Meta Faces the Biggest Hit From Rising Data Center Energy Costs
Meta faces growing pressure as tech giants are asked to cover their own data center energy costs, making AI investments more expensive and risky for investors.
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Meta Becomes America's Biggest Corporate Nuclear Power Buyer with 6.6 GW Deal
Meta announces major nuclear energy partnerships with Vistra, TerraPower, and Oklo to power AI data centers with up to 6.6 gigawatts by 2035.
Northland Backs Nebius as a Top Pick for 2026
Northland names Nebius a top stock for 2026, keeping an Outperform rating and a $211 target, driven by Microsoft backing and power visibility.
OpenAI and Amazon in Talks for $10 Billion AI Chip Deal
OpenAI is negotiating a $10 billion investment from Amazon to adopt Trainium chips, potentially valuing the AI company above $500 billion in a deal reshaping the AI hardware landscape.
Rezolve Ai Stock Jumps After Big Revenue Forecast Upgrade
Rezolve Ai shares surge over 30% after management raises 2025 ARR guidance by 33%, signaling strong growth momentum.
Marvell CEO Denies Losing Amazon and Microsoft Deals, Says Data Center Business Is 'Rock Solid'
Marvell Technology CEO Matt Murphy denies reports of losing business with Amazon and Microsoft, stressing the company's "rock solid" data center relationships and calling the stock drop a buying opportunity.