$AMZN integrates Cerebras chips for AI acceleration | @YahooFinance
$UBER launches robotaxi service in Las Vegas | @YahooFinance
Canada's trade deficit widened to C$3.65 billion in January, driven by a sharp drop in exports, notably motor vehicle and parts at their lowest since September 2021 amid production issues. Exports to the U.S. fell while imports from non-U.S. partners rose slightly, helped by C...
By targeting HIF-2Ξ± and hypoxia-driven tumor growth, the approach could alter treatment sequencing and intensify competition among RCC drugmakers.
$MRK files for expanded FDA approvals | @YahooFinance
$LCID $TSLA compete with new robotaxi | @InsideEVs
Removal of a $45,000 reference and leaks suggested higher pricing, spurring investor and reservation-holder worry over margins and Rivianβs competitiveness.
$RIVN delays R2 Standard trim until 2027 | @YahooFinance
NVIDIA is tying the launch to its GPU and NeMo/Triton software stack to simplify enterprise deployment and intensify competition with cloud and open-source providers.
$NVDA unveils Nemotron 3 Super AI model | @YahooFinance
$GE $PLTR expand AI military aircraft partnership | @SeekingAlpha
$PLTR partners Centrus Energy for uranium enrichment expansion | @PRNewswire
Thirty-two countries agreed to release strategic oil reserves in an unprecedented move, but supply disruptions persist. Iranian attacks have effectively closed the Strait of Hormuz, forcing Saudi Arabia and other Gulf exporters to reroute shipments and cut output after strikes...
$PLTR partners with LG CNS for AI acceleration | @SeekingAlpha
DISA approvals act as a de facto Defense Department security baseline, often speeding procurement and boosting vendors' competitiveness for multi-service contracts.
$PLTR gets DISA authorization for federal cloud | @YahooFinance
Conflict in the Middle East threatening the Strait of Hormuz, which carries about 20% of global oil and LNG, prompted the IEAβs 32 member countries to approve a record 400 millionβbarrel release from strategic reserves.
The United Auto Workers credits automotive tariffs with prompting Detroit Diesel to restart its third shift, recall laid-off workers and create new jobs. The union says the tariffs helped reshore manufacturing and boost union hiring amid broader U.S. auto-sector challenges.
The International Energy Agency published a report prompting traders to reassess oil supply and demand expectations.
UPDATE: Amazon's Shop Direct now sends shoppers to third-party merchant sites with live catalogs and checkout, reshaping product discovery and challenging Google and Shopify's merchant flows.
Surging AI data-center demand is expected to drive huge optics market growth, lifting Broadcom's AI revenue forecasts above $100B and helping peers, while NVIDIA's optics investments reveal photonics bottlenecks.
$AVGO unveils 3nm optical chip | @SeekingAlpha
$AVGO $FLEX partner for AI chip cooling | @PRNewswire
$AVGO $FLEX collaborate on AI cooling solutions | @PRNewswire
BE BOLD drew intense clinician attention; physician surveys and strong sales indicate the outcome may reshape prescribing, payer talks, and biologics market share.
$ABBV drug Skyrizi outperformed in trial | @SeekingAlpha
Lilly's recent local drug approval and Innovent collaboration reflect a strategic push to capture China's fast-growing GLP-1 obesity market amid surging global demand for oral GLP-1 therapies.
$LLY seeks China approval for weight-loss drug | @SeekingAlpha
The IEA proposed releasing up to 400 million barrels from strategic reserves to offset supply disruptions. Intensified attacks on vessels near the Strait of Hormuz and escalating conflict operations are raising fears of a near-blockade and prolonged supply disruption.
$TSLA FSD struggles raise safety concerns | @YahooFinance
