Blackstone Inc. ( BX )  is making a significant move in the AI sector with a $300 million investment in DDN, a company known for its expertise in data storage and analysis. What Happened: The investment represents the first external funding for DDN, valuing the Chatsworth, California-based firm at $5 billion. Founded in 1998 by computer scientists Alex Bouzari and Paul Bloch, DDN provides computing...

Palo Alto Networks Inc. ( PANW ) was downgraded to ‘hold’ by Deutsche Bank because the cybersecurity stock owned by Nancy Pelosi could be affected by a sector-wide “consolidation down-cycle”. This follows Pelosi’s February 2024 purchase of nearly $1.25 million in call options of PAWN, which expire on Jan. 17. What Happened: In its 2025 Software Outlook, Deutsche Bank predicts...

In the preceding three months, 8 analysts have released ratings for Penguin Solutions ( PENG ) , presenting a wide array of perspectives from bullish to bearish. Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 6...

(The views expressed here are those of the author, the Founder of TPW Advisory.) By Jay Pelosky Jan 9 - In 2024, the watchword in financial markets was American exceptionalism, as the U.S. economy and markets left the rest of the world in the dust. But as the calendar turns, it may now be time to remove these geographic blinders...