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Stride Inc. (NYSE: LRN) Tumbles on Dual Contract Losses and Emerging Shareholder Litigation Risk

BMO Capital brought attention to the non-renewal of Stride's contract with the Texas Roscoe School District, which had engaged the company to manage a K-8 online academy program. The loss follows an earlier contract termination involving the Gallup McKinley district, and together the two …

Nitish Kishor | 15 June 2026

Kosmos Energy (NYSE: KOS) Drops 10% as U.S.-Iran Peace Deal Unwinds Oil Supply Premium

WTI crude oil futures fell over 5% on the day as traders priced in the prospect of Iranian export barrels returning to global markets and the Strait of Hormuz reopening to unimpeded shipping. For Kosmos Energy, a deepwater oil producer with operations in West …

Nitish Kishor | 15 June 2026

Can AI Infrastructure Revenue Become SpaceX's Next Growth Engine After Launch Services?

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

SpaceX, Anthropic, and the Race for AI Compute: A New Era of Infrastructure Investing

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

AI Spending Reaches New Extremes as Anthropic Commits Billions to SpaceX Compute Capacity

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

Record Capital Raising Meets AI Demand: Why SpaceX, Data Centers, and Private Credit Are Winning Big

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

Anthropic's $15 Billion Annual Compute Deal Could Transform SpaceX's Revenue Growth Story

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

SpaceX and Anthropic: The $40 Billion AI Infrastructure Partnership Investors Can't Ignore

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

Why Anthropic Is Paying SpaceX $1.25 Billion Per Month for AI Computing Power

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026

SpaceX's AI Opportunity: How a Massive Anthropic Contract Could Boost Long-Term Revenue

The global artificial intelligence investment cycle continues to reshape capital markets. Companies have raised record amounts of equity, corporate debt, and bank financing as demand for AI infrastructure accelerates. Investors are increasingly funding data centers, semiconductors, power generation assets, networking equipment, and cloud-computing platforms …

Nitish Kishor | 15 June 2026
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