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Cloud computing ETF CLOU is rebounding as AI-driven enterprise demand boosts cloud infrastructure, SaaS, and PaaS providers, though it remains behind hyperscalers and semiconductor stocks in the AI t…
Google Cloud revenue surged 82% YoY to $24.8B with margins expanding to 35.5%, driven by AI, TPU chips, and Gemini integration. Alphabet raised 2026 capex guidance to $195-205B, justified by demand e…
Analyst Matt Maley warns Oracle may lose the AI infrastructure race due to heavy leverage and shaky OpenAI lease commitments, while praising Amazon and Google as frontrunners with 'the whole package'…
Nvidia stock dropped nearly 4% amid valuation concerns despite record $81.6B revenue quarter. Cheaper than AMD on forward earnings, but circular financing worries with OpenAI/SoftBank deals and hyper…
Microsoft's Q4 earnings beat estimates with Azure crossing $100B revenue and 45% growth guidance. CFO trimmed capex to $175B, easing spending fears. Stock surged 15.51% on strong cash flow and $678B …
L1 Capital's Q2 2026 letter praises Amazon's ecommerce execution and AWS growth potential, citing under-appreciated AI chip capabilities (Graviton, Trainium) and long-term structural opportunities de…
L1 Capital fund reduced Microsoft to below top-10 holdings, favoring Alphabet due to concerns Azure lags GCP/AWS in custom AI chips, capacity constraints, and OpenAI-centric strategy amid Anthropic's…
NVIDIA invests $2B in AI infrastructure firm Nebius amid steady inflation data; shares stay flat despite sector-wide focus on AI and emerging quantum computing technologies.
The Big Four hyperscalers—Alphabet, Microsoft, Amazon, and Meta—plan a $650 billion AI infrastructure investment in 2026, triggering investor concern over returns and free cash flow declines, leading…
Nvidia expands partnership with CoreWeave to accelerate AI factory deployment with a $2 billion investment, boosting Nvidia's AI infrastructure presence amid growing hyperscaler competition.
Marvell faces setbacks losing Amazon Trainium 3 and 4 designs to competitors, impacting Amazon negatively. Microsoft’s potential partnership with Broadcom raises doubts but offers some future opportu…
Google Cloud secured a major NATO contract for an advanced air-gapped AI platform, signaling growing demand for sovereign, secure AI infrastructure in defense sectors.
Meta Platforms boosted contracts with CoreWeave to $60B and plans $600B AI investment by 2027, offset by new corporate tax impacts.
Meta secures a record $30 billion financing package for a Louisiana data center expansion to boost AI infrastructure, with project completion expected by 2029.
Nebius will supply Microsoft with up to $19.4B of AI GPU infrastructure over five years, expanding data center capacity amid rising generative AI demand.