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Applied Digital (APLD) Soars on Nov. 20 as Babcock & Wilcox Power Deal, $2.35B Notes Offering and AI “Factory” Buildout Collide

Applied Digital (APLD) Soars on Nov. 20 as Babcock & Wilcox Power Deal, $2.35B Notes Offering and AI “Factory” Buildout Collide

Applied Digital Corporation (NASDAQ: APLD) is back in the spotlight on 20 November 2025, with its stock jumping again as traders digest a wave of news around the company’s ambitious AI data‑center “Factory” strategy, massive new debt financing, and a long‑term power partnership with Babcock & Wilcox (B&W). As of early afternoon trading on Thursday, APLD shares are around $25–26, up roughly 10% on the day versus Wednesday’s close near $23.09, according to real‑time quote data. StockAnalysis The move extends a volatile week in which the AI data‑center specialist has whipsawed on financing headlines but still remains up well over
BigBear.ai Stock’s 300% Surge Sparks Palantir Comparisons in Defense AI Frenzy

BBAI Stock Today (Nov 15, 2025): BigBear.ai Pops on $250M Ask Sage Deal and Q3 Beat—What November Means for the Next Move

Updated November 15, 2025 What changed this week BigBear.ai (NYSE: BBAI) was the week’s defense‑AI headline maker. After the closing bell on Nov 10, the company beat Q3 expectations and announced a $250 million agreement to acquire Ask Sage, a secure generative‑AI platform already in use across U.S. government teams. Shares spiked on the news, then cooled into Friday’s close. BBAI finished Friday at $6.06, down 4.5% on the day but still higher week‑to‑date, as traders digested the beat and the big swing at platform expansion. Business Wire+1 Key numbers investors care about Why the Ask Sage deal matters Strategically,
Japan’s ‘Bold’ Stimulus Draft Moves Forward: Bigger Spending, AI/Chips/Shipbuilding Push as Panel Urges an Even Larger Package (Nov 12, 2025)

Japan’s ‘Bold’ Stimulus Draft Moves Forward: Bigger Spending, AI/Chips/Shipbuilding Push as Panel Urges an Even Larger Package (Nov 12, 2025)

TOKYO — November 12, 2025 — Prime Minister Sanae Takaichi’s first stimulus package came into clearer focus today as a government draft pledged to increase spending “without hesitation” and channel “bold and strategic” investment into crisis‑management and growth sectors including artificial intelligence (AI), semiconductors and shipbuilding. The draft also outlines subsidies to lower utility and gasoline bills, aid for firms hit by U.S. tariffs, and a likely rise in defense outlays, with a supplementary budget to follow later this fiscal year. While the headline size isn’t fixed yet, a Daiwa Securities note cited by Reuters said extra‑budget spending could reach
BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

BigBear.ai (NYSE: BBAI) Soars on Q3 Beat and $250M Ask Sage Deal — Shares Jump ~19% Pre‑Market on Nov. 11, 2025

Market reaction: Why BBAI is spiking this morning BigBear.ai’s pre‑market surge follows a one‑two punch of better‑than‑expected top‑line and a transformational acquisition announced after Monday’s close. Barron’s flagged BBAI among today’s biggest pre‑market movers on the back of the Ask Sage deal and a revenue beat. Barron’s Q3 2025 by the numbers Management highlighted mixed operating trends: a leaner quarter against tough comps and delayed government program volume, but a stronger balance sheet and robust pipeline. The Ask Sage acquisition: what’s in the deal — and why it matters BigBear.ai signed a definitive agreement to acquire Ask Sage, a fast‑growing
Nebius (NBIS) Stock Rockets 350% on AI Boom – Bubble or Breakout? Experts Weigh In

Nebius Group (NBIS) Q3 Earnings Today: What to Watch as the AI High‑Flyer Rides a $17.4B Microsoft Deal and New “Token Factory” Launch

Published: November 11, 2025 Nebius Group (NASDAQ: NBIS) reports third‑quarter 2025 results before the U.S. market opens today (Tue., Nov. 11), with management hosting a conference call at 8:00 a.m. ET. Consensus heading into the print calls for revenue in roughly the $150–$156 million range and a per‑share loss of about $0.44–$0.56. Expectations are elevated after a year in which Nebius became one of the market’s most talked‑about AI infrastructure names. Benzinga+4Nebius+4Business Wire+4 Key takeaways at a glance What Wall Street expects from Q3 Listen live: Nebius’ Q3 2025 webcast is scheduled for 8:00 a.m. ET; details and the replay
US Utility’s Fusion Moonshot: Betting Billions on “Star Power” to Fuel the AI Era

US Utility’s Fusion Moonshot: Betting Billions on “Star Power” to Fuel the AI Era

TVA’s Fusion Gamble at Bull Run The TVA’s plan marks an unprecedented move by a US utility: building, owning and operating a fusion power plant (pending regulatory and board approvals) rather than just buying fusion power from a third party. In September 2025, TVA issued a letter of intent to Type One Energy, signaling its interest in deploying the company’s fusion reactor at TVA’s former Bull Run Fossil Plant site near Oak Ridge, Tennessee typeoneenergy.com. Bull Run was a coal-fired power station retired in 2023 – now its grounds may host a cutting-edge fusion facility, symbolically transitioning from fossil fuels
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