Markets5 min
Indiana Affle buys Israeli Perion for $420 million
Indian group pays $11.70 per share, a 34.5% premium, for adtech firm that was once valued over $1 billion. 40-day go-shop allows rival bids until December 11.
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Markets
Financial markets, M&A and corporate moves
147 analyses
Markets5 min
Aramco buys 49% of HUMAIN for $2.6 billion in cash
Oil company finalizes entry into Saudi sovereign fund's AI firm; funds go to HUMAIN, not PIF, with undisclosed asset value. Canada opted for a different model with Cohere.
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Markets4 min
Oracle targets $225B by 2030, limits funding to $20B
At Investor Day in Las Vegas, Oracle projected over 35% annual growth by 2030 and promised to limit new stock and debt issues to $20 billion. Shares rose about 11%.
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Markets5 min
Intel Grows 21%, but Factory Issues and PCs Hit Stocks
Data center revenue rose 78% in Q3, but Fab 28 outage will cost $300M in Q4, leading to a 14% drop in stock prices.
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Markets5 min
AWS Grows 39%, But AI Spending Hits Amazon Stocks
Amazon's cloud unit recorded its fastest growth in nearly five years, reaching $578 billion in contracts, yet lower-than-expected earnings and $220 billion in capex weighed on shares.
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Markets4 min
Microsoft: Azure Grows 48%, Quarterly Capex Hits $45.2B
Azure generates $33.17 billion this quarter as contracts rise 73% to $677 billion, shortly after Microsoft offered voluntary layoffs to 60,000 employees.
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Markets4 min
Google Cloud Grows 103% with $30.7B Revenue in Quarter
Alphabet reports $127.6B in Q3, with TPU sales boosting Cloud, but EPS of $2.12 is about 30% below analyst forecasts.
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Markets5 min
EXL Reports 19.7% Growth in Q3, Data and AI Surge 36%
EXL earned $634 million in Q3 and raised its 2026 forecast. The data and AI segment, accounting for two-thirds of revenue, grew 36%, but adjusted operating margins remained stable at 19.3%.
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Markets5 min
Commvault Surpasses Expectations, Yet Stock Drops on Guidance
Commvault increased ARR by 20% to $1.104 billion, exceeding profit consensus but only raised annual guidance midpoint by $5 million. Stock fell on Nasdaq.
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Markets5 min
Intel Acquires Classiq to Enhance Quantum Stack
Intel has finalized the acquisition of quantum software firm Classiq; reports suggest a deal worth between $2.2 and $2.3 billion. The goal is to integrate Classiq's platform with Intel's silicon spin qubits.
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Markets5 min
SpaceX secures $40B GPU lease with Apollo partnership
SpaceX signs binding commitment for a $40 billion Nvidia GPU lease with Apollo. Musk claims the deal is closed; 8-K notes pending price and closure.
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Markets5 min
Anthropic Files for Nasdaq IPO, Reveals $16.3B Revenue
Anthropic's public prospectus shows $16.3 billion revenue in H1 2026, $80.7 billion net loss, and first quarterly operating profit of $974 million.
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