Browsing Tag
Inc.
323 posts
Enphase Energy joins Open Compute Project to help advance AI data centre power standards
Enphase joins OCP as a Platinum member, linking ENPH to AI data centre power standards, higher-voltage DC racks and IQ SST growth
CXMT secures reported $3bn Tencent memory deal ahead of major China IPO
CXMT has reportedly secured a $2.94 billion Tencent memory deal before its major China IPO. Discover what it means for AI chips and global suppliers.
Baidu shares jump as Kunlunxin targets $50bn Hong Kong AI-chip IPO
Baidu’s Kunlunxin subsidiary is reportedly seeking a $50 billion Hong Kong IPO valuation as China accelerates investment in domestic AI chips. The listing could unlock substantial value for Baidu while testing whether semiconductor scarcity can justify one of the sector’s fastest valuation increases.
Why SailPoint’s Entro deal matters for SAIL stock and enterprise AI governance
SailPoint’s Entro acquisition sharpens SAIL’s AI security story around non-human identities, agentic governance and enterprise credential protection.
Could Martin Marietta’s $13.5bn Lhoist deal reshape the U.S. lime market?
Martin Marietta’s $13.5 billion Lhoist deal expands MLM’s lime, limestone and industrial minerals platform, but leverage and dilution remain key risks.
Micron (NASDAQ: MU) revenue quadruples to $41.5bn as AI memory shortage drives record margins
Micron revenue quadrupled to $41.46 billion as AI memory demand drove record margins and $100 billion in contracts. Read what comes next for $MU now.
Amazon adds $13bn to India AI and cloud investment as AWS capacity race accelerates
Amazon adds $13 billion to its India AI and cloud expansion, raising planned investment to $48 billion. Discover what the AWS push means for the market.
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
Why Blackline Safety stock is only C$0.04 above the guaranteed Francisco Partners cash offer
Blackline Safety has secured the final outstanding regulatory approval for its proposed acquisition by Francisco Partners. The deal is now expected to close around June 30, shifting attention from regulatory risk to the company’s ambitious fiscal 2027 recurring-revenue target.
Could AI-guided TMS give NRx a sharper mental health platform story?
NRx’s HOPE Therapeutics begins Zeta-guided TMS treatments, sharpening NRXP’s precision psychiatry, clinic network and depression care strategy.