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AI Safety Warnings Send Investors Into Cybersecurity Stocks

Investor flows driven by AI-safety headlines now hinge on upcoming corporate earnings to show whether security spending will actually rise.

P&G Confirms 70th Straight Dividend Increase With $1.0885 Quarterly Payout

Citi Puts Oracle on 90‑Day Watch and Calls the July Rout a Buying Opportunity

Uber Offers €41.50 a Share for Delivery Hero to Fold 24 Markets into Its 'Super App'

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

IBM Repriced After JPMorgan Upgrade and White House Quantum Orders

Markets Reprice for Bigger AI‑Driven Chip Capex

Oracle Reports $638 Billion AI Backlog as Shares Slide

Citi and BofA Raise AMD Ratings and Targets as Stock Nears Yearly Peak

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

Bloom Energy Turns Profitable as Multi‑Gigawatt Data‑Center Orders Balloon

Vertiv Sets 20–22% Five‑Year Revenue Target After Analyst Day

TSMC Announces 14‑Reticle CoWoS Platform and Moves to Rebalance Holdings

Bakkt Jumps After SEC Filings Show $4.85 Million Director Buy and CEO Option Exercise

Utilities Top Q1 and Reaffirm 2026 Plans on Rising Data‑Center Power Demand

NextEra Energy Retains Overweight Ratings as Analysts Tweak Price Targets

TMC Stock Drops as NOAA Flags 'Substantial Compliance' but Permit Still Pending

General Mills Misses Q3, Reaffirms Cut Outlook as Sales Fall 8%

CrowdStrike Rallies After Morgan Stanley Names It a Top Pick Following ARR Milestone

Nu Holdings’ Record 2025 Meets Mixed Sentiment as U.S. Expansion Advances