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.
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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.
HPE Beats Q1 2026 Expectations and Raises Full-Year Outlook as AI Networking Revenue Soars 151%
HPE reported strong Q1 2026 results with $9.3B revenue (+18% YoY) and Networking revenue soaring 151%. Beat EPS estimates and raised full-year guidance on robust AI demand.