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Earlier in April, Rosenblatt Securities upgraded Arista Networks after gaining greater confidence in its XPO strategy and highlighting new front-end networking wins with major AI customers Google and Anthropic. The firm also pointed to strong demand for scale-out Ethernet and switching and routing products as reinforcing Arista’s position in cloud and AI data center networking. We’ll now examine how Rosenblatt’s increased confidence in Arista’s XPO strategy and AI customer wins may influence...

Stellantis is expanding its SUSTAINera circular economy program with a third vehicle dismantling center focused on reuse and recycling of end of life parts. The company is co sponsoring the U.S. Department of Energy's EcoCAR Innovation Challenge with General Motors, supplying Jeep Cherokee hybrid platforms to student teams. Amazon's online new car sales platform is adding Stellantis brands, including Jeep, to its growing digital auto retail offering. At Opel's R&D headquarters, Stellantis...

PlanHub, the leading preconstruction bidding platform and marketplace connecting general contractors, subcontractors, and suppliers across the commercial construction industry, today announced the appointment of David Fleischman as Chief Product Officer (CPO). In his role, Fleischman will lead PlanHub's product strategy and roadmap, with a sharp focus on delivering best-in-class AI-powered products that put customers at the center of every decision.

Amazon remains the industry's powerhouse, but consumers' preferences are shifting in a way that only works to one of these outfits' advantage.

Arista Networks rides the AI spending boom with strong growth and hyperscaler demand, while Fluence Energy faces losses and sharp estimate cuts.

HANOI, Vietnam, April 15, 2026--FPT has signed a landmark agreement to provide Microsoft 365 (M365) licenses to Chugoku Electric Power Group - one of Japan’s ten largest regional power utilities, ranked sixth by electricity sales. This milestone underscores FPT’s leadership in Japan’s technology sector and its pivotal role in driving innovation and advancing the digital transformation of the Hiroshima-headquartered group.

ASML, the world's largest supplier of chipmaking tools, on Wednesday reported stronger-than-expected first-quarter earnings and lifted its 2026 revenue outlook as artificial intelligence boosts demand for its ‌equipment. The stronger forecast reinforces ASML's position as sole provider of the EUV lithography tools needed to print cutting-edge AI ‌chips for firms like Nvidia, even as it points to potential bottlenecks as demand for computing capacity in data centres soars. "Demand for chips is outpacing supply," CEO ​Christophe Fouquet said in a statement, adding ASML has seen an influx of new orders in the past quarter as a result.

South Korean AI chip startup DEEPX will expand its partnership with Hyundai Motor Group to develop a computing platform for generative ‌AI robots using its second generation of low-power chips, its top executive said, as ‌it gets set for an IPO. DEEPX is in talks with the government and investors to raise more than 600 ​billion won ($408 million) in an ongoing funding round, in the run-up to a potential IPO in South Korea, DEEPX CEO Lokwon Kim said. The company, which began producing chips late last year, is one of a number of South Korean startups riding on Seoul's ambitions to nurture artificial intelligence champions and ‌make the country an AI leader.

The stock market rally powers higher with the Nasdaq and Nvidia up for 10 days. Here's what to do now. ASML, Bank of America earnings are on tap.

Broadcom (AVGO) is back in focus after signing extended multiyear agreements with Meta, Google, and Anthropic that place its custom AI chips and networking at the core of large scale AI data center buildouts. See our latest analysis for Broadcom. The recent AI chip agreements coincide with strong momentum in Broadcom’s shares, with a 30 day share price return of 17.19% and a 1 year total shareholder return of 119.84%, while multi year total shareholder returns are also very large. If you are...

Apple has been named as a defendant in a wide reaching lawsuit alleging failure to prevent high frequency gambling transactions processed via Apple Pay. The case centers on claims that Apple, alongside other financial and e commerce firms, enabled hundreds of rapid gambling payments tied to an allegedly fraudulent gaming operator. Plaintiffs are seeking substantial damages and injunctive relief, raising questions about Apple Pay’s consumer protection controls and regulatory compliance. For...

Bezos-founded companies are pushing ahead in satellite connections and rocket launches, businesses that Musk’s SpaceX has long dominated.

