● KeyBanc downgraded Comcast to Underweight with an $18 price target on broadband and theme-park concerns, a call that rippled directly into Charter.
● CipherMiningshares climbed after extending its Barber Lake data-centreLeaseto 20 years, lifting contractedRevenueto more than $9 billion.
● Akamai shares jumped after Anthropic signed a seven-year, $11.6 billion cloud services commitment with the company, a deal that could expand to about $20 billion.
● Applied Digital shares rose in sympathy with CipherMiningafter Cipher extended its Barber Lake data-centreLeaseto 20 years and lifted contractedRevenuepast $9 billion.
● Arm Holdings jumped as part of a broad semiconductor rally, with commentary tying the move to risingDemandfor CPUs used to run AI agents.
● Charter fell for an eighth consecutive session, closing at $112.91 even as the S&P 500 climbed 39.28 points on the day.
TSS (NASDAQ:TSSI) closed down 3.14% at $9.87, with the stock under pressure even as the surrounding comparison included gains across named peers. That divergence makes the move notable because the company's price action did not follow the positive direction seen elsewhere in the classified …
Twilio (NYSE:TWLO) closed down 7.98% at $275.76 as the broader packaged-software sector declined, with its session loss exceeding the peer median of 2.8%. The move matters because the stock remains up 102.5% year-to-date, leaving investors weighing strong momentum against sector pressure and elevated valuation …
Our Bond (NASDAQ:OBAI) and Arrive AI (NASDAQ:ARAI) went public on Nasdaq through direct listings rather than traditional underwritten IPOs, and both describe themselves as AI-enabled platforms. Beyond that, they differ. Our Bond sells a personal security service that already produces several million dollars in …
Viavi Solutions (NASDAQ:VIAV) closed up 9.27% at $40.68, giving the session a clearly positive result for shareholders. The gain stood well above the roughly flat median move among Applied Optoelectronics, ViaSat, and Ondas, so VIAV did not simply follow the direction of the named …