RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
The Trump administration's AI Action Plan sets a strategic direction, but analysts argue its success hinges on aggressive private sector investment in workforce training to avoid leaving millions of workers behind in the coming technological shift.
Alibaba's logistics arm Cainiao and autonomous driving firm Zelos Technology have merged to form a standalone robovan business, valued at approximately $2 billion. The move signals a strategic push into automated delivery solutions within China's competitive e-commerce landscape, as the tech giant seeks new growth engines beyond its core operations.
Worldcoin (WLD) plunged 21% in a volatile session, yet derivatives data reveals a cohort of traders profited from the downturn. Despite the crash, on-chain metrics suggest holder accumulation is limiting sell-side pressure, setting the stage for potential consolidation.
Mining giant Rio Tinto and state-owned Aluminum Corporation of China (Chalco) have entered a definitive agreement to acquire a controlling 68.6% stake in Brazil's Companhia Brasileira de Alumínio (CBA) from Votorantim, valuing the deal at approximately $902.6 million. The move signals a major consolidation in the global low-carbon aluminum sector.
The Centers for Medicare & Medicaid Services (CMS) has unveiled a proposed payment update for Medicare Advantage plans that falls below industry expectations, coupled with stricter risk-adjustment regulations. This dual challenge pressures insurers like Oscar Health (NYSE: OSCR), whose tech-driven model is now under the microscope as profitability margins face a squeeze.
As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
Intuitive Machines (LUNR) is set to acquire Lanteris Space Systems in an $800 million deal, expanding its capabilities into vertically integrated space infrastructure. Concurrently, NASA has selected the company to provide critical tracking support for the upcoming Artemis II crewed lunar mission, signaling growing trust in its technical prowess.
A new industry report reveals Latham & Watkins advised on a record $370bn in tech, media, and telecom deals last year, narrowly edging out rivals in a highly competitive legal advisory market.
As markets swing between hype and fundamentals, Royal KPN's consistent earnings growth and prudent governance present a compelling case for stability-focused investors in the telecom sector.
A wave of risk aversion sweeps global markets, dragging cryptocurrencies down sharply. Bitcoin's technical breakdown and a steep drop for Worldcoin highlight a day of heavy losses and liquidations.
Once a symbol of tech retrenchment, San Francisco's Showplace Square is undergoing a profound transformation. Major leases by AI firms Together AI and Physical Intelligence, coupled with Vanderbilt University's planned campus, are redefining the neighborhood as a nexus for technology, education, and innovation, offering a significant boost to the city's office recovery narrative.
After a stellar 2025, mobile advertising tech leader AppLovin faced a perfect storm of challenges last month, including renewed short-seller allegations, sector-wide valuation pressures, and market jitters over Google's new AI game-creation tool.
While voice-AI firms like SoundHound capture headlines, data analytics giant Palantir Technologies leverages deep government ties and enterprise contracts to build a potentially more resilient growth narrative in the volatile AI sector.
Payment technology firm WEX Inc. is set to release its quarterly financial results after Wednesday's market close, with Wall Street anticipating a return to revenue growth following last year's dip.
Energy Recovery (ERII) sees its price target raised to $23 by analysts, reflecting increased confidence in the adoption timeline for its CO2 refrigeration technology, despite stable core valuation metrics. The shift underscores a nuanced market narrative focused on execution rather than a fundamental change in long-term prospects.
Palantir Technologies' stock surged after hours as the data analytics firm reported record quarterly results, fueled by its AI platform. CEO Alex Karp hailed an 'iconic' performance while warning that the company's dominance creates societal and political tensions.
GE HealthCare Technologies prepares to release its fourth-quarter financial results amid steady analyst expectations and a mixed performance landscape for medical equipment peers.
As Connection (CNXN) prepares to release its quarterly results, investors are watching to see if the company can meet revenue expectations after a series of disappointments, against a backdrop of mixed performance in the tech hardware sector.
As Snap Inc. prepares to report its latest quarterly results, investors are watching closely for signs of sustained user growth and advertising resilience amid a turbulent market for tech stocks.
