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Wedbush Initiates Oracle With Outperform, Citing Contract-Backed AI Buildout

The bullish call challenges concerns over cash burn, rising debt, execution risk.

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

GitHub Halts New Copilot Sign-Ups for Individuals, Tightens Token Limits

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

Oracle Banks on $553 Billion AI Backlog as Debt and Layoffs Reshape Its Bet

Microsoft Pledges $10 Billion to Build AI Infrastructure in Japan

Bank of America Reinstates Buy on CoreWeave, Sets $100 Target

Nebius Closes $4.34 Billion Convertible Notes as BofA Starts Coverage at Buy

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

Nebius Secures Five-Year Meta Deal Worth Up to $27 Billion for AI Capacity

Microsoft Azure Becomes First Cloud to Validate NVIDIA’s Vera Rubin NVL72

Oracle Surges After Earnings Beat as It Ramps $50 Billion AI Cloud Buildout

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

OpenAI Secures $110 Billion From Amazon, Nvidia and SoftBank at $730 Billion Valuation

Bitdeer Stock Sinks on $300 Million Convertible Notes Plan, Contingent Share Sale

Yotta to Build India AI Supercluster With $2 Billion Nvidia Blackwell Order

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

CoreWeave Draws Fresh Bullish Calls as Backlog Strength Meets Execution Scrutiny

Nebius Faces Split Wall Street Views as Shares Rally

Oracle Sued by Bondholders Over Alleged AI Debt Disclosure Lapses