NVIDIA Invests $2 Billion in Nebius to Scale 5GW Full-Stack AI Cloud by 2030
NVIDIA invests $2B in Nebius to scale AI infrastructure. Partnership targets 5+ gigawatts of capacity by 2030 for powerful inference and agentic AI applications.
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Serve Robotics Q4 Revenue Jumps 400%, Raises 2026 Outlook
Serve Robotics announced 400% Q4 revenue growth to $0.9M and fleet expansion to 2,000 robots. With new White Castle partnership on Uber Eats, the company raised its 2026 revenue guidance to $26 million.
Starboard Targets CarMax: $350M Investment Backs Keith Barr to Revamp Used-Car Giant
Activist Starboard takes $350M stake in CarMax, nominates board members, and pushes for faster turnaround under incoming CEO Keith Barr.
Nike Stock Gets a Boost: Barclays Upgrades to Overweight, Sees 30%+ Upside
Barclays upgrades Nike to Overweight from Equal Weight, raising PT to $73 from $64. Cites operational gains, margin stability & easing risks.
AeroVironment Slashes Fiscal 2026 Guidance After Q3 Loss Widens on Space Business Setback and Revenue Timing Issues
Drone and defense tech leader AeroVironment reported a wider Q3 loss, missed estimates, and cut full-year forecasts due to timing delays and a setback in its space unit — but a record $1.1B backlog points to strong growth ahead.
Oracle Beats Wall Street Estimates as AI Cloud Revenue Surges 44% in Q3
Oracle beat Wall Street estimates in its fiscal Q3 2026 with $17.2 billion revenue, fueled by explosive demand for AI cloud services. The tech giant raised its 2027 guidance and saw strong growth in infrastructure bookings.