Masayoshi Son Makes Resounding Claim About AI – ‘This Is The Biggest Revolution Of Technology’
Son talked about AI with CNBC a day after his company pledged to invest €75 billion ($87 billion) to build AI infrastructure in France.
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CoreWeave Wants To Power The Next Phase Of AI – Here’s The Plan
Intrator said CoreWeave is expanding into new and existing regions by building its own facilities to better control costs and performance.
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ORCL Rallies Over 10% As AI Infrastructure Bet, Leadership Shift Drive Optimism In Long-Term Growth
Oracle stock dropped more than 24% in the first quarter of 2026, driven by investor worries about escalating infrastructure costs and potential execution challenges.
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Oracle Begins Large-Scale Layoffs Amid AI Expansion: Report
The move comes even as Oracle is ramping up investment in its data center network to accommodate growing demand for AI-driven computing tasks.
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After Jack Dorsey’s Block, Crypto.com Cuts Jobs In AI Push Targeting Roles That ‘Do Not Adapt In Our New World’
CEO Kris Marszalek said affected employees have been notified and will receive support during the transition.
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MU Stock Draws Cheer From Wall Street After Blowout Earnings – UBS’ New Target Implies Over 10% Potential Upside
UBS pointed to anticipated gross margins above 80% and said recently secured long-term customer contracts may help provide more consistent profitability going forward.
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MU Stock Has Gained 46% This Year – But Wedbush Sees A Further 23% Upside
The firm cited stronger-than-anticipated momentum in the memory market, boosting confidence in Micron’s upcoming earnings and outlook.
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MRVL Surges 12% Pre-Market: Wall Street Upgrades Stock As AI And Cloud Chips Demand Shines
Cody Acree at Benchmark upgraded Marvell shares to ‘Buy’ from ‘Hold’ and assigned a $130 price target.
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Top Themes for 2026: AI, Defense, and Infrastructure
BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.
According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.