SpaceX-Cursor deal strengthens AI strategy through vertical integration: Oppenheimer (SPCX:NASDAQ)

Brandon Moser/iStock Editorial via Getty Images SpaceX’s (SPCX) planned acquisition of AI coding platform Cursor could significantly strengthen the company’s artificial intelligence ambitions by bringing together computing infrastructure, software and users under one roof, according to Oppenheimer analyst Timothy Horan. In a research note issued Thursday, Horan Source link

Why bitcoin investors should trade the cycle, not dollar-cost average

The win rate of a cycle-aware approach is lower than buy-and-hold, winning not by being right more often, but by avoiding the months when bitcoin loses 20%, 30%, or 40%. Those months cluster, and stepping aside during them is not timing the market; it is about reading the cyclical structure…

Algorand unveils roadmap for post-quantum security by end-2027

Google, for example, has warned organizations to begin preparing for the transition to post-quantum cryptography and has been integrating quantum-safe cryptographic standards into parts of its infrastructure with a 2029 completion target. The U.S. National Institute of Standards and Technology (NIST) has been leading efforts to standardize post-quantum algorithms and…

Microsoft boosts AI ties with China by selling OpenAI models to tech giants

frantic00 Microsoft (MSFT) announced on Thursday that it has built a fast-growing artificial intelligence business in China, with several major Chinese tech firms using AI models through its Azure cloud platform, according to a Bloomberg report and commentary shared by Shay Boloor. Source link

Stellar (XLM) jumps 10% while index declines

CoinDesk Indices presents its daily market update, highlighting the performance of leaders and laggards in the CoinDesk 20 Index. The CoinDesk 20 is currently trading at 1750.15, down 0.9% (-15.97) since 4 p.m. ET on Wednesday. Three of 20 assets are trading higher. Leaders: XLM (+10%) and HBAR (+0.2%). Laggards:…

Here’s what £100 invested in Raspberry Pi shares at the start of 2026 is already worth…

Image source: Getty Images Think the London stock market lacks exciting tech stories? Think again – specifically, of Raspberry Pi (LSE: RPI). Raspberry Pi shares have been going gangbusters lately on the back of interest in the company’s technology as a potential AI solution for users on a much tighter…

Hive gains 10% after securing Canada sovereign AI contract with Bell Canada

HIVE Digital Technologies (HIVE) shares jumped 10% in pre-market trading on Thursday after the company announced a $220 million, three-year GPU cloud contract with Bell Canada and AI firm Cohere, as the company continues its transition away from pure-play bitcoin mining. The deal will see HIVE’s BUZZ High Performance Computing…

Lennox to acquire Heat Controller (LII:NYSE)

Lennox (LII) on Thursday said it has signed an agreement to acquire HVAC equipment supplier Heat Controller from Platinum Equity. Michigan-based Heat Controller serves distributors across North America through its Comfort-Aire and Century brands. Financial terms of the deal were not disclosed. Source link

Mounting AI costs and weaker performance are driving investors toward AI infrastructure

The biggest winners from the rotation have been memory and semiconductor stocks. Memory-chip maker Sandisk (SNDK) has surged roughly 800% this year and the Global X Artificial Intelligence & Technology ETF, which focuses on memory-related companies (DRAM), is up about 140%. In microprocessors, Micron Technology (MU) has gained about 230%…