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Meta Strikes Multi-Year AWS Deal to Deploy Tens of Millions of Graviton Cores

The move signals a shift to CPU capacity for agentic AI workloads.

STMicroelectronics Tops Q1 and Raises Q2 Outlook as Demand Shows Early Rebound

CoreWeave Secures Megadeals, Lifts 2026 Sales Outlook to $12–$13 Billion

Allbirds Pivots to AI as NewBird AI, Stock Jumps 350% for the Week

CoreWeave Lifts Bond Deal to $2.75 Billion as New Contracts Drive Rally

Foxconn Q1 Revenue Jumps 30% as AI Server Demand Surges

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

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

Apple Reportedly Taps Google Servers in Its Data Centers to Power Gemini‑Backed Siri Overhaul

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