Tag: AI infrastructure

Market News

Microsoft Ends Oracle AI Cloud Deal Amid Data Center Risks

Microsoft just walked away from rented Oracle AI capacity because the hardware no longer matched its needs. At the same...

06/11/2026

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Market News

Microsoft Trims Neocloud Partners Amid AI Infrastructure Strain

Microsoft is quietly cutting back on its long list of neocloud partners while doubling down on its own data centers....

06/11/2026

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Market News

Tesla SpaceX Stocks Plunge After 2026 Midterms

Tesla and SpaceX just erased more than $420 billion in value in two days. The midterm results triggered a sharp...

05/11/2026

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Market News

Midterms Could Widen The AI Data Center Divide

Democratic wins in key states could reshape AI infrastructure. Existing capacity suddenly looks more valuable while debt-heavy players face tougher...

05/11/2026

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Growth Picks

Qnity Electronics Stock Outlook After Strong Earnings

Qnity just delivered another strong beat and raise, yet the stock still dipped. The full-year outlook looks even better than...

04/11/2026

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Market News

Voters Push Back Against Data Centers In 2026 Midterms

Voters just shut down nearly every data center proposal on the ballot. One small town stood alone. What this means...

04/11/2026

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Global Companies

Brookfield Plans 27 Billion AI Data Center At Drax Site

Brookfield just revealed plans for a colossal AI data center next to a major UK power station, with investment potentially...

03/11/2026

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Growth Picks

CoreWeave Stock Opportunity: Why Debt Fears Miss The Mark

Wall Street frets over CoreWeave’s heavy debt load while shares sit near lows. Yet the company’s rapid AI capacity buildout...

02/11/2026

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Crypto

Crypto VC Funding Hits $1.24B With Kalshi $1B Round

Crypto raised $1.24 billion in one week, led by Kalshi’s massive $1 billion Series G at a $40 billion valuation....

31/10/2026

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Market News

Microsoft Plans $25 Billion Debt Raise For AI Expansion

Microsoft just unveiled a massive $25 billion debt plan to supercharge its AI ambitions. With a top-tier credit rating and...

30/10/2026

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