Technology

Activist investor Irenic Capital Management is pushing for change at Snap amid a sharp drop in the social media company’s share price this year.

CoreWeave stock rises after the company closes a $8.5 billion delayed-draw term loan facility.

Apple needs to prove to Wall Street that it can continue to be a dominant tech force—and a solid tech investment—for the next 50 years.

Saronic Technologies’ $1.75 billion funding round highlights how autonomous shipbuilders are challenging traditional defense contractors like Huntington Ingalls.

The latest loan facility will reduce the interest costs associated with the neocloud’s massive AI buildout, the company says.

The $2 billion investment is part of a collaboration that will allow customers to use components from both companies.

Xanadu’s CEO says he wants photonic quantum systems to solve challenges for customers.

Investors looking to play the trend can focus on retailers and suppliers set to benefit from the wave of demand. 

Nebius stock has been the leader among the ‘neocloud’ stocks in recent months. A new data-center investment could help that continue.

Worries about how long the Iran conflict will linger may hurt profits. That’s bad for Wall Street.

Cryptocurrencies fell Tuesday despite stock futures rising as digital assets struggled to find their place in volatile wartime markets.

Aluminum stocks are soaring, SpaceX IPO could use a little-known loophole, pro football kicks off new deal with American Express, and more news to start your day.

On Monday, Vertical Aerospace announced a financing package worth up to $850 million.

Palo Alto CEO Nikesh Arora purchased $10 million of stock after shares fell on concerns tied to Anthropic’s new artificial-intelligence model.

Trivariate Research’s Adam Parker writes that investors should “avoid cheap and slow growing stocks.”

Tesla is slated to report first-quarter delivery volumes on Thursday.

A rally in cybersecurity stocks lost steam on Monday. The sector is down15% this year.

The OpenClaw chatbot is more than just a social media phenom. It’s a good omen for Marvell Technology, one Wall Streter said.

Palo Alto Networks CEO Nikesh Arora bought 68,085 shares as cybersecurity stocks tumbled.

Fermi confirms Monday that it is yet to sign a cornerstone tenant for its Project Matador campus in Amarillo, Texas.

Analysts at Morgan Stanley and Monness, Crespi, Hardt reiterate their equivalent of Buy ratings on Meta Platforms stock.

Nvidia is set to benefit from spending by customers such as artificial-intelligence company Mistral AI and space-based data center company Starcloud.

Citi analyst John Godyn launched coverage of Voyager Technologies with a Buy rating and $36 price target.

SpaceX is planning to bring high-speed data direct from the stars to your phone.

Seagate Technology stock has surged over the past year, but J.P. Morgan says rising AI-driven data-center demand and expanding margins could push shares even higher.