Bumble Explores Potential Sale as Dating Industry Slowdown Deepens
Bumble is working with Morgan Stanley to explore a sale as revenue fell by around 10%, paying users dropped more than 20% in Q1, and its stock price plunged.
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Apple’s Rare Mid-Cycle Price Hike: 17-54% Increases Hit Macs, iPads, and Apple TV
Evercore ISI views the move as a margin defense and maintains a bullish $365 Outperform target.
OVHcloud Accelerates Growth in Q3 but Shares Tumble on CapEx Concerns
Public cloud revenue jumped 20% at OVHcloud in Q3, driving overall growth. However, shares dropped on concerns over higher capital spending and cautious full-year outlook.
BlackBerry Raises Full-Year Revenue Guidance After Strong Q1 Beat
The company beat estimates and raised its full-year revenue guidance to $594–621 million, driven by QNX and Secure Communications growth.
Rosenblatt Calls CoreWeave the “De Facto Operating System for AI” with Buy Rating and 148% Upside
Nearly 50 data centers, $100B backlog, and 77% expected annual growth through 2030.
Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.