technology News
Braze surges on strong Q4 results, $100M buyback
Customer engagement platform beats expectations, authorizes significant share repurchase program
Intuitive Machines wins $180M NASA lunar contract as shares fall
Contract represents 86% of company's trailing 12-month revenue, but stock drops 8% on broader market pressure
Oracle tumbles 4.5% on AI competition concerns despite BofA bullish call
Bank of America reinstates $200 price target as cloud backlog reaches $553 billion
Nebius surges 32% to BofA's $150 target on AI margin inflection
Bank of America initiates coverage with Buy rating as operating margins set to turn positive in FY2027
Arm launches first in-house CPU with Meta as anchor customer
Strategic pivot from pure licensing to competing with Intel and AMD in server processors
Circle crashes 19% as Tether audit narrows stablecoin credibility gap
First-ever Big Four audit of USDT reserves threatens USDC's perceived regulatory edge amid CLARITY Act pressure
CoreWeave surges as BofA launches coverage with bullish outlook
AI cloud infrastructure provider attracts $100 price target amid accelerating enterprise adoption
Nvidia faces Senate pressure over China AI chip exports
Bipartisan lawmakers urge export ban following Super Micro smuggling case, threatening billions in semiconductor sales