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Intel and Google Expand AI Partnership, Deploying Xeon 6 and Custom Silicon
INTC

Intel and Google Expand AI Partnership, Deploying Xeon 6 and Custom Silicon

Intel and Google expanded their multiyear partnership to advance AI and cloud infrastructure. Google will deploy Intel Xeon 6 processors across its global...

OpenAI targets $100 billion in ad revenue, funding massive AI costs
GOOGL

OpenAI targets $100 billion in ad revenue, funding massive AI costs

OpenAI projects it will generate $2.5 billion in advertising revenue by 2026. Private forecasts show this figure reaching $100 billion by 2030. The company...

OpenAI eyes $100 billion in ads, challenging Google and Meta
MSFT

OpenAI eyes $100 billion in ads, challenging Google and Meta

OpenAI projects $2.5 billion in advertising revenue for 2026, according to a source familiar with investor presentations. The company expects revenue to reach...

Amazon targets mid-2026 for Project Kuiper launch, eyeing Starlink competition
AMZN

Amazon targets mid-2026 for Project Kuiper launch, eyeing Starlink competition

Amazon CEO Andy Jassy confirmed in a shareholder letter that Project Kuiper will launch commercially in mid-2026. The satellite internet service aims to...

Atlassian's Jira Notification System Abused for Phishing Attacks, Security Firm Warns
TEAM

Atlassian's Jira Notification System Abused for Phishing Attacks, Security Firm Warns

Attackers are abusing notification systems in Atlassian’s Jira and other SaaS platforms to distribute phishing and spam. Security researchers at Cisco Talos...

PSKY Secures New Financing and Amends Credit Facilities for WBD Acquisition
PSKY

PSKY Secures New Financing and Amends Credit Facilities for WBD Acquisition

Paramount Skydance Corporation (PSKY) has entered into new permanent financing agreements to support its pending acquisition of Warner Bros. Discovery, Inc....

Lockheed Martin faces budget risk, following U.S.-Iran ceasefire, halved war funding
LMT

Lockheed Martin faces budget risk, following U.S.-Iran ceasefire, halved war funding

Lockheed Martin faces a growth re-evaluation following a U.S.-Iran ceasefire agreement. The U.S. administration expects to more than halve its Pentagon war...

Delta Hits $15.85 Billion Revenue, Hampered by Rising Fuel Costs
DAL

Delta Hits $15.85 Billion Revenue, Hampered by Rising Fuel Costs

Delta Air Lines reported first-quarter revenue of $15.85 billion. This 12.9% year-over-year increase surpassed analyst expectations. Strong demand in corporate...

XAR

U.S. Navy requests $65.8 billion for 34 ships, boosting defense contractors

The U.S. Navy requested $65.8 billion for its Fiscal Year 2027 shipbuilding program on April 9, 2026. This proposal aims to procure 34 new vessels to modernize...

Circle's Valuation Under Scrutiny as New Analysis Highlights Potential Overvaluation
CRCL

Circle's Valuation Under Scrutiny as New Analysis Highlights Potential Overvaluation

An April 9, 2026, analysis examines Circle Internet Group's (CRCL) valuation. The report's bullish case centers on USDC's role as global dollar infrastructure....

Broadcom receives Seaport downgrade, as Google and Anthropic AI gains hit peak
AVGO

Broadcom receives Seaport downgrade, as Google and Anthropic AI gains hit peak

Broadcom secured multi-year agreements to supply Google with custom Tensor Processing Units (TPUs) and networking components through 2031. The company also...

Palantir stock rebounds, as Michael Burry deletes bearish social media posts
PLTR

Palantir stock rebounds, as Michael Burry deletes bearish social media posts

Palantir stock fell over 6% on April 8, marking its steepest decline in two months. Investor Michael Burry triggered the selloff by suggesting competitor...

BRK-B

Berkshire’s PacifiCorp Overturns Class Action Ruling, Slashing Wildfire Liability Risk

An Oregon appeals court overturned a class action ruling against PacifiCorp, a utility unit of Berkshire Hathaway. The decision addresses litigation involving...

Alibaba Shares Slide, Jefferies Cuts Price Target Over AI Spending
BABA

Alibaba Shares Slide, Jefferies Cuts Price Target Over AI Spending

Alibaba shares fell approximately 3% in Hong Kong trading. Jefferies lowered its price target for the US-listed shares to $185 from $212. The firm maintained...

Pimco Shops $14B Oracle Data Center Debt, Fueling AI Infrastructure Race
ORCL

Pimco Shops $14B Oracle Data Center Debt, Fueling AI Infrastructure Race

Pimco is seeking buyers for portions of a $14 billion debt package. The financing supports a large-scale Oracle data center development in Michigan. Bank of...

Amazon shares jump 3.5%, Cantor Fitzgerald raises target on AI and AWS
AMZN

Amazon shares jump 3.5%, Cantor Fitzgerald raises target on AI and AWS

Amazon shares rose 3.5% after Cantor Fitzgerald raised its price target from $250 to $260. The investment firm maintained an overweight rating on the...

VDC

Casey’s General Stores Joins S&P 500, Replacing Hologic in Index Shift

S&P Dow Jones Indices will add Casey’s General Stores (CASY) to the S&P 500. The change becomes effective prior to the opening of trading on April 9, 2026....

VGT

Google, Microsoft, and AWS adopt A2A Protocol, standardizing AI agent communication

The Linux Foundation’s A2A (Agent-to-Agent) Protocol reached major adoption milestones on its first anniversary. More than 150 organizations now support the...

ExxonMobil production slides 6%, as Middle East conflict hits LNG
VDE

ExxonMobil production slides 6%, as Middle East conflict hits LNG

ExxonMobil expects first-quarter global oil-equivalent production to drop approximately 6% compared to the fourth quarter of 2025. War-related outages and...

Tesla Ends Model S and X Production, Pivoting to Optimus Robots
XLY

Tesla Ends Model S and X Production, Pivoting to Optimus Robots

Tesla CEO Elon Musk announced the company is phasing out its flagship Model S and Model X vehicles. Only a few hundred units remain in current inventory....