Articles by Sarah Chen
Rocket Lab Gains German Nod for Mynaric Takeover, Shares Rally
Rocket Lab received German regulatory clearance to acquire Mynaric in a $75 million deal, sending its shares up 6.7%. The acquisition establishes Rocket Lab's first European base in Munich.
Nvidia Invests $2 Billion in Marvell to Expand AI Networking Partnership
Nvidia has committed $2 billion to Marvell Technology, deepening their partnership in custom AI chips and high-speed networking. Marvell projects fiscal 2027 revenue near $11 billion following record 2026 sales.
Oracle Restructuring Hits India as AI Spending Plan Reaches $50 Billion
Oracle has begun workforce reductions in India as part of a broader restructuring effort, with estimated costs reaching $2.1 billion. The company continues its aggressive $50 billion capital expenditure plan for artificial intelligence data centers.
Broadcom Tops AI Chip Picks as Custom Silicon Race Heats Up
Broadcom emerged as the favored AI stock pick over Oracle and Marvell in Monday's commentary, highlighted by its 106% quarterly AI revenue surge. Analysts cited its scale and custom chip portfolio as key advantages.
XRP Holds $1.34 Amid Regulatory Uncertainty and High Leverage
XRP traded around $1.34 on Monday, recovering from a weekend dip while open interest in derivatives reached $2.55 billion. The token remains 63% below its 2025 peak amid regulatory uncertainty and fund outflows.
Bitcoin Recovers to $67K on Geopolitical Hopes, ETF Outflows Weigh
Bitcoin regained ground toward $67,000 Monday following diplomatic comments on Iran, though significant ETF outflows limited the rally. Ether outperformed with a 2.4% gain.
Investors Shift AI Focus from Megacaps to Supply Chain and Broad Tech ETFs
Broad technology ETFs are gaining favor over targeted AI funds as investors diversify beyond megacap platforms. U.S. equity inflows hit $37.24 billion last week while tech funds saw outflows.
Wells Fargo Lifts Alphabet Target to $397, Citing Cloud Momentum from Wiz and AI Chips
Wells Fargo increased its price target on Alphabet to $397, maintaining an Overweight rating, as Google Cloud shows robust growth and integrates its $32 billion Wiz acquisition.
Meta Ties Executive Pay to $9 Trillion Valuation Amid Legal Headwinds
Meta Platforms has structured new stock option awards for six senior leaders around an ambitious share price goal that would elevate its market valuation beyond $9 trillion by 2031. The move comes as the company confronts significant legal challenges, including two recent jury verdicts totaling $381 million related to child safety on its platforms.
Microsoft's AI Ambitions Fuel Investor Debate Amid Copilot Enhancements
Microsoft unveiled upgraded Copilot AI tools Monday, intensifying a bull-bear split over its stock. The debate centers on whether massive AI investments will yield returns as competition from Google Cloud heats up.
AST SpaceMobile Targets April 10 for BlueBird 7 Launch Amid Rival Rocket Lab's ESA Milestone
AST SpaceMobile has scheduled its BlueBird 7 satellite launch for April 10, while Rocket Lab successfully completed its first dedicated mission for the European Space Agency. Both companies are advancing amid a backdrop of robust financial results and industry momentum.
Intel's 18A Process Debuts in Commercial PCs as Market Headwinds Loom
Intel's 18A manufacturing technology makes its commercial debut in PCs shipping Tuesday, with Dell among the first vendors. The launch comes as Gartner forecasts a 10.4% drop in global PC shipments for 2026.