Lockheed Martin (LMT) stock rises 2.7% on Army NGC2 testing success and $18.8M Navy Trident contract, despite Q4 EPS miss. Up 31% year-to-date.
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Nvidia (NVDA) is launching a new Groq-powered inference platform to address OpenAI’s complaints about processing speeds. Details revealed for GTC event.
Nebius (NBIS) stock dropped 13% after missing Q4 earnings forecasts and revealing $2B+ capex. Analysts maintain Moderate Buy rating with $143 target price.
ARK Invest purchased $19.4M in CoreWeave and $23.2M in Kratos Defense while trimming Teradyne and Rocket Lab positions on February 27. Full trade breakdown.
Nebius (NBIS) stock crashed 13.1% after missing Q4 estimates and reporting $2.06B in capex. Analysts still rate it Moderate Buy at $143.22 target.
ARK Invest made significant portfolio moves on Feb 27, acquiring $42M+ in CoreWeave and Kratos Defense while reducing Teradyne and Rocket Lab positions.
Blackstone (BX) makes three strategic moves: launching an AI data center investment vehicle, bidding €8B for VW’s Everllence, and partnering with J&J on AML drug.
Morgan Stanley files for crypto trust charter with OCC while Citigroup develops Bitcoin custody services, signaling major banks’ institutional digital asset push.
Blackstone (BX) unveils AI data center investment vehicle, bids €8B for VW’s Everllence unit, partners with J&J on AML treatment. RBC sets $179 price target.
Morgan Stanley seeks OCC crypto trust charter while Citigroup prepares institutional Bitcoin custody launch, signaling major shift in mainstream banking.
Solana (SOL) drops 5% to $78 amid Iran-Israel tensions. Network activity leads Ethereum despite price decline. Key support levels at $50, $22, and $10.
Former Mt. Gox CEO proposes Bitcoin hard fork to recover $5.2B in stolen cryptocurrency from 2011 hack. Critics warn it threatens blockchain immutability.
Bitcoin crashes to $63,000 following U.S.-Israeli strikes on Iran, marking its steepest decline since early February as geopolitical tensions spike.
Pentagon terminates Anthropic partnership over weapons restrictions, immediately switching to OpenAI for classified military AI systems in controversial move.
The Pentagon cut Anthropic over AI restrictions and signed with OpenAI the same day. Anthropic labeled supply-chain risk after refusing weapons use.