(Bloomberg) -- Amazon.com Inc.’s $11.6 billion deal to buy Globalstar Inc. ramps up competition with Elon Musk’s Starlink in satellite communications, a market predicted to double to $200 billion in the coming years.On Tuesday, Amazon announced plans to buy the satellite operator for a mix of stock and up to $90 a share and said that in 2028 it will launch a direct-to-device service, offering connectivity straight to people’s mobile devices as an alternative to traditional cell towers.Through Gl

(Bloomberg) -- US Treasury Secretary Scott Bessent hailed Anthropic PBC’s Mythos as a revolutionary step that will keep America ahead of China in AI, endorsing an industry leader that’s clashed with Washington over its role in military endeavors.Bessent, speaking Tuesday at a Wall Street Journal event in Washington, dismissed a question suggesting China was rapidly catching up in AI technology, though he said American artificial intelligence stood just three to six months ahead. He singled out M

Globalstar stock jumped on Tuesday after Amazon.com agreed to buy the satellite company, in a move that could have big implications for the wider space sector. Amazon said it would buy Globalstar for the equivalent of $90 a share. Globalstar shareholders can elect to sell their shares for cash or receive the online retailer’s stock at a ratio of 0.3210 Amazon shares per Globalstar share, with a value capped at $90.00 per share.

All three of them are priced at discounts that aren't likely to linger.

Cook is Nike’s lead independent director and has been on the company board since 2005. Cook bought $3 million worth of shares in Nike at the end of December. After the purchase, Cook holds 130,480 Nike shares, worth about $5.7 million based on Tuesday’s closing price.

Black Hills Corp. shares rose on Tuesday after Microsoft announced plans to purchase approximately 3,200 acres in Cheyenne, Wyo., to develop a data center. The project will add to Microsoft’s footprint in the state, as hyperscalers such as Meta Platforms have started to build out data centers in Wyoming. Microsoft already has 11 data centers in the state, with three more currently being built.

Trading near its highest levels since 2021, Intel stock has continued a remarkable turnaround after years of structural, competitive, and financial setbacks.

Seven stocks have dominated the U.S. market for the better part of three years, and one ETF lets you own all of them. The Roundhill Magnificent Seven ETF (MAGS) holds Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta Platforms, and Tesla in a single fund. Since launching in April 2023, it has ...

Nexon Asia Pacific (Nexon), today announced it has become a member of the Microsoft Intelligent Security Association (MISA), an ecosystem of software development companies and security services partners that have integrated their solutions with Microsoft Security technology to better defend our mutual customers against a world of increasing cyber threats.

Apple Chief Executive Tim Cook and Nike CEO Elliott Hill just gave Nike’s stock another boost. The sneaker company's stock price rose 2% in after-hours trading after Hill and Cook, the lead director on Nike’s board, disclosed they had bought nearly 50,000 shares in Nike between them. Cook and Hill's purchases provided a jolt of support for Nike, whose turnaround has hit snags--especially in China.

Alphabet’s modeled fair value has shifted from US$376.95 to US$375.79, a very small reduction that still reflects detailed recalibration rather than a wholesale rethink. This tweak sits alongside competing analyst narratives, with some raising targets on AI related optimism and others trimming estimates as they factor in legal and regulatory risks for large platforms. As you read on, you will see how these small price target moves fit into the broader story and what signals to watch as the...

Today, April 14, 2026, investors are weighing a huge fuel-cell power partnership and new AI tools reshaping this cloud giant’s outlook.

One is in a better position today, while the other may be more suitable for long-term investors.

I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly accurate. His co-host laid it out: “every chip that’s coming out is getting used instantaneously. There is not an idle memory or processing ... “Every Chip Is Getting Used Instantly” — Here’s Why Google’s AI Dominance May Be Unstoppable

(Bloomberg) -- Amazon.com Inc.’s takeover of Globalstar Inc. is poised to benefit one of the company’s biggest rivals in hardware devices: Apple Inc.The $11.6 billion deal, announced Tuesday, will provide Amazon with a network of satellites — jump-starting a push to offer internet service directly to devices. The online retailer also pledged to start supporting Apple’s emergency messaging service with its Leo satellite system, filling a role currently held by Globalstar. If the deal goes through

Microsoft (MSFT) closed at $393.01 in the latest trading session, marking a +2.25% move from the prior day.

With a SpaceX IPO pending, Amazon's Globalstar move spotlights its push to fuse satellite connectivity with AI-powered cloud services, today, April 14, 2026.

Fundraising is reportedly flowing for Fluidstack after it secured a $50 billion deal to build data centers for Anthropic.

BOSTON, April 14, 2026--Liberty All-Star® Growth Fund, Inc. March 2026 Monthly Update

BOSTON, April 14, 2026--Liberty All-Star® Equity Fund March 2026 Monthly Update

A cloud giant wants to buy the satellite constellation to strengthen its space-based communications network.

A new antitrust lawsuit on Tuesday accuses Google of shutting out rival Android app stores by ‌monopolizing app distribution and billing, violating U.S. antitrust law. Aptoide, a ‌Portuguese company that specializes in mobile games and calls itself the world's third-largest Android app store, ​said it would have exerted substantially more pressure on Google's pricing and policies but for Google's "anticompetitive chokehold" that shuts out smaller rivals. Google, a unit of Alphabet, did not immediately respond to requests for comment.

