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Microsoft (MSFT) Boosts Cloud Capacity as Nebius Shares Soar on $17.4B AI Deal | Reuters | Login to see the signal | |
Nebius surges on $17.4 billion AI infrastructure deal with MicrosoftSummaryNebius shares jumped 63% after signing a $17.4 billion, five-year deal to supply AI infrastructure capacity to Microsoft starting later this year; Nebius expects accelerated AI cloud growth in 2026 and beyond. |
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Alphabet (GOOGL) Soars on Zacks Research After Cloud AI Growth Highlight | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Alphabet, Morgan Stanley, ServiceNow, New England Realty Associates and Bridger AerospaceSummaryZacks highlights Alphabet's strong cloud and search growth, AI-driven product gains and a $50B+ Google Cloud run rate, while noting litigation and cloud competition risks. |
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Meta (META) Soars on AI Partnership Talks with Google and OpenAI | Reuters | Login to see the signal | |
Meta's AI leaders discuss using Google, OpenAI models in apps, The Information saysSummaryMeta is exploring partnerships with Google or OpenAI to integrate AI models like Google's Gemini into Meta AI to improve conversational capabilities, The Information reported; Reuters could not immediately verify the story. |
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