Microsoft Corporation (MSFT)

Can Plug Power’s (PLUG) NZ Electrolyzer Win Offset Questions Raised by a COO Exit?

Plug Power Inc. recently shipped a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand to supply locally produced hydrogen for a dual-fuel heavy truck fleet, while Chief Operating Officer Dean C. Fullerton has resigned and is assisting with a transition of his responsibilities. This mix of international project expansion in an emerging hydrogen ecosystem and senior leadership change highlights both operational progress and organizational flux at Plug Power. We’ll now assess how Plug...

Do Cloudflare’s (NET) New AI Crawler Controls Quietly Strengthen Its Data-Moat Narrative?

In September 2026, Cloudflare, Inc. launched new AI crawling controls, including a “Disallow AI Training” setting and an Accountable designation for AI crawlers, giving website owners granular control over search, AI training, and AI agents while keeping them visible in search results. A key innovation is Cloudflare’s Bot Preference Sync and accountability criteria, which standardize how websites express AI access preferences across major crawlers like Apple, Google, and Microsoft, aligning...

AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years

Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates.

Tech Companies’ Cash Burn Isn’t the Problem You Might Think