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Strong Negative
| Time | Symbol | Title | Source | Signal |
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MSFT
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Microsoft (MSFT) Soars After $17.4B GPU Deal With Nebius Spurs Azure AI Capacity | Reuters | Login to see the signal | |
Wall Street Journal - September 9SummaryMicrosoft signed a $17.4B, five-year deal with Nebius to secure GPU capacity for its AI data center, expandable to $19.4B. Other headlines cover LTSE filing, OpenAI probe, Murdoch trust settlement, and BLS scrutiny. |
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MSFT
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Microsoft (MSFT) Soars on $17.4B Nebius GPU Deal, Accelerating AI Push | Dow Jones Newswires | Login to see the signal | |
Dow Jones Top Company Headlines at 11 PM ET: OpenAI Executives Rattled by Campaigns to Derail For-Profit Restructuring | Microsoft ...SummaryMicrosoft agreed to a $17.4 billion, five-year deal with Nebius to secure GPU infrastructure capacity, strengthening its AI and Azure capabilities amid rising cloud competition. |
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MSFT
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Microsoft (MSFT) Secures $17.4B GPU Capacity Deal with Nebius, Boosting AI Cloud Power | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius will supply Microsoft with $17.4B of GPU infrastructure capacity over five years, expanding Microsoft’s AI/cloud compute amid surging data center demand for generative AI. |
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MSFT
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Microsoft (MSFT) Secures $17.4B AI Capacity Deal With Nebius, Boosting Cloud Scale | ReutersRefinitiv | Login to see the signal | |
Nebius surges on multi-year AI infrastructure deal with MicrosoftSummaryNebius Group shares surge after signing a $17.4 billion, five-year deal to supply Microsoft (MSFT) dedicated AI infrastructure capacity from a new Vineland, NJ data center starting later this year; Nebius has jumped 131% YTD. |
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MSFT
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Microsoft (MSFT) Secures $17.4B GPU Capacity Deal with Nebius, Boosting AI Infrastructure | Reuters | Login to see the signal | |
Nebius signs $17.4 billion dollar AI infrastructure deal with MicrosoftSummaryNebius will provide Microsoft with GPU infrastructure capacity in a $17.4 billion, five-year deal, boosting Nebius shares and securing AI compute for Microsoft as data center demand surges amid the generative AI race. |
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MSFT
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Microsoft (MSFT) Rebounds on Azure Capacity Gains amid CoreWeave Acquisition Push | Zacks | Login to see the signal | |
CoreWeave to Acquire OpenPipe: Will the Buyout Strategy Be the Winning Play?SummaryCoreWeave acquired OpenPipe and Weights and Biases, expanding AI infrastructure but increasing debt and integration risk. Nebius and others scale AI datacenters. Microsoft Azure remains dominant with partnership-led AI and major capacity expansion. |
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GOOGL
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Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
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MSFT
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Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
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AMZN
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Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
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META
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Astera Labs (ALAB) Soars After Earnings Beat as AI Rack-Scale Demand Surges | Zacks | Login to see the signal | |
Bull of the Day: Astera Labs (ALAB)SummaryAstera Labs (ALAB) surged after beating earnings as its rack‑scale connectivity tech meets booming AI data‑center demand. Analysts raised estimates; AI capex from Amazon, Microsoft, Meta, and Alphabet (~$400B in 2025) underpins sustained demand. |
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NVDA
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Nvidia (NVDA) Rebounds as Broadcom Earnings Validate AI Chip Boom | Invezz | Login to see the signal | |
Nvidia stock: why Broadcom’s blockbuster earnings could be the catalyst NVDA needsSummaryBroadcom's blockbuster quarter—63% AI revenue growth and a $10B+ XPU order backlog—confirms robust AI infrastructure demand, supporting Nvidia's GPU-led market position despite valuation and competition concerns. |
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NVDA
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NVIDIA (NVDA) Soars as AI Data‑Center Demand Outpaces AMD amid Export Controls | Zacks | Login to see the signal | |
AMD Shares Ride on Strong EPYC Demand: Buy, Sell or Hold the Stock?SummaryAMD sees strong EPYC and Instinct demand and raised Q3 guidance, but an $800M MI308-related write-down, export controls and stretched valuation cloud near-term prospects while NVIDIA’s accelerating AI data‑center adoption intensifies competition. |
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NVDA
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Nvidia (NVDA) Dips as Broadcom AI Deal Sparks Competition Concerns | GuruFocus | Login to see the signal | |
