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News
T: Fiber and wireless growth, AI-driven innovation, and cost optimization fuel strong financial outlook
3+ day, 16+ hour ago (79+ words) tradingview.com T: Fiber and wireless growth, AI-driven innovation, and cost optimization fuel strong financial outlook Significant investments and strategic divestitures have transformed the business, leading to strong fiber and wireless growth, improved margins, and robust free cash flow returns to…...
Oracle & Adobe Earnings Ahead: Which Software Giant Has More AI Upside?
4+ day, 12+ hour ago (523+ words) Oracle ORCL) and Adobe ADBE) are arguably the two biggest highlights of this week’s earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10. More importantly, both companies have become prominent…...
Oracle and Adobe Earnings: A Closer Look
5+ day, 10+ hour ago (423+ words) The early stages of the Q3 earnings season get underway this week, with Oracle ORCL and Adobe ADBE both scheduled to report quarterly results on Thursday, September 10. The releases will be closely watched given the AI-heavy narratives surrounding both, with investor…...
Oracle's $638 Billion Backlog Meets Its Balance Sheet on Thursday
5+ day, 16+ hour ago (723+ words) There is no company in technology where the gap between operating momentum and share price is wider than Oracle. The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly…...
Nvidia-Backed Firmus Passes 900 Megawatts With OpenAI Deal
5+ day, 19+ hour ago (157+ words) TradingView Firmus, the Australian AI infrastructure developer, signed a multi-year deal to supply OpenAI with computing capacity from two Malaysian data centres. The agreement takes contracted capacity across all customers above 900 megawatts. Neither side disclosed the contract value. Firmus is…...
Nvidia-backed Firmus signs deal with OpenAI for Malaysia data centre capacity
6+ day, 6+ hour ago (23+ words) TradingView Nvidia-backed Firmus signs deal with OpenAI for Malaysia data centre capacity...
Jensen Huang Says AGI Has Arrived. Nvidia Investors Should Pay Attention
6+ day, 18+ hour ago (156+ words) Nvidia Corp. (NVDA, Financials) CEO Jensen Huang thinks artificial intelligence just crossed a major line. His words were simple: AGI has arrived. Huang made the comment following OpenAI's launch of GPT-6 Astra, its latest model. Whether Astra truly qualifies as…...
ByteDance Gets $30 Billion Loan, Asia’s Second-Largest This Year- Bloomberg News
1+ week, 4+ day ago (23+ words) tradingview.com ByteDance Gets $30 Billion Loan, Asia’s Second-Largest This Year- Bloomberg News...
Anthropic's $35 Billion Cloud Deal Comes With an Nvidia Twist
1+ week, 5+ day ago (215+ words) Nvidia Corp. (NVDA, Financials), the leading artificial intelligence chipmaker, is taking a deeper role in Anthropic's latest infrastructure expansion than simply supplying GPUs. Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed provider Lambda, according to The Wall Street…...
Corvex Announces Significant Data Center Expansion; Increasing Current Capacity 5x with Contracted Path to 13x — TradingView News
1+ week, 6+ day ago (242+ words) Critical IT capacity expected to increase more than five times from approximately 1.5 MW to approximately 8 MW by year-end 2026 Right of first refusal on an additional 12.5 MW expansion opportunity at the Midwest site provides potential pathway to more than 20 MW of…...