Cerebras Boosts 2026 Forecast Amid OpenAI and Hyperscaler Deals
Cerebras expects $940–960M in 2026 revenue as it expands capacity to support a $20B OpenAI contract and new hyperscaler agreements.
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Cisco Beats Estimates, Lifts Full-Year Outlook and AI Revenue Target to $9B
Cisco shares rose after beating estimates with record revenue and raising its AI hyperscaler target to $9B while lifting full-year guidance.
SpaceX and Tesla Merger Talks Advance Toward Possible December Announcement
Special committees of independent directors are reviewing a possible SpaceX-Tesla combination valued around $3.5 trillion.
CD&R and GTCR Walk Away From Global Payments Take-Private Talks
CD&R and GTCR have dropped early-stage take-private talks for Global Payments after weeks of discussions, citing deal complexity and tight financing markets.
DOJ Probes Supermicro Over Alice Huang Ties Amid Nvidia CEO Resignation
US DOJ is probing Supermicro over ties to Alice Huang, the alleged Chinese spy at the center of the Jensen Huang affair that forced his Nvidia resignation.
MSCI to Drop Strategy from Global Indexes, Putting Bitcoin Treasury Model at Risk
MSCI will remove Strategy from major indexes on Dec 1 after classifying it as a non-operating firm, risking passive fund outflows and its bitcoin accumulation model.