Strong Positive
Positive
Slight Positive
Neutral
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Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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MSFT
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Microsoft (MSFT) Soars on $17.4B Nebius GPU Contract Fueling AI Capacity | ReutersRefinitiv | Login to see the signal | |
Microsoft propels Dutch AI star’s unlikely revivalSummaryMicrosoft signed a $17.4bn (expandable to $19.4bn) five-year deal to lease GPU computing power from Nebius for AI workloads, sparking a strong rally in Nebius shares and highlighting demand for cloud AI capacity. |
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MSFT
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Microsoft (MSFT) Soars on $17B Nebius GPU Deal, Securing Azure AI Capacity | Zacks | Login to see the signal | |
Can Nebius Become the Next Big AI Player With $17.4B Microsoft Deal?SummaryMicrosoft signed a multi-year GPU capacity agreement with Nebius worth $17.4–19.4B through 2031, boosting Azure AI capacity with rollouts in 2025–26 and favorable financing supported by Microsoft’s credit. |
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MSFT
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Microsoft (MSFT) Rebounds on Nebius GPU Deal That Boosts Cloud AI Capacity | Dow Jones Newswires | Login to see the signal | |
North American Morning Briefing: Stock Futures Rise Amid Focus on Revised Jobs DataSummaryMarkets rose as payroll revisions boosted Fed rate-cut expectations; Nebius agreed to provide GPU infrastructure to Microsoft, lifting Nebius shares and supporting MSFT’s cloud AI capacity amid softer dollar and record gold prices. |
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MSFT
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Microsoft (MSFT) Soars After $17.4B GPU Deal With Nebius Spurs Azure AI Capacity | Reuters | Login to see the signal | |
Wall Street Journal - September 9SummaryMicrosoft signed a $17.4B, five-year deal with Nebius to secure GPU capacity for its AI data center, expandable to $19.4B. Other headlines cover LTSE filing, OpenAI probe, Murdoch trust settlement, and BLS scrutiny. |
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MSFT
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Microsoft (MSFT) Secures $17.4B Nebius GPU Deal, Accelerating AI Capacity | Reuters | Login to see the signal | |
Nebius signs $17.4 billion AI infrastructure deal with Microsoft, shares jumpSummaryNebius will supply Microsoft with $17.4B–$19.4B of GPU infrastructure over five years, starting later this year, boosting AI compute capacity and accelerating Nebius' AI cloud growth; shares jumped after the announcement. |
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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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