Markets6 min
Qualcomm Pays $4 Billion for Modular to Challenge CUDA from Within
By acquiring the startup founded by Chris Lattner, Qualcomm attempts to break the software lock that keeps four million developers dependent on Nvidia.
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Markets
Financial markets, M&A and corporate moves
105 analyses
Markets6 min
SK Hynix pede US$ 29 bilhões em Nasdaq e tenta ancorar o rerating da memória na era da IA
Maior fornecedora de HBM do mundo arquiva pedido para listar 17,79 milhões de ADRs em Nova York no dia 10 de julho, na segunda maior oferta de ações da história global.
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Markets5 min
Oracle Cuts 21,000 Jobs in 12 Months and Spends $1.84 Billion on Severance During Shift to AI
Fiscal 2026 10-K filing shows a 13% reduction in the global workforce. Cloud revenue grows 39% to $34 billion, but headcount drops to 141,000 employees.
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Markets6 min
Accenture Drops 18% After Annual Forecast Cut and Announces $4.2 Billion in Cybersecurity Acquisitions
Third-quarter fiscal results disappoint Wall Street: revenue of $18.7 billion below consensus and revision of the annual forecast to 3%-4% sends the consulting firm's stock to its lowest level since 2016.
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Markets5 min
Trump Claims Apple-Intel Deal for Chips in the U.S., Intel's Stock Soars 10.5%
A post on Truth Social by the president states that Apple has agreed to work with Intel on chips manufactured in the U.S. Neither Apple nor Intel confirm the claim. Intel's shares hit record highs.
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Markets6 min
Jabil Raises AI Revenue to $13.6 Billion and Confirms Third Hyperscaler in Its Portfolio
EMS reported Q3 with revenue of $8.8 billion (+12% y/y) and raised annual AI guidance by $500 million. CEO Mike Dastoor confirmed a third contract with a hyperscaler and a multi-gigawatt opportunity with Adani.
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Markets5 min
SpaceX Pays $60 Billion for Anysphere, Closes Largest Check Ever Written by an AI Tools Maker for Developers
Operation announced in an 8-K on Tuesday reshapes the AI coding landscape, diverts traffic from Anthropic, and alters productivity equations in Bangalore and Capgemini's French front.
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Markets6 min
Fox Acquires Roku for $22 Billion, Creating a Connected TV Giant to Compete with Netflix and Amazon
The deal merges Fox's catalog and Tubi with Roku's over 100 million connected households, creating the third largest player in the American TV market by viewing time share.
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Markets5 min
SpaceX Concludes Largest IPO in History at $75 Billion; SPCX Rises 19% on Nasdaq Debut
SpaceX raised $75 billion in its IPO on June 12, surpassing Saudi Aramco as the largest offering in history. The listed entity includes xAI and X, transforming SPCX into an asset of AI, orbital infrastructure, and media simultaneously.
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Markets5 min
Adobe Delivers $500 Million in AI ARR and Disproves Photoshop Cannibalization Thesis
Q2 FY26 revenue rises 13% to $6.62 billion, Firefly reaches 90 million members, and Adobe records AI ARR for the first time as an auditable line of $500 million, three times the level from a year ago.
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Markets6 min
Oracle Closes FY26 with Cloud Growing 47% and a $638 Billion AI Contract Backlog
Quarterly revenue of $19.2 billion and Oracle Cloud Infrastructure growing 93% in Q4 place the company at the forefront of growth among hyperscalers. RPO increased by $85 billion in three months.
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Markets6 min
OpenAI Confirms Confidential S-1 to SEC Aiming for IPO Valuation of Up to $850 Billion Behind Anthropic
OpenAI confirmed on Monday that it has filed a confidential S-1 with the SEC aiming for a valuation between $730 billion and $850 billion, just weeks after Anthropic did the same at $965 billion.
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