Vantage Data Centers and Liberty Energy Team Up for Massive Power Project
Vantage Data Centers partners with Liberty Energy to develop 1 gigawatt of power solutions for AI and cloud data centers across North America over the next five years.
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Cisco Eyes $2B Axonius Deal While Palo Alto Pursues $400M Koi Acquisition
Cisco negotiates $2B purchase of Israeli cybersecurity firm Axonius as Palo Alto Networks targets $400M acquisition of startup Koi Security in latest industry consolidation wave.
QXO Secures $1.2 Billion Apollo Investment for Building Products Expansion
QXO lands $1.2B investment from Apollo Global Management to fund acquisitions in building products distribution, with convertible preferred stock deal extending through 2026.
BofA Upgrades Duolingo: Buy Rating Despite Lower Price Target
Bank of America upgrades Duolingo to Buy, citing strong entertainment value and high subscriber retention despite a lower price target.
Enphase Energy Upgraded as Risks Appear Priced In
KeyBanc upgrades Enphase Energy to Sector Weight, saying major risks are already priced in, with limited downside and potential upside from strategic changes.
Jefferies Shifts Software Strategy for 2026: IBM Upgraded, Adobe Downgraded
Jefferies updated its 2026 software outlook, upgrading IBM to Buy and downgrading Adobe to Hold as it favors infrastructure over applications amid slower growth and gradual AI monetization.