How Oracle is de-risking its AI boom
is the best performer in the S&P 500 on Wednesday after releasing strong third-quarter results after the close the prior day. The database giant’s ambitious plans for AI infrastructure growth has been...
Nebius spikes after announcing $2 billion investment from Nvidia
is soaring in premarket trading after deepening its partnership with the world’s most valuable company. will invest $2 billion in the neocloud to help “develop and deploy the next generation of hypers...
Vertiv, Lumentum, Coherent, EchoStar pop on S&P 500 inclusion, as Match Group is removed
Data center equipment maker , photonic companies and , and telecom company rose in premarket trading on Monday after S&P Dow Jones Indices announced on Friday that the four companies will join its f...
Oracle drops after report that it and OpenAI scrapped plans to expand a data center site in Texas
shed its ample gains to turn negative after Bloomberg reported that the cloud giant and OpenAI jettisoned plans to expand a data center site in Texas that is a part of Project Stargate, citing people ...
IREN tumbles after unveiling plan to sell as much as $6 billion in stock
Bitcoin miner turned data center play is down early after announcing an amended share sale agreement that would allow it to sell as much as $6 billion worth of ordinary shares. (Such share sales can ...
The return of AI credit risk is crushing data center stocks, tipping over other speculative trades in the process
The upstarts participating in the disruptive industry of today as well as the speculative trades that mark the industries of the future are getting crushed on Friday. It’s a sign of the creeping inves...
Delays in permitting, power, and zoning cause first drop in data center construction since 2020
Despite incredible demand, the number of data centers under construction in North America fell for the first time since 2020, according to new research from CBRE. Total data center capacity under cons...
What Amazon’s latest data center announcement says about AI right now
Another day, another Big Tech data center. Today announced plans to spend $12 billion on its first data center campuses in Louisiana. “Amazon’s $12 billion investment in northwest Louisiana will build...
Report: OpenAI’s Stargate has been a chaotic mess
Just over a year ago, OpenAI CEO Sam Altman stood alongside President Trump, Larry Ellison, and CEO Masayoshi Son to announce an ambitious $500 billion plan to build massive data centers in the US —...
Riot Platforms rises on activist push to accelerate AI data center pivot
Shares of major crypto miner jumped as much as 5.6% in premarket trading Wednesday after activist investor Starboard Value urged the company, in a letter seen by Bloomberg, to accelerate its shift fr...
Applied Digital, WeRide, and Recursion Pharmaceuticals dip as Nvidia exits positions
Three stocks took a dip in after hours trading on Tuesday after 13F filing showed the chip designer sold its stake over the final three months of 2025: , a data center operator in which Nvidia was th...
Arista Networks soars as it beats on Q4 EPS and revenue, gives upbeat sales guidance
, which sells equipment and software used to run and monitor data center networks, reported better-than-expected fourth-quarter earnings and sales after the close of trading on Thursday. Arista shares...
Nebius slumps after Q4 results trail estimates
tumbled in early trading after reporting underwhelming Q4 results before managing to pare much of those losses. In the final three months of the year, revenues of $227.7 million were shy of the $247.5...
Meta breaks ground on massive $10 billion AI data center — and the costs won’t stop there
announced today that it broke ground on a new, giant AI data center. This one is located in Indiana, has 1 gigawatt of capacity, and will cost more than $10 billion. In a press release, the company to...
AI infrastructure company Vertiv soars after Q4 earnings beat, 2026 outlook crushes expectations
AI infrastructure company is spiking after posting sunny guidance and Q4 earnings that beat estimates. For Q4, the major provider of power and cooling solutions for data centers reported: Adjusted ea...
Meta reportedly expands Hyperion data center site, purchasing an additional 1,400 acres
Construction is humming along on at gargantuan Hyperion data center in Richland Parish, Louisiana. And Meta is seemingly already moving ahead with plans to greatly expand the site. A new report from ...
Credo soars after preliminary Q3 revenues beat estimates and management projects annual sales growth of 200%
is earning itself some new believers. The seller of active electrical cables (AECs) and other electrical connectivity solutions for data centers announced stellar Q3 preliminary sales results after th...
Report: Anthropic staffing up to build as much as 10 gigawatts’ worth of data centers
Anthropic has been hiring a team of executives with a very particular set of skills: building huge data centers. The Information is reporting that Anthropic may be planning to build up to 10 gigawatts...
For hyperscalers like Amazon, how much capex is too much?
Investors have given the world’s tech giants a long leash when it comes to dumping hundreds of billions of dollars into their respective armadas of AI data centers. This earnings season is giving us s...
Oracle plans to raise up to $50 billion in debt and equity this year to fund its AI ambitions
On Sunday evening, told investors just how much money it’s going to need to from them to fund its data center expansion efforts. Management said it plans to raise $45 billion to $50 billion this cal...