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Wall Street Lifts Microsoft Targets After Azure Tops $100 Billion

Analysts contend Copilot upsells plus Azure scale can turn heavy AI data‑center spending into higher‑margin recurring software revenue.

Apple Opens Houston Advanced Manufacturing Center and Moves Mac mini Production to U.S.

CoreWeave Posts Breakout Quarter as Backlog Tops $100 Billion

CoreWeave Posts Blowout Quarter as Backlog Swells to Roughly $104 Billion

Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

Microsoft’s AI Push Boosts Revenue as Record Data‑Center Spending Drains Cash

CoreWeave and Nebius Report Soaring AI Cloud Sales While Backlogs and Debt Rise

Lumentum Posts Record AI‑Driven Revenue and Non‑GAAP Profit, Books $7.8B One‑Time GAAP Charge

Fermi Signs 15‑Year, $6.5 Billion Lease With TensorWave for Project Matador

SpaceX Stock Rallies After Q2 Beat as Argus Upgrades on Fast AI Payback

Google Cloud's AI Push Delivers 82% Growth and $514 Billion Backlog

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

Securities Class Action Filed Against Rackspace Over AI Pivot Claims

CoreWeave Opens First Asia-Pacific Data Centers in Indonesia

Apple Weighs Tying Siri and Apple Intelligence Limits to iCloud+ Plans

Apple to Offer Paid iCloud+ Upgrades for Heavy Siri AI Users

Markets Reprice Big Tech’s AI Buildout as Microsoft and Amazon Win While Meta Loses

Samsung SDS Moves to Build Stablecoin and AI Payment Infrastructure With Dunamu Stake

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

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