Browsing Tag
hyperscaler capex
4 posts
Microsoft ($MSFT) slides to 52-week low as AI capex rout and Italy antitrust probe compound the historic June decline
Microsoft NASDAQ MSFT slides to 52-week low at $349 in worst June since 2000 as AI capex concerns, Italy AGCM probe and OpenAI overhang compound pressure.
Bloom Energy ($BE) tumbles 13% as data center power competition reshapes AI infrastructure energy thesis
Bloom Energy NYSE BE falls 13 percent as Chevron-Microsoft turbines, $17.5B DOE nuclear financing and FuelCell Fit Energy deal reshape AI data center power.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
Can Oracle justify its $25bn cloud capex spree while chasing hyperscalers and managing margins?
Oracle plans $25B in cloud infrastructure capex for FY26. Can it sustain this strategy while competing with AWS, Azure, and navigating margin pressure?