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emerging-markets: Archive

Shreya Majumder

How CRWV's New MLPerf Records Boost Customer Adoption & Market Share

CoreWeave's MLPerf Training v6.0 results spotlight AI cloud performance, with DeepSeek-V3 trained in 2.02 minutes on 8,192 NVIDIA GB300 GPUs.

AMZNPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Shreya Majumder

Can Cyberhawk Buyout Broaden Ondas' Critical Infrastructure Footprint?

ONDS plans a $125M Cyberhawk acquisition, adding AI-powered infrastructure intelligence, recurring revenue streams and a $95M backlog.

ONDSPositive Net Change DPROPositive Net Change UMACPositive Net Change

Shreya Majumder

AI's Data Explosion Creates a Multi-Year Growth Runway for Seagate

STX is leveraging AI-driven data growth with its HAMR-based Mozaic platform to position itself for rising storage demand across cloud, edge and data centers.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change

Shreya Majumder

Can BB's Enhanced UEM Unlock New Enterprise & Public-Sector Revenue?

Blackberry upgraded its UEM platform with stronger security, policy controls and device management as demand rises for secure endpoint oversight.

PANWPositive Net Change BBNegative Net Change CRWDPositive Net Change

Shreya Majumder

Can the Comtech Acquisition Enhance GILT's Competitive Edge in Satcom?

Gilat's $157.5M deal for CMTL's Satellite & Space Communications unit could expand its defense reach, tech capabilities and market access.

CMTLNegative Net Change IRDMNegative Net Change GILTNegative Net Change SATLNegative Net Change

John Blank

FOMC Monetary Policy in Focus: Global Week Ahead

Kevin Warsh chairs his first meeting as head of the U.S. Federal Reserve this week, with markets increasingly pricing in the chance that stubbornly high inflation will mean U.S. interest rates go up again.

ALBNegative Net Change MUSANegative Net Change DYNegative Net Change

Mark Vickery

Peace Agreement Sends Pre-Market Futures Higher

The pending Memorandum of Understanding comes directly ahead of a new G7 summit this week.

QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Shreya Majumder

Can the Colt Tie-Up Fuel Ciena's Quantum-Secure Expansion?

CIEN helped deliver a quantum-safe 800GbE data trial across 6,900 km between New York and London, marking a transatlantic security and speed milestone.

CSCOPositive Net Change CIENNegative Net Change ANETPositive Net Change

Shreya Majumder

Can TTD Capitalize on Agoda's High-Intent Travel Audience Across APAC?

The Trade Desk teams up with Agoda to unlock APAC travel data, helping advertisers reach high-intent travelers across premium digital channels.

AMZNPositive Net Change TTDPositive Net Change BKNGPositive Net Change PUBMNo Net Change

Shreya Majumder

How is BB Leveraging Its Profitable Portfolio to Reward Shareholders?

BlackBerry is monetizing patents, growing profitable software units and buying back shares while investing in QNX and targeting positive cash flow.

PANWPositive Net Change BBNegative Net Change CRWDPositive Net Change