BofA Bullish on ServiceNow, Bearish on Salesforce: AI Winners & Losers
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
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Publicis Boosts AI Strategy with $2.2 Billion LiveRamp Acquisition
Publicis buys LiveRamp for $2.2B to boost AI-driven data tools for smarter marketing and faster business decisions. Deal lifts 2027-2028 growth targets.
AI Now Drives Over Half of Baidu’s Business – Q1 2026 Results
Baidu Q1 2026: AI growth surges, cloud and robotaxis boom, ads fall, but earnings beat expectations and profits rise.
Bitcoin Depot Files for Bankruptcy: North America’s Largest Bitcoin ATM Operator Shuts Down
Bitcoin Depot filed Chapter 11 bankruptcy, shut all Bitcoin ATMs, and will sell assets after losses and regulations.
Regeneron’s Melanoma Drug Crumbles Against Keytruda in Phase 3 Trial
Regeneron’s fianlimab + Libtayo combo showed 11.5 months PFS vs Keytruda’s 6.4 months in Phase 3 melanoma trial — but missed statistical significance. Analysts are “shaking heads” after the setback.
Elliott Takes Aim at Bio-Rad: Activist Investor Pushes for Turnaround
Elliott bought into Bio-Rad to boost its weak stock, betting on turnaround and its valuable Sartorius stake driving future growth.