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Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

The company’s record contracted demand has forced massive data-center spending that now leaves investors focused on whether Oracle can convert the backlog and complete a planned $40 billion financing.

HIVE Posts Record $297.8M Revenue as It Shifts From Bitcoin Mining to AI Compute

Nvidia Ties DSX Support and Equity Option to Iren’s AI Data‑Center Buildout

Opinion: Recasting the Magnificent Seven for AI With TSMC and Broadcom Replacing Apple and Tesla

Sify Steps Up Data‑Center Buildout as FY26 Loss Narrows and IPO Plan Advances

Meta Slides as Investors Doubt Returns on AI Capital Spending

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

Microsoft, GSA Strike OneGov Deal With Free Copilot Year and Deep Cloud Discounts