Tech & Software
Intuit’s Valuation Discount Is Tempting — But Lawsuits and a DIY Price War Keep Buyers at Bay
Bargain hunters eyeing Intuit's beaten-down shares are facing a dilemma that few valuation models can resolve. The stock closed at...
Realbotix Faces a Pivotal Gamble: Nasdaq Listing Hinges on Supply Chain and Shareholder Approval
Realbotix is navigating one of the most volatile stretches in its short public history as it pursues a high-stakes reverse...
Lam Research’s Whiplash Week: Record High, Insider Sales, and a $600 Million China Question
The stock of chip-equipment maker Lam Research ended a week of extremes on a sour note. After touching an all-time...
TSMC Wins Approval for $44 Billion Arizona Buildout as AI Boom Powers Pricing Power
Taiwan’s Ministry of Economic Affairs has cleared a fresh $20 billion investment by TSMC into its Arizona operations, bringing the...
Bloom Energy’s $25 Billion Infusion and Russell 1000 Ascent Signal a New Phase in AI Power
The arithmetic of artificial intelligence is rewriting the rules of energy procurement. With hyperscalers facing grid bottlenecks and the insatiable...
ServiceNow’s AI Pivot Attracts Analyst Endorsement, Yet Extreme Volatility Exposes a Market Deeply Divided
A curious tension grips ServiceNow. The enterprise software giant has repositioned itself as the "AI control tower" for corporate networks,...
Nebius’s $1.2 Billion Super-Campus Bet Faces a Bruising Reality Check
The city council of Independence, Oregon, gave Nebius the green light to build its most ambitious project yet: a 1.2-gigawatt...
Microsoft’s ‘Frontier Company’ Takes the AI Fight to Clients’ Shop Floors with $2.5 Billion and an Open-Model Strategy
Microsoft is tearing up the software playbook. Instead of selling licenses and hoping customers figure out implementation, the tech giant...
Palantir’s AI Sovereignty Pitch Wins on Capitol Hill but Meets Resistance in Westminster
Palantir Technologies is riding a two-week spell of powerful headlines — an expanded Nvidia partnership, a presidential investor buying more...
Semiconductor ETF Rebounds After Steep Selloff as TSMC Expansion and Nvidia Tailwinds Offset Dilution Fears
The iShares MSCI Global Semiconductors UCITS ETF staged a dramatic recovery on Friday, closing at €19.37 — a 5.12% jump...
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