HiddenLayer Raises $100 Million as AI Security Spending Grows
HiddenLayer, an Austin-based company that sells security software for AI models, said Tuesday it raised $100 million in a Series B round led by Delta-v Capital. Ten Eleven Ventures, Morgan…
SpaceX’s $116 Billion Lockup Countdown
SpaceX reports its first earnings since going public after the market closes today, with a short position of about $23.6 billion hanging over the stock and $116 billion in lockup…
Cloud Capital Spending’s $1.2 Trillion Forecast
Every time Morgan Stanley’s cloud team updates its spreadsheets, the number gets bigger. The bank now expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% from…
SpaceX’s Earnings Debut, and the $116 Billion Question
On Tuesday, SpaceX publishes the first earnings report of its life as a public company, and the numbers will land in a tense week. Morgan Stanley has kept its $300…
Meta’s AI Spending Spooks Investors Despite a Revenue Beat
By the numbers, Meta Platforms had a good quarter. Revenue of $60.8 billion in the three months ended June 30 beat the $60.24 billion analysts had expected, and advertising sales…
KeyBanc Cuts Apple While Monness Turns Bullish in Same-Day Split
Two analysts looked at the same company on the same day and reached opposite conclusions. KeyBanc cut Apple’s rating, citing weak iPhone demand, pressure from Huawei, and slowing growth in…
Morgan Stanley Sees Hyperscaler AI Spending Reaching $1.2 Trillion by 2027
Morgan Stanley analysts project that spending by the largest cloud companies on artificial-intelligence infrastructure will reach $1.2 trillion by 2027, according to a report circulated this week and cited by…
Morgan Stanley Sees AMD’s Venice Server Chip Outshipping Nvidia’s Vera
The note from Morgan Stanley landed on clients’ screens with a forecast that a year ago would have been dismissed as wishful thinking: AMD’s next server processor will ship more…
Morgan Stanley Says Wall Street Is Missing Meta’s AI Moat
Brian Nowak has covered Meta Platforms since it was still called Facebook. On June 6, the Morgan Stanley analyst went back to his clients with a message he has delivered…
Co-Packaged Optics Hit a Yield Wall, Pushing AI’s Next Step to 2028
The technology that was supposed to solve AI’s bandwidth problem has run into a manufacturing one. Co-packaged optics, the approach that puts lasers and switch silicon in a single package,…
