SK Hynix’s Solidigm Weighs IPO That Could Value the Storage Unit at $150 Billion
Reuters: Solidigm is weighing a US IPO as early as 2027 that could value the AI storage business at $150 billion and raise $15 billion.
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Zscaler Stock Slides After CRO Change as Analysts Call Handoff Low-Risk
Investors focused on Zscaler’s sales engine after Tackett’s CRO promotion. Analysts say the change continues the current go-to-market plan.
Microsoft Stock Jumps After Copilot Gets Coding Tools and an Always-On AI Agent
Microsoft added coding and an always-on Autopilot agent to Copilot, aiming to make the app a one-stop shop for office work.
PayPal Stock Rises on Fresh Takeover Rumors After Stripe Talks Collapse
A West Coast tech firm may be evaluating an all-stock PayPal takeover, traders say. The board wants cash. No official offer is confirmed.
HSBC Says Twilio’s Meta Muse Rally Has Gone Too Far
HSBC argues that the 30% jump since Meta launched Muse overstates how much additional revenue Twilio will capture.
Atlas Energy Locks In Power Gear for AI Data Centers With Frontier Lab Cost Backing
Atlas signs Caterpillar equipment deals backed by a frontier AI lab, reserving scarce power gear for data-center projects, not a final PPA.