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4 ARTICLES

3w ago

Oracle Shares Fall 24% in Nine-Day Slide Over AI Data-Center Buildout

Massive AI capital spending tied to a debt-to-equity ratio near 3.21 raises questions about how Oracle will fund its multi‑year data‑center expansion.

3 ARTICLES

3w ago

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

6 ARTICLES

2mo ago

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

5 ARTICLES

3mo ago

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

3 ARTICLES

3mo ago

Piper Sandler Upgrades Cloudflare to Overweight With $222 Target as Shares Climb

16 ARTICLES

3mo ago

Google Deepens Intel Deal for Xeon 6, Custom Data-Center IPUs

8 ARTICLES

3mo ago

Cisco and Nutanix Expand Joint Platform for Edge, AI and Multitenant Cloud

3 ARTICLES

4mo ago

Oracle Adds AI Agents to Fusion Cloud to Automate Finance Work

7 ARTICLES

4mo ago

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

4 ARTICLES

4mo ago

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

9 ARTICLES

4mo ago

CoreWeave Shares Jump on PhysicsX Partnership and Flexible Cloud Pricing Launch

46 ARTICLES

4mo ago

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

7 ARTICLES

5mo ago

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

6 ARTICLES

5mo ago

Nokia Recasts Segments and Reports Q4 Growth as AI-Driven Network Sales Jump, Guidance Pulls Shares Lower

5 ARTICLES

6mo ago

Nebius Faces Split Wall Street Views as Shares Rally

AI Infrastructure

Oracle Shares Fall 24% in Nine-Day Slide Over AI Data-Center Buildout

CoreWeave Brings Live GPUs to Stockholm With Conapto Colocation

Oracle to Cut Nearly 30,000 Jobs as Layoffs Enter Final Phase

Oracle Bets on $553 Billion AI Backlog With Heavy Debt-Funded Buildout

Anthropic Lets Enterprises Run Claude Agent Tooling Inside Their Networks

Rackspace Soars After Revenue Beat and AMD AI Cloud MOU

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

Piper Sandler Upgrades Cloudflare to Overweight With $222 Target as Shares Climb

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AI Infrastructure

Google Deepens Intel Deal for Xeon 6, Custom Data-Center IPUs

Cisco and Nutanix Expand Joint Platform for Edge, AI and Multitenant Cloud

Oracle Adds AI Agents to Fusion Cloud to Automate Finance Work

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

CoreWeave Shares Jump on PhysicsX Partnership and Flexible Cloud Pricing Launch

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

Nokia Recasts Segments and Reports Q4 Growth as AI-Driven Network Sales Jump, Guidance Pulls Shares Lower

Nebius Faces Split Wall Street Views as Shares Rally

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AI Infrastructure