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.
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NVIDIA Invests $2 Billion in Nebius to Scale 5GW Full-Stack AI Cloud by 2030
NVIDIA invests $2B in Nebius to scale AI infrastructure. Partnership targets 5+ gigawatts of capacity by 2030 for powerful inference and agentic AI applications.
Serve Robotics Q4 Revenue Jumps 400%, Raises 2026 Outlook
Serve Robotics announced 400% Q4 revenue growth to $0.9M and fleet expansion to 2,000 robots. With new White Castle partnership on Uber Eats, the company raised its 2026 revenue guidance to $26 million.
Oracle Beats Wall Street Estimates as AI Cloud Revenue Surges 44% in Q3
Oracle beat Wall Street estimates in its fiscal Q3 2026 with $17.2 billion revenue, fueled by explosive demand for AI cloud services. The tech giant raised its 2027 guidance and saw strong growth in infrastructure bookings.
Salesforce to Borrow $25 Billion – Its Largest Debt Deal Ever – to Fund Massive Buyback
Salesforce eyes up to $25B in bonds—its largest ever—to fund share buybacks, amid AI worries and credit downgrades from Moody's and S&P.
BofA Turns Bearish on Qualcomm: Underperform Rating & $145 Target Amid Apple Exit Risks
Bank of America downgrades Qualcomm to Underperform with a $145 price target, highlighting the looming loss of Apple business and slow future growth in this mature chip market.