Browsing Tag
Reuters
41 posts
Alpha Compute (Nasdaq: ALP) enters US data center development with Pennsylvania term sheet
Alpha Compute's $55m Pennsylvania land and gas rights term sheet targets a 200MW AI campus, but a $4.5m market cap and $500m total build define the risk.
Volta Infra hits $2.4bn valuation as AI cloud buildout tests Europe’s compute ambitions
Volta Infra has reportedly raised funding at a $2.4 billion valuation and secured a $10 billion AI infrastructure agreement, but investors must decide whether Europe’s AI cloud capacity can scale fast enough to justify the hype.
Shein targets lower Hong Kong IPO valuation as fast-fashion growth model faces market reset
Shein is reportedly seeking a US$30 billion to US$40 billion Hong Kong IPO valuation, but slowing growth, tariff pressure and regulatory scrutiny are forcing investors to reprice the fast-fashion giant.
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
Stripe and Advent offer $53bn to buy PayPal (NASDAQ: PYPL), Reuters reports
PayPal (NASDAQ: PYPL) receives $60.50 per share joint bid from Stripe and Advent, valuing the fintech at $53bn with a $50bn bank financing package attached.
Russia pounds Kyiv as Trump offers Ukraine Patriot missile licence at NATO summit
Russia’s latest missile and drone attacks have exposed Ukraine’s shortage of ballistic missile defences, while Donald Trump’s Patriot licence offer could reshape Kyiv’s long-term air defence strategy.
Fiserv (FISV) reportedly exploring $15bn STAR Network sale in Durbin Amendment workaround play
Fiserv in preliminary talks with JPMorgan, Bank of America, Wells Fargo, and PNC on $15 billion STAR Network sale. Read the full analysis.
Enphase (ENPH) surges 17% on FCC draft ban of foreign solar inverters
Enphase (ENPH) +17% on FCC draft ban of foreign solar inverters. Chinese Sungrow, Huawei face US lockout; ENPH's AI data center pivot gets tailwind.
Why central banks’ dollar pullback could test America’s financial dominance
Central banks’ dollar pullback and rising gold demand could test U.S. financial dominance, reserve strategy and global market stability.
ExxonMobil stock faces LNG M&A test as reported Woodside Energy interest emerges
Read how ExxonMobil’s reported Woodside Energy review could reshape XOM stock sentiment, WDS takeover speculation and global LNG M&A.