News
Core Weave secures fresh $21 billion Meta AI deal as debt push raises stakes
1+ day, 7+ hour ago (465+ words) NEW YORK, April 9, 2026, 17: 04 (EDT) Meta Platforms is deepening its relationship with Core Weave, locking in a fresh $21 billion deal for AI cloud computing through 2032. The expanded pact, announced Thursday, further cements the two firms" infrastructure ties in the rapidly shifting…...
Amazon Stock Rises After Andy Jassy Reveals AWS AI Revenue, Defends $200 Billion Spend
1+ day, 11+ hour ago (376+ words) SEATTLE, April 9, 2026, 09: 33 PDT Amazon. com shares jumped roughly 5% early Thursday, after CEO Andy Jassy's annual letter to shareholders laid out unusual specifics about Amazon's AI segment. Jassy pegged AWS's AI services at over $15 billion annually, extrapolated from first-quarter trends, and…...
Core Weave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus
1+ day, 16+ hour ago (527+ words) New York, April 9, 2026, 07: 20 EDT Core Weave shares jumped ahead of the bell Thursday after the AI cloud company announced it's widening its deal with Meta Platforms'now roughly $21 billion. That ramps up one of the largest infrastructure partnerships in the AI…...
Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears
2+ day, 15+ hour ago (428+ words) NEW YORK, April 8, 2026, 09: 17 EDT IREN rallied on Wednesday, recently trading at $35. 74up 1. 8% from its prior finishas traders tried to balance hopes for its AI infrastructure bets with the costs those investments bring. Even with the move, the stock remains down over…...
Why Microsoft Stock Is Still Under Pressure: AI Costs, Open AI Exposure and Data-Center Scrutiny
4+ day, 7+ hour ago (956+ words) Microsoft shares traded at $372. 88, down 0. 1% after the company posted its worst quarter since 2008, falling nearly 25%. Shareholders are pressuring Microsoft over the water and power demands of its AI data centers. Capital spending reached $37. 5 billion last quarter, with about 45% of its…...
Oracle Stock's AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call
1+ week, 4+ day ago (353+ words) NEW YORK, March 30, 2026, 16: 08 EDT Oracle stands out as a key gauge of whether the AI infrastructure surge can offset the financial pressure it's taking on. Once considered a distant competitor to Amazon Web Services and Microsoft Azure, the company has…...
Amazon Stock (AMZN) Drops Toward $200 as Nasdaq Correction Revives AI Spending Fears
2+ week, 6+ hour ago (364+ words) NEW YORK, March 27, 2026, 18: 10 (EDT) Amazon. com Inc. shares slid 3. 9% to $199. 34 by late Friday, ranking among the S&P 500s biggest drags as traders pulled back from megacap tech and consumer-discretionary names'those tied to non-essential spending'in a move away from risk. Amazon…...
Microsoft Stock Heads for Worst Stretch Since 2009 as Open AI, Copilot Worries Deepen
2+ week, 13+ hour ago (386+ words) Microsoft shares fell 2. 1% to $358. 38 Friday, down 34% from their October 2025 peak, marking the worst six-month stretch since 2009. Investors are questioning the payoff from Microsoft's heavy AI spending and deep ties to Open AI. UBS cut its target price to $510, citing weak…...
Amazon Stock (AMZN) Falls 2% as Nasdaq Correction Overshadows Fresh AWS Bull Calls
2+ week, 1+ day ago (370+ words) NEW YORK, March 26, 2026, 17: 19 EDT Amazon. com shares fell about 2% in late New York trading on Thursday to $207. 54, as a broad retreat in technology stocks pushed the Nasdaq into correction territory. The tech-heavy index closed down 2. 38%, leaving it 10. 7% below its Oct....
Why Amazon Stock Price Fell 1. 4%: AWS Bahrain Trouble Revives AI-Spending Concerns
2+ week, 3+ day ago (303+ words) NEW YORK, March 24, 2026, 5: 47 PM EDT Amazon. com slipped 1. 4% to close at $207. 24 on Tuesday, putting the shares roughly 20% off their 52-week peak of $258. 60. The underlying pressure is where the focus lands now. Amazon wants investors to take on $200 billion in capital…...