Tech & Software
Bloom Energy’s Self-Generation Thesis Gains Traction as Developers Flee the Grid — But a 128x Earnings Tag Leaves No Room for Error
The race to power artificial intelligence is reshaping the energy landscape, and Bloom Energy is positioning itself at the very...
ServiceNow’s Price Hike and AI Control Tower Strategy Collide Ahead of a Defining Quarter
The narrative around ServiceNow has rarely been more contradictory. On one side, the market is punishing the stock for fears...
IBM’s Nanostack Breakthrough and Analyst Upgrade Create a Two-Pronged Rally — But Earnings Loom
International Business Machines has given investors two very different reasons to cheer in recent weeks. The stock surged 5.1% in...
Account-Sharing Crackdown and AI Ad Gambit: Netflix’s Dual-Pronged Strategy
Netflix is walking a perilous line between squeezing more revenue out of its existing subscriber base and building a high-margin...
Strategy’s Preferred-Stock Crisis Exposes the Cracks in a Once-Invulnerable Bitcoin Financing Model
For years, the market consistently valued Strategy at a premium to its Bitcoin stash, rewarding management’s aggressive acquisition spree. That...
AST SpaceMobile Rides Carrier Alliances and Next-Gen Satellites as Stock Battles Volatility
AST SpaceMobile is threading a needle between technical ambition and market impatience. The stock surged 5.57% to €66.30 on Monday,...
At $0.88, Diginex’s Stock Price Puts Both a $1.5 Billion Deal and Nasdaq Listing on the Edge
The clock runs out on Tuesday for Diginex, and the pressure is coming from all sides. The RegTech company faces...
POET Technologies: A $400 Million Cash Pile Meets a $503,000 Revenue Stream as Laser Shortage Fuels Ambition
The story at POET Technologies is one of staggering contrasts. The company has banked $400 million from a May capital...
Nvidia’s Ethernet Coup and Roche’s Blackwell Bet Battle a 7% Rout and China Headwinds
A brutal session on Friday erased roughly $1.2 trillion in market value across the semiconductor sector, and Nvidia was not...
Nebius: Record Revenue Meets Relentless Volatility in the AI Infrastructure Race
Investors who bought Nebius shares at last summer’s trough have seen their position swell by roughly 350% in twelve months....
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