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Oracle beat Q1 earnings estimates as revenue grew 30% to $19.3 billion, propelled by a 121% surge in cloud infrastructure sales. The company booked over $30 billion in new AI cloud contracts, signali…
Oracle posted strong Q1 earnings, driven by a 121% surge in cloud infrastructure revenue and over $30 billion in new AI bookings. Management highlighted that AI training and inferencing demand contin…
U.S. stock index futures rebounded Friday, bolstered by cooling oil prices ahead of key inflation data. Oracle surged over 6% on booming cloud and AI infrastructure demand with near-peak GPU utilizat…
Snowflake shares surged up to 20% premarket after posting blowout second-quarter earnings, with revenue jumping 35% to $1.55 billion. Accelerating enterprise AI adoption and tools like Cortex fueled …
Oracle prepares to report fiscal first-quarter results following a volatile year fueled by AI demand. Investors are watching closely to see if cloud backlog and AI infrastructure momentum can trigger…
Amazon shares dipped nearly 2% despite bullish long-term analyst outlooks on AWS and AI growth. The stock underperformed the broader market and its sector, possibly due to short-term profit-taking or…
UBS raised its year-end S&P 500 target to 8,100 from 7,900, citing robust corporate earnings breadth, AI infrastructure adoption, and economic resilience, despite pressure from elevated Treasury yiel…
CoreWeave reported Q2 revenue up 112% to $2.58 billion, raised 2026 guidance, and grew its revenue backlog to $104.2 billion. Surging demand for AI data centers and agentic compute workloads highligh…
CoreWeave raised 2025 capex and 2026 revenue guidance after beating Q2 estimates, driven by surging AI cloud demand, Nvidia chip partnerships, and a $104.2B backlog, boosting shares 14%.
Oracle's RPO backlog surged 363% YoY to $638B, driven by AI cloud demand, despite stock down 40%. Oracle's Multicloud strategy embeds datacenters inside AWS, Azure, and Google Cloud, benefiting regar…
Microsoft shares surged 24.6% in July after blowout Q4 FY2026 earnings, beating revenue and EPS estimates. Azure cloud growth of 43% and strong AI demand drove results, with optimistic FY2027 guidanc…
Amazon's AWS revenue surged 37% in Q2 with margins expanding to 38.1%, driven by AI demand. Stock jumped 12% as earnings and revenue beat estimates significantly, backlog hit $496 billion.
Amazon shares fell 5.6% after Q4 earnings missed estimates. The company plans $200B capital spending in 2026, above forecasts, driven by AI cloud demand facing capacity constraints.
OpenAI agreed to buy over 750 MW of computing power from Cerebras in a $10 billion deal to boost its AI capabilities, with capacity rolling out through 2028.
Microsoft trades below its five-year average despite strong 18% sales growth and record margins driven by 40% growth in Azure cloud services and AI demand, making it a top investment for 2026.
Morgan Stanley ranks Nvidia as a top semiconductor pick for 2026, citing strong AI-driven cloud demand and high return potential amid data center expansions.
AI chip rental demand is surging, with Microsoft securing multi-billion dollar contracts and Nvidia providing critical hardware. Despite risks from heavy debt and project delays, strong AI capacity c…
Microsoft's stock rises amid strong gains this year despite EU antitrust probe. New eco-friendly data center boosts AI and cloud service demand outlook.
Meta and Microsoft secured major AI infrastructure deals with Nebius, indicating strong demand for cloud GPU capacity amid supply constraints and rising AI investment.
CoreWeave beat Q3 revenue estimates driven by AI cloud demand, partnering with Meta and OpenAI. Meta benefits from increased AI infrastructure availability despite broader sector volatility.