1+ day, 16+ hour ago  (410+ words) Guru Focus AWS and Lumen Redefine Private Cloud Connectivity by Bringing Cloud and Network Together The way businesses connect to the cloud is changing in a major way. What once took multiple providers and weeks to set up is becoming…...

1+ day, 17+ hour ago  (180+ words) Insider activity has been notably bearish, with $608. 2 million in shares sold over the past three months and no insider buying reported. This trend may raise concerns among investors regarding the company's future prospects. The recent developments surrounding Core Weave highlight…...

1+ day, 19+ hour ago  (135+ words) Over the past three months, insider activity has shown a total of $5. 0 million in shares sold, with one insider transaction recorded. This selling activity may indicate some caution among insiders regarding the company's near-term prospects, especially in light of the…...

6+ day, 15+ hour ago  (172+ words) Guru Focus Core Weave Jumps 13% On Multibillion Anthropic AI Capacity Deal Agreement supports Claude model deployment using Nvidia chips across US data centers amid rising AI demand - Anthropic secures large-scale compute capacity to meet growing AI demand Anthropic PBC is…...

1+ week, 15+ hour ago  (216+ words) Guru Focus Core Weave Secures $21 Billion Meta AI Deal Through 2032 New agreement lifts total contracts with Meta to $35 billion as AI infrastructure spending accelerates. - Core Weave deepens Meta partnership amid surging demand for AI computing capacity The agreement positions Core…...

1+ week, 6+ day ago  (249+ words) Guru Focus Microsoft unveils $10 billion Japan AI investment, Sakura Internet jumps 20% Cloud expansion, data centers, and AI training push deepen Microsoft's Japan strategy amid rising energy constraints - Massive AI infrastructure buildout meets rising demand and potential power limitations MSFT GF…...

1+ week, 6+ day ago  (83+ words) Guru Focus Microsoft Doubles Down on Japan AI Expansion The tech giant is scaling up its global AI push with a major bet on Japan. - Microsoft plans to invest $10 billion in Japan over four years Microsoft (MSFT, Financials) is still…...

4+ week, 1+ day ago  (194+ words) Microsoft (MSFT, Financials) is thinking of suing Amazon and Open AI over a $50 billion deal that might disrupt its cloud cooperation with the AI business. The argument is about Microsoft's present relationship with Open AI, which is closely tied to…...

1+ mon, 15+ hour ago  (179+ words) HIVE Digital Technologies (HIVE) has revealed a significant increase in its AI data center capacity, expanding its liquid-cooled facilities fourfold. The company is set to enhance its operations in Canada by growing from an existing capacity of 4 megawatts in Manitoba…...

1+ mon, 16+ hour ago  (375+ words) The firm anticipates Nebius to achieve double-digit margins by the fiscal year 2029, alongside an impressive five-year revenue CAGR of 125%. Citi's forecasts for Nebius' revenue and earnings before interest and taxes (EBIT) margins in FY28 are 8% and 2% higher than general market expectations,…...