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Morgan Stanley raised its price target on Oracle, sparking a rally across AI cloud infrastructure stocks including CoreWeave. Robust cloud revenue growth and aggressive capex guidance reaffirm sustai…
Oracle's AI infrastructure build-out is compressing gross margins (down to ~66%) despite massive $638B RPO growth. Capital spending of $70B exceeds trailing revenue, funded by new debt/equity, while …
Marvell Technology's data center revenue now drives 76% of sales, guided higher on hyperscaler capex, but the stock trades at a rich 18.5x sales multiple, raising valuation risk despite margin gains.
Nebius lands a multiyear GPU capacity deal with Microsoft while MSFT’s Azure and OpenAI ties drive rapid AI revenue growth; Nebius shows hypergrowth but high capex and debt risks.
Nebius confirms $2B 2025 capex, targets >1GW power by 2026 and closed a $17.4B GPU capacity deal with Microsoft through 2031, backed by $4.2B financing to scale data centers amid surging AI infrastru…
Microsoft signed a multi-year GPU capacity agreement with Nebius worth $17.4–19.4B through 2031, boosting Azure AI capacity with rollouts in 2025–26 and favorable financing supported by Microsoft’s c…