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Nokia Soars to 16-Year High on AI Data-Center Network Pivot

A pivot into optical gear for AI data centers is drawing fresh orders that signal a higher growth path.

Oracle’s AI Buildout Advances With $16 Billion Data-Center Financing and a Record Backlog

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

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

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

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

Applied Digital to Merge Cloud Unit With Ekso Bionics to Create ChronoScale, Retaining 97% Stake

Nebius Rebounds on Analyst Calls Fueling AI Neocloud Rally

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand