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Alphabet has agreed to acquire data center infrastructure firm Intersect for $4.75 billion, strengthening its physical backbone for artificial intelligence and cloud computing growth.
Oracle stock surged after the company agreed to join an investor consortium set to operate TikTok’s U.S. business, boosting optimism around cloud revenue growth and strategic relevance in geopolitics-driven tech deals.
Oracle’s $10 billion Michigan data center project faces temporary uncertainty after financing talks stalled, though the company says development remains on track.
Oracle shares fell 6.5% after reports claimed some OpenAI data centers were delayed, despite the company denying any changes to project timelines.
Oracle shares tumbled more than 11% after quarterly revenue fell short of expectations, triggering a broader pullback in AI-linked stocks including Nvidia and AMD. The weak top-line results weighed on futures and reignited concerns over the durability of enterprise AI spending.
Microsoft pushed back against a report claiming it reduced growth targets for its AI products, even as multiple sales teams reportedly missed aggressive goals for Azure’s Foundry platform.
Amazon shares rise after the company launches its Trainium3 AI chip, offering up to 4.4× more compute power and higher efficiency.
Alibaba shares climb as surging AI demand drives a 34% jump in cloud revenue and fuels higher long-term investment plans.
Oracle Corporation is an American technology company that develops database software, enterprise applications, cloud infrastructure, and industry-specific systems. Its portfolio includes Oracle Database, Fusion Cloud applications, NetSuite, Oracle Cloud Infrastructure, and healthcare technology acquired through Cerner.
Microsoft, Nvidia and Anthropic form a strategic AI partnership to scale Claude models and expand enterprise AI capabilities.
Amazon and OpenAI sign a $38 billion partnership to expand AI infrastructure using NVIDIA chips and AWS cloud.
Alphabet’s stock climbed 8% after reporting record quarterly revenue of $102.3 billion, beating forecasts and raising its AI infrastructure budget to $92 billion for 2025.
CoreWeave’s stock surged after revealing a $6.3 billion Nvidia agreement guaranteeing purchases of unsold cloud capacity through 2032.
Alphabet’s valuation topped $3 trillion, making it the 4th company ever to hit that milestone after a favorable U.S. antitrust ruling eased investor fears.
Oracle says its Oracle Cloud Infrastructure (OCI) booked revenue could top half a trillion dollars, driven by rising demand for cost-efficient AI cloud tools — its stock climbed 27%.