Browsing Tag
Microsoft
325 posts
GlobalData Plc (LSE: DATA) stock steadies as £30m tender offer exposes growth pressure
GlobalData’s £30m tender offer gives DATA investors a premium exit, but slow underlying growth keeps the September value plan under pressure.
SK Hynix files SEC prospectus for biggest ever US listing by a foreign company, targets $28 billion
SK Hynix launches $28 billion Nasdaq ADR listing under symbol SKHY, set to trade July 10 in the biggest ever US listing by a foreign company. Read more.
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 $50bn 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.