News
Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
2+ hour, 9+ min ago (129+ words) The Goldman Sachs Group Vasundhara Sawalka April 15, 2026 AMZN Quick Quote AMZN MSFT Quick Quote MSFT BABA Quick Quote BABA MSFT shares have lost 23. 2% in the past six-month period, underperforming the Zacks Computer " Software industry's decline of 28. 4% and the Zacks Computer…...
NVIDIA's AI Factory Vision: Can It Further Boost Data Center Growth?
1+ day, 4+ hour ago (319+ words) Anirudha Bhagat April 14, 2026 INTC Quick Quote INTC AMD Quick Quote AMD NVDA Quick Quote NVDA An AI factory is a specialized infrastructure designed to turn raw data into usable intelligence at scale. It manages the full AI lifecycle, from data…...
Core Weave Inks $21 B AI Infrastructure Deal With Meta Platforms
5+ day, 1+ hour ago (216+ words) MSFT Quick Quote MSFT META Quick Quote META NBIS Quick Quote NBIS CRWV Quick Quote CRWV Under the agreement, dedicated AI infrastructure will be deployed across multiple locations, enabling a distributed framework designed to enhance performance, resilience and scalability. The…...
Core Weave vs. Cloudflare: Which AI Cloud Stock Offers Better Upside?
2+ week, 2+ day ago (243+ words) Shreya Majumder March 30, 2026 NVDA Quick Quote NVDA NET Quick Quote NET CRWV Quick Quote CRWV The AI infrastructure boom is creating a new generation of cloud winners. Two prominent names against this backdrop are'Core Weave, Inc. (CRWV Quick Quote CRWV…...
Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
2+ week, 4+ day ago (198+ words) Vasundhara Sawalka March 27, 2026 ORCL Quick Quote ORCL BABA Quick Quote BABA Both are channeling tens of billions into generative AI at a pivotal moment for the global technology sector. Let's delve deep and closely compare the fundamentals of the two…...
BKR to Build AI Power Solutions With Google Cloud for Data Centers
2+ week, 5+ day ago (274+ words) Zacks Investment Research This includes personalizing content and advertising. By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties....
Nebius vs. Core Weave: Which AI Cloud Stock is the Better Bet?
2+ week, 6+ day ago (409+ words) ARM Holdings PLC Sponsored ADR Shivangi Deora March 26, 2026 NBIS Quick Quote NBIS CRWV Quick Quote CRWV You follow Shivangi Deora - edit Core Weave is establishing itself as a pure-play AI cloud provider, focused on delivering high-performance GPU infrastructure tailored for…...
Texas Instruments Introduces 800 V Power Tech for AI Data Centers
3+ week, 6+ day ago (475+ words) TXN rolls out 800 V power architecture for AI data centers, aiming to boost efficiency and cut energy loss as demand for AI infrastructure surges. Semiconductor giant Texas Instruments Incorporated TXN has unveiled a new 800 V power architecture designed for artificial…...
GOOGL's Wiz Buyout Expands Cloud Security Portfolio: What's Ahead?
4+ week, 50+ min ago (120+ words) Aniruddha Ganguly March 18, 2026 AMZN Quick Quote AMZN MSFT Quick Quote MSFT GOOGL Quick Quote GOOGL Alphabet shares have dropped 0. 7% year to date, outperforming the broader Zacks Computer and Technology sector's decline of 3. 5%. The GOOGL stock is trading at a premium,…...
Nebius Stock Jumps on $27 B Meta AI Infrastructure Agreement
4+ week, 1+ day ago (360+ words) Zacks Equity Research March 17, 2026 NVDA Quick Quote NVDA META Quick Quote META NBIS Quick Quote NBIS CRWV Quick Quote CRWV Reflecting these positive developments, shares of Nebius surged 15% in the trading session yesterday. Shares of Nebius have gained 37. 9% in the…...