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Oracle shares tumbled 5.2% following a TD Cowen price-target cut, high AI infrastructure costs, and permitting delays on its Project Jupiter data center. Broader equity markets also declined amid ris…
Nebius posted surging revenue with multi-billion-dollar deals from anchor clients Microsoft and Meta, while IREN expanded AI Cloud deployments for Microsoft. Both firms highlight aggressive data cent…
Nvidia led a tech rally after exceeding earnings expectations, fueling investor preference for AI chipmakers and software firms. Conversely, major cloud operators like Microsoft, Amazon, and Alphabet…
Nvidia plans to raise AI server prices by over 15% next year due to soaring memory costs. The price hikes will be passed on to major data center operators including Microsoft, Alphabet, and Amazon, u…