Browsing Tag
NYSE
114 posts
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.
Getty Images scraps $3.7bn Shutterstock merger after UK regulator’s demand
Getty Images scraps its $3.7 billion Shutterstock merger after UK regulators demand a full editorial business divestiture.
QXO completes $17bn TopBuild acquisition, cementing building products roll-up
QXO completes its $17 billion acquisition of TopBuild, its third major deal in two years in building products distribution.
FedEx (FDX) to sell Supply Chain unit to CMA CGM for $1.4bn as portfolio restructuring continues
FedEx to sell its Supply Chain unit to CMA CGM for $1.4 billion as the company sharpens its focus on core delivery operations.
Why Brookfield just bet $25bn on Bloom Energy’s fuel cells powering the AI buildout
Bloom Energy and Brookfield expand their AI power financing partnership to $25 billion as BE stock trades near 52-week highs.
Carnival (NYSE: CCL) Q2 FY26 print meets Iran fuel shock as PROPEL 2029 targets land
Carnival (NYSE: CCL) just printed record Q1 and launched a USD 2.5B buyback. The Iran fuel shock is the part the bull case has to absorb.
QuantumScape (NYSE: QS) solid-state milestones meet Honda-PowerCo validation test
QuantumScape (NYSE: QS) just added Honda to its PowerCo partnership on solid-state batteries. The QSE-5 ramp and 2027 licensing are the next real tests.
Wolfspeed (NYSE: WOLF) post-Chapter 11 reset meets the AI data center SiC pivot
Wolfspeed (NYSE: WOLF) emerged from Chapter 11 and ran 3,595% in 12 months on AI silicon carbide demand. The 200mm wafer transition is the next real test.
Butterfly Network (NYSE: BFLY) AI ultrasound thesis meets the Home Care launch test
Butterfly Network (NYSE: BFLY) beat Q1 with 25% growth, 69% margins and a Midjourney deal. The Home Care launch in Q3 is the next real test.
Argan (NYSE: AGX) record Q1 FY27 print runs into the data center power debate
Argan (NYSE: AGX) just printed 50 percent revenue growth on AI data center power demand. The real test is whether the USD 2.8B backlog converts cleanly.