By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Anthropic's Claude Goes Azure-Native, Adds Cost Tracking for Enterprise AI Adoption
Anthropic's Claude models are now generally available in Microsoft Foundry on Azure, with a new self-hosted apps gateway for Amazon Bedrock
Digital Realty Boosts Northern Virginia Data Center Stakes in $3.5B Deal with Blackstone
Digital Realty is increasing its stakes in three Northern Virginia data centers through a $3.5 billion cash-and-stock deal with Blackstone.
Dow Breaks 52,000 as Alphabet Joins Blue-Chip Index, Oil Rises on Iran Tensions
The Dow hit a new record, closing above 52,000 for the first time, as Alphabet joined the blue-chip index. Oil prices rose on renewed US-Ira
ON Semiconductor's Synaptics Deal: Building a Full Edge AI Platform
ON Semiconductor is buying Synaptics to create a comprehensive edge AI platform, blending ON's power and sensing with Synaptics' AI chips an
Treasury Yields Edge Up as Oil Price Gains Stoke Inflation Concerns
Treasury yields inched higher as oil prices rebounded following weekend US-Iran strikes, raising inflation expectations. Investors now focus
MSG Entertainment Downgraded as Theater Deal Optimism Already Priced In
Seaport Research downgraded MSG Entertainment to neutral after the stock rose above its $80 target. The downgrade comes as a memorandum of u
Comcast to Spin Off NBCUniversal, Splitting Cable from Content
Comcast is splitting its cable and broadband business from its media and theme park assets. NBCUniversal will become a standalone public com
Anthropic Wins Partial Approval to Relaunch Mythos 5 AI Model for Cyber Defenders
Anthropic has received partial US government approval to relaunch its Mythos 5 AI model, but only for a small group of pre-vetted cyber defe
BofA Downgrades Doximity on AI Cost Concerns, Slashes Price Target to $20
Bank of America downgraded Doximity to underperform and slashed its price target to $20 from $38, warning that the company's AI pivot could
Enduro Metals Starts Drilling New Copper-Gold Target in BC's Golden Triangle
Enduro Metals has kicked off a 3,000-meter phase one drilling program at its Andrei copper-gold target in British Columbia's Golden Triangle
Tech and Chip Stocks Drive Nasdaq Higher as Oil Rises, Gold Slips
US stocks climbed Monday, powered by tech and semiconductor shares that pushed the Nasdaq-tracking Invesco QQQ Trust up 2.1%. Gold slid 1.5%
Mexico's Stock Exchange Reopens After Two-Hour Pre-Open Halt
Mexico's main stock exchange, Bolsa Mexicana de Valores, reopened Monday after a two-hour trading halt that began just before the market ope