See which stocks are pulling investors into the conversation, what the crowd is saying, and whether the attention is broad or concentrated.
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Microsoft reportedly accepted the first 50MW phase of its $9.7B contract with IREN, validating the facility's NVIDIA GB300 infrastructure. This delivery marks the initial execution milestone for the five-year cloud services agreement.
Research →IREN reportedly delivered its first 50MW Horizon facility to Microsoft under a $9.7B contract and achieved NVIDIA Exemplar Cloud status for its GB300 deployment, validating execution of its AI infrastructure buildout.
Research →Micron reportedly launched a $250M AI-focused venture fund, its largest to date, targeting data infrastructure and robotics. This move deepens exposure to the AI ecosystem and appears to signal strategic positioning for future technology access.
Research →Google reportedly introduced Gemini 3.7 Flash with introductory pricing of $0.75 per 1M input tokens, claiming superior coding performance against rivals. The model is said to be integrated into Gemini Spark starting today.
Research →Nebius reportedly announced a partnership with Vantage Data Centers for high-density AI infrastructure in Wales, marking the first commercial commitment in the South Wales AI Growth Zone. Concurrently, multiple analysts raised price targets following strong Q2 earnings.
Research →Oracle and AWS reportedly expanded their strategic collaboration, making Oracle AI Database available across 22 AWS regions. The integration reportedly targets faster enterprise migrations and lower-latency database performance.
Research →Oracle and AWS reportedly deepen strategic collaboration, making Oracle AI Database@AWS available across 22 regions. The expansion supports enterprise migration and integrates Oracle services with AWS analytics tools.
Research →CoreWeave reportedly posted strong Q2 results with $2.58B revenue and raised prices 25% in July. The company cites a severe demand environment, with CEO noting Blackwell margins at record highs.
Research →Needham and Compass Point reportedly maintain bullish stances on WhiteFiber, citing NC-1 billing ramps and cloud deployments as drivers for higher estimates and exit rates.
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