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Oppenheimer Upgrade Lifts Oracle as It Advances $45–$50 Billion 2026 Funding Drive

Investors look to the March 9 earnings report for evidence that huge cloud contracts are turning into cash.

Meta’s 2026 AI Capex Via Nvidia Partners Elevates Nebius’s Prospects

Equinix Raises 2026 Sales Outlook Above Estimates on AI Data-Center Demand

Alphabet Wins Street-High $400 Target on AI Momentum

CoreWeave Shares Fall on Reported Meta–Google TPU Talks as Debt Worries Mount

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

Alibaba’s Aegaeon Slashes LLM Inference GPUs by 82% in Peer-Reviewed Tests

Oracle Sells $18 Billion in Bonds to Finance AI Data Centers

Wells Fargo Upgrades CoreWeave, Lifts Target to $170 on Strengthening AI Demand

Deutsche Bank Issues Short-Term 'Buy' on CoreWeave, Citing AI Demand

IQM Raises $320 Million, Hits Unicorn Status, Targets U.S. Expansion

AWS Commits NZ$7.5 Billion to New Zealand Cloud Region as APAC Hub

Oracle Shares Log Best Weekly Gain Since 2001 With Soaring Cloud Demand

CoreWeave Stock Soars 21% on Nvidia Rack Shipment Breakthrough and Government Affairs Hire