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CoreWeave's AI cloud revenue backlog surged 246% year over year to $104.2 billion, supported by multi-year commitments including a $21 billion deal expansion with Meta Platforms through 2032. Despite…
Amazon Web Services plans to deploy two million additional Nvidia GPUs across its global infrastructure over the next two years. The expanded partnership includes Nvidia Vera CPUs, government-focused…
Citi reiterated a Buy rating on Oracle with a $330 target, citing an overdone selloff driven by technical factors rather than broken fundamentals. The bank highlighted sustained AI infrastructure dem…
Microsoft delivers strong cash flow conversion and 43% Azure growth, driven by soaring AI and Copilot demand. However, aggressive capital expenditures on data centers and AI hardware compress free ca…
Amazon delivered strong Q2 results, with revenue up 20% to $200.6 billion, beating estimates. AWS surged 37% year-over-year to $42.2 billion amid soaring AI demand. Despite raising 2026 capex to $220…
Anthropic's annual revenue run rate surged past $65 billion in July, fueled by rapid enterprise adoption of its Claude coding agents. The explosive growth underscores soaring AI monetization ahead of…
Microsoft delivered strong Q2 earnings results, beating consensus estimates with 18% revenue growth and a 23% earnings jump. Intelligent Cloud revenue surged 32% year-over-year to $39.3 billion, high…
Morgan Stanley outlined a bullish path for Amazon to hit $500 per share by 2027. The projection relies on aggressive AWS capacity expansion and AI monetization toward a potential $1 trillion long-ter…
Peter Thiel’s macro fund disclosed Amazon as its largest holding at $118 million, representing 28.2% of its portfolio. The move underscores strong institutional backing for Amazon's accelerating AI i…
Morgan Stanley maintained an Overweight rating and $335 price target on Amazon, projecting shares could reach $500 by 2027. AWS revenue jumped 37% to $42.2 billion in Q2, boosting operating income by…
Nebius Group's Q2 revenue surged 454% YoY to $582M amid AI infrastructure demand, narrowing losses. Stock rally partly driven by short squeeze. Article draws parallel to early Nvidia investment signa…
CoreWeave shows 112% revenue growth and $104B backlog, deploying NVIDIA's newest Vera Rubin NVL72 chips. Analysts see 77% upside despite negative free cash flow and high leverage, validating continue…
CoreWeave (CRWV) beat Q2 estimates, narrowing losses and hitting revenue targets, sending shares up 18% premarket. Backlog rose to $104B, but new competition from SpaceX and potential Meta capacity r…
Dan Niles turns bullish on Microsoft after Situational Awareness fund's exit eased AI pullback fears. Azure growth accelerated to 43%, with diversified demand beyond OpenAI and strong bookings growth…
Microsoft's fiscal Q4 beat estimates with 43% Azure growth, strong Copilot adoption, and RPOs surging 84% to $678 billion. Stock rallied despite YTD weakness. Analyst sees continued upside given attr…
Janus Henderson's Forty Fund Q2 2026 letter highlights Oracle's AI growth but expresses stronger conviction in other AI stocks offering better short-term returns. While Oracle benefits from AI demand…
Amazon crushed Q2 estimates with 20% revenue growth and AWS surging 37% YoY, its fastest growth in 18 quarters. Stock jumped 13.4% as CEO Jassy raised 2026 capex guidance to $220B while signaling ins…
Oracle surged after expanding its AI partnership with Alphabet's Google Cloud and following Microsoft's stellar earnings, which signaled strong cloud demand. The broader tech sector also rallied.
Alphabet announced that daily token processing volume has exceeded 3 trillion. This achievement underscores the massive scale of the company's data operations and infrastructure capacity, reflecting …
Apollo Global Management is reportedly seeking a $36 billion debt deal to fund the purchase of Google AI chips for Anthropic. This move signals massive capital expenditure into Google's infrastructur…