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News
Oracle analysts divided on AI cloud upside vs $95 billion debt pressure
1+ week, 5+ day ago (895+ words) Oracle with a $330 price forecast. He argued the stock could more than double from current levels after...panic, credit-market pressure and at-the-market stock sales. He believes much of that pressure has eased...likely force automatic buying or selling of the…...
Oracle Q1FY27 Results: Analyst cites compute, capital constraints ahead of earnings
6+ day, 13+ hour ago (775+ words) shares closed at $158.78 on Friday, up 3.08%. The stock has declined 33.42% over the past year. Benzinga...
Nvidia Earnings: Yorkville CEO cites memory, labor bottlenecks
2+ week, 5+ day ago (736+ words) Yorkville America CEO Steve Neamtz highlights physical constraints in the AI supply chain ahead of Nvidia Corp. (NASDAQ: NVDA) earnings. Investors will watch for signs that demand still outpaces capacity. Neamtz argues the primary challenge is no longer capital availability…...
CME to launch Nvidia compute futures on Oct 5 amid monopoly concerns
1+ week, 15+ hour ago (426+ words) CME Group is launching AI compute futures on Oct 5 to track Nvidia H100 and B200 rental prices. While aiming to create a hedging tool for AI infrastructure costs, the market faces skepticism due to Nvidia's monopolistic control over supply. This move coincides…...
Hyperscale Data Bitcoin treasury reaches 1,087 BTC worth $70.3 million
3+ week, 3+ day ago (306+ words) the voluntary exchange of the Series F Preferred Stock for shares of Class A Common Stock and Class B Common Stock of ACG. Following the transaction, Hyperscale Data...
Empower India expands into AI digital infrastructure
6+ day, 14+ hour ago (264+ words) the transition towards a sustainable energy ecosystem. Historical Stock Returns for Empower...
Nvidia says A100 GPUs mission-capable through 2029
1+ mon, 16+ hour ago (606+ words) $2.07, reflecting strong YoY growth expectations. The stock trades at a P/E of 33.3x, supported by broader...
QumulusAI signs GPU deal with DRW for Blackwell B300 capacity
2+ week, 4+ day ago (396+ words) QumulusAI Inc has entered into a GPU-as-a-Service agreement with DRW to provide dedicated NVIDIA Blackwell B300 compute capacity. The deal, which can run for up to four years, is the company's second financial-sector contract, contributing to over $246 million in aggregate agreements…...