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Article focuses on Nebius' UK AI infrastructure expansion with NVIDIA, while noting Microsoft's strong AI commercial traction via OpenAI IP deal through 2032 and growing addressable market into FY202…
SpaceX (SPCX) shares surged 21% post-IPO despite a massive lockup expiration, fueled by strong earnings and a bullish Semi Analysis report projecting up to $500B in 2027 AI compute capex, rivaling AW…
CoreWeave reports Q2 earnings amid slowing growth concerns and new competition from SpaceX renting AI compute to Anthropic and Google. Meta is also weighing entering the compute-leasing market, which…
Google Cloud grew 82% and gained record market share (15%), nearly matching AWS's dollar growth despite lagging revenue. AWS share fell to 28%, Microsoft Azure slipped to 20%, signaling shifting comp…
Microsoft and Amazon both posted strong earnings and AI-driven cloud growth. Microsoft leads on cash flow, valuation, and backlog, making it the 'cleaner pick,' while Amazon's custom silicon offers l…
Meta raises 2025 capex guidance to $130B for AI compute, balancing leasing/monetizing capacity with aggressive data center expansion. Zuckerberg defends long-term investment strategy amid investor sc…
AMZN surged 15% post-Q2 earnings on revenue growth, but net income was inflated by non-cash Anthropic gains while free cash flow turned negative $7.6B amid soaring CapEx ($220B+). Morgan Stanley rais…
Microsoft expands Mistral partnership to boost Azure's enterprise AI offering, targeting regulated industries with governance and compliance tools. Strategy strengthens competitive position versus AW…
Oracle secures a 10-year deal consolidating U.S. military enterprise software contracts, strengthening its position in government cloud computing against rivals.
Oracle stock has plunged over 50% since June amid concerns about excessive AI valuation, debt levels (S&P downgrade), and margin pressure from heavy infrastructure spending, despite analyst bullishne…
Oracle stock has plunged over 50% since June amid AI valuation concerns, debt downgrade to near-junk status, and heavy capex needs, despite analysts remaining bullish. Cloud competitors may benefit f…
24/7 Wall St. sets a $503 price target for Microsoft, implying 26% upside, citing strong Azure growth, AI momentum, and record backlog despite recent stock weakness and litigation concerns.
Oracle stock has plunged 64% from its September 2025 peak, erasing nearly $600B in market cap amid doubts over AI growth assumptions, heavy infrastructure spending, and intense cloud competition from…
Wells Fargo reduced Amazon's price target by $1 to $312, signaling modest downward pressure despite marginal adjustment.
Alphabet's Google and Blackstone plan to launch an AI cloud venture, with Blackstone investing $5 billion and holding majority stake. The partnership leverages Google's specialized chips for cloud in…
UK's CMA is launching a probe into Microsoft’s business software ecosystem over licensing practices that may reduce cloud competition, signaling regulatory headwinds and increased scrutiny starting i…
Amazon's shares plunged nearly 9.4% after announcing $200 billion AI spending, causing the largest single-day market cap loss in its history.
Amazon plans a massive $200 billion 2026 investment focused on AWS capacity, but investor skepticism sent shares down 10% post-call.
Amazon prepares Q4 2025 earnings, with expected 6% EPS growth and 13% revenue rise driven by AWS and advertising amidst AI spending and cloud competition.
Alphabet's massive AI spending forecast worries investors, Microsoft faces Azure supply challenges and downgrades, while Amazon's upcoming earnings may boost confidence on AWS and AI growth.