Barclays upgraded its rating of Oscar to overweight, a buy equivalent, and reiterated its overweight rating on Centene in a new research note.
AI
Citi’s Panic/Euphoria Model is off the charts. Wall Street hasn’t felt this good in five years. And investors are taking chances, willing to get burned.
ERock makes natural gas-powered engines and generators that can be placed on-site at data centers.
Buy industrial stocks tied to AI data centers, says Bernstein.
Investment advisors say retail investors should look beyond the hype when deciding whether to buy shares of big initial public offerings.
General Motors unveiled new grid-storage, bidirectional charging, and sodium-ion battery initiatives as it looks to benefit from growing electricity demand tied to AI and data centers.
AMD stock was slipping Wednesday. The chip maker is following in Nvidia's footsteps by investing in a neocloud company.
Digital assets struggle as investors ditch AI stocks.
The company offered more than $19 billion of the mandatory convertible preferred last week in two equal parts at $50 a share.
Big banks face pressure to disclose plan on AI risks, Rivian’s cheaper EV model is here, Warner Bros. stock offers unusual takeover arbitrage spread, and more news to start your day.
Traders sold the chip rebound on Tuesday. Plus, DraftKings’ prediction market business gains ground.
Investors resume selling shares of memory-chip makers after a brief reprieve on Monday.
The artificial-intelligence trade fizzles out and it appears Monday’s rally might have been a one-off.
Congressional Democrats are calling on large banks to disclose how they plan to handle cyber threats.
Three big initial public offerings lie ahead in the next few months. Can they all be megastars?
Tesla released some safety stats about how its FSD product is performing in Europe.
Apple is accessing Nvidia’s hardware via the cloud-computing services of Google rather than buying the chips directly.
Government involvement in artificial intelligence could be a net positive for companies like OpenAI.
“Given the level of optimism into this event, we think the announcement came in a bit shy of expectations,” writes TD Cowen analyst Krish Sankar.
Anthropic announced on Tuesday that it has launched a new, highly capable model.
Bernstein analyst Mark Newman believes the market is overlooking Rigetti and Infleqtion in the quantum race.
Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.
CVS Health, Pfizer, and Dollar General were among the stocks identified for investors looking for non-tech options.
The data-center developer announces the signing of a 15-year lease at a secretive new artificial-intelligence campus somewhere in a southern U.S. state.
Broadcom, Apollo Global Management and Blackstone are launching a platform aimed at financing AI infrastructure, beginning with Anthropic’s expansion plans.