Vital Farms Weighs Sale or Take-Private After 80% Stock Drop
Egg glut, cut 2026 guidance, and mixed Wall Street views.
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Two Private-Equity Groups Vie to Take GFL Environmental Private
KKR-Blackstone and Brookfield groups are bidding to take GFL private. Founder Dovigi wants a higher price. No deal is final yet.
Apple Considers a Return to the Server Business With M8 AI Machines
After ending Xserve in 2011, Apple may sell AI servers again. Two or four M8 Ultra chips. Possible Nvidia link. Launch window: 2029. Still unconfirmed.
Citi Puts Meta on Catalyst Watch Ahead of Connect as Muse and Camera-Free Glasses Come Into Focus
Citi expects Muse, next-gen AI models, and Meta glasses updates at Connect on Sept. 23, adding Meta to its 90-day upside catalyst watch.
Bloom Energy Wins Another Data Center Proof Point as Project Phoenix Breaks Ground
RBC keeps a bullish view on Bloom Energy after Project Phoenix breaks ground, citing on-site fuel cells for a huge PA data campus.
SK Hynix in Talks With Intel to Make Memory Chips in the US for the First Time
SK Hynix and Intel are in exploratory talks on US memory chip production, including a possible Ohio lease or joint venture with cloud firms.