Microsoft Corp
- AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide - In at least one corner of the AI market, sentiment has turned decidedly negative.
- Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects - A slew of tech giants, including Amazon Web Services, Apple, Google Public Sector, Dell Technologies, Microsoft, Nvidia and OpenAI, are listed as partners.
- Here are the 2 big things we're watching in the stock market this week - This week is the last full trading week on Wall Street for the year, and it is packed with key economic and earnings reports.
- Oracle says there have been 'no delays' in OpenAI arrangement after stock slide - Oracle pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather than 2027.
- Altman and Musk launched OpenAI as a nonprofit 10 years ago. Now they’re rivals in a trillion-dollar market - As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure.
- Oracle's lease commitments jump by almost 150% as company builds out to meet AI demand - Oracle's lease commitments now total $248 billion, with $10 billion tied to cloud capacity.
- Oracle shares plummet 11% in premarket, dragging down AI stocks - Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
- Oracle's stock slides 7% on revenue miss even as AI backlog soars - Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.
- Amazon pledges a massive $35 billion worth of investments in India’s AI space through 2030 - Amazon has committed to investing $$35 billion in India’s cloud and AI space by 2030, as hyperscalers race to get a foothold in the market.
- Microsoft to invest $17.5 billion in India's AI infra as Big Tech queues up for the Asian market - Microsoft has pledged $17.5 billion of investment in India's cloud and AI infrastructure, as more major tech players commit to the growing market.