Delays in permitting, power, and zoning cause first drop in data center construction since 2020
Despite incredible demand, the number of data centers under construction in North America fell for the first time since 2020, according to new research from CBRE. Total data center capacity under cons...
CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA
is tumbling in postmarket trading after suffering a big bottom-line miss along with much higher-than-anticipated capital expenditure. For Q4, the neocloud reported: Revenues of $1.57 billion (estimate...
Netflix declines to raise bid for Warner Bros., paving the way for Paramount to triumph
Netflix said Thursday evening that it was declining to increase its offer for Warner Bros., effectively ending the streaming platform's pursuit of the studio and ensuring that Paramount Skydance's imp...
Rocket Lab beats expectations on Q4 sales, per-share loss
Retail favorite posted better-than-expected Q4 sales and a slightly smaller adjusted per-share loss than expected late Thursday. The stock slipped slightly in the after-hours session, giving back som...
Grindr rises after beating earnings, revenue expectations
reported quarterly earnings results that beat Wall Street expectations and full-year guidance in line with consensus estimates. For the last three months of 2025, the company reported: $54.9 million i...
Dell soars after beating expectations for Q4 sales and EPS
topped Wall Street expectations for Q4 earnings per share and sales late Thursday, giving shares a fillip in the after-hours session, climbing over 8%. The PC, data storage, and server maker reported:...
Figure Technology posts mixed Q4 results
released Q4 results that aren’t much of a surprise, despite a key executive flagging the event as a potential major catalyst for the company. Shares slumped in postmarket trading. The numbers: Revenue...
Apple and Netflix announce a Formula 1 content swap
Just months after signed a five-year, $140 million-per-year deal for US media rights to Formula 1 races, the streamer is sharing with . In a rare content swap, Apple TV will allow Netflix to simulcas...
Google drops new Nano Banana
is hoping to recapture the viral boost it received when it released its Nano Banana image generation model. Nano Banana 2 arrives today, which Google has rolled into its Gemini app. The new model prom...
The threat of AI disruption has dawned on the bond market
The stock market was ready to countenance and price in the notion of full-blown AI dystopia — if only for a day. That was the message from this week’s Citrini Crash (potentially the Citrini Capitulati...
Michael Burry flags “troubling” jump in Nvidia’s supply commitments
“The Big Short” investor Michael Burry — famous for betting against the 2008 housing bubble — just warned of a major risk in Nvidia’s latest annual report, pointing to a sixfold surge in purchase obli...
Tesla’s ride-hailing service is looking a lot more like Uber’s than Waymo’s
Despite numerous promises about amassing a giant network of driverless cars, so far it seems like Robotaxis are a lot more similar to plain old ride-hailing service than Waymo’s expanding autonomou...
Bitcoin’s brief bounce doesn’t signal the bottom, analysts warn
Bitcoin almost hit $70,000 on Wednesday, but the rally was short-lived . The asset remains stuck in the $66,000 to $68,000 range, still “waiting for conviction,” as Glassnode analysts put it. With two...
OpenAI may need to IPO or achieve AGI to get all of Amazon’s $50 billion investment
A month ago, word got out that was planning to invest up to $50 billion in OpenAI as part of a larger $100 billion funding round. Now, it seems that money might be dependent on OpenAI pulling off one...
Salesforce gets more direct about rivals and more vocal about customers
Even for a company known for taking digs at competitors and name-dropping clients, latest earnings call was a standout. A review of the past 10 years of the workplace software company’s earnings tran...
As Nvidia’s gaming results underwhelm, the company sees “very tight” quarters ahead
An intense focus on AI has been overwhelming the gaming industry in recent months. , once a gaming tech company that now intensely and overwhelmingly focuses on AI, knows a bit about that. The company...
Vistra beats Q4 earnings expectations for adjusted EBITDA, but dips on income decline
Power provider , a key player in the AI energy trade, reported better-than-expected adjusted earnings results early Thursday, but shares dipped in early trading as Q4 net income dropped. The Texas-bas...
Why Nvidia’s terrific quarter is getting a terrible reaction
Terrific quarter, terrible reaction. That’s Wall Street’s read on another earnings report that beat expectations and offered very optimistic sales guidance for the current quarter. Shares were up as ...
Sandisk rises on partnership with SK Hynix to standardize memory chip architecture tailored for AI data centers
is up 3% in premarket trading on Thursday after it began its global standardization strategy of high-bandwidth flash (HBF) memory solutions with SK Hynix. SK Hynix commented in a press release on Thur...
Warner Bros. reports deeper-than-expected Q4 loss amid its bidding war
reported its fourth-quarter earnings before the market opened on Thursday. The results come as the company finds itself in the middle of a still-hot bidding war between and . Its shares were flat in ...