Schneider Electric advances energy intelligence at VivaTech 2026

Schneider Electric announced its participation in VivaTech 2026, where executives will discuss energy technology solutions needed to support AI acceleration. The company highlighted a case study on energy efficiency through the Bloomberg New Economy Energy Technology Coalition and announced strategic partnerships with SoftBank and Foxconn to accelerate AI infrastructure development.

06/17/2026, 1:30 AM • GlobeNewswire

Nvidia’s Ohio Bet Signals a Structural Shift in AI Infrastructure

OpenAI is in talks to lease a proposed 10-gigawatt data center campus in Ohio, with Nvidia reportedly supplying hardware and providing financial guarantees. This deal signals Nvidia's evolution from a chip vendor to a capital partner in AI infrastructure, with implications for long-term revenue visibility. The project, backed by SoftBank's SB Energy, could cost at least $500 billion and would exceed the entire existing Stargate footprint capacity.

06/10/2026, 6:25 AM • Investing

As OpenAI, SpaceX And Anthropic Eye Blockbuster IPOs, Goldman CEO Says 'Greed Mode' Is Back And Liquidity Won't Be A Problem

Goldman Sachs CEO David Solomon stated that investors are in 'greed mode' with sufficient market liquidity to support major IPOs from OpenAI, SpaceX, and Anthropic. Solomon cited strong investor appetite for AI, evidenced by Alphabet's robust stock performance after announcing an $80 billion equity raise. Goldman raised its S&P 500 year-end target to 8,000, with Nvidia and Micron expected to drive significant earnings growth.

06/03/2026, 6:06 AM • Benzinga

Softbank's Masayoshi Son Isn't Worried About An AI Bubble— He's Hunting For The Next Trillion-Dollar Industry: 'Just The Beginning'

SoftBank CEO Masayoshi Son believes the AI revolution is '50x bigger' than the dot-com boom and will last 50-100 years, dismissing concerns of an AI bubble. Son has identified humanoid and industrial robotics with 'physical AI' as the next trillion-dollar opportunity, evidenced by SoftBank's $5.4 billion acquisition of ABB's robotics division in October and plans for a $100 billion IPO of its Roze AI venture.

06/02/2026, 4:46 AM • Benzinga

SoftBank's Masayoshi Son Calls AI '50X Bigger' Than The Dot-Com Boom, Says Corrections Could Be The 'Best Investment Opportunity'

SoftBank CEO Masayoshi Son claims the AI revolution is 50x larger than the dot-com boom and views market corrections as buying opportunities. He dismissed overexposure concerns regarding OpenAI (which comprises just over 20% of SoftBank's net asset value) and expressed optimism about a potential OpenAI IPO. However, other industry leaders like JPMorgan's Jamie Dimon and Bank of America's Michael Hartnett have raised concerns about market exuberance and narrow market leadership similar to pre-crash periods.

06/01/2026, 9:27 AM • Benzinga

S&P 500 Rally Defies Weak Sentiment and Hawkish Fed Signals

The S&P 500 rallied to new highs despite record-low consumer sentiment, hawkish Fed signals, and geopolitical tensions. The market is experiencing a broad rotation from mega-cap AI stocks to semiconductor suppliers, quantum computing names, and space-launch companies. Quantum computing stocks surged following a $2 billion Commerce Department investment, while chip suppliers and AI infrastructure plays outperformed. Yields retreated from recent highs, providing relief to equity multiples and enabling the rally to extend.

05/22/2026, 12:04 PM • Investing

The Trillion-Dollar IPO Test: SpaceX and OpenAI Face Public Markets

SpaceX filed its S-1 prospectus on May 20, 2026, targeting a Nasdaq debut on June 12 at a reported valuation of $1.75-$2.0 trillion with a potential $75 billion raise. OpenAI is preparing to confidentially file for an IPO targeting September 2026 at above $1 trillion valuation. Both offerings represent unprecedented scale in capital markets history, with combined equity supply potentially exceeding $135 billion. The key investor debate centers on whether public markets will capitalize trillion-dollar AI infrastructure narratives, given SpaceX's consolidated net loss and OpenAI's projected cash burn of $27 billion in 2026 despite strong revenue growth.

05/21/2026, 2:39 AM • Investing

Is It Too Late to Buy Cerebras Systems After the Stock Soared Following Its IPO?

