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Pitchbook4d agobullish
Goldman eyes strategic buyers with $11.7B PE haul

Goldman Sachs Asset Management has sized its latest flagship buyout fund, in part, to remain within reach of strategic buyers, the firm’s global co-head of private equity told PitchBook. Speaking Tuesday after the close of West Street Capital Partners IX, which raised $9.6 billion of commitments, Michael Bruun said that targeting companies with enterprise values of $500 million to $3 billion ensures those businesses remain within reach of corporate acquirers even if they double or triple in size

Cipher Digital jumps 13%, but grid status is no green light
Proactive4d agobullish
Cipher Digital jumps 13%, but grid status is no green light

Cipher Digital (NASDAQ:CIFR) shares jumped 13% Wednesday after the company secured conditional grid classifications for 3.2 gigawatts of Texas data-center capacity, though the designations stop short of authorizing power connections. The company first disclosed the 3.2-gigawatt total last...

Did Salesforce Telegraph Its Own Massive Rally?
Trefis4d agobullish
Did Salesforce Telegraph Its Own Massive Rally?

Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.

Two Beaten-Down Food Stocks Pay 6.5% Yields. Which Dividend Is Safer?
24/7 Wall St.4d agobullish
Two Beaten-Down Food Stocks Pay 6.5% Yields. Which Dividend Is Safer?

Both General Mills and Kraft Heinz offer nearly identical 6.5% yields at beaten-down valuations, but one of them already cut its dividend once and just wrote down billions in brand value for the second year running. Picking the wrong one could leave your retirement income short.

Walmart Marketplace Growth Tops 50% as Stores Power Faster Delivery
MarketBeat4d agobullish
Walmart Marketplace Growth Tops 50% as Stores Power Faster Delivery

Walmart (NASDAQ:WMT) said its Marketplace business is benefiting from investments made over several years in assortment, pricing, delivery speed, fulfillment and product discovery, as the company reported Marketplace growth of more than 50% in each of its first two quarters. Speaking at a Piper San

Amazon Buys DuckDB Talent but Leaves the Code Free for Rivals
24/7 Wall St.4d agobullish
Amazon Buys DuckDB Talent but Leaves the Code Free for Rivals

Amazon just acquired the team behind a wildly popular open-source analytics engine, but the code stays free for Microsoft, Google, and every other rival to use. So what exactly did Amazon buy, and can it turn that into a competitive edge?

Aptiv (APTV) Turns Chip Partnerships Into A Physical AI Bet
Insider Monkey4d agobullish
Aptiv (APTV) Turns Chip Partnerships Into A Physical AI Bet

On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA’s newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson Thor platform. The move puts Aptiv squarely inside the buildout of “physical AI,” the term for machines like drones, robots, and industrial systems that need to sense and […]

SpaceX Stock Surges: What's Going On?
Benzinga4d agobullish
SpaceX Stock Surges: What's Going On?

Space Exploration Technologies Corp (NASDAQ:SPCX) shares are trading higher Wednesday. Traders appear to be positioning around the company’s upcoming Starship launch. SpaceX stock is among today’s top performers. Why is SPCX stock surging? Starship’s 14th Flight Set to Attempt First Orbital Mission Assuming regulators sign off in time, SpaceX plans to send Starship on its 14th flight as early as Tuesday, Sept. 22, with a roughly 75-minute window opening at 8:15 a.m. ET. Every prior flight has de