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| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Microsoft (MSFT) Soars as Azure Expansion and $30B Capex Reinforce AI Infrastructure Lead | Zacks | Login to see the signal | |
CoreWeave's Upbeat Outlook: Are Expanding Data Centers at the Core?SummaryCoreWeave raised 2025 revenue guidance on strong AI demand and data-center expansion; backlog and GPU offerings surged. Microsoft expanded Azure AI capacity, adding >2GW and planning $30B+ capex, reinforcing its cloud and AI infrastructure leadership. |
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