Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
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) 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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