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AI Cloud Stocks Surge as Nebius, CoreWeave, and Oracle See Significant Gains

AI Cloud Stocks Surge as Nebius, CoreWeave, and Oracle See Significant Gains

AI Cloud Stocks Surge as Nebius, CoreWeave, and Oracle See Significant Gains
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Oracle's Credit Default Swap Spread Widens, Signaling Investor Caution

Oracle's Credit Default Swap Spread Widens, Signaling Investor Caution

Oracle's Credit Default Swap Spread Widens, Signaling Investor Caution
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Meta's AI Spending Raises Investor Concerns Amidst Stock Decline

Meta's AI Spending Raises Investor Concerns Amidst Stock Decline

Meta's AI Spending Raises Investor Concerns Amidst Stock Decline
Reuters Reuters
Microsoft says cash will keep flowing from AI, shares rise

Microsoft says cash will keep flowing from AI, shares rise

By Deborah Mary Sophia, Stephen Nellis and Aditya Soni July 29 (Reuters) - Microsoft on Wednesday said it expects to keep generating cash through its just-started fiscal 2027 and gave a capital expenditure forecast below Wall Street estimates after an accounting change for data center leases.
Reuters Reuters
Amazon beats cloud sales growth estimates; shares jump

Amazon beats cloud sales growth estimates; shares jump

By Deborah Mary Sophia and Greg Bensinger July 30 (Reuters) - Amazon.com beat market expectations for quarterly cloud sales growth on Thursday, calming prior fears among investors over hefty planned outlays for artificial intelligence development.
TheStreet TheStreet
Morgan Stanley says Bloom can withstand an Oracle project delay

Morgan Stanley says Bloom can withstand an Oracle project delay

Bloom’s raised forecast and wider backlog ease concerns about delays at Oracle’s Project Jupiter.
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Oracle Faces Financial Pressure Amid AI Investments and Debt Concerns

Oracle Faces Financial Pressure Amid AI Investments and Debt Concerns

Oracle Faces Financial Pressure Amid AI Investments and Debt Concerns
Reuters Reuters
Arm forecasts quarterly revenue above estimates on AI-driven chip demand

Arm forecasts quarterly revenue above estimates on AI-driven chip demand

By Juby Babu and Max A. Cherney July 29 (Reuters) - Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers.
Reuters Reuters
Arm shares dive after hours despite forecasts above estimates

Arm shares dive after hours despite forecasts above estimates

By Juby Babu and Max A. Cherney July 29 (Reuters) - Arm Holdings signaled strong demand from AI on Wednesday, yet shares slid 8% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.
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Alphabet's Stock Drop Sparks Buying Opportunity Amid Strong Earnings

Alphabet's Stock Drop Sparks Buying Opportunity Amid Strong Earnings

Alphabet's Stock Drop Sparks Buying Opportunity Amid Strong Earnings
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Oracle Faces Rising Debt Insurance Costs Amid AI Expansion

Oracle Faces Rising Debt Insurance Costs Amid AI Expansion

Oracle Faces Rising Debt Insurance Costs Amid AI Expansion
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Hyperscaler Debt Surge Raises Yields Amid Cooling Investor Demand

Hyperscaler Debt Surge Raises Yields Amid Cooling Investor Demand

Hyperscaler Debt Surge Raises Yields Amid Cooling Investor Demand