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Alphabet (GOOGL) and Super Micro Computer (SMCI) compete in AI infrastructure. GOOGL down 1.07% despite vertical integration advantages; SMCI up 6.34% on strong AI server demand. Analysis favors GOOG…
Google and SpaceX explore orbital data center partnerships as AI computing moves to space. SpaceX's reusable Starship rocket aims to drastically reduce launch costs, validating Musk's space-based AI …
Microsoft leverages strong AI adoption and Azure growth, expecting 15-17% revenue increase in fiscal Q3 2026, despite competition from CoreWeave and Nebius in AI cloud infrastructure.
Microsoft considers suing Amazon and OpenAI over a $50 billion AI cloud deal that threatens its Azure exclusivity and long-term AI infrastructure positioning.
Microsoft shows strong cloud and AI growth with 26% revenue rise and robust margins, outperforming Oracle despite heavy investments and execution risks faced by Oracle in AI infrastructure expansion.
IREN stock crashes amid AI sector jitters, dilution concerns, and Bitcoin price decline impacting its mining revenue.
Nebius faces scaling, cost, and valuation pressures amid aggressive capital spending, impacting rivals Microsoft and Amazon, who also ramp up AI investments with financial concerns.
Alphabet’s shares soar on strong AI chip growth and Meta’s interest, pushing market cap toward $4 trillion, while Nvidia falls amid competition worries and criticism from investors like Michael Burry.
Nebius reported widening losses and operational challenges despite strong revenue growth and large contracts with Microsoft and Meta. Amazon's AI initiatives showed strong momentum, while Microsoft m…