LKQ stock rises after company announces strategic review including potential sale

Investing.com -- Cloudflare (NYSE:NET) stock rose 11% Monday as excitement around an open-source AI agent called Clawdbot sparked investor enthusiasm for the company’s edge computing infrastructure.

The surge followed a weekend of social media buzz about Clawdbot, an AI agent built on Anthropic’s Claude that runs locally on devices and executes tasks autonomously. Cloudflare’s global edge network is positioned to support the secure, low-latency infrastructure needed for such AI agents.

"Over the weekend, hype and excitement around Clawdbot exploded across social media, which flowed through to shares of NET rising >10% on Monday," noted Wolfe Research analyst Joshua Tilton.

Developers are already using Cloudflare Tunnels to securely host and access Clawdbot instances, while the company’s AI Gateway supports Anthropic’s Claude, enabling developers to route inference calls through Cloudflare’s network for caching and security.

As AI agents like Clawdbot scale up with more API calls and website interactions, they generate increased internet traffic that requires Cloudflare’s infrastructure for security and connectivity.

During Cloudflare’s third quarter earnings call, CEO Matthew Prince highlighted this opportunity, stating that approximately 80% of leading AI companies already rely on the company’s services, positioning Cloudflare to establish protocols and business rules for what he called "the agentic Internet of the future."

Cloudflare’s Workers platform operates on a consumption-based model, meaning increased agent activity directly translates to higher revenue for the company.

Investing.com -- Nvidia released three open-source artificial intelligence models on Monday designed to create better and faster weather forecasts.

The AI chip firm announced the models at the American Meteorological Society’s annual meeting in Houston. These models are part of Nvidia’s broader initiative to provide open-source software powered by its chips for various applications including chatbots and self-driving vehicles.

Nvidia aims to replace conventional weather simulations, which are expensive and time-consuming, with AI-driven versions. The company claims these new models can match or exceed the accuracy of traditional methods while being faster and less costly to operate once trained.

Mike Pritchard, director of climate simulation research for Nvidia and professor of earth system sciences at the University of California, Irvine, highlighted the insurance industry as a key beneficiary of these new weather models. Insurance companies often need to understand extreme weather events like major floods or hurricanes.

Traditionally, predicting such events in detail has been expensive because weather forecasting uses "ensembles" - groups of individual predictions about how weather might develop from a starting point. Finding possible outlier events requires many ensemble members, but calculating each one in detail is slow.

"The tension is gone, because once trained, AI is 1,000 times faster," Pritchard said. "So you’re free to run massive ensembles. And insurance companies are running like 10,000-member ensembles."

The "Earth-2" models introduced Monday include one for 15-day weather forecasts, another specializing in forecasts up to six hours for severe storms over the U.S., and a third that can integrate various data streams from weather sensors to create better starting points for other forecasting technology.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Xinxu Copper Industry Technology Limited (XXC) has filed for 3,000,000 share Nasdaq IPO at $5-$6 per share.

Investing.com -- Satellogic Inc. (NASDAQ:SATL) stock tumbled 14.9% Monday after the Earth Observation data provider announced a registered direct offering that will dilute existing shareholders.

The company has entered into a securities purchase agreement with a single institutional investment manager for the sale of approximately 7.4 million shares of Class A common stock at $4.73 per share. The offering is expected to generate approximately $35 million in gross proceeds for Satellogic before deducting expenses.

The transaction represents significant dilution for existing shareholders, triggering the sharp selloff in SATL shares. The offering price of $4.73 per share also sits below recent trading levels, further pressuring the stock.

Satellogic, which specializes in sub-meter resolution Earth Observation data, plans to use the proceeds to fund growth initiatives, expand its satellite constellation infrastructure, and for working capital and general corporate purposes.

Titan Partners, a division of American Capital Partners, is serving as the lead placement agent for the offering, with Craig-Hallum acting as co-placement agent. The offering is expected to close on January 27, 2026, subject to customary closing conditions.

The direct offering comes as Satellogic continues to develop its Earth Observation capabilities in the increasingly competitive satellite imaging market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- GameStop (NYSE:GME) stock rose as much as 8.8% in Monday trading before paring gains to 5% after investor Michael Burry disclosed he has been buying shares of the video game retailer.

Burry, known for his early bet on GameStop in 2019 that helped catalyze the 2021 meme stock frenzy, revealed his position in a detailed Substack post. "I have been buying recently," Burry wrote, adding that he expects to be "buying at what may soon be 1x tangible book value / 1x net asset value."

The investor expressed confidence in GameStop’s financial position, noting its "strong cash flow" and approximately $1.2 billion in net operating losses that are "sheltering income for the foreseeable future." He also highlighted the company’s minimal capital expenditure, which he described as "pristine maintenance capex."

Burry’s post mentioned his faith in GameStop Chairman Ryan Cohen, who recently increased his stake by purchasing 1 million additional shares. "I believe in Ryan, I like the setup, the governance, the strategy as I see it," Burry stated, indicating he is "willing to hold long-term."

The investor also speculated about potential catalysts that could drive GameStop’s stock higher, including possible Bitcoin purchases or acquisitions, given the company’s $8 billion cash position managed by Cohen’s Investment Committee.

Monday’s trading volume in GameStop soared as the stock touched its highest level since October 8.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.