As Nebius Group's stock dips below key levels, a growing chorus of analysts argues that recent sell-offs are disconnected from the firm's robust fundamentals and explosive recurring revenue guidance. We examine the bull case.
The leading business development company reported robust annual results, with $15.8 billion in new commitments and stable credit metrics. Management addressed investor concerns over AI's impact on its software portfolio and signaled readiness to capitalize on potential market dislocations.
Major AI firms are tapping unconventional debt markets to fund a trillion-dollar infrastructure sprint, raising alarms among seasoned investors about unsustainable spending and a potential market correction.
The BNB Smart Chain has surpassed 2 billion cumulative active addresses, a milestone built over years of network growth. Despite this achievement and recent token burns, BNB's price remains under pressure amid broader market headwinds.
Alphabet's self-driving unit Waymo has secured a $16 billion funding round, valuing it at $126 billion. The investment, backed by Sequoia Capital and Dragoneer, fuels an aggressive expansion into over 20 cities and new international markets, while regulators worldwide scrutinize safety frameworks. The move highlights Alphabet's strategic priorities beyond its core advertising business.
Credit reporting giant Equifax posted better-than-expected Q4 2025 results, with revenue climbing 9.2% to $1.55 billion. The company issued optimistic guidance for the coming quarter, signaling resilience despite challenges in key sectors like U.S. mortgage and hiring markets.
In a strategic move to capture the booming institutional staking market, Bitwise Asset Management has acquired Swiss-based infrastructure provider Chorus One. The deal grants Bitwise direct control over yield-generating operations as it expands its European footprint and on-chain product suite.
Tether's ambitious plan to raise up to $20 billion at a staggering $500 billion valuation has quietly faltered, casting doubt on the stablecoin giant's aggressive expansion strategy amid a turbulent market and declining profits.
A consortium led by KKR and Singtel has agreed to acquire full ownership of ST Telemedia Global Data Centres (STT GDC) in a landmark transaction valuing the company at nearly $11 billion, marking a major consolidation in the Asia-Pacific digital infrastructure sector.
Bitmine Immersion Technologies Chairman Tom Lee has dismissed criticism over the company's $6.6 billion unrealized loss on its massive Ethereum holdings, framing it as an inherent part of a long-term strategy to track the asset's price. He challenged critics to apply the same scrutiny to mainstream ETF products during market downturns.
As Bitcoin's sharp correction sparks debate over a new 'crypto winter,' prominent voices clash on its trajectory. Michael Burry warns of a cascading sell-off, while analysts point to a fractured market structure that defies historical comparisons.
Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.
A consortium led by KKR and Singapore Telecommunications has agreed to acquire the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion, taking full ownership of one of Asia's largest data centre platforms. The deal, valuing STT GDC at S$13.8 billion, marks Southeast Asia's largest-ever data centre transaction and underscores the fierce competition for digital infrastructure assets.
A new S&P Global Ratings analysis forecasts the market for euro-pegged stablecoins will surge to €1.1 billion within six years, fueled not by payments but by the tokenization of real-world assets. Major European banks are now entering the fray, spurred by the EU's landmark MiCA regulation.
Meta Platforms' latest earnings reveal a staggering $115-135 billion AI infrastructure investment plan for 2026, alongside a $36.57 billion stock shelf registration. The move intensifies the debate on whether massive spending will fortify its ad empire or strain its financials amid growing regulatory pressures.
Banco Santander's acquisition of Webster Financial, valued at $12.3 billion, is set to create a top-10 U.S. retail and commercial bank by assets and significantly bolster its deposit base in the key Northeast market, marking the largest bank deal of the year.
Billionaire investors Ken Griffin and Stephen Ross are spearheading a $10 million national marketing blitz to position South Florida's Gold Coast as the nation's premier destination for corporate headquarters and talent, amid signs that the state's pandemic-era migration boom is cooling.
Western Digital's strategic pivot to become 'WD' and focus on AI infrastructure is delivering massive returns, with quarterly revenue hitting $3 billion and shares soaring on renewed investor confidence.
Oracle is preparing a massive capital raise of up to $50 billion to fuel its AI and cloud infrastructure expansion, alongside potential large-scale job cuts and a strategic review of its Cerner healthcare unit, marking a pivotal moment in its competition with cloud giants.
Alphabet's self-driving unit Waymo has raised $16 billion in a major funding round, valuing the company at $126 billion. The capital injection aims to fuel rapid fleet and market expansion. In other news, SpaceX moves to acquire Elon Musk's xAI, and California proposes a novel state-level EV incentive program targeting first-time buyers.
