#AI infrastructure
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Cisco AI Orders Hit $9.3 Billion as Margin Pressure Resets the Stock
Cisco delivered strong quarterly results and raised guidance, but a 210-basis-point gross margin decline overshadowed the beat. Investors are now…
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CoreWeave Earnings in Focus as $99.4 Billion Backlog Meets $2.6 Billion Loan
CoreWeave heads into quarterly results with shares near $89, a record $99.4 billion backlog and more than $30 billion raised…
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Intel Plans $15 Billion Stock Sale to Fund AI and Foundry Expansion
Intel plans a $15 billion common stock offering, with an option to raise as much as $17.25 billion, to support…
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Pentagon AI Data Centers Advance With Two Conditional $2 Billion Base Projects
The Pentagon is moving ahead with AI data center development on military land, with two conditional projects at Fort Bliss…
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Nokia Shares Jump 8.4% After €2.8 Billion AI Order Intake Signals Growth
Nokia stock rebounded sharply after investors focused on a €2.8 billion AI-related order intake and stronger sales growth. The rally…
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China’s AI Supply Squeeze Hits U.S. Data Center Build-Out
China’s restrictions on indium phosphide and online influence efforts are adding friction to the U.S. AI data center expansion. Investors…
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Oracle Stock Falls to $142 as $550 Billion Backlog Faces Debt Test
Oracle shares have fallen to about $142 as investors reassess whether a $550 billion backlog can justify surging debt, heavy…
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Meta Compute Sends Meta Stock Up 10% as AI Capex Gets a Revenue Angle
Meta shares jumped about 10% to roughly $619 after plans for a cloud infrastructure business shifted investor focus from AI…
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Meta Cloud Pivot Lifts Shares 10% as Dow Hits Record and Chip Stocks Retreat
Meta Platforms surged as much as 10% after plans for a cloud infrastructure business reshaped the market’s view of its…
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Oracle Stock Rebounds to $194 as $638 Billion Backlog Meets Cash Burn Pressure
Oracle shares rebounded to about $194 after a sharp post-earnings selloff, even as investors remained focused on the company’s record…