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Microsoft is heading for its worst month since 2000 as investors question whether its massive AI investments will generate adequate returns.
Google will pay SpaceX $920 million per month for access to approximately 110,000 Nvidia GPUs and AI infrastructure.
Alphabet plans to raise $80 billion to expand AI infrastructure and meet growing demand for Google’s AI services.
Alphabet, Amazon, and other technology firms are raising record debt to finance AI infrastructure and data center expansion.
SoftBank will invest €45 billion in France to build AI data centers and expand computing infrastructure over five years.
Snowflake shares surged 35% after strong earnings and a $6 billion computing agreement with Amazon.
Nebius shares rose 10% after Situational Awareness disclosed a 5.6% stake in a new 13F filing.
Anthropic signed a nearly $45 billion agreement with SpaceX for AI computing infrastructure supporting Claude models.
Nvidia reported $81.6 billion in first-quarter 2026 revenue as AI infrastructure demand remained exceptionally strong.
Alibaba’s profit dropped 84% as the company increased spending on AI infrastructure and quick-commerce expansion.
Alphabet plans its first yen bond issuance to help finance rising AI infrastructure and cloud computing investments.
Oracle stock rises after expanding its Bloom Energy deal to power AI data centers.
Sakura Internet shares jump over 20% after Microsoft announces AI infrastructure expansion in Japan.
Oracle shares rise as the company cuts jobs and shifts spending toward AI infrastructure and cloud expansion.
Alibaba reports a 66% profit drop as AI and cloud investments weigh on earnings despite strong demand.