Market context
Follow the story. See which markets it affects. Explore the context.
Rackspace signed a definitive AMD deal to deploy 30MW of AMD Instinct GPU/EPYC CPU compute capacity by 2028, targeting $450-600M annual revenue with 50%+ EBITDA margins, validating AMD's enterprise A…
AMD secured 15-year data-center leasing agreements with Core Scientific for 529MW (potentially 2.5GW) of AI infrastructure capacity starting 2027, strengthening its ecosystem versus Nvidia. Deal incl…
Meta missed EPS estimates due to one-time legal and severance charges, though revenue beat forecasts. Weak Q3 guidance and rising AI capex spooked investors, sending shares down 9% premarket despite …
Verizon secured a $1B+ dark-fiber deal with Google for data-center connectivity, reflecting Alphabet's accelerating AI infrastructure spend and raised 2026 capex guidance to $195-205B.
Microsoft trades below its historical P/E with strong expected EPS growth, joins a $40B acquisition of Aligned Data Centers, and sees increased investment from Third Point.