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C-suite moves, stocks, investments, M&A
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The Korean memory giant’s target US listing size signals how aggressively chips are being financed for the next AI cycle.
The logistics CEO wants office presence, plans to keep headcount flat, and signals AI budgets will keep rising.
The real AI bottleneck is often between accelerators and data, and the fix is architectural, not faster drives.
Digit robot maker Agility Robotics is reportedly in talks to merge with an unnamed SPAC at about $2.5B valuation.
He tried to sell Musk on an electric hydrogen airplane. Instead, he pivoted to lithium-ion and got the check.
A more aggressive forecast changes how investors, suppliers, and boards should price the pace of real-world deployment in China.
The satellite and rocket company’s quick $25 billion borrowing move signals how it plans to finance scale after going public.
On Thursday, Accenture hit its biggest one-day drop on record after forecasting worries that AI could hollow out consulting.
CNBC says SpaceX’s shares surge following its IPO Friday, forcing investors to reprice what “space” and “AI” are worth.
Big IPO, bigger options debut: what it means for investors, risk teams, and anyone benchmarking market appetite.
SpaceX exercised its option for Cursor in an all-stock deal worth $60 billion, reshaping AI dealmaking expectations.
The valuation jump of $1T in a single day changes the reference point for risk capital and public-market comps.
