Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
The WeChat owner's deal gives it access to Oracle's regional data centers as it races ByteDance and Alibaba on AI infrastructure, the Financial Times reported.
Tencent has agreed to lease 100,000 chips from Oracle for roughly $7 billion to expand its AI computing capacity, according to the Financial Times.
Rating actions on Oracle and CoreWeave point one way while a reported scare at the Stargate data-center project points the other.
Credit and equity analysts are sending conflicting signals on AI infrastructure: Oracle's bonds were upgraded after a debt warning "played out," CoreWeave got a ratings upgrade, but a reported scare at the Stargate project is raising doubts about the pace of the broader buildout.
Even as SoftBank dropped on doubts about AI infrastructure spending, startup DensityAI is reportedly seeking funding at a $10 billion valuation, underscoring the split in investor sentiment.
SoftBank Group shares fell on September 24 after an Oracle warning about data-center commitments raised fresh doubts about the pace of AI infrastructure spending, even as new entrants like DensityAI seek billion-dollar valuations.
Meta's chief product officer sold $28.5 million in shares, the largest of more than a dozen insider sales disclosed in the latest batch of filings.
A wave of insider stock sales hit the tape, led by Meta chief product officer Christopher Cox's $28.5 million disposal and Arista Networks president Kenneth Duda's $8.8 million sale.
Strong AI-driven sales were not enough to fully impress investors as the broader earnings season winds down.
Broadcom reported strong AI revenue growth, but according to Yahoo Finance, Wall Street wanted an even bigger number.
Hyperscaler spending has crossed the threshold where AI infrastructure consumes more cash than the core business generates, forcing investors to reprice quality growth compounders as capital-intensive utilities.
Alphabet posted negative free cash flow for the first time in its public history as AI data-center outlays overwhelm operating cash generation. The milestone reframes the bull case for mega-cap AI names, shifting the debate from earnings momentum to balance-sheet endurance and return on invested capital, even as trend-following flows continue to underwrite Nasdaq leadership.
Investor attention is rotating from mega-cap compute toward the physical and infrastructural layers of the AI build-out — from Oklo's next-generation reactors and Rocket Lab's Neutron program to Amazon's deepening Anthropic alliance.
Research flow points to a globalizing, multi-layered AI investment cycle in which power generation, launch capacity and model partnerships are drawing capital that once concentrated in semiconductors. Oklo, Rocket Lab and Amazon feature prominently, even as Oracle's twelve-month total return underscores the sector's dispersion risk.
Report that Nvidia has scaled down its guarantee tied to OpenAI's compute buildout revives scrutiny of circular vendor financing underpinning the AI capex cycle
Nvidia is reported to have reduced the scope of a roughly $250 billion guarantee supporting OpenAI-linked data center construction, a move that shifts financing risk back toward developers, lenders and OpenAI itself and challenges the market's assumption that chip-vendor balance sheets will underwrite the next leg of AI infrastructure.