s network across 28 cities by 2028.

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come.

Mastercard has agreed to acquire BVNK for up to $1.8 billion to expand its stablecoin infrastructure capabilities.

In a post on X, Strategy executive chairman Michael Saylor shared that MSTR’s Bitcoin holdings have clocked a gain of over $1.6 billion so far this year.

May Zabaneh, PayPal’s head of crypto and senior vice president, told Fortune that the company is planning to to expand its PYUSD stablecoin to 70 countries by the end of the month.

The company said it will offer the convertible notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second.

Some traders are selling MU stock for profit ahead of the company’s Wednesday earnings report.

USO bucked the trend with gains in premarket trading even as most oil stocks slipped despite oil climbing above $100.

While the cuts would only make a small dent in its planned 2026 expenses, they are meant to protect margins, analysts say.

Analysts are still very upbeat, following a host of product announcements and a significant $1 trillion sales forecast from Nvidia. The stock is, however, muted.

Users highlighted that NCCN inclusion could lead to increased prescribing of Anktiva by oncologists and improved insurance reimbursement.

Musk said SpaceX could surpass rivals in AI over time and indicated that AI-focused companies are likely to dominate the broader market.

Investors are now watching the Federal Reserve’s rate decision along with key U.S. economic data and earnings.

The discussion followed Palihapitiya sharing a note titled “The Collapse of Terminal Value,” which questioned how AI could reshape the way markets value companies.

The analyst expects discussion about the company’s next-generation chip, its integration of Groq, and robotics at GTC 2026.

The company’s $11.5 billion in assets include 196 Bitcoin, $200 million in Beast Industries, $83 million in Eightco Holdings, and $1.2 billion in cash.

Nebius stated that the five-year agreement will include one of the first large-scale deployments of Nvidia’s new Vera Rubin platform.

In a post on X, Gary Black said oil above $100 and ongoing Middle East tensions should boost electric vehicle demand.