ServiceNow Eyes $7B Armis Acquisition to Boost Cybersecurity Arsenal
ServiceNow is in advanced talks to acquire cybersecurity startup Armis for up to $7 billion, marking its largest deal yet as tech giants race to strengthen security offerings.
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Fermi Shares Crash After Losing $150M Funding Deal
Fermi's stock plummeted 35% Friday after a potential tenant terminated a $150 million funding agreement for its Texas data center project, raising concerns for the newly public company.
Oracle Delays OpenAI Data Centers to 2028 Amid Shortages
Oracle pushes back completion of massive OpenAI data centers by one year to 2028, citing labor and material shortages in $300B cloud computing deal.
Rivian Surges as Self-Driving Tech Impresses Analysts
Rivian shares surge to nearly 2-year high as analysts praise custom autonomous driving chip and affordable AI features, positioning company as potential #2 EV player in North America.
JPMorgan Downgrades Roblox to Neutral Amid Slowing Growth
Roblox engagement peaked in 2025, but JPMorgan warns of slower growth, booking headwinds, and margin pressure in 2026.
JPMorgan Upgrades Citi: Positive Outlook for 2026
JPMorgan upgrades Citi to Overweight, citing strong economy, markets, and improved profitability. Price target raised to $124.