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Nebius Lands Up to $27 Billion Meta Deal, Announces $4 Billion Convertible Notes

Investors now balance greater revenue visibility against dilution, lofty multiples, execution risk.

Oracle’s AI Cloud Surges 84% as Shares Trade 52% Below Peak

Nebius Prices Upsized $4 Billion Convertible Notes as Shares Rebound

Nebius Prices $4 Billion Convertible Notes to Accelerate AI Infrastructure Expansion

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

Amazon Launches Up to $42 Billion Bond Sale for AI Infrastructure

Oracle Plans Thousands of Job Cuts as AI Buildout Strains Finances

CoreWeave Draws Split Wall Street Calls as Perplexity Deal Lands and Capex Jitters Persist

Broadcom Lifts 2027 AI Sales Target Above $100 Billion After Record Quarter

CoreWeave Slides as Guidance Disappoints and Spending Plan Swells Despite Massive Backlog

Arista Soars After Q4 Beat, Lifts 2026 Outlook on AI Data-Center Demand

IREN, CleanSpark Drop on Earnings Misses as Bitcoin Selloff Roils Miner Stocks

CoreWeave Draws Fresh Bullish Calls as Backlog Strength Meets Execution Scrutiny

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

Nebius Faces Split Wall Street Views as Shares Rally

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses

Gigabyte Makes AI Play With 'Refine & Define' Ecosystem at CES 2026

Amazon Explores $10 Billion OpenAI Stake as It Consolidates AI and Chip Efforts

Microsoft Pledges $17.5 Billion for India AI Buildout, Its Largest in Asia

ARK Ramps Up CoreWeave Stake as $56 Billion Backlog Collides With Cash-Flow Strain