Commvault Explores Sale After Takeover Interest from Thoma Bravo
Commvault may be sold as buyers show interest. Stock down on AI fears but revenue growing; Thoma Bravo among potential bidders.
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TSMC Reports 35% Revenue Surge as AI Demand Stays Strong Despite Middle East War
TSMC sales jumped 35% as AI chip demand stays strong, easing fears of Middle East tensions slowing tech growth.
ServiceNow Hit by UBS Downgrade: Price Target Cut to $100
UBS downgraded ServiceNow to Neutral, citing AI competition worries; the stock is down sharply, but margins remain strong.
Anthropic Secures Major Compute Capacity from CoreWeave for Claude Expansion
Anthropic rents CoreWeave AI data centers with Nvidia chips to boost Claude’s speed, scale, and reliability as demand grows.
BTIG Initiates Buy Rating on Infleqtion as Stock Jumps on ISS News
BTIG has initiated coverage of Infleqtion with a Buy rating. INFQ is generating real revenue in quantum technology, targeting strong growth, and is sending advanced hardware to the ISS, boosting its stock.
Shake Shack Gets Major Bullish Upgrade as 2026 Growth Looks Strong
Mizuho upgraded Shake Shack to Outperform, citing strong sales, growth drivers for 2026, and attractive valuation at current price.