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Business
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Mizuho Sees Oracle at $320 as AI Cloud Capacity Jumps
Mizuho projects Oracle stock to reach $320 driven by surging artificial intelligence cloud capacity.
Cloud Computing
38 trends tracked about this subject — the full history, oldest to newest below.
↑ Rising
Business
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Oracle Stock Flashes Stunning Signal Before Earnings
Market analysts are monitoring a stunning technical signal for Oracle stock as the company prepares for its First Quarter Fiscal Year 2027 earnings release.
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Business
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Anthropic Seals $35 Billion Cloud Deal With Nvidia-Backed Lambda
12 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Technology
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Microsoft tests fix for latest hours-long Outlook outage
1 news sources are covering this Technology story right now — PULSE is tracking how fast it spreads.
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Business
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Trump Administration Working on AI Rule to Curb China’s Remote Access to Chips
The Trump administration is developing new AI rules to prevent China from utilizing remote access to reach high-performance computing chips.
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Business
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Leaked Microsoft pay data shows how much hundreds of employees report making in AI, cloud, and other teams
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Nvidia may have just built its own hyperscaler without owning a single data center
Nvidia is reportedly positioning itself as a hyperscaler through a strategic model that avoids the ownership of physical data centers.
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Business
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Nebius powers past estimates as customers race to secure AI computing power
Nebius stock soars following Q2 2026 earnings reporting massive AI cloud revenue surges.
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Technology
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Modder bypasses GeForce NOW interface to reach the Windows desktop
Modders bypass the GeForce NOW cloud gaming interface to access an underlying full Windows desktop.
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Business
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How SpaceX’s most-feared trading day turned into a 6% rally
SpaceX shares rallied 6% following reports of massive cloud contract wins and significant AI segment revenue growth.
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Business
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Anthropic Inks $10 Billion Computing Deal With Cloud Startup
Anthropic has entered a massive $10 billion computing agreement with cloud infrastructure startup Volta to scale its AI capabilities.
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Business
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Microsoft Stock Breaks Out Into Buy Zone. Here’s Why.
Microsoft stock (MSFT) has entered a designated buy zone as cloud revenue growth accelerates, sparking a renewed bullish outlook among analysts.
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Business
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Amazon tops $3 trillion market cap as stock continues post-earnings surge
Amazon has officially entered the $3 trillion market capitalization club following a significant surge in stock value driven by Q2 earnings.
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Business
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Amazon’s Andy Jassy sees a $1 trillion cloud built on businesses like the PGA Tour
Amazon CEO Andy Jassy projects a $1 trillion cloud revenue future driven by the integration of major enterprises like the PGA Tour.
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Business
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Amazon vs. Microsoft vs. Alphabet: Which Is the Best Cloud Stock to Buy Now?
Investors are weighing Amazon, Microsoft and Alphabet as the top cloud stocks after profit reports and a 2.5‑times growth claim for Google Cloud.
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Business
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Amazon soars as cloud revenue surge allays fears over ballooning AI bets
Amazon stock soars following an artificial intelligence strategy that positions the company at the top of the cloud wars.
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Business
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Amazon revenue soars as AI investments pay off
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Microsoft's stock rockets more than 15% for largest single-day jump in history
Microsoft has achieved the largest single-day market capitalization gain in U.S. history following a surge in its stock price of more than 15%.
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Business
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Amazon Stock Climbs With Earnings Due. Google And Microsoft Just Raised The Cloud Stakes.
Amazon stock climbs as market observers anticipate upcoming earnings and further acceleration for AWS.
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Business
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Nebius: The Market Still Doesn't Get It, Here's The Setup (NASDAQ:NBIS)
Nebius (NASDAQ:NBIS) faces market volatility as analysts debate whether its asset-light model and AI infrastructure positioning are undervalued.
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Business
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Regional outage on Amazon Web Services disrupts dozens of popular websites, online services
A regional Amazon Web Services outage in Oregon has disrupted major digital services, including Apple Pay, Reddit, and the PlayStation Network.
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Technology
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Can't log in? Microsoft outage hits Teams, Outlook and more
A series of connectivity failures across Microsoft Azure and various consumer services disrupted operations globally on July 23, 2026.
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Business
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Google Q2 earnings top expectations, cloud revenue grows 82%
Google parent company Alphabet reports a surge in cloud revenue and second-quarter earnings that exceed market expectations.
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Business
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Alphabet earnings offer a moment of truth in this tech stock battle
Alphabet earnings arrive as a critical moment of truth for tech stocks amid soaring AI spending and cloud growth demands.
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Business
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Exclusive | OpenAI’s Planned Cloud Spending Hits $750 Billion as Computing Efforts Ramp Up
OpenAI plans a $20 billion data center campus near Savannah as total cloud spending hits $750 billion.
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Business
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Exclusive | Meta Plans to Hire Top Amazon Computing Executive as it Weighs Cloud Push
Meta is reportedly planning to hire a top Amazon computing executive as the social media giant evaluates a potential move into the cloud sector.
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Business
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A typical AI-focused data centre consumes as much electricity as 100,000 homes; that demand has helped trigger a race to put computing clusters into orbit, where companies argue that near-continuous sunlight could eliminate the utility bill
The massive electricity demands of AI are driving a competitive race to establish orbiting data centers powered by near-continuous sunlight.
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Technology
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High-severity guest VM escape is 1 of 2 Linux vulnerabilities to surface this week
A critical Linux kernel vulnerability impacting Intel and AMD systems has surfaced, allowing guest virtual machines to escape to the host.
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Business
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Meta Compute: Everyone Wants To Be A Neocloud
Meta is reportedly entering the cloud computing market to sell AI power, challenging established rivals like Amazon and Microsoft.
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Business
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Nvidia offers start-up customers chance to swap compute power for revenue share
Nvidia has introduced a revenue-sharing model allowing AI startups to exchange access to compute power for a portion of their future earnings.
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Business
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Meta building cloud business to sell excess AI capacity, Bloomberg News reports
Meta shares rise amid reports of a new cloud infrastructure business strategy to monetize excess AI capacity.
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Business
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Amazon, Microsoft’s Cloud Services Should Fall Under DMA, EU Says
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Market attention intensifies around Micron Technology stock amidst conflicting assessments of its growth trajectory and broader sector alternatives.
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Business
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Microsoft walked away from a $3 billion deal to lease Oracle cloud capacity over security concerns
Microsoft has reportedly terminated a $3 billion agreement to lease cloud infrastructure capacity from Oracle, citing security concerns.
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Business
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Microsoft is resorting to its biggest cloud rival to deal with GitHub AI capacity issues
Microsoft turns to AWS to stabilize GitHub’s AI-driven outages amid surging demand
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Business
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Schneider Electric, Foxconn to Partner on AI Data Centers
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
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Business
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Oracle Is an AI Success. It May Not Be Enough.
Oracle’s AI-driven growth masks deeper questions about its long-term strategy and market positioning.
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Business
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Why These 3 Analysts Say Oracle’s Post-Earnings Stock Slump Is a Buying Opportunity
Oracle’s stock plunge after earnings reveals a clash between AI ambition and investor caution over debt and cloud costs.