Microsoft Cuts AI Sales Targets After Teams Miss Goals
MSFT stock slid over 2% after a report claimed sales teams missed growth goals for Azure Foundry, an AI platform. Microsoft refuted the claim, denying lowered quotas.
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Oracle's AI Debt Concerns Spread Across Tech Giants as Insurance Costs Surge
Amid concerns about AI data center spending, credit default swap prices for Oracle debt have spiked dramatically. Now, worries are spreading to Microsoft and Amazon as markets reassess hyperscaler risks.
U.S. Approves Major AI Chip Sales to UAE and Saudi Arabia
The U.S. greenlights the sale of up to 70,000 advanced AI chips to UAE and Saudi companies, reversing earlier restrictions and reshaping global AI competition.
Saudi Arabia and Microsoft Make Major AI Moves Amid Market Caution
Saudi Arabia's Humain announces multi-gigawatt data center deals with US tech giants, while Microsoft invests $5B in Anthropic. Analysts warn on hyperscaler economics.
Nebius Secures $3B Meta Deal, Projects Explosive Growth Through 2026
Nebius announces $3 billion AI infrastructure deal with Meta, its second major hyperscaler partnership. Revenue surges 355% as Dutch AI cloud provider targets $7-9B run-rate by 2026.
CoreWeave Lowers 2025 Revenue Outlook Amid AI Supply Constraints
CoreWeave Q3: $1.36B revenue, $55.6B backlog, margins drop to 4%. 2025 outlook cut to $5.05–$5.15B on supply delays, high AI demand.