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Amazon
176 posts
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
First fully AI-generated feature film ‘Dreams of Violets’ set for Tribeca world premiere
'Dreams of Violets,' a $2,000 AI-generated docudrama on Iran's protests, becomes the first fully AI feature in a major festival's official lineup at Tribeca. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.
The quiet grid battle behind NextEra Energy’s reported $400bn Dominion Energy move
AI needs power faster than grids can expand. A NextEra-Dominion deal could turn Virginia’s data-center corridor into utility M&A’s new prize.
Appen (ASX: APX) stock up 5.4% as AI data services rebound and China generative AI accelerates
Appen (ASX: APX) lost Google in 2024 and lost 90% of its value. China generative AI is now driving a 67% revenue surge. The recovery thesis is back on the table.
Why Estée Lauder’s Puig pursuit comes with thousands more job cuts and one big execution risk
Estée Lauder is cutting more jobs while pursuing Puig. Find out how the move could reshape beauty, margins, and investor sentiment.
The a2 Milk Company recalls U.S. infant formula batches as cereulide detection sparks market sell-off
The a2 Milk Company faces investor scrutiny after a U.S. infant formula recall. Read how the risk could affect brand trust and strategy.
The a2 Milk Company recalls U.S. infant formula batches as cereulide risk raises supply-chain questions
Infant formula trust is fragile. The a2 Milk Company recall shows how one ingredient risk can become a wider supply-chain test.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.