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Microsoft
291 posts
The quiet grid battle behind NextEra Energy’s reported $400bn Dominion Energy move
AI needs power faster than grids can expand. A NextEra-Dominion deal could turn Virginia’s data-center corridor into utility M&A’s new prize.
IBM targets enterprise AI production gap with new Red Hat managed services
AI pilots are easy. Production inferencing is messy. IBM’s Red Hat cloud push targets the enterprise gap rivals also want.
Appen (ASX: APX) stock up 5.4% as AI data services rebound and China generative AI accelerates
Appen (ASX: APX) lost Google in 2024 and lost 90% of its value. China generative AI is now driving a 67% revenue surge. The recovery thesis is back on the table.
Nscale lines up $790m for Narvik AI campus as Microsoft fills the slot OpenAI walked away from
OpenAI walked away from Stargate Norway. Nscale just raised $790 million anyway, with Microsoft (MSFT) now anchoring the Narvik AI campus.
ParTec AG (ETR: JY0): Why the German HPC group’s share price now turns on an Nvidia patent appeal
ParTec built Europe's first exascale supercomputer. Now its Nvidia appeal and Microsoft Texas jury trial will decide if JY0 is a €16 stock or a €100 one.
NICE Ltd (NASDAQ: NICE) jumps 10% into May 6 earnings as Cognigy AI thesis gains traction
NICE is down 28 percent over twelve months and trades at 10x earnings with a $955M agentic AI platform inside it. The May 6 print decides everything.
Nebius (NBIS) strikes $643m Eigen AI acquisition to anchor inference at Token Factory
Nebius has the compute. It needed the inference moat. The $643 million Eigen AI deal is how Token Factory plans to outprice Together AI and Fireworks.
Arm Performix launches as Arm Holdings (NASDAQ: ARM) extends agentic AI play beyond silicon
Arm built the silicon. Now it wants to own the optimisation layer above it. Performix is free, agent-ready, and aimed squarely at the x86 migration question.
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.