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L1 Capital Reaffirms Jacobs, Adds to Stake After Rival’s AI Remarks

L1 frames the PA Consulting buyout as a small valuation positive.

Oklo Shares Leap About 15% as House Launches Nuclear Review and DOE Advances Fuel Efforts

Bailard Tech Strategy Gains 9.36% in Q3, Trails Benchmarks as AI Plays Lead and Fiserv Lags

Meta Stock Slides as AI Spending Plan Balloons to $70–$72 Billion, With Bigger 2026 Outlays

Meta’s Q3 Beat Overshadowed as AI Spending Outlook Triggers Sharp Selloff

BofA Lifts ASML Price Target to €941 on Nvidia–Intel Deal Outlook