The British government announces a collaborative initiative with Microsoft and leading experts to develop a national framework for detecting and assessing deepfake content, responding to a surge in AI-generated fraud and abuse.
Buoyed by a surge in M&A and capital markets activity, investment bank Moelis & Company reported record quarterly and annual revenues for 2025. Executives point to a strengthened talent bench and improving operating leverage as catalysts for momentum heading into what they forecast will be a robust year for transactions.
STMicroelectronics' fair value estimate has been revised upward to $27.52 per share, reflecting a market grappling with optimism over execution strength and concerns about softening end-market demand.
Publicis Groupe reports robust 2025 growth and a higher dividend, while its ambitious 2026 guidance centers on AI transformation. The market's mixed reaction highlights the tension between the promise of AI-driven efficiency and fears of industry disruption.
Cipher Mining's strategic shift from Bitcoin mining to building AI data centers for Amazon, funded by a $2 billion debt offering, has triggered a sharp sell-off as markets weigh the long-term contracts against new financial risks.
Analysts have slightly lowered Wix.com's fair value estimate while nudging up long-term revenue expectations, signaling a nuanced view that balances the company's AI-driven potential against rising costs and execution risks.
Selective Insurance Group's shares climbed 6% following robust fourth-quarter results and a board-approved refresh of its corporate bylaws, sparking renewed debate among investors about the firm's long-term trajectory.
Neuroscience analytics firm IXICO appoints industry veteran Tanya Voloshen as its first Chief Commercial Officer, signaling a strategic push to expand its commercial operations and deepen its presence in the critical U.S. market.
Insiders at global recruitment firm Robert Walters plc have been net buyers of the company's shares over the past year, with the Independent Chairman making a significant purchase above the current trading price, suggesting long-term confidence in the business strategy.
MKS Inc. (MKSI) has successfully refinanced €1 billion in senior notes, a strategic move that lowers its near-term interest expenses and extends debt maturities. While the deal strengthens the company's immediate cash flow, analysts are weighing the long-term implications for its balance sheet and valuation in a volatile tech sector.
With the Pentagon requesting a historic $13.4 billion for artificial intelligence and federal non-defense spending on the rise, data analytics firm Palantir Technologies' deep government ties and accelerating revenue growth position it as a primary beneficiary.
Silver prices tumbled over 9%, wiping out two days of gains amid a broad market pullback. The sell-off extended to gold, tech stocks, and cryptocurrencies as a stronger dollar and sector rotation prompted investors to reassess risk.
Bitcoin fell below the psychologically significant $70,000 mark on exchange Bitstamp during Asian trading, hitting a session low of $69,101 and trading at a discount to other major platforms as selling pressure intensified.
A sharp selloff in global IT stocks, led by India's software exporters, reflects mounting Wall Street anxiety that new AI tools from Anthropic and Palantir threaten the core, high-margin service revenues of the industry.
Foxconn, the world's largest electronics manufacturer and a key supplier to Nvidia, projects first-quarter performance to exceed its typical seasonal range, driven by surging shipments of AI infrastructure and stronger-than-expected consumer electronics.
A seismic sell-off rippled through global markets this week, erasing hundreds of billions in value from tech stocks and bonds. Unlike previous AI-driven corrections, this rout stems from a growing fear that artificial intelligence is poised to disrupt the core business models of established software giants, not just from bubble concerns.
Google's parent company Alphabet is set to nearly double its capital expenditure this year, committing up to $185 billion primarily for AI infrastructure, as it vies for dominance against rivals like OpenAI and Meta.
London's blue-chip index is poised to open lower, pausing after hitting a fresh record high, as market focus shifts to the Bank of England's upcoming interest rate announcement and guidance.
SolarEdge Technologies (SEDG) rallied sharply Wednesday, buoyed by strong peer earnings and robust industry demand signals, as investors position for the company's upcoming quarterly results.
Shares of Super Micro Computer (SMCI) surged over 13% Wednesday following a stellar quarterly report, where sales more than doubled and the company issued a forecast pointing to continued explosive growth fueled by AI infrastructure demand.
