Browsing Tag
Microsoft
313 posts
Craneware (AIM: CRW) crashes 26% as 340B delays reset the FY27 growth and valuation case
Craneware lost 26% after 340B delays erased FY26 growth. September results must show whether deferred contracts can revive FY27 earnings.
IREN shares slide as analysts flag weaker competitive positioning against CoreWeave and Nebius
IREN shares fall as Bernstein flags weaker economics versus CoreWeave and Nebius, compounded by Meta's cloud ambitions.
Craneware (AIM: CRW) shares plunge 25% as CRW’s FY26 growth slips into FY27 on 340B delays
Craneware’s FY26 warning has shifted investor attention from identifying 340B opportunities to converting them into revenue, executing contracts and rebuilding forecast credibility.
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
National Grid shares fall as $1.75bn Joulent bet targets AI data centre power boom
National Grid is moving beyond conventional regulated networks with a $1.75 billion investment in Joulent, but the higher-return strategy introduces construction, technology, carbon and balance-sheet risks.
Iranian cyberattacks against Israel triple as smaller businesses become new battlefield
Israel recorded 4,800 Iranian cyber incidents in June. Critical systems held, but smaller companies suffered destructive breaches and data loss.
Chevron signs 20-year Microsoft power deal for 2.67 GW Project Kilby in Texas
Chevron’s 2.67 GW Project Kilby will power Microsoft’s West Texas AI campus with Permian gas. Explore the FID, economics and execution risks today in depth.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Databricks targets $175bn valuation as private funding delays its IPO test
Databricks is reportedly preparing another private funding round at a valuation of up to $175 billion, giving the enterprise AI company more capital and strategic freedom while postponing the harder valuation test of a public listing.
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.