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Market News
Latest financial news and analysis from global markets
MSFT
The Bull Case For IREN (IREN) Could Change Following New US$9.7 Billion Microsoft AI Deal
In recent weeks, IREN has been highlighted as a pure‑play data center operator after securing a five‑year, US$9.70 billion agreement with Microsoft, underpinning its push into AI‑focused infrastructure alongside its existing Bitcoin mining operations. This long‑term hyperscale contract, combined with management’s US$3.40 billion annualized revenue goal for 2026, underscores both the opportunity in AI data centers and the heavy capital commitments required to build out capacity. We’ll now...
BTCUSDT
The Bull Case For IREN (IREN) Could Change Following New US$9.7 Billion Microsoft AI Deal
In recent weeks, IREN has been highlighted as a pure‑play data center operator after securing a five‑year, US$9.70 billion agreement with Microsoft, underpinning its push into AI‑focused infrastructure alongside its existing Bitcoin mining operations. This long‑term hyperscale contract, combined with management’s US$3.40 billion annualized revenue goal for 2026, underscores both the opportunity in AI data centers and the heavy capital commitments required to build out capacity. We’ll now...
RTX
Is RTX (RTX) Fairly Priced After Recent Aerospace And Defense Sector Headlines?
Wondering if RTX at around US$173.38 is offering value or asking you to pay up for quality? This breakdown is designed to help you judge the price tag with clear numbers. The stock has seen a 1-year return of 41.3%, alongside shorter-term moves of an 11.4% decline over 7 days, an 8.6% decline over 30 days, and a 7.4% decline year to date. Recent headlines around RTX have focused on its role in the broader aerospace and defense sector, with attention on contract activity, capital allocation...
JPM
JPMorgan Backs Quantum And Blockchain While Valuation Suggests Upside Potential
JPMorgan Chase (NYSE:JPM) is expanding its quantum computing research team while a key rival, Goldman Sachs, steps back over concerns about near term commercial use. The bank is also rolling out blockchain based tokenization in asset management in a measured way, with the aim of reshaping how funds are operated over time. These technology efforts sit alongside JPMorgan Chase's core banking operations and are intended to support future infrastructure, risk tools, and efficiency. JPMorgan...
GS
JPMorgan Backs Quantum And Blockchain While Valuation Suggests Upside Potential
JPMorgan Chase (NYSE:JPM) is expanding its quantum computing research team while a key rival, Goldman Sachs, steps back over concerns about near term commercial use. The bank is also rolling out blockchain based tokenization in asset management in a measured way, with the aim of reshaping how funds are operated over time. These technology efforts sit alongside JPMorgan Chase's core banking operations and are intended to support future infrastructure, risk tools, and efficiency. JPMorgan...
MSFT
Microsoft Deal Puts Constellation Energy At Heart Of AI Power Story
Constellation Energy (NasdaqGS:CEG) is partnering with Microsoft to restart the Three Mile Island nuclear facility to supply power to data centers. The agreement focuses on providing carbon free electricity tailored to rising AI related power needs. The move adds a high profile digital infrastructure customer to Constellation Energy's existing generation portfolio. Constellation Energy trades at $315.17, with the shares up 9.6% over the past week and 4.5% over the past month. Over the past...
GOOGL
Australia to charge Big Tech companies 2% levy unless they strike local news deals
By Christine Chen and Byron Kaye SYDNEY, April 28 (Reuters) - The Australian government said on Tuesday that Meta, Alphabet's Google and TikTok could face multimillion-dollar charges if they did not
MSFT
These 3 Stocks Are Incredible Long-Term Bargains
The upside for each stock is massive.
TXN
Monolithic Power Systems and Texas Instruments Stocks Trade Down, What You Need To Know
A number of stocks fell in the afternoon session after semiconductor stocks pulled back following a rally the previous week as geopolitical tensions between the US and China increased over artificial intelligence technology.
NVDA
Bank of America resets Nvidia stock forecast
Nvidia (NVDA) has evolved so much over the years. It started as a video game chipmaker. It invented the term Graphics Processing Unit (GPU). Used the crypto boom to its advantage. And it is now the king of AI, thanks to its CUDA software moat. Along with GPUs and CPUs, an important part of its ...
NVDA
COPLUS Move Highlights NVIDIA Automotive Ecosystem And Valuation Trade Offs
COPLUS has joined the NVIDIA Developer Program, becoming the first Asian automotive lighting supplier to adopt this model. The company plans to build an open innovation approach around NVIDIA DRIVE and Omniverse for use in automotive lighting and autonomous platforms. COPLUS aims to share its developer resources broadly with the global automotive supply chain to support AIoT and smart mobility applications. For investors tracking NasdaqGS:NVDA, this move expands how the company’s...
RTX
How The RTX (RTX) Investment Story Is Shifting As Analysts Reassess Risk And Upside
RTX's implied fair value estimate now sits at $215.06, slightly below the prior $216.34, reflecting a more finely tuned view of the stock. This adjustment comes as Street research has turned more divided, with some firms lifting price targets by $9 to $22 while others trim targets by $10 to $15 and adopt a more cautious stance. As you read on, you will see how to interpret these shifting targets and keep up with the evolving RTX story. Stay updated as the Fair Value for RTX shifts by adding...