Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Microsoft (MSFT) Secures $17.4B GPU Capacity Deal with Nebius, Boosting AI Cloud Power | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius will supply Microsoft with $17.4B of GPU infrastructure capacity over five years, expanding Microsoft’s AI/cloud compute amid surging data center demand for generative AI. |
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MSFT
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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. |
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AMZN
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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. |
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MSFT
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Alibaba (BABA) Soars on AI Cloud Momentum as Microsoft (MSFT) and Amazon (AMZN) Ramp Investments | Zacks | Login to see the signal | |
Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?SummaryAlibaba’s Cloud Intelligence grew 26% YoY with triple-digit AI product growth; RMB 380 billion planned AI capex over three years. Microsoft Azure and Amazon AWS remain larger, well-funded competitors, while Alibaba faces margin and infrastructure risks. |
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AMZN
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Alibaba (BABA) Soars on AI Cloud Momentum as Microsoft (MSFT) and Amazon (AMZN) Ramp Investments | Zacks | Login to see the signal | |
Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?SummaryAlibaba’s Cloud Intelligence grew 26% YoY with triple-digit AI product growth; RMB 380 billion planned AI capex over three years. Microsoft Azure and Amazon AWS remain larger, well-funded competitors, while Alibaba faces margin and infrastructure risks. |
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GOOGL
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Alphabet (GOOGL) & Amazon (AMZN) Soar on Anthropic $13B Funding and $183B Valuation | Reuters | Login to see the signal | |
Anthropic's valuation more than doubles to $183 billion after $13 billion fundraiseSummaryAnthropic raised $13 billion, valuing the AI startup at $183 billion; run-rate revenue grew to over $5 billion. Backed by Alphabet and Amazon, the funding supports enterprise expansion, safety research, and international growth. |
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AMZN
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Alphabet (GOOGL) & Amazon (AMZN) Soar on Anthropic $13B Funding and $183B Valuation | Reuters | Login to see the signal | |
Anthropic's valuation more than doubles to $183 billion after $13 billion fundraiseSummaryAnthropic raised $13 billion, valuing the AI startup at $183 billion; run-rate revenue grew to over $5 billion. Backed by Alphabet and Amazon, the funding supports enterprise expansion, safety research, and international growth. |
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GOOGL
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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. |
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AMZN
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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. |
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GOOGL
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C3.ai (AI) Tumbles on Q1 Revenue Miss; Veritone (VERI) Soars on Air Force Contract | Zacks | Login to see the signal | |
C3.ai vs. Veritone: Which Small-Cap AI Stock Is Poised for Growth?SummaryC3.ai missed Q1 guidance and plunged on execution issues despite strong FY25 revenue; Veritone shows accelerating software and public‑sector wins, improving outlook and higher near‑term upside potential. |
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MSFT
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C3.ai (AI) Tumbles on Q1 Revenue Miss; Veritone (VERI) Soars on Air Force Contract | Zacks | Login to see the signal | |
C3.ai vs. Veritone: Which Small-Cap AI Stock Is Poised for Growth?SummaryC3.ai missed Q1 guidance and plunged on execution issues despite strong FY25 revenue; Veritone shows accelerating software and public‑sector wins, improving outlook and higher near‑term upside potential. |
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AMZN
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C3.ai (AI) Tumbles on Q1 Revenue Miss; Veritone (VERI) Soars on Air Force Contract | Zacks | Login to see the signal | |
C3.ai vs. Veritone: Which Small-Cap AI Stock Is Poised for Growth?SummaryC3.ai missed Q1 guidance and plunged on execution issues despite strong FY25 revenue; Veritone shows accelerating software and public‑sector wins, improving outlook and higher near‑term upside potential. |
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