Zscaler Stock Slides After CRO Change as Analysts Call Handoff Low-Risk
Investors focused on Zscaler’s sales engine after Tackett’s CRO promotion. Analysts say the change continues the current go-to-market plan.
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#Event-Driven Stocks↓
Microsoft Stock Jumps After Copilot Gets Coding Tools and an Always-On AI Agent
Microsoft added coding and an always-on Autopilot agent to Copilot, aiming to make the app a one-stop shop for office work.
Atlas Energy Locks In Power Gear for AI Data Centers With Frontier Lab Cost Backing
Atlas signs Caterpillar equipment deals backed by a frontier AI lab, reserving scarce power gear for data-center projects, not a final PPA.
Cipher Digital Extends Texas AI Campus Lease to 20 Years, Lifting Contracted Revenue Past $9 Billion
Cipher Digital stretches Barber Lake from 10 to 20 years, adding $5.2 billion in contracted rent as halls open from late 2026 into 2027.
Select Water Solutions Agrees to Buy Pilot Water to Expand Delaware Basin Network
Select Water Solutions (WTTR) will acquire Pilot Water Solutions for $700 million plus earnout, expanding Delaware Basin water infrastructure.
Anthropic Commits $11.6 Billion to Akamai Cloud Over 7 Years
The pact could expand by another $9 billion.