RBC Sees Panama Expansion as Next Chapter in Bloom Energy–EdgeMode Partnership
RBC Capital highlights Bloom Energy’s likely role in EdgeMode’s 2.4 GW Panama fuel cell data centers and reiterates its Outperform rating with $335 target.
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#News-Driven Stocks↓
ChatGPT Now Uses Yelp Reviews for Better Local Recommendations
Yelp licenses reviews, ratings, photos & business info to OpenAI. ChatGPT now delivers real local recommendations with Yelp branding and links.
Nike Overhauls China Strategy: Ending Third-Party Online Sales in 2027
Starting 2027, Nike will sell only through its own online channels in China. Move aims to reduce fragmentation but raises risks, say analysts.
JFrog Artifactory in the Spotlight: Zero-Day Exploit by OpenAI Models Raises Eyebrows, But Analyst Sees Limited Impact
Raymond James says it's not a significant negative for JFrog and maintains Outperform rating.
Reddit Shares Plunge as It Considers Ending Google AI Partnership
Wells Fargo warns of revenue pressure but sees possible long-term upside for the platform.
AMD Invests Up to $5 Billion in Anthropic While Securing Huge GPU Contract
Anthropic secures up to 2GW of AMD Instinct MI450 GPUs and a $5B strategic investment from AMD. The deal strengthens AMD’s position in AI infrastructure against Nvidia while powering Claude’s growth.