Stories That Matter

Databricks has agreed to acquire Panther Labs for an undisclosed price to expand the data company's footprint in cybersecurity. The San Francisco-based company positioned the deal as a step toward competing with larger rivals CrowdStrike and Splunk, Reuters reported. Panther Labs was last valued at...

The race to build artificial intelligence infrastructure is no longer just a technology story. According to JPMorgan, it’s rapidly becoming one of the largest financing stories on Wall Street. In an analyst report, published Tuesday, the firm projected that AI-related debt financing will...

Space Exploration Technologies Corp. (NASDAQ:SPCX) just became the fifth-most-valuable company on the planet — and it took three trading sessions to do what Amazon.com Inc. needed nearly three decades to achieve. Elon Musk's rocket and satellite company priced its initial public...

Shares of Micron Technology, Inc. (NASDAQ:MU) are moving lower on Tuesday. They have gained almost 300% since January 1. Micron is the Stock of the Day. It appears to be breaking out again. The rally may continue. If a stock is trending higher, there is more demand for it than there is supply....

Space Exploration Technologies Corp‘s (NASDAQ:SPCX) blockbuster public debut has finally given investors direct access to the world’s dominant space company. But for ETF managers, the company’s roughly $2.5 trillion market capitalization creates a challenge that may be harder to...

iRhythm Holdings Inc. (NASDAQ:IRTC) disclosed a cybersecurity incident involving unauthorized access to data stored on certain third-party-hosted business applications, after a threat actor claimed to have obtained sensitive company and patient information and demanded payment to prevent its public...

President Donald Trump declared, "The Deal with the Islamic Republic of Iran is now complete," and told the world's tankers to “start your engines” on Sunday. Goldman Sachs responded by cutting its crude forecast. The bank now sees Brent crude averaging $80 a barrel in the fourth...

Anthropic faces a new lawsuit from a paying customer who alleges the company’s Claude Max subscriptions provide far less access than users were promised. According to Engadget and the Wall Street Journal, plaintiff Karl Kahn, a Washington, D.C., resident, alleges the effective caps for the...

In February, a viral thought experiment from Citrini Research imagined a June 2028 in which artificial intelligence had pushed U.S. unemployment to 10.2% and dragged the S&P 500 down 38%. Four months later, the labor market is doing the opposite of falling apart. “That scenario of 10%...

For the past two years, investors seeking exposure to artificial intelligence have largely chased the companies building the models: OpenAI, Anthropic, xAI, and other headline-grabbing startups promising to reshape the economy. But a growing body of venture data suggests the real AI trade may have...

Liz Wamai has joined OpenAI as head of recruiting after more than three years at Netflix, as the company looks to beef up its headcount. "I've spent my career helping build teams behind some extraordinary products and companies. I've spent it building teams at the moments that set what a company...

Sen. Elizabeth Warren (D-Mass) pushed four major infrastructure investors for details about their data center investments, zeroing in on whether the same firms can sit on both sides of the power equation as owners of electricity providers and large energy users. In letters sent Friday, Warren...

Veld Capital has closed a $401 million asset-backed continuation vehicle, with funds managed by Blue Owl Capital’s Alternative Credit strategy serving as lead investor following a secondary auction process. The transaction was designed to acquire a portfolio of European asset-backed finance...

Airbus SE (OTC:EADSY) wants to build more airplanes. Whether it can may depend on RTX Corp. (NYSE:RTX). Speaking at the Berlin Air Show, Airbus CEO Guillaume Faury said Pratt & Whitney engine deliveries remain a primary factor in determining whether the company can reach its goal of producing...

U.S. stocks rallied sharply on Monday after the United States and Iran signed a peace agreement that ends their war and reopens the Strait of Hormuz, sending crude oil tumbling roughly 5% to two-month lows and Treasury yields to one-month lows. The collapse in energy prices eased inflation fears...