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CoreWeave Rolls Out NVIDIA HGX B300 ‘Blackwell Ultra’ Across Its AI Cloud

The move targets deployment‑era workloads with tooling for production reinforcement learning.

Micron Lifts Outlook and Spending as AI Memory Shortage Deepens

Cheniere Climbs to Records as Ras Laffan Strikes Tighten Global LNG Supply

Intuitive Machines Misses Q4 as Shares Fall, Reaffirms $900M–$1B 2026 Outlook

TeraWulf Secures $500 Million Morgan Stanley Bridge Loan for Hawesville AI Data Center as Shares Leap 12%

TD Cowen Upgrades Rivian to Buy on R2’s Volume Potential

SentinelOne Delivers Q4 Beat and Outlook as Market Weighs Incoming CFO

Kratos and Airbus Team on AI Combat Drone for Germany as Early Stock Pop Fades

Insider Monkey Names Top Drone Stocks as Contracts and Setbacks Reprice Defense Plays

Fuel Shock From Iran Conflict Hits United as TD Cowen Cuts Target to $128

Analysts Push Micron Price Targets Higher Ahead of March 18 Earnings on AI Memory Tightness

Madison Small Cap Fund Cuts Western Alliance, Adds GitLab, Viavi, Mirion and AAON in Q4 Repositioning

Delta Slumps Below Key Averages as Management Changes Advance and Fuel Risks Weigh

Navitas Jumps on AI Data Center Power Packages, Names New CFO

ASML Wins Fresh Analyst Backing on Tight AI Chip Supply as 2026 Guidance Stays Measured

Viking Therapeutics Pushes VK2735 Through Pivotal Trials as Next Enrollment Milestone Nears

Sweetgreen Guides Another 2026 Sales Slide as RBC Cuts Price Target to $7

Plug Power Jumps on Q4 Beat as BMO Cuts Target to $1, Flagging Ongoing Strains

Yahoo Finance Names IonQ and D‑Wave Top Quantum Picks After IonQ’s Q4 Revenue Surge

Novo Nordisk Slumps on Weak 2026 Outlook as GLP-1 Pill Uptake Builds