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Morgan Stanley posted record Q2 2026 revenue ($21.3B) and EPS ($3.46), driven by strong IB, equities, and wealth management. CEO highlighted AI CapEx supercycle (est. $850B in 2026, rising to $1.5T b…
Amazon plans a $12 billion investment in Louisiana data centers to boost AI, cloud computing, and local job growth with added infrastructure spending and community STEM support.
Meta signs up to spend up to $6 billion with Corning for fiber-optic cables in AI data centers, indicating significant infrastructure investment.
Meta's core advertising business strengthens with 2026 revenue growth guidance, disciplined spending on AI infrastructure, and improving margins. Analysts see credible long-term potential despite ris…
Amazon plans a $15 billion data center expansion in Indiana to boost AI cloud capacity, adding 1,100 jobs and investing up to $50 billion for AI and supercomputing with US government clients.
OpenAI, Oracle and SoftBank will add five U.S. AI data centers under the Stargate project; Nvidia pledged up to $100 billion to OpenAI and Microsoft remains a major backer as companies ramp multi-yea…
Bloomberg reports Oracle is in talks with Meta on a potential $20 billion AI cloud computing deal, boosting Oracle shares and drawing mixed reactions for Meta.