Major tech deals and earnings reports are driving market momentum as investors digest Microsoft’s massive AI infrastructure investment and await results from Palantir and AMD. The US-China trade truce provides additional tailwinds amid ongoing government shutdown concerns.
Blackstone shares have plunged 9.3% over seven consecutive trading days, wiping out $12 billion in market value. The alternative asset manager’s mixed Q3 earnings reveal underlying challenges despite 20% revenue growth. Here’s what the numbers don’t show.
Microsoft’s $9.7 billion commitment to access Iren’s GPU capacity reveals a fundamental shift in cloud strategy. As AI demands outpace traditional data center capabilities, power availability becomes the ultimate constraint.
Eaton’s massive $9.5 billion acquisition of Boyd Thermal represents the largest bet yet on liquid cooling’s future in data centers. But can this power management giant successfully integrate specialized cooling technology at this scale? The deal faces significant execution risks in a rapidly evolvin
Ecuador enters the 5G era with Nokia and CNT’s landmark network deployment across 188 sites. The partnership promises to transform everything from healthcare to agriculture through AI-powered connectivity without price increases.
Microsoft has AI GPUs collecting dust because it can’t find enough power to run them. This infrastructure bottleneck threatens to slow the entire AI revolution as demand continues to explode.
MongoDB announces surprising CEO transition as Dev Ittycheria steps down after 11-year tenure. Cloudflare executive CJ Desai takes over amid database market transformation and AI competition.
UBS has upgraded Cisco Systems with a $88 price target, citing surging AI infrastructure demand. The upgrade highlights Cisco’s $2B+ in AI orders and enterprise momentum. What does this mean for the broader networking market?
Loop Capital’s bold prediction of Nvidia reaching $350 per share reflects more than just stock market optimism. The projected doubling of GPU shipments signals a fundamental shift in AI infrastructure demand that will reshape entire industries.
System76’s COSMIC desktop environment reaches version 1.0 on December 11, marking a major milestone in Linux desktop innovation. Built entirely in Rust, this composable desktop platform challenges decades of design stagnation with atomic sync and cross-distribution compatibility.