TECHnalysis Research, LLC, president Bob O'Donnell joins Josh Lipton on Market Domination Overtime to discuss OpenAI's (OPAI.PVT) big pivots ahead of its IPO that have investors scratching their heads.

Demand for CoreWeave's artificial intelligence (AI) cloud services has been strong, but it faces one key risk.

Investing.com -- Nike Inc. (NYSE:NKE) shares rose 2% in after-hours trading Tuesday following insider purchases by director and Apple CEO Tim Cook and company CEO Elliott Hill.

The Bezos-Musk space war just got a new front, and Apple might want to start paying attention

Alphabet’s recent performance in focus Alphabet (GOOGL) has drawn fresh attention after a period where the stock showed a 1 day gain of 1.28%, with a 5.19% move over the past week and 6.30% over the past month. See our latest analysis for Alphabet. Those recent gains come after a softer patch, with a 90 day share price return of a 4.33% decline but a very large 3 year total shareholder return that points to sustained momentum. If you are looking beyond Alphabet for what is moving in AI...

Alphabet leads fresh analyst reports as AI growth, cloud momentum, and rising competition shape outlooks for major tech and energy players.

Find insight on Amazon’s new drug-discovery app, Johnson & Johnson, Monash IVF and GSK in the latest Market Talks covering Health Care.

More than half of U.S. data center builds have been delayed or canceled, making companies with existing artificial intelligence data centers more valuable.

The Nasdaq Composite extended its winning streak to a tenth consecutive session on Tuesday as oil pr

Amazon agreed to buy Globalstar for $11.57 billion, in a move expanding its satellite business versus Elon Musk-controlled companies.

Shares in mobile-satellite company Globalstar surged 9.6% after Amazon said it was paying $10.8 billion to acquire the biggest rival to Elon Musk's Starlink. The deal will allow Amazon's Leo satellite network to offer direct-to-device connections.

Citi initiated coverage of quantum firm Infleqtion with a buy rating. Quantum computing stocks rallied.

Shareholders have enjoyed a flurry of positive announcements this month, but most analysts still see Intel stock as a Hold.

Millions of people using Android mobile devices could receive a payout, according to the settlement website.

The Dow Jones Industrial Average and other major stock indexes finished Tuesday's session with healthy gains as investors seemed pleased by a lower inflation reading. Meanwhile, Nvidia saw more positive momentum as Alphabet hit an early buy point on the stock market today. The Dow closed with a 0.7% gain, or nearly 318 points.

(Bloomberg) -- OpenAI is letting a select group of users access a new artificial intelligence model that’s meant to be more adept at spotting software security vulnerabilities, one week after rival Anthropic PBC announced a limited release of an AI tool called Mythos. The ChatGPT maker said Tuesday that it’s beginning to roll out GPT-5.4-Cyber, which is aimed at finding issues in software so organizations can fix them. GPT-5.4-Cyber also places fewer constraints on the ways users can probe the m

Tech stocks rose late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Coinbase reportedly pursues Anthropic's Mythos AI model access to bolster exchange security as Project Glasswing reshapes cyber defense.

Dow Jones retail giant Amazon and Alphabet are approaching new buy points as the stock market continues to rally.

Amazon Agrees to Buy Globalstar, Expands Apple Satellite Tie-Up

Investors love the idea of Amazon powering Apple's DTC iPhones.

Leaders and laggards in artificial intelligence stocks keep evolving with CoreWeave and Nebius among top gainers with Q1 earnings due.

(Bloomberg) -- Microsoft Corp. has agreed to rent data center capacity at a site in Norway that was initially intended for OpenAI and marketed as part of the artificial intelligence company’s Stargate initiative.Microsoft will rent 30,000 additional Nvidia Corp. Vera Rubin chips from neocloud provider Nscale at a campus inside the arctic circle in Narvik, Norway, Nscale said in a statement. This builds on a prior $6.2 billion commitment Microsoft made at the same site.OpenAI had initially been i

With IREN shares soaring a massive triple-digit over the past year, is there still more fuel left in the tank?

PATH's 39% slide resets expectations, but steady growth, rising margins and strong cash position keep the stock in hold territory amid demand uncertainty.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is training a photorealistic digital version of its chief executive to interact with the company's 79,000 staff. Meta is developing an AI-powered replica of Mark Zuckerberg designed to interact with employees on his behalf, according to a...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to overtake Alphabet Inc (NASDAQ:GOOG)'s Google as the largest digital advertising company by net revenue, according to a Wall Street Journal report citing eMarketer projections. Meta is projected at about $243.46 billion versus...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has earned a repeat ‘Buy’ rating from Bank of America following the unexpected early launch of the company’s newest large language model, Muse Spark. Bank of America also kept its price target on Meta unchanged at $885, with shares up 3.4%...

