OpenAI Enterprise Boom Lifts Oracle as Compute Demand Accelerates
Oracle rose after OpenAI’s annualized revenue neared $70 billion. Enterprise AI demand is a key signal for Oracle’s compute backlog.
/ 416 items
#News-Driven Stocks↓
Anthropic’s IPO Filing Reveals $84.5 Billion SpaceX Compute Deal, Nearly Double Prior Estimates
Anthropic’s IPO filing reveals an $84.5B SpaceX/xAI compute commitment through 2029 and $518B in decade-long infrastructure obligations across six partners.
FICO Stock Plunges as FHFA Ends FICO’s Pricing Edge in Mortgages
A single Fannie-Freddie pricing grid and Rocket’s switch to VantageScore threaten FICO’s long hold on U.S. mortgage credit scoring.
Piper Sandler Weighs Deal for Perella Weinberg Partners
Piper Sandler is in talks to combine with Perella Weinberg, a deal that would join two Wall Street advisory firms known for dealmaking.
RBC Keeps $335 Target on Bloom Energy After Fremont Plant Expansion
Bloom Energy leased about 158,000 sq ft in Fremont, nearly matching its current plant.
SpaceX Starship Reaches Orbit for the First Time — Then Comes Home Early
The spacecraft successfully deployed 26 Starlink satellites, marking a major milestone on its 14th test flight and advancing SpaceX’s ambitions to send people to the Moon and Mars. However, the mission was only a partial success, as technical problems cut the flight short.