Expansion

CoreWeave’s shares fell 8% after issuing cautious revenue guidance. Despite missing EPS estimates, Q4 revenue grew 110% year-over-year. The company anticipates strong revenue for 2026 and plans significant capital expenditures for expansion, driven by surging AI infrastructure demand across various sectors. Supply chain constraints for Nvidia chips persist, but CoreWeave has resolved previous operational delays and boasts a substantial backlog and extended contract lengths. They are strategically prioritizing rapid capacity build-out to meet client demand, even at a short-term margin cost.

Waymo, an Alphabet company, has expanded its robotaxi service to Dallas, Houston, San Antonio, and Orlando, bringing its total U.S. operational cities to ten. This move deepens its autonomous vehicle dominance amidst a competitive landscape. The company plans a phased rollout, aiming for general availability in these new markets by late 2026, while continuing to address public trust and regulatory scrutiny.

Despite a stock dip, Lyft CEO David Risher remains confident, attributing success to a “customer-obsessed strategy” driving profits. While quarterly metrics missed expectations, Risher highlighted new initiatives like teen accounts and international expansion via FreeNow. He also emphasized ambitious plans for integrating autonomous vehicles through partnerships with Waymo and Baidu, aiming for market entry in 2026. Though Q1 guidance was cautious, Lyft’s Q4 revenue met expectations, and EPS beat estimates.

Waymo, Alphabet’s self-driving unit, has secured $16 billion in funding, boosting its valuation to $126 billion. This significant capital will fuel Waymo’s expansion into new U.S. and international markets, including London. The company emphasizes its safety record and aims for global scale, despite recent operational challenges and ongoing investigations into incidents. This funding round saw participation from both existing and new investors.

Waymo is launching its commercial robotaxi service in Miami in 2026, its sixth U.S. market. The service will initially cover 60 square miles, with plans to include Miami International Airport. This expansion follows Waymo’s efforts to improve vehicle safety and reliability after recent incidents. The company aims to grow aggressively, with plans for numerous new markets in 2026 and international expansion. Waymo is also reportedly seeking significant funding to support its expansion and compete with rivals.

Happy Belly Food Group is expanding its Rosie’s Burgers chain with a new Waterloo, Ontario location, the 12th for the brand. This move is supported by a key investor converting a $2 million debenture into shares, strengthening the company’s financial position. With 113 Rosie’s locations in development and a total of 666 committed franchises across its portfolio, Happy Belly is accelerating its growth strategy.

Curaleaf Holdings has opened a new dispensary in Lauderhill, Florida, expanding its retail network to 71 locations in the state and over 160 nationwide. The new store offers a variety of medical cannabis products from Curaleaf’s premium brands. This expansion strengthens Curaleaf’s presence in a key market, emphasizing patient access and product quality.

Allied Gold has started Phase 1 fresh ore processing at its Sadiola mine, aiming to increase annual gold production by 17-30% to 200,000-230,000 ounces by Q1 2026. Further upgrades in 2026 will boost capacity and efficiency, with a Phase 2 expansion planned by 2029 to extend mine life. The company reaffirmed its 2023 production guidance, projecting over 375,000 ounces.

Waymo, Alphabet’s self-driving unit, is reportedly in advanced talks for a $15 billion funding round, potentially valuing the company at $110 billion. This capital will fuel fleet expansion and growth across 26 global markets, with ambitions for significant financial contributions to Alphabet by 2027. Waymo aims to more than double its previous funding, supporting its expanding robotaxi services in major US cities and upcoming international launches in London.