CoreWeave (NASDAQ:CRWV) on Thursday announced an expanded agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) to provide AI cloud capacity through December 2032. The deal, valued at approximately $21 billion, continues the companies’ existing relationship and supports Meta’s...

Trump announced that a two-week ceasefire deal had been agreed between the US and Iran

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) saw its shares rise nearly 9% following the announcement of Muse Spark, the first model from its newly formed Meta Superintelligence Labs. In a blog post, the company described the model is a natively multimodal reasoning system with...

Analysts at Jefferies say that while regulatory scrutiny may affect Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), the company could still present attractive long-term investment opportunities. In a note to clients, Jefferies highlighted that concerns around regulatory and...

Energy prices are reignited by a seeming lack of diplomatic progress ahead of President Trump's five-day deadline on military strikes against Iran's energy infrastructure

Shares of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) fell about 7.8% on Thursday afternoon, pressured by a series of legal setbacks, fresh layoffs and lingering investor concerns over elevated capital spending. The decline came as the broader “Magnificent 7” technology group...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is offering stock options to top executives for the first time since its 2012 initial public offering, in a bid to retain key talent as the company intensifies its push into artificial intelligence, according to a company spokesperson. The...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is developing a personal artificial intelligence tool for CEO Mark Zuckerberg as part of a broader push to integrate AI into internal operations and enhance productivity, according to a Wall Street Journal report. Per people familiar with...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is establishing a permanent retail presence in New York City, converting its Meta Lab pop-up in Manhattan into a long-term flagship store focused on artificial intelligence-powered glasses and virtual and augmented reality hardware. It was...

Shares of Netherlands-based AI cloud company Nebius Group (NASDAQ:NBIS) jumped nearly 12% on Monday after the company announced a new long-term infrastructure agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB). Under the five-year deal, Nebius will provide $12 billion in...

Apple Inc. (NASDAQ:AAPL) is witnessing a major reshuffle in its top management, with several key personnel and engineers exiting the company. The departures, which include the heads of artificial intelligence and interface design, represent an unprecedented level of turnover in Apple’s executive suite. What Happened: The company’s general counsel and head of governmental affairs are also on their way out. These exits have sparked concerns about Apple’s future, especially in the realm of artifici

Leaked internal documents have revealed that Meta Platforms Inc. (NASDAQ:META) projected a revenue of approximately $16 billion from scam advertisements and banned goods in 2024, which would account for nearly 10% of its total revenue. As per the documents, Meta was unable to prevent a flood of ads that exposed billions of users to fraudulent e-commerce and investment schemes, illegal online casinos, and the sale of prohibited medical products. These documents, which were dated December 2024, su

Thinking about what to do next with your San Miguel Food and Beverage shares, or maybe wondering if it's the right time to get in? You are definitely not alone. This is a market favorite, and it is impossible not to notice how the share price has both meandered and surged at different points over the last few years. While the past month has seen a minor dip of about 2.8%, and the year-to-date move is up just 0.3%, the bigger picture offers a bit more to consider. For starters, if you had...

San Miguel Food and Beverage (PSE:FB) is drawing investor attention, although there has not been any single headline event behind the recent moves. Sometimes markets blink for reasons that are harder to pin down, sparking questions for anyone weighing a potential buy or sell. It is moments like these, where signals seem mixed, that often set up the most interesting “what next” debates among shareholders. Looking at the numbers, the past year has brought a decent share of price swings for San...

Meta Platforms Inc. (NASDAQ:META) has reportedly invested a staggering $250 million to secure the talents of 24-year-old AI prodigy, Matt Deitke. What Happened: Deitke, a former doctoral student at the University of Washington, initially turned down Meta CEO Mark Zuckerberg‘s offer of around $125 million over four years. However, following a meeting with Zuckerberg, Deitke accepted a revised offer of approximately $250 million, with the potential to earn $100 million in the first year alone. As

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Trending AI Stocks on News and Ratings. On July 2, Cantor Fitzgerald analyst Deepak Mathivanan reiterated an “Overweight” rating on the stock with a $807.00 price target. The rating affirmation comes despite Meta facing the risk of daily fines of up to 5% of its daily revenue from the […]

Similar to last year, stocks such as Palantir, Nvidia, and Microsoft remain among the hottest names driving the artificial intelligence (AI) revolution.