Anthropic and Google Discuss 'Multi-Billion' Cloud Deal for AI Expansion
Anthropic is in talks with Google for a cloud computing deal worth "tens of billions," giving access to Google’s TPUs for faster AI development.
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AST SpaceMobile Shares Fall After Announcing New Share and Debt Issuance
AST SpaceMobile stock drops as the company issues new shares and $1B in convertible notes to refinance debt and fund satellite expansion.
Amphenol Posts Record Q3 2025 Results on Strong AI Data Center Demand
Amphenol reported record third-quarter 2025 sales and profit, fueled by surging demand from AI data centers and continued growth across key markets.
GE Vernova Surges as AI Power Demand Boosts Third-Quarter Profits
GE Vernova’s Q3 profit beat expectations, fueled by record power demand from AI-driven data centers and booming equipment orders. Shares jump as grid and turbine businesses expand rapidly.
Applied Digital Signs $5 Billion AI Lease with Major U.S. Hyperscaler in North Dakota
Applied Digital inks a $5 billion, 15-year deal with a top U.S. hyperscaler to provide 200 MW of AI data capacity at its new Polaris Forge 2 campus in North Dakota—boosting its total leased capacity to 600 MW.
Arcturus Shares Plunge After Mixed Results in Cystic Fibrosis Spray Trial
Arcturus Therapeutics shares drop sharply after interim trial data on its inhaled mRNA therapy for cystic fibrosis show mixed results—some signs of mucus reduction but limited lung function improvement.