Oracle-OpenAI Drops Texas Expansion, Meta Steps In
Oracle and OpenAI scrapped plans to expand the Stargate AI data center in Abilene, Texas. Meta now in talks to lease the site, with Nvidia facilitating.
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AI Credit Fears Strike Back: Crushing Data Centers and Speculative Trades
Data center and AI-related stocks like CoreWeave plunged sharply as rising credit risks and heavy spending fears spark a sell-off in speculative tech trades. Investors are pushing back against big capital expenses.
Why Oppenheimer Thinks Oracle’s Risk/Reward Is Now “Favorable”
Oppenheimer upgrades Oracle to Outperform with $185 price target. Stock multiples halved since Sept—strong AI play, EPS growth & improving sentiment create attractive risk/reward despite near-term capital spend.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
DA Davidson Upgrades Oracle to Buy, $180 Price Target
DA Davidson upgrades Oracle to Buy, citing strong OpenAI outlook and reduced risks, with a $180 price target.
Bloom Energy Crushes Q4 Earnings as AI Power Demand Surges – 2026 Outlook Soars
Bloom Energy (BE) reports strong Q4 2025 results with 36% revenue growth driven by AI data centers. Company forecasts $3.1-3.3B revenue for 2026, beating Wall Street expectations.