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TeraWulf, Fluidstack Launch $9.5B Google-Backed JV for 168 MW AI Campus in Texas

Google’s $1.3 billion backstop enables project‑debt financing for a repeatable, credit‑enhanced build‑out model.

Procter & Gamble Draws Cramer Endorsement as JPMorgan Lifts Target After Strong Quarter

Wells Fargo Reiterates Underweight on Qualcomm After Saudi AI Deal and New Data‑Center Chips

TSMC Posts Strong Q3, Narrows 2025 Capex to $40–$42 Billion

Palantir Signs Poland Defense Letter of Intent as Shares Hit New Highs Ahead of Q3

PayPal to Embed Wallet in ChatGPT, Becoming First Built-In Payments Option

Microsoft-OpenAI Deal Propels U.S. Stocks to Records as Apple and Microsoft Touch $4 Trillion

Apple Poised to Top $100 Billion in Services as Investors Eye Q4 Results

Amazon Q3 Preview: Revenue Test, AWS Momentum and AI Capex Under Scrutiny

Rigetti Ticks Up as Quantum Rally Eases

Meta Set to Report Q3 Results With Record Sales Forecast and Capex Under the Microscope

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Cramer Touts Meta’s ‘Terrific’ Quarter, Links It With Microsoft Before Earnings

Deutsche Bank Initiates AppLovin at Buy With $705 Target on AI Ad Strength

Caterpillar’s AI-Fueled Rally Meets a ‘Priced for Perfection’ Test Ahead of Earnings

Tesla Posts Record Deliveries and Energy Gains as Margins Tighten Ahead of Musk Pay Vote

UnitedHealth Beats Q3 and Lifts 2025 Outlook as Turnaround Takes Hold

Salesforce Deepens OpenAI Partnership as Views Diverge on Its AI Bet

Cramer Flags Profit-Taking Risk in SoFi as Truist Lifts Target Before Q3

Goldman Reaffirms Buy on Broadcom as OpenAI-Focused AI Chip Outlook Strengthens

Citi Starts Visa at Buy With $450 Target, Citing Defensible Payments Moat