Data Center Stocks Face a New AI Valuation Test as Neocloud IPO Plunges
A 30% plunge in a Korea-listed IPO is testing AI infrastructure valuations as Anthropic and Nscale discuss another multibillion-dollar data-center deal.
Data Center and Neocloud Stocks Slide as Korean IPO Rout Tests AI Infrastructure Trade
A 30% plunge in a South Korean IPO rattled data center and neocloud stocks, raising questions about …
GE Aerospace Raises 2026 Earnings Outlook as Services Business Drives Growth
GE Aerospace lifted its 2026 earnings outlook, highlighting recurring engine maintenance demand as a…
Salesforce’s Braze Deal Signals Another Push Into Enterprise Marketing Technology
Salesforce’s reported $47.50-per-share cash acquisition of Braze highlights the strategic value of c…
Saturn Oil & Gas Sets C$302 Million Cash-and-Stock Deal for Corex Resources
Saturn Oil & Gas agreed to acquire Corex Resources for C$302 million in cash and stock, adding to Ca…
NYSE Joins CBOE in Expanding Options Trading Toward a 24-Hour Market
NYSE’s extended-hours options plan signals a structural shift in US derivatives markets, with implic…
Oracle Credit Risk Becomes a Test of the AI Debt Trade
Oracle’s rising default-insurance costs are turning $ORCL into a bellwether for AI-linked debt, tech…
Silgan’s $3.4 Billion Trivium Acquisition Signals Continued Packaging Consolidation
Silgan’s $3.4 billion agreement to acquire Trivium offers a fresh read-through on packaging consolid…
Centrus Energy’s $116 Million Westerman Deal Deepens the US Nuclear Fuel Supply Chain
Centrus Energy’s $116 million Westerman acquisition would add a key centrifuge supplier to its enric…
Oracle’s Rising Debt Costs Put the AI Spending Boom to the Credit-Market Test
Oracle’s higher default-insurance costs are making $ORCL a key test of whether AI infrastructure deb…