Confluent Explores Sale as AI Data Demand Surges
Data streaming company Confluent is exploring a potential sale after attracting interest from tech firms and private equity. The $7B company specializes in AI data infrastructure.
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Equifax Challenges FICO with Expanded Credit Offerings
Equifax is cutting the price of its VantageScore 4.0 for mortgages by over 50% compared to FICO's new price, driving competition and using alternative data to help millions more Americans get scored.
Oracle Sinks on Report Its Cloud Margins Are Lower Than Expected
Shares of Oracle tumbled after a report revealed that the software maker’s profit margin in its cloud computing business is lower than many on Wall Street had estimated.
Lucid Hits Speed Bumps: Why Deliveries Missed the Mark and Analysts Are Concerned
Lucid missed Q3 deliveries by ~18%. Stock dropped >9%. Analysts downgraded to "strong sell" citing weak demand, cash burn, and high costs.
AppLovin Climbs as Citi Says Tumble is a Buying Opportunity
SEC is probing AppLovin’s data. Stock fell, but Citi analysts call the drop "extreme" and urge investors to buy the shares now.
Dell Doubles Down on AI: Massive Growth Forecasts Ahead
Dell doubled its growth forecast through 2030 due to massive AI server demand. They plan to improve their struggling PC business.