Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
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Diana Shipping Raises Takeover Bid for Genco in Star Bulk Partnership
Diana Shipping ups its cash offer for Genco Shipping to $23.50/share, backed by $1.43B bank financing and Star Bulk buying 16 vessels.
Trump's China Trip Could Unlock Boeing's Biggest Order in Years: 500 Jets
Boeing is close to announcing a huge order for 500+ aircraft from China, including 737 Max jets, tied to President Trump's upcoming Beijing summit with Xi Jinping.
BlackRock Caps Withdrawals at $26B Private Credit Fund as Investors Rush for the Exit
BlackRock capped redemptions at its $26B HPS Corporate Lending Fund (HLEND) after record withdrawal requests hit 9.3%, signaling stress in private credit markets and sending BLK shares down sharply.
Beyond the Dip: Oppenheimer's $140 Target Highlights CoreWeave's Long-Term Premium
Oppenheimer gives CoreWeave (CRWV) an Outperform rating with a $140 price target, betting on long-term AI cloud dominance and 25%+ free cash flow margins by 2035.
Why Better Home & Finance's ChatGPT Power Move Is Bigger Than the Market Thinks
Cantor highlights Better Home & Finance ChatGPT integration as a major boost for home equity lending via Tinman AI, calling it undervalued news with Overweight rating and $40 target.