#cloud computing — FinScans

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Oracle Targets Growth as $638 Billion Cloud Backlog Fuels AI Expansion

September 8, 2026 (31 days ago)

Oracle's massive $638 billion cloud infrastructure backlog and strategic shift toward prepaid contracts set the stage for significant earnings acceleration and potential…

ORCL

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Oracle Shares Face EU Antitrust Probe Ahead of Fiscal Q1 Earnings Report

September 8, 2026 (31 days ago)

Oracle faces a preliminary EU antitrust inquiry into its cloud licensing terms, complicating the outlook for shareholders ahead of the company's September…

ORCL

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Microsoft Outlook Outage Highlights Reliability Risks Amid AI Expansion

September 8, 2026 (31 days ago)

While a recent Outlook outage raises concerns over cloud reliability, Microsoft's robust Azure growth and strong enterprise demand for Copilot suggest the…

MSFT GOOGL AMZN +1

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Palantir Founder Bets on Amazon as Chip Bets Roil AI Trade

September 6, 2026 (33 days ago)

Peter Thiel's Thiel Macro bought Amazon as its top new position, betting on AI-driven growth in AWS, fulfillment robotics, and digital advertising…

Anthropic, Lambda Seal $35B AI Cloud Deal; Nvidia-Backed Provider Expands

September 4, 2026 (35 days ago)

Anthropic signs a $35 billion cloud deal with Nvidia-backed Lambda to secure AI compute capacity, underscoring booming demand for Nvidia GPUs.

NVDA

Alibaba Revenue Climbs 9% on China AI Boom, Cloud Growth Accelerates

August 20, 2026 (50 days ago)

Alibaba's quarterly revenue rose 9% year-over-year, fueled by surging AI cloud demand in China, highlighting the country's AI boom and boosting investor…

BABA KWEB

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CoreWeave Flags Nvidia Chip Shift Risk, Cites Operational Difficulty

August 12, 2026 (57 days ago)

CoreWeave flagged that shifting from Nvidia chips would be difficult, highlighting the AI cloud provider's dependence on Nvidia hardware and reinforcing the…

CRWV NVDA

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CoreWeave Revenue Soars on Booming Demand for AI Computing

August 11, 2026 (59 days ago)

CoreWeave revenue surged on booming demand for AI computing, reinforcing its role as a leading cloud GPU provider in the artificial intelligence…

CRWV

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DayOne Data Centers Confidentially Files for $5 Billion US IPO Amid AI Boom

August 11, 2026 (59 days ago)

DayOne Data Centers confidentially filed for a $5 billion US IPO, capitalizing on strong AI-driven demand for data center capacity and setting…

DAYONE EQIX

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CoreWeave's Forecast Key to Halting Another Earnings-Driven Market Selloff

August 11, 2026 (59 days ago)

CoreWeave's earnings forecast could determine whether the recent market selloff extends or reverses, as investors seek confirmation of sustained AI infrastructure growth.

CRWV NDX SPX

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Microsoft Plans AI Chip Production Boost, Threatening Nvidia's Dominance

August 10, 2026 (60 days ago)

Microsoft’s reported AI chip production boost threatens Nvidia’s dominance and reshapes semiconductor dynamics as cloud giants move toward custom silicon.

MSFT NVDA SMH

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Amazon, Microsoft Earnings Confirm AI Capex Boom, Lifting Tech Stocks

July 31, 2026 (70 days ago)

Amazon and Microsoft earnings confirm that the AI capex cycle remains robust, lifting tech stocks and easing market concerns about spending sustainability.

MSFT AMZN

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