Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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MSFT
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Microsoft (MSFT) Bolsters Cloud with $17.4B AI Infrastructure Deal | Reuters | Login to see the signal | |
Nebius leaps after $17.4-billion AI computing deal with MicrosoftSummaryNebius will supply Microsoft with up to $19.4B of AI GPU infrastructure over five years, expanding data center capacity amid rising generative AI demand. |
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MSFT
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Microsoft (MSFT) Soars on $17.4B GPU Infrastructure Deal to Accelerate AI Capacity | ReutersRefinitiv | Login to see the signal | |
Nebius jumps as co signs $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius will supply Microsoft with $17.4 billion of dedicated GPU infrastructure capacity over five years, starting later this year, boosting Microsoft’s ability to meet AI/cloud GPU demand and lifting market sentiment. |
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NVDA
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Nvidia (NVDA) Tumbles as OpenAI-Broadcom Chip Deal Threatens GPU Demand | ReutersRefinitiv | Login to see the signal | |
OpenAI set to start mass production of its own AI chips with Broadcom in 2026, FT reportsSummaryOpenAI will build its first in-house AI chip with Broadcom next year to cut reliance on Nvidia; Broadcom also secured over $10bn in AI infrastructure orders. Google, Amazon and Meta have similar custom silicon efforts. |
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NVDA
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NVIDIA (NVDA) Soars as SMCI Liquid-Cooled B200 Ramp Spurs AI GPU Demand | Zacks | Login to see the signal | |
Can SMCI's Cooling Platforms Emerge as the Next Revenue Pillar?SummarySMCI's air- and liquid-cooled GPU platforms are driving rapid revenue growth and production ramps, boosting shipments of NVIDIA B200 HGX systems and prompting strong fiscal 2026 guidance, reflecting rising AI data center demand. |
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BTCUSD
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Bitcoin (BTCUSD) Dips; Fed Rate Cut Could Trigger Quick Rebound | Zacks | Login to see the signal | |
4 Crypto-Centric Stocks to Grab Before Bitcoin's Next RallySummaryBitcoin pulled back to around $110k after July highs and has been rangebound amid economic uncertainty; the article urges a buy-the-dip approach and expects a rally if the Federal Reserve eases policy in September. |
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NVDA
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NVIDIA (NVDA) Soars as HPE Beats Estimates, Integrates Nvidia GPUs Amid GenAI Surge | Reuters | Login to see the signal | |
Hewlett Packard beats quarterly revenue estimates on robust server demandSummaryHPE beat Q3 revenue estimates as AI server and networking demand surged; HPE integrated Nvidia GPUs and raised FY25 growth and Q4 guidance, signaling stronger enterprise GPU demand. |
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NVDA
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IREN (IREN) Soars on Q4 Beat as Nvidia GPU Orders Fuel AI and Mining Growth | Zacks | Login to see the signal | |
IREN Shares Jump 26% Despite Q4 Earnings Miss, Revenues Surge Q/QSummaryIREN surged after Q4 results showing $176.9M net income, higher sequential bitcoin revenues and expanded adjusted EBITDA; the company guides aggressive GPU scale-up with Nvidia orders to boost AI cloud and mining revenue growth. |
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BTCUSD
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IREN (IREN) Soars on Q4 Beat as Nvidia GPU Orders Fuel AI and Mining Growth | Zacks | Login to see the signal | |
IREN Shares Jump 26% Despite Q4 Earnings Miss, Revenues Surge Q/QSummaryIREN surged after Q4 results showing $176.9M net income, higher sequential bitcoin revenues and expanded adjusted EBITDA; the company guides aggressive GPU scale-up with Nvidia orders to boost AI cloud and mining revenue growth. |
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NVDA
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NVIDIA (NVDA) Soars as Intel Lag Underscores H100 and Blackwell GPU Demand | Zacks | Login to see the signal | |
Can Intel Cash in on Getac's F120 Launch to Scale AI-Enhanced Tasks?SummaryIntel expands AI footprint with NPUs and a Copilot+ rugged tablet but trails NVIDIA on GPU leadership; Intel faces margin pressures, estimate cuts and China headwinds that cloud near-term growth despite product traction. |
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NVDA
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NVIDIA (NVDA) Soars on UAE Sovereign AI Partnership Powering Project ATLAS | ZawyaRefinitiv | Login to see the signal | |
PRESSR: Gewan Holding secures strategic stake in IOPn, anchoring a $1bln+ valuation for the sovereign AI & blockchain pioneerSummaryGewan Holding and IOPn partner to build a sovereign AI stack powered by NVIDIA GPUs, launching Project ATLAS and OPN Chain to enable sovereign AI, digital identity, and asset tokenisation across UAE industries. |
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NVDA
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NVIDIA (NVDA) Demand Soars as IREN Orders Thousands of Blackwell GPUs | Zacks | Login to see the signal | |
Buy, Sell or Hold IREN Stock? Key Tips Ahead of Q4 EarningsSummaryIREN is expanding bitcoin mining and AI cloud capacity, buying thousands of NVIDIA Blackwell GPUs and growing data centers; revenue and margins rose on bitcoin gains. Stretched valuation and competition keep IREN a Hold despite hardware-driven growth. |
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NVDA
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NVIDIA (NVDA) Soars as CoreWeave, Nebius Partnerships Boost GPU Demand | Zacks | Login to see the signal | |
CRWV vs. NBIS: Which AI Infrastructure Stock is the Smarter Buy Now?SummaryThe article compares AI cloud providers CoreWeave and Nebius, highlighting NVDA partnerships that boost GPU access and demand. CoreWeave’s scale and client wins favor it despite heavy debt; Nebius shows rapid growth. Both benefit from rising AI infrastructure spending, with capex and execution risks noted. |
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