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Bank of America Keeps Buy on Microsoft Ahead of July 29 Earnings

The bank says Azure must hit management’s growth guidance to justify Microsoft’s large AI data‑center spending.

Meta Report Sends Nebius Shares Tumbling

Microsoft Taps AWS to Bolster GitHub as AI Usage Overwhelms Infrastructure

ServiceNow Positions Its Platform as an AI Governance Layer in Deeper AWS Partnership

Alphabet’s AI-Fueled Quarter Puts Nvidia Within Reach

Google Brings Meet’s AI Notetaker to In‑Person Meetings

Alphabet’s AI Monetization Accelerates as Gemini Usage Soars

Alphabet’s AI Strategy Gains Traction as Wall Street Lifts Targets and Product Rollouts Accelerate

Infosys to Acquire Optimum Healthcare IT for Up to $465 Million, Plus $95 Million Stratus Deal

Openreach Expands Google Cloud Tie-Up to Speed Full-Fibre Build and Cut Fleet Emissions

Bank of America Reinstates Microsoft With $500 Target on AI and Cloud

Kroger to Roll Out Google’s Gemini AI for Customer Experience Across U.S. Stores

CoreWeave Jumps After DOE “Genesis Mission” Win, Fueled by Heavy Short-Covering

Nebius Pushes Into Open-Model AI With Token Factory as Hyperscaler Deals Mount

Rumble to Buy Northern Data in €663 Million Share Exchange

CoreWeave Slides as Insider Selling and Short-Seller Scrutiny Hit Hot IPO

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031

Wells Fargo Upgrades CoreWeave, Hikes Target to $170 on AI Compute Shortages

Alphabet Hits Record High on AI Push and Google Cloud Wins

Report: Oracle to Power 1.4GW Texas AI Megasite With Gas Generators at $1 Billion a Year