Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Microsoft (MSFT) Soars as Azure Expansion and $30B Capex Reinforce AI Infrastructure Lead | Zacks | Login to see the signal | |
CoreWeave's Upbeat Outlook: Are Expanding Data Centers at the Core?SummaryCoreWeave raised 2025 revenue guidance on strong AI demand and data-center expansion; backlog and GPU offerings surged. Microsoft expanded Azure AI capacity, adding >2GW and planning $30B+ capex, reinforcing its cloud and AI infrastructure leadership. |
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GOOGL
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Alphabet (GOOGL) Soars on AI Momentum, $10B Meta Cloud Deal and Strong Q2 Beat | Zacks | Login to see the signal | |
Alphabet Hits an All-Time High: More Rally Ahead for ETFs?SummaryAlphabet (GOOGL) hits all-time highs after a beat in Q2 results, strong Google Cloud and AI growth, and major partnerships including a reported $10B Meta cloud deal and ties with NVIDIA and Apple. |
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