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Oracle Reports $638 Billion AI Backlog as Shares Slide

The huge contracted backlog creates heavy near-term capital and financing needs that could pressure cash flow and delivery timelines.

IonQ Leads on Fidelity as Infleqtion Pitches Sensing-Fueled Path to Growth

Institutions Turn Sour on Pure‑Play Quantum Stocks as Safer Plays Gain Attention

Quantum Investing Splits as IonQ Expands and Analysts Favor Big Tech

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

Alphabet’s 2025 Rally Builds as Gemini Adoption and Throughput Accelerate

Oracle Disputes FT Report, Says Michigan AI Data-Center JV Remains on Schedule

Meta Plans Up to 30% Cut to Metaverse Unit, Tilting Spend Toward AI

OpenAI and NextDC Sign MoU for A$7 Billion AI Supercluster in Sydney

OpenAI Signs $38 Billion, Seven-Year AWS Deal to Secure Nvidia GPU Power

Substrate Touts X-Ray Lithography Breakthrough After $100 Million Raise to Challenge ASML and TSMC

BlackRock-Led Consortium to Acquire Aligned Data Centers for $40 Billion

Broadcom’s AI Surge Spurs Upgrades as China Opens Anti‑Dumping Probe

Data4 Breaks Ground on €2 Billion Hanau Data Center

Apple Invests $2.5 Billion to Shift iPhone and Watch Cover Glass to Corning’s Kentucky Plant

Google Launches Gemini-Powered AI Mode in U.S. With Animated Doodle Promotion

Ant Group Achieves AI Breakthrough with Cost-Effective Chinese and U.S. Chips

Trump Announces $500 Billion AI Initiative 'Stargate' with Major Tech Partners