Browsing Tag
San Francisco
75 posts
Lime wants a $1.66bn valuation, but its IPO is also a balance-sheet rescue
Lime’s proposed Nasdaq IPO could raise nearly $181 million and convert much of its debt into equity, but investors must decide whether global micromobility has finally become a durable business.
June 26, 2026
Baseten is suddenly worth $13bn, but can AI inference deliver software margins?
Baseten’s enormous Series F gives the artificial intelligence infrastructure company fresh capital to expand computing capacity as enterprises seek cheaper, controllable alternatives to closed-model providers.
June 26, 2026
What OpenAI’s Jalapeño chip says about the next phase of AI infrastructure competition
OpenAI’s Jalapeño chip gives Broadcom a deeper role in custom AI silicon, inference infrastructure and AVGO’s trillion-dollar growth narrative.
June 24, 2026
Butterfly Network (BFLY) stock jumps as Midjourney unveils full-body ultrasound scanner
Butterfly Network shares surged after Midjourney revealed that its proposed full-body scanner uses 40 BFLY ultrasound modules, exposing investors to a high-risk medical-imaging opportunity.
June 22, 2026
Opendoor (NASDAQ: OPEN) Russell 3000 entry meets the Opendoor 2.0 cohort test
Opendoor (NASDAQ: OPEN) beat ISS at its 11 June vote and joins Russell 3000 on 26 June. The real test is whether Opendoor 2.0 cohorts hold the margin.
June 21, 2026
Why Vaisala’s $70m Atmo deal could matter beyond meteorology
Find out how Vaisala’s Atmo acquisition could shape VAIAS stock, AI weather forecasting, Xweather growth and defense meteorology today!
June 18, 2026
Why the Panther Labs deal could make Databricks more dangerous to Splunk and CrowdStrike
Find out how Databricks’ Panther Labs acquisition could reshape AI cybersecurity, SIEM competition and enterprise data security strategy.
June 17, 2026
Alterity Therapeutics (ASX:ATH) has FDA clarity, but Phase 3 funding now tests the rally
Alterity has FDA clarity for ATH434. The bigger question is whether ASX:ATH can fund and execute Phase 3 without losing momentum.
June 12, 2026
U.S. court ruling gives wind and solar developers a tax-credit lifeline before the deadline
Wind and solar projects got a tax-credit lifeline. The harder test is whether developers can use it before the July deadline.
June 9, 2026
Could Cloudflare’s VoidZero acquisition make NET stock a bigger AI-native developer platform bet?
Find out how Cloudflare’s VoidZero acquisition could reshape NET stock sentiment, AI-native web development, and developer platform growth.
June 5, 2026