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Stakk shares fall as US$63m ParaScript acquisition tests dilution and AI trust strategy
Stakk’s ParaScript acquisition could transform its revenue, margins and United States footprint, but investors must weigh that growth against dilution, fixed payments and integration risk.
Schneider Electric to buy Cognite for $3.1bn as industrial AI strategy expands
Schneider Electric is acquiring industrial AI software company Cognite for $3.1 billion and integrating it with AVEVA, but the high revenue multiple has unsettled investors.
South Korea plans chip windfall fund to finance AI growth and narrow inequality
President Lee Jae Myung’s government wants to channel additional semiconductor tax revenue into national technology projects, regional development and support for younger South Koreans, turning a cyclical chip boom into a test of long-term economic policy.
Bending Spoons (Nasdaq: BSP) falls 11% after IPO surge as debt tests AI roll-up model
Bending Spoons brings AI efficiency and iconic software brands to Nasdaq, but US$4.4bn of debt makes its IPO valuation a cash-flow test.
NASA awards $590m lunar contracts to Astrobotic, Firefly and Intuitive Machines
NASA awarded $590 million in lunar contracts to Astrobotic, Firefly and Intuitive Machines. Discover the values, risks and 2028 milestones.
Circle8 extends Rijkswaterstaat framework with $175m annual opportunity
Circle8 extended its Rijkswaterstaat framework with a $175 million annual opportunity. Discover what is guaranteed and what CIRC investors should watch.
Goldman Sachs raises Robinhood (Nasdaq: HOOD) price target to $121 after record June trading volumes
Goldman Sachs raises its Robinhood price target to $121 as prediction markets revenue crosses $400 million annualized, just 18 months after launch.
Oracle’s $638bn AI backlog now exceeds its own market capitalization
Oracle's $638 billion AI backlog now exceeds its market cap, but capex and financing risk keep pressuring the stock.
Semiconductor stocks sink as Meta’s cloud pivot and a fresh lawsuit unwind a parabolic rally
Semiconductor stocks fall sharply as Meta's cloud pivot and a fresh lawsuit unwind a parabolic year-long rally.
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.