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Hyperscalers’ AI Buildout Splits Markets as Microsoft Reassures and Meta Stokes Cash‑flow Worries

Microsoft’s Azure growth and a one‑time Anthropic gain have eased investor doubts about converting AI spending into revenue.

Leidos and CoreWeave Team to Build Sovereign AI Cloud for U.S. Intelligence and Defense

Samsung SDS Says Dunamu Stake Will Power Stablecoin and AI Payments Infrastructure

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AI Data Centers Could Use a Fifth of U.S. Power by 2035

CoreWeave Shares Fall After Dual Downgrades as Investors Question $31–$35B Spending Plan

Nebius Shifts to Partner‑Funded Buildouts as Nvidia Stake Boosts Stock

Verizon Signs More Than $1 Billion Dark‑Fiber Deal With Google

Microsoft Signs Multibillion Deal to Use Mistral’s European AI Compute

Nokia Beats Q2 Forecast as AI and Cloud Sales Double

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

Nvidia Discloses 9.3% Stake as Nebius Secures $775M GPU‑Backed Loan

Fred Alger Says Q2 Rally Lifted Funds as SIMO and CDNL Drove Gains and FBRX Held Back Returns

Oracle Stock Plunges as Credit Cut Raises Pressure on AI Data‑Center Build-Out

IREN Lands $2.8 Billion in AI Cloud Contracts and Raises 2026 ARR Target Above $4 Billion

Citi Says 'Magnificent Seven' Is Outdated and Urges a Broader AI Growth Cluster

Microsoft’s $190 Billion AI Buildout Pressures Stock as Cloud Growth and Copilot Adoption Rise

SpaceX–Foxconn $52 Billion Server Order Report Circulates Without Confirmation

Vanguard ETFs Shift Investor Playbook as International and Tech Funds Outperform

Wall Street Lowers Microsoft Targets as Azure and Copilot Demand Climb

CoreWeave Shares Slide as Heavy Insider Selling and Execution Risks Shake Investor Confidence