Tag: AI infrastructure

Market News

Neocloud Stocks Plunge After Musk Warns Of Mass Failures

Shares of leading neocloud players slid hard after a blunt warning that more than 200 of these companies could vanish....

26/10/2026

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Global Markets

SoftBank Plans $50 Billion Tech Push In Malaysia AI Hub

SoftBank is reportedly lining up a massive $50 billion commitment to Malaysia’s tech scene. Locations already scouted, AI and data...

26/10/2026

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Market News

Nvidia AI Financing Faces First Major Test AsDrafting the detailed blog article Neoclouds Struggle

Nvidia has quietly become the biggest backer of the AI buildout, offering guarantees and capital that few others can match....

24/10/2026

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Market News

GE Vernova Earnings Preview What Data Center Investors Watch

Data center demand remains rock solid even after the recent tech sell-off. One energy giant just got a fresh position...

23/10/2026

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Market News

TikTok US Seeks Multiple Gigawatts Of Compute Capacity

TikTok US is quietly hunting for multiple gigawatts of computing power as AI demands explode. The scale of this search...

23/10/2026

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Market News

Morgan Stanley High Conviction Stocks For Earnings Season

Morgan Stanley just flagged its highest conviction plays as earnings season ramps up. Three names stand out with powerful near-term...

21/10/2026

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Market News

Nebius Sees Rising AI Computing Prices Despite Neocloud Debt Worries

AI computing prices are still climbing faster than expected, even as debt fears hit neocloud stocks. One executive just revealed...

21/10/2026

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Market News

SpaceX Stock Jumps 9% After Earnings Beat And Tesla Merger Hints

SpaceX just dropped numbers that sent its stock flying 9% before the open. Revenue up 161%, a surprise profit, and...

21/10/2026

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Market News

Trump Pushes Data Centers To Share Profits With Local Communities

President Trump just told data center builders to start cutting checks to nearby towns if they want projects approved. The...

21/10/2026

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Market News

AI Spending Boom Faces Investor Scrutiny And Profitability Tests

The AI boom is hitting a reality check. Billions poured into data centers no longer wow investors the way they...

21/10/2026

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