BofA Bullish on ServiceNow, Bearish on Salesforce: AI Winners & Losers
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
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Publicis Boosts AI Strategy with $2.2 Billion LiveRamp Acquisition
Publicis buys LiveRamp for $2.2B to boost AI-driven data tools for smarter marketing and faster business decisions. Deal lifts 2027-2028 growth targets.
AI Now Drives Over Half of Baidu’s Business – Q1 2026 Results
Baidu Q1 2026: AI growth surges, cloud and robotaxis boom, ads fall, but earnings beat expectations and profits rise.
Bitcoin Depot Files for Bankruptcy: North America’s Largest Bitcoin ATM Operator Shuts Down
Bitcoin Depot filed Chapter 11 bankruptcy, shut all Bitcoin ATMs, and will sell assets after losses and regulations.
NextEra Energy to Acquire Dominion in $66.8 Billion Deal, Creating World’s Largest Regulated Utility
NextEra Energy is buying Dominion Energy for $66.8B to form a huge utility serving 10M homes, boosting power for AI/data centers.
After 6-Year Exit, Berkshire Buys $2.6 Billion Stake in Delta
Berkshire bought a $2.6B stake in Delta again and also took a small new position in Macy’s while reshaping its portfolio in Q1 2026.