Latest signals
OpenAIContractsAbnormal AI Expands Partnership with OpenAI to Boost Enterprise Cybersecurity
Abnormal AI has expanded its partnership with OpenAI to accelerate secure enterprise AI adoption and strengthen cyber defense capabilities.
Source: PYMNTS.com
StripeFundamentalsStripe Net Revenue Grew 41% Year-Over-Year in First Half of 2026
Stripe's net revenue grew 41% year-over-year in the first half of 2026, according to a new report, underscoring the payments company's continued strong growth trajectory.
Source: Seeking Alpha
OpenAIProduct UpdatesContractsOpenAI Introduces Customer Data Privacy Protections to Compete with Anthropic
OpenAI has announced new customer privacy protections, promising not to store or train on business customer data, in a direct bid to win enterprise customers away from Anthropic.
Source: WSJ
Base PowerProduct UpdatesBase Power's 325,000-Square-Foot Factory Set to Open in First Half of 2027
Base Power is opening a new 325,000-square-foot factory in the first half of 2027, marking a significant expansion of its manufacturing capacity for home battery systems.
Source: The Business Journals
Base PowerProduct UpdatesTesla Cuts Powerwall Rental Prices Amid Competition with Base Power in Texas
Tesla has lowered the rental cost of its Powerwall home batteries in Texas, intensifying competition with Base Power, which offers home battery rentals starting at $19 per month.
Source: Межа. Новини України.
EtchedPrimary roundNew StarEtched’s valuation doubles to $21B in a month
Etched announced that it has raised another $700 million at a $21 billion valuation, led by Jane Street after the famed quant fund tested and bought the startup’s AI hardware.Even by AI standards, this valuation step-up is jaw-droppingly fast. Etched was valued at $5 billion in December. It raised a $300 million Series C at a $10.3 billion valuation in July. Now investors have doubled its valuation to $21 billion, up nearly $11 billion, in a month.Etched delivers its AI tech as full systems that it calls “frontier inference clusters.” (Etched competitor Nvidia calls its full systems AI factories.)
Source: TechCrunch
HarveyProduct UpdatesHarvey Launches 'Harvey II' with First Legal LLM and Memory Features
Harvey has launched Harvey II, its next-generation AI legal platform featuring its first purpose-built LLM for legal work and memory capabilities at its core.
Source: WSJ
AnthropicIPO & M&AAnthropic in Talks to Acquire Decart AI
Anthropic is reportedly in talks to acquire Decart AI, according to a source cited by Reuters, marking a potential M&A move by the AI lab.
Source: Reuters
CrusoeIPO & M&ACrusoe is discussing a potential initial public offering with JPMorgan, Goldman Sachs, Morgan Stanley and Bank of America
Crusoe is discussing a potential initial public offering with JPMorgan, Goldman Sachs, Morgan Stanley and Bank of America, Axios Pro reported Monday. The talks come as the data-center developer and power supplier expands its AI infrastructure portfolio.
Source: Axios Pro
Blue OriginProduct UpdatesBlue Origin Plans and Begins Construction of Second Cape Canaveral Launch Pad
Blue Origin has outlined plans for and begun construction of a second launch pad at Cape Canaveral, expanding its launch infrastructure on Florida's Space Coast.
Source: SpaceNews
Hugging FaceProduct UpdatesAlibaba's Qwen 3.8-27B Tops Hugging Face Global Model Trend
Alibaba's Qwen 3.8-27B model has topped the Hugging Face global model trend rankings, signaling strong momentum for the open-source model on the platform.
Source: GuruFocus
PerplexityContractsCanary Data Partners with Perplexity to Integrate Investment Research into AI Workflows
Canary Data has partnered with Perplexity to bring professional-grade investment research capabilities into Perplexity's AI workflows, expanding the platform's financial data offerings.
Source: FinancialContent