"One Way or Another": Ryan Cohen’s GameStop Takes 9.8% Stake in eBay
Ryan Cohen continues his pursuit of the company after a $56B offer was rejected.
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Jefferies and BofA Upgrade Fervo Energy to Buy After Sharp Post-IPO Decline
Jefferies set $34 target, BofA $36. Strong drilling results improve risk-reward after 40% post-IPO drop.
Alibaba’s Qwen 3.8 Max Challenges AI Frontier as Chinese Models Surge
Alibaba’s new 2.4T-parameter Qwen 3.8 Max claims second place behind Anthropic’s Fable 5. Shares surged as China’s AI race intensifies with Moonshot’s Kimi K3.
Canadian Wildfire Smoke Creates Short-Term Drag on Theme Park Attendance, Citi Says
Six Flags Great America and other Midwest parks see early closures and lower turnout.
SpaceX in Advanced Talks with Pentagon for Multi-Billion Dollar AI Computing Deal
Preliminary discussions are underway as SpaceX expands its AI infrastructure push.
Mizuho Analyst Calls Cadence and Synopsys Dip a Buying Opportunity After Kimi K3 AI Chip Shock
Mizuho sees agentic AI tripling the EDA market and maintains Outperform ratings.