Wedbush says Proofpoint’s Varonis acquisition could spark more cybersecurity M&A, while Ambarella bidder speculation wid…
CoreWeave’s multi-day decline and rising bond yields are putting financing risk at the center of the AI infrastructure t…
Cirrus Logic confirmed bids for Synaptics, reviving semiconductor M&A speculation and putting smaller chip names under t…
Symbotic’s acquisition of cellumation is designed to expand its European footprint, though the deal’s financial impact a…
IonQ’s $1.3 billion all-stock purchase of Elisity broadens its growth narrative beyond quantum computing and gives trade…
Amazon’s reported $7 billion Decart talks could reshape its generative AI narrative, cloud ambitions and investor sentim…
Nvidia’s reported Reflection AI talks highlight its push beyond chips as volatile options activity sharpens the debate o…
SpaceX’s spectrum agreement with Grain Management hit legacy wireless operators while telecom tower REIT stocks moved hi…
Options positioning shows increased downside protection as traders assess whether a chip-led technology selloff could re…
SpaceX’s plans to buy more Nvidia GPUs strengthen the AI-demand narrative, but investors still face questions about exec…
TD SYNNEX’s agreement to acquire BlueStar creates a fresh catalyst for NYSE-listed $SNX as investors assess its specialt…
A bullish shift on Microsoft and Nvidia’s record-high push are reshaping how investors read AI momentum, capital allocat…