Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
|
Microsoft (MSFT) Soars on $17.4B Nebius AI GPU Deal, Accelerating Cloud AI Push | Dow Jones Newswires | Login to see the signal | |
Dow Jones Top Company Headlines at 1 AM ET: OpenAI Executives Rattled by Campaigns to Derail For-Profit Restructuring | Hyundai ...SummaryMicrosoft agreed to pay $17.4 billion to Nebius for GPU infrastructure over five years, boosting its AI cloud capacity. The roundup also covers OpenAI restructuring, Arm growth, Intel leadership changes, and other corporate moves across tech and finance. |
||||
|
MSFT
|
Microsoft (MSFT) Soars on $17.4B Nebius GPU Deal, Boosting AI and Cloud Capacity | Dow Jones Newswires | Login to see the signal | |
Microsoft Signs $17.4 Billion AI Deal With NebiusSummaryMicrosoft agreed to buy $17.4B (potentially $19.4B) of GPU capacity from Nebius over five years, with deployments starting this year and next; Nebius stock jumped 50%, enabling faster AI cloud expansion in 2026. |
||||
|
MSFT
|
Microsoft (MSFT) Secures Up to $19.4B GPU Capacity Deal to Boost Azure AI | ReutersRefinitiv | Login to see the signal | |
Nebius Group signs $17.4 billion AI infrastructure deal with MicrosoftSummaryMicrosoft expands a Nebius GPU services/capacity deal to roughly $19.4B, securing dedicated GPU infrastructure in Vineland, NJ through 2031 and including termination rights if Nebius misses delivery obligations. |
||||
|
MSFT
|
Microsoft (MSFT) Azure Latency Soars After Red Sea Fiber Cuts, Traffic Rerouted | Reuters | Login to see the signal | |
Red Sea cable cuts disrupt internet across Asia and the Middle EastSummaryUndersea fiber cuts in the Red Sea are causing higher latency for Microsoft Azure traffic; Microsoft has rerouted routes to maintain service and will provide updates, with traffic not interrupted. |
||||
|
MSFT
|
Microsoft (MSFT) Tumbles on Azure Latency After Undersea Fiber Cuts | Reuters | Login to see the signal | |
Microsoft Service Health Status For Azure Says Users May Experience Increased Latency Due To Multiple Undersea Fiber Cuts In The Red SeaSummaryMicrosoft warns Azure may see higher latency after multiple undersea fiber cuts forced traffic rerouting, potentially disrupting routes between Middle East, Asia and Europe. |
||||
AMZN
|
Amazon (AMZN) Soars on Anthropic AI Deal as Massive Trainium2 Data Center Buildout Announced | GuruFocus | Login to see the signal | |
Why Amazon (AMZN) Shares Are Moving Upwards TodaySummaryAmazon stock jumped after its Anthropic AI partnership and plans to build massive Trainium2-powered data centers, signaling potential revenue growth and reduced reliance on Nvidia GPUs. |
||||
|
AMZN
|
Amazon (AMZN) Soars on $4.4B AWS Investment to Build New Zealand Cloud Region | Dow Jones Newswires | Login to see the signal | |
Amazon to Invest $4.4 Billion in New Zealand Data CentersSummaryAmazon will invest NZ$7.5bn (US$4.43bn) to build and operate AWS data centers in New Zealand, creating jobs, boosting GDP and expanding its global cloud infrastructure. |
||||
|
AMZN
|
Amazon (AMZN) Soars on NZ$7.5B AWS Infrastructure Push and Global Region Expansion | Reuters | Login to see the signal | |
Amazon Plans To Invest More Than NZ$7.5 Billion In New ZealandSummaryAmazon will invest NZ$7.5 billion to build an AWS infrastructure region in New Zealand, train 100,000 cloud workers, and expand with 10 availability zones plus new regions in Chile, Saudi Arabia and a European sovereign cloud. |
||||
|
MSFT
|
Microsoft (MSFT) Soars as OpenAI Scouts 1GW India Data Center Ahead of CEO Visit | Reuters | Login to see the signal | |
OpenAI plans India data center with at least 1 gigawatt capacity, Bloomberg News reportsSummaryOpenAI, backed by Microsoft, is scouting Indian partners to build a 1GW data center and has registered locally; a facility may be announced during CEO Sam Altman's September visit, boosting OpenAI's Stargate AI infrastructure push in Asia. |
||||
GOOGL
|
Alphabet (GOOGL) Soars on $9B Virginia AI Data Center Investment | GuruFocus | Login to see the signal | |
Alphabet Bets $9 billion on Virginia as AI, Cloud Demand SoarsSummaryAlphabet commits $9 billion through 2026 to expand AI and cloud infrastructure in Virginia with a new Chesterfield data center, upgrades to Loudoun and Prince William hubs, and free AI job training; shares rose modestly on the news. |
||||
|
GOOGL
|
Oracle (ORCL) Soars on Aggressive Cloud Expansion, Intensifying AWS and GCP Rivalry | Zacks | Login to see the signal | |
Oracle Cloud Expansion in Focus: A Key to Future Momentum?SummaryOracle is rapidly expanding its cloud footprint and multi-cloud integrations, boosting cloud revenues and AI-ready offerings; the report also highlights strong AWS and Google Cloud growth, underscoring intensified cloud competition. |
||||
|
AMZN
|
Oracle (ORCL) Soars on Aggressive Cloud Expansion, Intensifying AWS and GCP Rivalry | Zacks | Login to see the signal | |
Oracle Cloud Expansion in Focus: A Key to Future Momentum?SummaryOracle is rapidly expanding its cloud footprint and multi-cloud integrations, boosting cloud revenues and AI-ready offerings; the report also highlights strong AWS and Google Cloud growth, underscoring intensified cloud competition. |
||||
|
MSFT
|
Microsoft (MSFT) Soars on Azure Momentum as Alibaba $53B AI Push Intensifies Cloud Rivalry | Zacks | Login to see the signal | |
AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?SummaryAlibaba posts triple‑digit AI product revenue growth and unveils a $53B three‑year AI/cloud investment, but pricing and monetization challenges persist; Microsoft Azure and AWS are highlighted as stronger competitors with heavy investments and global scale. |
||||
|
AMZN
|
Microsoft (MSFT) Soars on Azure Momentum as Alibaba $53B AI Push Intensifies Cloud Rivalry | Zacks | Login to see the signal | |
AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?SummaryAlibaba posts triple‑digit AI product revenue growth and unveils a $53B three‑year AI/cloud investment, but pricing and monetization challenges persist; Microsoft Azure and AWS are highlighted as stronger competitors with heavy investments and global scale. |
||||
|
GOOGL
|
Google (GOOGL) Soars on $9B Virginia Cloud and AI Investment Through 2026 | Reuters | Login to see the signal | |
Google to invest another $9 billion in AI infra in VirginiaSummaryGoogle will invest an additional $9 billion in Virginia through 2026 to expand cloud and AI infrastructure. |
||||
META
|
Meta (META) Soars on $50B AI Data Center Plan, $29B PIMCO-led Financing | ReutersRefinitiv | Login to see the signal | |
Meta's planned Louisiana AI data center to cost $50 billion, Trump saysSummaryMeta plans a $50 billion AI data center in Louisiana with $29 billion financing led by PIMCO and Blue Owl; CEO Zuckerberg vows massive AI buildout after reorganizing under Superintelligence Labs amid mixed reception to Llama 4. |
||||