Look, you either believe or you don't believe. It is as simple as that. You either accept that Open AAI is going to pay for the billions of dollars of chips they just ordered from AI AMD or you refuse to believe it and you assume AMD will get stiff because OpenAI doesn't have the money or won't need the chips.I prefer to accept the answer I got on this squawk on the street this very morning from Lisa Sue, the brilliant CEO of AMD. She's not worried and neither is Greg Brockman, the co-founder and president ...

Upgrades - Rothschild & Co Redburn upgraded Coinbase (COIN) to Buy from Neutral with a price target of $417, increased from $325, expecting retail volume growth to mitigate take rate compression [2] - Wells Fargo upgraded Johnson & Johnson (JNJ) to Overweight from Equal Weight with a price target of $212, up from $170, indicating that concerns around pharmaceutical tariffs and pricing risks are largely resolved [3] - Gordon Haskett upgraded Zillow (Z) to Buy from Hold with a price target of $90, citing favorable risk/reward due to negative sentiment affecting shares [3] - Fox Advisors upgraded Instacart (CART) to Outperform from Equal-Weight, believing the 24% decline in stock price since August 11 is "oversold" due to overblown competitive concerns [3] - Erste Group upgraded Alibaba (BABA) to Buy from Hold, noting the company's strong development in artificial intelligence applications [4] Downgrades - Jefferies downgraded Apple (AAPL) to Underperform from Hold with a price target of $205.16, down from $205.82, citing excessive expectations on the replacement cycle and prospects of the iPhone 18 Fold [5] - Piper Sandler downgraded Instacart (CART) to Neutral from Overweight with a price target of $41, down from $62, due to rising competitive pressures from major players like Amazon and Walmart [5] - Wolfe Research downgraded PayPal (PYPL) to Peer Perform from Outperform, with a fair value range of $70-$80, indicating shares may be range-bound until further proof of execution is shown [5] - KeyBanc downgraded Corteva (CTVA) to Sector Weight from Overweight without a price target, following the company's announcement to separate into two public companies [5] - Goldman Sachs downgraded Bumble (BMBL) to Neutral from Buy with a price target of $7, down from $8, stating that the stock's risk/reward is more balanced at current levels [5]

Morgan Stanley's Elizabeth Dennis tells @annaedwardsnews and @KritiGuptaNews that clients are more focussed on big macro themes, such as artificial intelligence, biotech and longevity, than the US shutdown https://t.co/who1fODKTO https://t.co/wWkT3QSdSW ...

President Donald Trump directed the federal government to use artificial intelligence to improve childhood cancer research and funneling $50 million to the National Institutes of Health for that initiative https://t.co/UUD1VtVT4g ...

C.H. Robinson’s CEO Dave Bozeman says automation and artificial intelligence are helping the logistics giant grow profit even as revenue slips https://t.co/waNRld7h90 ...

Hedge fund legend David Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital, even if the technology itself proves transformative https://t.co/pd34aVb70F ...

Core Insights - NextGen Digital Platforms Inc. has received shareholder approval for its business expansion into the digital asset ecosystem and the implementation of a cryptocurrency treasury management strategy [1] - The Canadian Securities Exchange has granted final approval for the Change of Business [1] Company Overview - NextGen Digital Platforms Inc. is a publicly listed fintech and digital asset company that offers investors exposure to a diversified portfolio of Web3 technologies, blockchain infrastructure, and digital assets [3] - The company focuses on developing innovative financial structures that align with decentralized finance while emphasizing transparency, regulatory compliance, and shareholder value creation [3] - NextGen operates PCSections.com, an e-commerce platform, and a hardware-as-a-service business supporting the artificial intelligence sector, known as Cloud AI hosting [3] Regulatory Filings - In connection with the Change of Business, the company has filed a CSE Form 2A – Listing Statement dated September 24, 2025, which is available on the company's SEDAR+ profile [2]

Elon Musk’s xAI signed a new agreement to expand access to its artificial intelligence chatbot Grok to the US federal government, the General Services Administration announced Thursday https://t.co/VfkOVtXlO6 ...

Masayoshi Son’s latest comeback, fueled by high-stakes bets on artificial intelligence, has sent his fortune to new heights. https://t.co/GfC882bNn5 ...

OpenAI, Oracle and SoftBank announced plans to open five new artificial intelligence data centers as part of the government's $500 billion Stargate program. https://t.co/JsgUKSeQBZ ...