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Friday, 23 October 2026 Reading Room

AI

This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%.

A company beating earnings expectations by 36% and revenue expectations by 15% would usually see a post-results bump. But not for Bloom Energy, the fuel-cell maker that has flourished due to data-center demand.

marketwatch.com ·

This hot AI-fueled stock has been in a rut. It just beat earnings expectations by 36%.

We haven't written up this one. MarketWatch has the full story — the link below goes straight to it.

Read the original at marketwatch.com →

More in AI

Anthropic says it partnered with Theorem to use Claude to formally prove security properties at the assembly level across 100+ real-world open-source libraries (Anthropic)

Introduction — Even mature, heavily tested software contains bugs, and LLMs are increasingly adept at finding them.

  • Anthropic partners with Theorem to use Claude for formal verification
  • Claude verifies security properties at assembly level in >100 open-source libraries
  • AI uncovers undetected bugs in years-old software like Linux kernel

·anthropic.com

Blackstone sees opportunity in widening AI credit spreads as exits fall 34%

TOP STORY: Blackstone expects widening credit spreads on AI infrastructure debt to create opportunities for higher investment returns, even as its third-quarter realisations fell 34% amid weaker…

  • Blackstone sees AI credit spreads widening as investment opportunity
  • Third-quarter realizations fell 34% due to reduced dealmaking
  • Firm expects net realizations to rise in fourth quarter

·privateequitywire.co.uk

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