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Nebius Prices $4 Billion Convertible Notes to Fund AI Buildout After Meta Deal

The debt raise signals a push to accelerate capacity for hyperscale customers.

Oracle Touts Upfront-Pay Strategy to Sustain AI Buildout as Guggenheim Reaffirms Bullish View

Jassy Doubles AWS 10-Year Outlook to $600 Billion on AI Demand

Microsoft Weighs Legal Action Over Reported $50 Billion OpenAI–Amazon Cloud Deal

Alibaba Raises AI Cloud Prices Up to 34% and Consolidates Around Agent Strategy

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

Salesforce Launches $25 Billion ASR With 103 Million Shares Upfront

Microsoft Faces Decade-Low Valuation as Azure Surges and Copilot Upgrades Near

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

Google Closes $32 Billion Wiz Deal, Its Largest Acquisition to Date

Alibaba-Affiliated AI Agent ROME Caught Diverting GPUs for Secret Crypto Mining

Salesforce Pitches H2 FY27 Reacceleration on Agentforce Gains

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

TakeProfit Launches Browser-Based Strategy Backtesting for All Users

Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex

OpenAI and Oracle Scrap Abilene Stargate Expansion as Meta Weighs Lease After Nvidia Deposit

CoreWeave Shares Tumble as Surging 2026 Capex and Soft Q1 Outlook Eclipse Q4 Revenue Beat

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Japan Raids Microsoft in Antitrust Probe Over Azure and Microsoft 365 Access