Oracle and Bloom Energy Bet 2.8 GW on Fuel Cells for AI
Oracle and Bloom Energy are expanding their strategic partnership to deploy 2.8 GW of on-site fuel cell power for AI data centers, sending Oracle stock up 12.7%.
Bruno M.
Big Pharma’s Tariff Reckoning: Drug Stocks Brace for 100% Duties
The Trump administration’s 100% pharmaceutical tariff threat is testing drug stock valuations, global supply chains, and corporate bond markets.
Is OpenAI Worth $852 Billion? Investors Push Back
OpenAI’s private market valuation has ballooned to $852 billion, but some of its own backers are questioning the math as the company shifts strategic focus.
Amazon’s Globalstar Bet: Inside the Satellite Race
Amazon is in advanced talks to acquire Globalstar, a move that could reshape the satellite internet race against SpaceX Starlink and trigger a new wave of space sector M&A.
CATL’s $5B Hong Kong Offering: A Capital Markets Signal
CATL, the world’s largest EV battery maker, is eyeing a $5B Hong Kong share sale. Here’s what the deal signals for global capital markets and Chinese company listings.
United-American Airlines Merger: What It Means for Markets
United Airlines CEO Scott Kirby raised a potential merger with American Airlines during a Trump White House meeting, reviving the biggest airline M&A question in a decade.
ASML Q1 2026 Earnings: The AI Chip Supply Chain Signal
ASML reports Q1 2026 earnings this week. As the sole maker of EUV machines, its order book is the best indicator of where the AI chip supercycle is headed.
Microsoft Q3 FY2026 Earnings Preview: Azure and AI in the Spotlight
Microsoft reports Q3 FY2026 earnings on April 29. Here’s what analysts expect from Azure cloud growth, AI Copilot revenue, and the company’s evolving competitive position.
CoreWeave: How the GPU Cloud IPO Became Wall Street’s AI Darling
CoreWeave has surged 176% since its 2025 IPO. Here’s what the GPU cloud provider’s rise reveals about the next phase of AI infrastructure investment.
Blackstone Surges 6%: What Private Equity’s Rally Signals
Blackstone surged 6% on April 13 as private equity benefits from M&A revival, real asset demand, and surging institutional inflows to alternatives.