Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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MSFT
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Microsoft (MSFT) Soars on Capacity Boost from $17.4B Nebius AI Deal | Reuters | Login to see the signal | |
Nebius jumps after $17.4-billion AI computing deal with MicrosoftSummaryNebius landed a $17.4B (expandable to $19.4B) five-year deal to supply Microsoft with AI GPU infrastructure, sending Nebius stock sharply higher and underscoring rising demand for Nvidia-powered generative AI data centers. |
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NVDA
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Nvidia (NVDA) Soars on Fed Rate-Cut Hopes as AI Capex Accelerates | Zacks | Login to see the signal | |
Will Nvidia Stock Soar if Interest Rates are Cut in September?SummaryNvidia could benefit from expected Fed rate cuts, easing funding for over $3B in AI capex, data center expansion and VC investments; strong Q2 sales and a large cash buffer support upside despite rich valuation and a Zacks Hold. |
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MSFT
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Meta (META) Accelerates AI Data Center Buildout After Massive 2025 Capex Guide | Zacks | Login to see the signal | |
Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?SummaryMeta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; valuation is rich and shares are up YTD. |
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AMZN
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Meta (META) Accelerates AI Data Center Buildout After Massive 2025 Capex Guide | Zacks | Login to see the signal | |
Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?SummaryMeta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; valuation is rich and shares are up YTD. |
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META
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Meta (META) Accelerates AI Data Center Buildout After Massive 2025 Capex Guide | Zacks | Login to see the signal | |
Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?SummaryMeta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; valuation is rich and shares are up YTD. |
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NVDA
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NVIDIA (NVDA) Soars on Strong Q2 Earnings and Surging AI Data-Center Demand | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights NVIDIA and CoreWeaveSummaryZacks contrasts NVIDIA and CoreWeave after robust Q2 results: NVIDIA posted huge data-center GPU-driven revenue and profit growth with a strong balance sheet, while CoreWeave grew revenue but remains unprofitable with high debt and shrinking margins. |
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NVDA
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NVIDIA (NVDA) Soars on Q2 AI Data Center Beats as Sales Surge Fuels Long-Term Case | Zacks | Login to see the signal | |
NVIDIA Vs. CoreWeave: Which Stock Offers Greater AI Upside?SummaryNVIDIA's data-center GPU sales and revenue surged, driving massive growth and a $4T+ market cap; CoreWeave also posted strong revenue growth but faces margin, debt and competition risks from Amazon AWS. |
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AMZN
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NVIDIA (NVDA) Soars on Q2 AI Data Center Beats as Sales Surge Fuels Long-Term Case | Zacks | Login to see the signal | |
NVIDIA Vs. CoreWeave: Which Stock Offers Greater AI Upside?SummaryNVIDIA's data-center GPU sales and revenue surged, driving massive growth and a $4T+ market cap; CoreWeave also posted strong revenue growth but faces margin, debt and competition risks from Amazon AWS. |
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AAPL
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Apple (AAPL) Rebounds on $600B U.S. Investment Despite Hold Downgrade | 11thestate | Login to see the signal | |
$AAPL: Apple’s $600B U.S. Spend Strengthens Supply Chain — But $490M Settlement Still LingersSummaryApple pledged a $600B U.S. investment focused on suppliers, AI and data centers to bolster supply-chain resilience and U.S. ties. Analysts say much is already baked into expenses, while higher U.S. production costs and a $490M settlement led to a Hold downgrade. |
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NVDA
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Nvidia (NVDA) Soars on Saudi Data Center Deal as 18,000 Chip Imports Await US Approval | GuruFocus | Login to see the signal | |
Saudi AI Firm Humain Begins Data Center Push With 18,000 Nvidia Chips, $10B AMD Deal in TowSummarySaudi AI firm Humain will import 18,000 Nvidia AI units for new Riyadh and Dammam data centers, pending US approvals; sites target early 2026 operations and scale to 1.9 GW by 2030, with AMD joining via a joint venture. |
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META
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Meta (META) Soars on $50B AI Data Center Plan, $29B PIMCO-led Financing | ReutersRefinitiv | Login to see the signal | |
Meta's planned Louisiana AI data center to cost $50 billion, Trump saysSummaryMeta plans a $50 billion AI data center in Louisiana with $29 billion financing led by PIMCO and Blue Owl; CEO Zuckerberg vows massive AI buildout after reorganizing under Superintelligence Labs amid mixed reception to Llama 4. |
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NVDA
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Nvidia (NVDA) Soars on Nuclear Push After TerraPower Funding Boosts AI Data Center Power | Reuters | Login to see the signal | |
Bill Gates-backed TerraPower, Utah to explore nuclear reactor sites amid power demand surgeSummaryNvidia-backed TerraPower joins Utah and Flagship to explore nuclear reactor and storage sites, aiming to power AI data centers; regulatory fast-tracks and recent funding accelerate prospects for cleaner, reliable energy for large-scale compute. |
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