BREAKING STORY

A specific event in the last few hours that changes something — an earnings surprise, a regulatory action, a policy decision, a deal.

SoftBank Shares Fall After Oracle Data-Center Warning Stokes AI Funding Fears

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.

BREAKING STORYBEARISH

UBS Initiates Buy Ratings On Three Bitcoin Miners Pivoting To AI Data Centers

The bank started coverage of Hut 8, Terawulf and Applied Digital with buy ratings, citing data center and leasing growth rather than mining economics.

UBS opened coverage on Hut 8, Terawulf and Applied Digital with buy ratings, betting their shift from bitcoin mining toward AI data center capacity will drive growth.

BREAKING STORYBULLISH