Browsing Tag
OpenAI
229 posts
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.
Xero (ASX: XRO) stock up 8.55% as FY26 revenue jumps 31% and Anthropic AI deal lands
Xero (ASX: XRO) is down 56% over twelve months. FY26 revenue grew 31% and Melio drove US revenue 240% higher. The reset is now between investment phase and margin recovery.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Nscale lines up $790m for Narvik AI campus as Microsoft fills the slot OpenAI walked away from
OpenAI walked away from Stargate Norway. Nscale just raised $790 million anyway, with Microsoft (MSFT) now anchoring the Narvik AI campus.
Block (ASX: XYZ) Q1 beat reframes the AI restructuring as a margin story
Block cut 40% of staff. Bears called it desperation. Today's Q1 beat and guidance lift suggest Dorsey's AI bet is working.
Panthalassa wants to run AI inference at sea, and Thiel, Doerr, and Supermicro just funded it
Wave energy spent twenty years failing to reach the grid. Panthalassa just raised $140 million from Peter Thiel and others by skipping the grid entirely.
Daloopa’s Perplexity deal shows where AI finance is heading after the hype cycle
AI finance has a trust problem. Daloopa’s Perplexity integration shifts the race from smarter models to verified data workflows.
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.