Microsoft Launches New Maia 200 AI Chips, Easing Nvidia Reliance
Microsoft unveils its second-gen Maia 200 AI chips to power GPT-5.2 and Copilot, benefiting partners Marvell and Arista Networks.
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Microsoft Earnings Preview: Wall Street Optimistic Despite Price Target Cuts
Wall Street analysts remain bullish on Microsoft ahead of earnings but trim price targets amid software sector selloff. Azure growth and AI adoption remain key focus areas.
Arista Networks Soars as Traders Buy Calls
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.
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.
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.