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Citi Puts Oracle on 90‑Day Watch and Calls the July Rout a Buying Opportunity

The bank says strong AI demand and an $85 billion backlog could underpin a rebound before September earnings, with a late‑October investor day as a further test.

CoreWeave’s Q1 Tops Forecasts as AI Backlog Nears $100 Billion

Amazon Reported to Invest Up to $25 Billion in Anthropic as Startup Commits $100 Billion-Plus to AWS

Uber Taps AWS Graviton4 for Real-Time Trips, Pilots Trainium3 for AI Training

Oracle Shares Log Best Weekly Gain Since 2001 With Soaring Cloud Demand