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  • Luke Kawa

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Credo Technology soars after announcing deal to acquire photonics company

The price is $750 million in cash plus 920,000 shares of Credo, and has the potential to escalate from there based on the achievement of…

Bloom Energy spikes after vastly expanding its deal to supply fuel cells to Oracle

Oracle has about $320 million reasons to want to get more power from Bloom.

Neoclouds surge as Anthropic’s deals mean the scramble for compute is on

Anthropic is producing AI tools and capabilities that people love, but people are less than enamored about its access to compute.

What to watch as the biggest US banks report earnings

Private credit exposure will be in focus, but banks haven’t been trading in lockstep with BDCs.

Q1 earnings season is déjà vu all over again for a market that has swapped tariffs for war

Glass half full: stock prices catch up to earnings estimates as geopolitical risk fades. Glass half empty: geopolitical and recession risks rise from here, or…

Wall Street CEOs reportedly “summoned” to DC by Scott Bessent and Jay Powell to discuss AI cyber risks after Anthropic’s warning

Top officials are worried about left-tail cybersecurity risks from new AI tools, and making sure the most important American bankers are taking the threat seriously.

Infleqtion soars after announcing it’s providing upgraded quantum hardware to the International Space Station

Thanks to quantum physics, it may actually be possible to go to infinity and beyond.

Infleqtion targets revenue growth of 23% in 2026, up from 12% in 2025

The neutral atom quantum computing company released 2025 results and 2026 guidance after the close on Wednesday.

Everything has a reason to go up now that oil’s down*

*Exceptions include energy and chemicals stocks.