Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
MSFT
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Meta (META) Accelerates AI Data Center Buildout After Massive 2025 Capex Guide | Zacks | Login to see the signal | |
Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?SummaryMeta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; valuation is rich and shares are up YTD. |
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AMZN
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Meta (META) Accelerates AI Data Center Buildout After Massive 2025 Capex Guide | Zacks | Login to see the signal | |
Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?SummaryMeta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; valuation is rich and shares are up YTD. |
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META
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Meta (META) Accelerates AI Data Center Buildout After Massive 2025 Capex Guide | Zacks | Login to see the signal | |
Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?SummaryMeta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; valuation is rich and shares are up YTD. |
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MSFT
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Nvidia (NVDA) Set to Soar on Q2 Results as AI Guidance Faces Scrutiny | Reuters | Login to see the signal | |
Dominant AI trade confronts test as bellwether Nvidia reports earningsSummaryNvidia reports Q2 after the bell Wednesday, a pivotal result for the AI-driven rally. Tech names have powered markets but valuations are elevated, raising concentration and near-term expectation risks ahead of the update. |
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NVDA
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Nvidia (NVDA) Set to Soar on Q2 Results as AI Guidance Faces Scrutiny | Reuters | Login to see the signal | |
Dominant AI trade confronts test as bellwether Nvidia reports earningsSummaryNvidia reports Q2 after the bell Wednesday, a pivotal result for the AI-driven rally. Tech names have powered markets but valuations are elevated, raising concentration and near-term expectation risks ahead of the update. |
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