Arista Networks Stock Gets Bullish Upgrade — Analyst Sees Up to 40% Growth
Rosenblatt upgrades Arista Networks, citing strong AI demand and faster growth ahead.
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Microsoft Announces $10 Billion AI Push in Japan, Sakura Internet Stock Soars
Microsoft plans a $10 billion investment in AI and cybersecurity in Japan over 4 years. Sakura Internet stock jumps 20% as it becomes the local AI partner.
Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.
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.