Today: 3 July 2026

AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin stock sinks on AI ad-tech fears ahead of Feb. 11 earnings — what’s driving the slide

AppLovin shares dropped roughly 12% early Wednesday as software stocks took another hit and fresh concerns emerged over AI disrupting mobile ad tech. Unity Software wasn’t spared, sliding about 10%. https://www.investing.com/news/stock-market-news/applovin-stock-falls-amid-broader-software-selloff-and-mobile-ad-tech-concerns-4484979 AppLovin is scheduled to release its fourth-quarter and full-year 2025 results on Feb. 11, after U.S. markets close, with management hosting a webinar to discuss the figures later that day. Stocks known for volatility often face steeper declines ahead of such major announcements. https://investors.applovin.com/news/news-details/2026/AppLovin-to-Announce-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx
4 February 2026
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Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments’ $7.5B Silicon Labs buy: the wireless-chip grab behind the deal

Texas Instruments revealed Wednesday it will buy Silicon Laboratories in a $7.5 billion all-cash deal. The move stands out for the company, which typically sticks to steady sales of “everyday” chips. https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/ The acquisition expands TI’s reach in embedded wireless connectivity—the chips that let “internet of things” devices talk to each other and networks—adding to its core analog business. Analog chips handle real-world signals like power, sound, and temperature rather than just digital data.
4 February 2026
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KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singtel clinch $5.2 billion STT GDC buyout as Asia’s AI data centre race heats up

KKR and Singapore Telecommunications are shelling out S$6.6 billion to acquire the remaining shares in ST Telemedia Global Data Centres. This move gives them full ownership of the Singapore-based operator, STT GDC. The deal comes amid a rush for capacity to support artificial intelligence and cloud computing, placing data centres alongside power, ports, and fibre lines as key strategic assets. The enterprise value, which factors in debt, stands at roughly S$13.8 billion.
4 February 2026
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Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

SAN JOSE, Calif., Feb 4, 2026, 06:57 PST Super Micro Computer boosted its fiscal 2026 sales outlook to a minimum of $40 billion, following a record quarter in revenue. The San Jose-based server maker posted net sales of $12.68 billion for the quarter ended Dec. 31 and forecasts at least $12.3 billion for the next quarter. CEO Charles Liang said, “We are scaling rapidly to support large AI and enterprise deployments.”
4 February 2026
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Brookfield taps Connor Teskey as new BAM CEO as succession plans sharpen after record 2025

Brookfield taps Connor Teskey as new BAM CEO as succession plans sharpen after record 2025

Brookfield Asset Management named Connor Teskey as its new chief executive on Wednesday, promoting a key internal leader just as the alternative-asset firm announced record results for 2025 and boosted its dividend.) Teskey, a veteran Brookfield executive who has steered segments of its renewables and transition investing efforts, steps into the top role at the publicly traded, asset-light manager. Bruce Flatt will continue as chair of BAM and CEO of Brookfield Corporation.)
4 February 2026
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Stock Market Today

  • CVC Income & Growth sets September 2026 tender limits for Sterling, Euro shares
    July 3, 2026, 3:51 AM EDT. CVC Income & Growth Limited reported that it set the share caps for its September 2026 semi-annual tender: 155.5 million Sterling Shares and 83.0 million Euro Shares. The company said these figures stick to the rules in its April 2026 AGM and March 2019 prospectus. The limits match regulatory requirements from the UK Financial Conduct Authority. BNP Paribas and Cadarn Capital are listed as investor contacts. The tender restrictions apply to shareholders looking to sell shares back to CVC Income & Growth during the window.
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