Nvidia Stock Falls as Broadcom Lands $10 Billion AI Chip DealSummaryNvidia shares slipped after Broadcom's upbeat outlook and a reported $10 billion AI-related deal—likely with OpenAI—raising concerns customers may shift toward Broadcom's custom processors and intensifying competition in AI infrastructure. |
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NVDA
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Nvidia (NVDA) Soars on Quantinuum Investment, Validates Quantum Push | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Nvidia, Honeywell, IonQ and D-WAVE QUANTUMSummaryNvidia invested in Quantinuum alongside Honeywell, validating quantum computing as a strategic complement to its AI dominance and boosting long-term interest in quantum-related stocks. |
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NVDA
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Nvidia (NVDA) Rebounds After Earnings as AI Demand Offsets China Uncertainty | GuruFocus | Login to see the signal | |
NVDA: Nvidia Keeps AI Growth Story Alive as Broadcom LoomsSummaryNvidia steadied after post-earnings volatility as management left its outlook intact. Strong AI/data-center demand and multi-quarter cloud orders underpin the long-term case, while China sales and excluded H20 shipments remain an uncertainty. |
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AMZN
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Amazon (AMZN) Soars as Qatar's QIA Joins Anthropic in $13B AI Funding Round | GuruFocus | Login to see the signal | |
Qatar Just Crashed the AI Party--with $13 Billion and a Silicon Valley Hit ListSummaryQatar's sovereign wealth fund, QIA, joined Anthropic's $13bn funding round as a significant investor, signaling deeper Gulf capital engagement in AI and long-term bets on infrastructure and generative media. |
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NVDA
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NVIDIA (NVDA) Pressured as Broadcom Soars on Custom AI Earnings Catalyst | Zacks | Login to see the signal | |
Zacks Investment Ideas feature highlights: Broadcom, Marvell and NVIDIASummaryZacks spotlights Broadcom's surge in AI networking and custom XPUs that challenge GPU incumbents; Broadcom's Tomahawk/Jericho switches and VMware integration drive growth, though valuation risks and Marvell's weakness temper the outlook. |
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GOOGL
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Alphabet (GOOGL) Soars on OpenAI Cloud Win; Antitrust Ruling Threatens Volatility | MarketBeat | Login to see the signal | |
Alphabet’s Resurgence: It's Now a Clear Market LeaderSummaryAlphabet's stock hit record highs after OpenAI expanded compute to Google Cloud, boosting AI infrastructure leadership and driving a technical breakout; however, an imminent antitrust remedies ruling could trigger sharp volatility. |
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NVDA
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NVIDIA (NVDA) Soars on Blackwell-Led Earnings Beat, Raises Q3 Revenue Guide | Zacks | Login to see the signal | |
NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?SummaryNVIDIA reported Q2 fiscal 2026 revenue up 56% to $46.7B, driven by data center demand and Blackwell adoption; GB300 shipments are ramping and a $54B Q3 guide signals continued AI-driven growth despite H20 export limits to China. |
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NVDA
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Nvidia (NVDA) Soars as OpenAI Gigawatt Data Center Plans Signal $35B Hardware Orders | GuruFocus | Login to see the signal | |
NVDA: Nvidia Faces Massive Tailwinds from OpenAI Data Center ExpansionSummaryOpenAI is planning gigawatt-scale data centers including a possible one-gigawatt site in India, potentially driving massive Nvidia hardware orders (~$35B per site) and strengthening demand despite financing, energy, and competition risks. |
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NVDA
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Cisco (CSCO) Soars on NVIDIA (NVDA) Collaboration as Security Revenues Rise | Zacks | Login to see the signal | |
Cisco's Security Portfolio Gains Traction: A Sign of More Upside?SummaryCisco’s security revenues rose 9% in Q4 FY25 with 750 new customers and mid-single-digit order growth. Cisco is integrating NVIDIA’s Spectrum‑X into Nexus switches and advancing Secure AI Factory solutions. Competition from Broadcom and Okta intensifies; Cisco guides Q1 FY26 revenue $14.65–14.85B. |
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MSFT
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Microsoft (MSFT) Soars as OpenAI Scouts 1GW India Data Center Ahead of CEO Visit | Reuters | Login to see the signal | |
OpenAI plans India data center with at least 1 gigawatt capacity, Bloomberg News reportsSummaryOpenAI, backed by Microsoft, is scouting Indian partners to build a 1GW data center and has registered locally; a facility may be announced during CEO Sam Altman's September visit, boosting OpenAI's Stargate AI infrastructure push in Asia. |
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NVDA
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Nvidia (NVDA) Soars on Blockbuster AI Earnings, Strong Data‑Center Guidance | Invezz | Login to see the signal | |
Weekly wrap: markets wobble, Trump battles Fed, Nvidia smashes records, Musk faces SEC heatSummaryNvidia posted record Q2 revenue ($46.7B), 56% data‑center growth, strong margins and bullish Q3 guidance. Shares dipped after-hours as some analysts wanted more data‑center strength; China shipment limits remain a regulatory headwind. |
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