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DATA CENTER SPENDING
Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
CoreWeave founders have dumped $2.3 billion in stock since IPOCoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave'...
US trade gap narrows in April on oil exports boostAmerica's trade gap narrowed in April. Energy exports surged due to Middle East conflict. This boosted overall exports. Imports also rose, ...
China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
As Apple's WWDC conference kicks off, investors want to know if AI will save SiriApple prepares to reveal its AI advancements. A revamped Siri and new developer tools are expected. This move aims to bridge the gap with c...
Ray Dalio sees AI bubble bursting as wealth is converted into moneyBillionaire investor Ray Dalio said the artificial intelligence market is displaying characteristics of a bubble, despite its transformativ...
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
Donald Trump, Bernie Sanders and Sam Altman are all talking about public ownership in AITrump has embraced government investment in private companies in his second term, scrambling his party's politics. His administration last ...
Meta weighs big equity raising to finance AI infrastructure: FTThe report comes after Alphabet moved to raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and...
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
New York state legislature passes one-year data center moratoriumNew York's state legislature passed a bill Thursday night that would prevent permits from being issued for the construction of new data cen...
One sentence from Jensen Huang just made Marvell the hottest stock on the planet, company added $90 billion in 2 daysJensen Huang Marvell (MRVL) trillion dollar prediction: Marvell Technology's stock surged after Nvidia CEO Jensen Huang lauded the company ...
Why is Google stock (GOOG) down today? Investors react to Alphabet's $80 billion equity raise for AI expansion - here's everything you need to knowGoogle stock price today: Alphabet's stock dipped following news of an $80 billion equity offering. This move aims to finance the company's...
Alphabet stock price jumps as Google parent plans $80 billion fundraising for AI expansionAlphabet stock price remained in focus after Google parent Alphabet announced plans to raise up to $80 billion to expand artificial intelli...
Dell raises annual forecasts as AI data center buildout fuels demandUS tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand ...