Oracle Shares Surge After Revealing Strong AI Infrastructure Profit Margins
Oracle shares spike 4% after revealing 30-40% margins on AI infrastructure deals with OpenAI, Meta, and xAI. Company expects cloud revenue to hit $166B by 2030.
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F5 Cybersecurity Breach Linked to Chinese State Hackers
Seattle-based F5 reveals catastrophic security breach. Nation-state hackers stole BIG-IP source code after year-long access. Stock drops 11% as CISA warns agencies.
Western Digital and Seagate Get Major Price Target Hikes
Loop Capital and Wedbush significantly increase price targets on WDC and STX, citing strong HDD demand, supply constraints, and accelerating earnings growth.
Wall Street Analysts Issue Buy Ratings on Five Cancer Treatment Companies
H.C. Wainwright, Stifel, and Cantor Fitzgerald issue Buy ratings on five biotech stocks including Syndax, Black Diamond, Revolution Medicines, Verastem, and Nuvalent, citing breakthrough cancer treatments.
Waymo Robotaxis Start Delivering Groceries for DoorDash DashMart Customers
DoorDash and Waymo partner for self-driving deliveries in Phoenix, AZ, starting tests now.
Tempus AI and Whitehawk Therapeutics Partner on AI-Driven Cancer Research
Tempus AI and Whitehawk Therapeutics announce multi-year collaboration using AI and real-world data to develop targeted antibody drug conjugate therapies for cancer patients.