$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questi…
Quantinuum filed for a US initial public offering on Thursday that could value the company at more than 20 billion dollars. In the year ended 31 December 2025, Quantinuum reported revenue of 30.9 million dollars and a net loss of 192.6 million dollar…
Akamai Technologies disclosed a 1.8 billion dollar, seven-year cloud infrastructure deal with a customer it described only as “a leading frontier model provider.” Bloomberg identified the customer as Anthropic. The stock rose 27 per cent in a single …
Automated financial tracking helps growing businesses manage income and expenses more accurately. By replacing spreadsheets with connected systems, businesses gain real-time visibility, reduce errors, and improve reporting efficiency as transaction vol…
Intel’s stock has tripled in twelve months. Its chief executive still has not told most of his employees what the plan is. Lip-Bu Tan, who became CEO in March 2025, has spent the first fourteen months of his tenure building relationships outside the …
The San Francisco scooter-and-e-bike operator goes public as Neutron Holdings with Goldman Sachs and JPMorgan as joint book-runners. $686m in 2024 revenue and two consecutive years of free cash flow give it a financial profile that the rest of the cate…
NVIDIA will invest up to $2.1bn in IREN as part of a deal that pairs the chipmaker’s reference architecture with the data-centre operator’s 5-gigawatt infrastructure pipeline. The two companies announced the partnership on Thursday. The structure is un…
FY26 guidance puts operating profit at ¥1.6 trillion. The PS5 install base, royalty income from streaming, and a smartphone-camera business with no obvious challenger are doing the work while the gaming hardware unit absorbs a memory-cost shock. Sony G…
Samsung’s stock has more than quadrupled in a year. The KOSPI broke 7,000 for the first time. Two Korean chipmakers now account for 42% of the index. The supercycle that built this rally is, by Samsung’s own forecast, not yet at its peak. There is a pa…
Duolingo beat every Wall Street estimate for the first quarter of 2026. Revenue rose 27 per cent year on year to 292 million dollars. Earnings per share came in at 89 cents against expectations of 76 cents. Daily active users grew 21 per cent to 56.5 m…