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Latest financial news and analysis from global markets
NVDA
Akamai Lands US$200 Million AI Deal Showcasing Blackwell GPU Ambitions
Akamai Technologies (NasdaqGS:AKAM) announced a four year, US$200 million service agreement with a major U.S. tech company. The deal covers high performance AI compute infrastructure built on one of the world's largest NVIDIA Blackwell GPU clusters. Akamai has acquired thousands of Blackwell GPUs to expand its global distributed cloud for AI workloads. For investors watching how AI infrastructure is being built out, Akamai is positioning its core content delivery and cloud network around...
ORCL
Oracle Layoff Plan Raises Questions For AI And Cloud Growth Story
Oracle, NYSE:ORCL, is reportedly preparing layoffs of 20,000 to 30,000 employees, or up to 18% of its workforce. The cuts are linked to cost savings and heavy capital spending on AI focused data centers and infrastructure. The reported plan follows a record quarter for the company and comes during an ongoing shift toward AI and cloud services. For investors watching NYSE:ORCL, the scale of the potential layoffs sits alongside a long run of strong multi year share price gains, with the stock...
AMD
AMD Helios AI Platform Collaboration Puts Valuation And Adoption In Focus
Advanced Micro Devices (NasdaqGS:AMD) and Celestica announced a collaboration on the Helios rack scale AI platform for large scale AI deployments. The Helios platform is designed around AMD Instinct AI accelerators and open standards based networking, including Ultra Accelerator Link over Ethernet. Helios is planned to be available to cloud, enterprise, and research customers in late 2026 as part of AMD’s expanding AI infrastructure ecosystem. Advanced Micro Devices enters this...
INTC
Amazon Experienced a String of Outages This Week: 2 Things Investors Need to Know.
Amazon's stock behavior differed greatly from CrowdStrike's reaction to its 2024 outage.
INTC
Why Nebius Stock Popped Today
A blockbuster deal with an artificial intelligence (AI) giant has investors excited.
INTC
Starbucks vs. Nike: Which Dividend Stock Is a Better Buy?
While both of these iconic consumer brands offer dividends, one stands out as the better buy today.
INTC
Processors and Graphics Chips Stocks Q4 Teardown: Intel (NASDAQ:INTC) Vs The Rest
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at processors and graphics chips stocks, starting with Intel (NASDAQ:INTC).
NVDA
Nebius stock jumps after Meta inks a stunning $27 billion AI deal
Nebius Group (NBIS) shareholders woke up to a life-changing Monday on March 16. The Amsterdam-based AI cloud company announced a five-year infrastructure agreement with Meta Platforms (META) worth up to $27 billion, sending shares surging 14% in premarket trading. To put that in perspective, the ...
NVDA
The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030
Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
INTC
The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030
Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
ORCL
The $110 Billion Catalyst That Makes It More Likely Oracle Will Hit Its 700% Cloud Infrastructure Revenue Growth Guidance by 2030
Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.
NVDA
Predictions Markets Are Pointing to a Potential Recession. 3 Stocks to Buy.
Some stocks can perform well even during a recession.