Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.
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Software Stocks Plunge as Amazon’s New AI Agent Sparks Disruption Fears
Software stocks (IGV) dropped 4.3% after Amazon revealed it’s building AI agents to automate sales, cybersecurity and networking jobs.
Meta's $27 Billion AI Infrastructure Splash: Partnering With Nebius on Vera Rubin Tech
Meta commits up to $27 billion over 5 years to Nebius for dedicated AI capacity starting 2027, using NVIDIA Vera Rubin tech in major push to rival OpenAI and Google.
Microsoft Targets Key Texas AI Hub as Oracle Shelves Expansion Plans
Microsoft in advanced talks to lease hundreds of MW at Abilene's Stargate AI campus after Oracle shelved expansion. Boost for Azure amid Meta interest too.
Nuclear Giant Constellation Crushes Q4 Forecasts as AI Demand Keeps Surging
Constellation Energy tops Q4 2025 earnings forecasts with $2.30 EPS and $6.07B revenue. Nuclear giant powers AI data centers with Calpine deal, dividend hike & major contracts.
OpenAI Scales Back AI Ambitions: $600 Billion Compute Target by 2030, Eyes $280 Billion
OpenAI scales back its massive compute spending target to ~$600B by 2030 (from earlier $1.4T talk), eyes over $280B revenue, closes in on $100B+ funding round with Nvidia, Amazon, and more.