Cerebras Systems surged 68% on its IPO debut on May 14, 2026, reaching a $68 billion market cap. The AI chip company makes large wafer-scale processors that compete with GPUs from Nvidia and AMD. While the company has a $20 billion OpenAI commitment and 76% revenue growth, analyst Geoffrey Seiler cautions against chasing the stock due to its sky-high 67x forward price-to-sales valuation and unproven status beyond a niche player.

05/19/2026, 4:17 AM • The Motley Fool

Consumer Tech News (May 11-15): Trump–Xi Talk Fails to Deliver Chip Deal, Elon Musk vs. OpenAI Trail & More

Global semiconductor stocks retreated after Trump and Xi's summit failed to announce major chip agreements or breakthroughs on NVIDIA's China business. Key developments include Taiwan Semiconductor's $31.28B capital spending approval for AI chip manufacturing, Meta offering free WhatsApp access to competing AI developers to resolve EU antitrust concerns, Trump Mobile delivering delayed $499 smartphones, and the Elon Musk vs. OpenAI trial concluding with closing arguments. Notable earnings included strong results from Applied Materials, Cisco, and Tower Semiconductor, while Alibaba reported mixed results and Birkenstock faced margin pressures.

05/17/2026, 9:20 AM • Benzinga

SoftBank Scales Back Planned $10 Billion OpenAI Margin Loan After Lender Pushback: Report

SoftBank is reducing its planned margin loan backed by its OpenAI stake from $10 billion to potentially $6 billion due to lender concerns over valuing the unlisted AI startup. The move reflects growing scrutiny around AI investment economics and OpenAI's growth trajectory, which has faced challenges including missed internal targets and executive departures.

05/08/2026, 8:42 AM • Benzinga

Seaport Therapeutics Set For Nasdaq Debut After Raising $255 Million In IPO

Seaport Therapeutics, a clinical-stage biotech firm focused on neuropsychiatric treatments, priced its IPO at $18 per share, raising approximately $255 million. The Boston-based company will begin trading on Nasdaq under ticker SPTX on Friday. The IPO reflects growing market activity in the biotech sector, with recent successful debuts from X-Energy and Aevex Corp.

05/01/2026, 6:28 AM • Benzinga

SoftBank Eyes 2026 IPO For New AI-Robotics Venture, Targets Up To $100 Billion Valuation: Report

SoftBank is planning to take its new AI-robotics venture Roze AI public in the second half of 2026, targeting a valuation of up to $100 billion. Roze AI aims to improve AI infrastructure efficiency through autonomous robotics in data center construction. The company will integrate SoftBank's existing energy, land, and infrastructure investments, with an analyst day planned for July at a Texas data center. However, some SoftBank insiders are skeptical about the proposed valuation and IPO timeline.

04/30/2026, 8:37 AM • Benzinga

SpaceX Could Be the Biggest IPO in History. Here's What Happened to the Last 5 Mega-IPOs.

SpaceX is targeting a $2 trillion valuation and $75 billion IPO, which would be the largest in history. However, analysis of the last five mega-IPOs shows most underperformed the market long-term, with only Meta outperforming. SpaceX's proposed 108x price-to-sales ratio is nearly four times Meta's IPO valuation despite slower growth and $5 billion in losses last year, leading the author to recommend waiting for a significant price drop before investing.

04/14/2026, 2:28 PM • The Motley Fool

Crypto News: Pepeto SoftBank Partnership Announcement While XRP Price Prediction Target

XRP price predictions reached their strongest levels of 2026 following Senate endorsement of the CLARITY Act by Coinbase CEO, Treasury Secretary Bessent, and SEC Chair Atkins. Standard Chartered analyst Geoffrey Kendrick maintains a $2.80 year-end target with potential for $28 by 2030. XRP currently trades at $1.36 with an $83.5 billion market cap. Seven spot XRP ETFs now manage close to $1 billion combined with significant weekly inflows.

04/14/2026, 12:58 AM • GlobeNewswire

Exol™ Launches U.S. Physical AI Facilities and Groundbreaking Fulfillment-as-a-Service Model to Expand Access to Enterprise-Grade Automation

Exol, backed by SoftBank Group and Symbotic with a $7.5 billion commitment, has opened its first Physical AI-powered U.S. fulfillment facility in Atlanta and announced plans for six nationwide sites totaling six million square feet. The company introduces a new fulfillment-as-a-service model providing enterprise-grade robotic automation without large upfront capital investments, targeting retail, wholesale, and consumer goods companies facing rising labor and operational costs.

04/08/2026, 7:00 AM • GlobeNewswire