OpenAI Teams Up with The Trade Desk: Early Talks Spark Stock Surge
The Trade Desk stock jumped over 18% in premarket after reports of early talks with OpenAI to power ChatGPT ads. A major boost as OpenAI targets $17B revenue with 910M users.
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StubHub Takes a Hit in Q4 but Bets Big on AI Ticketing Future
StubHub posts $535M Q4 loss and misses forecasts as revenue falls to $449M. Shares drop after weak outlook despite AI strategy.
Jim Chanos Sounds Alarm on IREN's Massive $6B Equity Raise Amid AI Pivot
Short-seller Jim Chanos questions IREN Ltd.'s huge $6 billion stock sale plan, highlighting lack of info on current revenue goals amid big expansion.
Loop Capital Goes Bullish on Astera Labs: The Next Big AI Pure Play After Nvidia
Loop Capital starts coverage on Astera Labs with a Buy rating and $250 price target, calling it a leading diversified AI silicon pure play after Nvidia.
Broadcom CEO Sees AI Chip Sales Topping $100 Billion Next Year
Broadcom posts record Q1 revenue of $19.3B, up 29% YoY. AI chip sales doubled to $8.4B. Q2 guidance set at $22B, with AI revenue targeting $100B by 2027. Big customers: OpenAI, Google & Anthropic.
Rigetti Computing Misses Q4 Expectations: Revenue Falls Short, Shares Drop
Rigetti Computing's (RGTI) Q4 2025 earnings show revenue shortfalls despite low expectations; adjusted EPS -$0.06 vs. -$0.04 est.