Data centre revenue rose 78% and Intel still lost more than a quarter of its value in a day. The reason, scarce capacity and a PC slump, matters for every chip start-up now raising money.
Record revenue at Robinhood hid a sharp change in what its customers do: crypto income fell by more than half while event contracts, options and borrowing surged.
A nerve repair company beat revenue forecasts by less than 4% and its shares rose by almost a third. The arithmetic of that reaction says more about valuation than about the quarter.
Four lenders will fund a vehicle that buys Broadcom chips and leases them to Anthropic. Broadcom's residual value support means the chipmaker still stands behind the senior debt.
Island raised $400m at a $6.4bn valuation, two days after Cyera's $400m extension. Both rounds were shaped by the same lead investor and the same bet: that governing AI agents will be a security budget line.
The founder-owned security firm watches companies the way attackers see them, from the internet, with no software to install. Its model reflects a wider shift in how businesses buy protection.
IDC Frontier says data in 4 zones of its East Japan region may be unrecoverable and only customers' own backups can restore it. The bill for concentration risk is landing on tenants.
CISA now lists a critical VMware vCenter bug as used in ransomware campaigns, seven weeks after Broadcom fixed it. The lag between patch and practice is a risk boards and investors can no longer ignore.
The prospectus reveals $16.3bn of first-half revenue, a first operating profit and an $80.7bn paper loss. It also shows that Class A buyers will fund the company without deciding how it is run.
A 364-day bridge with a rising margin and a lien on nearly everything. The terms show what banks now demand of AI clouds while bond investors retreat from the sector.
The Stockholm company raised $550m from a cast of public market investors. Its price rose by more than half, yet the multiple it pays on revenue has fallen, which is the more telling number.
A year-old research lab quadrupled its valuation in nine months without a product. The round shows what venture investors now pay for a thesis, a team and a claim on cheaper compute.
