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News
The $760 Billion AI Risk That Nobody Is Talking About. But Should.
1+ day, 1+ hour ago (544+ words) The demand for AI is real, but what if the industry is building too much capacity? Here's the overlooked risk investors should be watching....
Shell Just Sold a $715 Million Stake in a Major New England Asset to Constellation Energy. Here's What Investors Need to Know.
1+ day, 2+ hour ago (169+ words) Constellation will become the new owner of RISEC....
Rigetti and D-Wave Just Got $100 Million Each. 1 Quantum Stock Has More Upside From Here.
1+ day, 2+ hour ago (18+ words) D-Wave and Rigetti just landed major government backing as investors look for the next winners in quantum computing....
ServiceTitan stock crashes 30% as AI creates a surprising problem
1+ day, 9+ hour ago (607+ words) ServiceTitan’s plunge exposes AI’s hidden revenue risk....
Google Just Dropped a Bombshell on AI Spending — Alphabet’s $200 Billion AI Bet Is Starting to Pay Off Big
21+ hour, 47+ min ago (458+ words) Google Cloud CEO Thomas Kurian just supplied an unusually concrete answer. Speaking at the Goldman Sachs Communacopia + Technology Conference, Kurian said the aggregate payback period on Google's AI servers is less than two years. More importantly, he said the payback…...
Apollo Global Is Said in Talks to Acquire J&J’s Orthopedics Unit
1+ day, 14+ hour ago (82+ words) Alternative asset manager Apollo Global Management Inc. is in discussions to acquire the Johnson & Johnson orthopedics unit that the conglomerate has been looking to separate, according to people familiar with the matter....
Maze Therapeutics Chief Medical Officer Dumps Entire Direct Stake in the Company for $255,000
1+ day, 16+ hour ago (246+ words) The executive liquidated his entire direct holdings as the stock plunged about 50% from its 52-week high....
Why Sotheby’s just bought 2 of its own franchisees
1+ day, 17+ hour ago (378+ words) Sotheby's International Realty buys TTR and ONE, its top D.C. and Florida franchisees, in a $12.5 billion company-owned expansion....
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
23+ hour, 43+ min ago (737+ words) Shares of Dell Technologies (NYSE:DELL) surged as much as 12% on Friday, touching a fresh 52-week high. The hardware giant's stock has more than quintupled from its 52-week low as of this writing. Much of the latest leg has come…...
How to Play Flex Stock Amid a Major $4.4 Billion AI Data Center Catalyst
1+ day, 20+ hour ago (217+ words) Flex is sharpening its AI infrastructure play through its planned acquisition of EPC Power, adding fresh power to its data-center ambitions....