13 trends tracked about this subject — the full history, oldest to newest below.
Nebius shares fell about 17.5% after the Nvidia-backed AI cloud company lowered its full-year revenue outlook to the low end of its $3 billion to $3.4 billion range because of data center capacity delays.
Cathie Wood questions CoreWeave's model as the Nvidia-backed AI cloud provider faces earnings with options pricing a 21% swing.
SpaceX plans to build orbital data centers that could surpass terrestrial infrastructure by 2029.
SpaceX has secured a $40 billion debt-financing deal with Apollo to acquire AI GPUs, while Elon Musk warns of a 'guppy-level death' for neocloud firms.
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
4 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
JPMorgan has reset its 2026 stock price target for AI cloud provider CoreWeave following a stock upgrade based on favorable pricing power.
Oracle shares are experiencing significant volatility as the company struggles to meet an overwhelming surge in AI cloud demand.
Oracle shares jumped 6% following a report of 30% revenue growth driven by surging demand for AI cloud services.
Oracle stock climbs as Mizuho targets $320 amid soaring artificial intelligence cloud capacity and approaching earnings.
IREN reports its 2026 capacity is fully sold out amid a massive AI pivot and a projected $25 billion to $30 billion buildout.
Nebius Group stock surged significantly following major developments involving multi-billion AI cloud wins and capacity expansion.
Nebius stock surged after Nvidia disclosed a 9.3% stake in the AI cloud provider, marking a significant investment in the neocloud sector.