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Google
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EXPN share price climbs as Experian and ServiceNow launch agentic AI partnership ahead of May 20 results
Experian's stock has lagged the FTSE All-Share by 33%, but the operational numbers say something else. ServiceNow just signed up. Wednesday is the test.
Sage Group (LSE: SGE) rises 0.59% ahead of H1 FY26 results next Thursday in the post-Copilot moment of truth
Sage Copilot has 150,000 customers and PwC is now its AI trust partner. May 21 results will reveal whether the moat is real or the disruption is winning.
RELX (LSE: REL) gains 1.2% as relief bounce builds after AI-driven 12.7% ten-day slide
Anthropic's legal AI tool wiped 15% off RELX in a day. Six months later, the question is whether the market has overpriced the disruption or underpriced it.
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.
India’s answer to Starcloud and SpaceX: Pixxel-Sarvam Pathfinder bets on sovereign compute in space
Ground data centres are hitting power, land, and water limits. Pixxel and Sarvam are betting India can leapfrog the bottleneck from orbit.
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
ASX: OML jumps 47% as Pacific Equity Partners tables $1.40 takeover offer for oOh!media
PEP's $1.40 cash offer for ASX: OML lands at 5.9x earnings. Nine paid 8.1x for QMS weeks earlier. The oOh!media board now has a valuation fight on its hands.
Brussels orders Google to open Android to rival AI assistants in DMA interoperability draft
Google reserved Android's AI hooks for Gemini. Brussels now wants rival assistants to run native tasks too, with binding measures due within six months.
Hut 8 (NASDAQ: HUT) stock faces AI infrastructure test as $3.25bn notes plan funds River Bend data center
Hut 8 wants AI infrastructure scale without equity dilution. Its $3.25B debt plan now tests whether River Bend can deliver.
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.