Business AI infrastructure
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Business Meta Warns Midterm Results Threaten Data Centre Expansion
Meta's president says US data centre expansion will get harder after the midterms, even as the group posts its first negative free cash flow since its IPO.
Business Oracle shares drop on $20 billion capital raise plan
Oracle's $20 billion capital raise through new stock and bonds sent shares down nearly 4% - just days after a very different promise.
Business Marvell to Buy Lumentum in $115bn All-Stock AI Deal
The Marvell Lumentum merger values the optics maker at $115bn, but the all-stock deal leaves holders exposed to Marvell's share price until 2028.
Business Nebius secures $3.5bn Citi financing facility for AI build-out
Nebius's new $3.5bn financing facility with Citi funds its AI data-centre build-out - but its one-year term raises its own questions.
Business CrowdStrike and Nvidia Extend AI Agent Security to Silicon
CrowdStrike and Nvidia widen their alliance on AI agent security, pushing defences from software into chip-level enforcement at GTC 2026.
Business CoreWeave Credit Default Swaps Hit Record 1,038bp
CoreWeave credit default swaps spiked to a record 1,038bp this week, pricing in distress even as revenue nearly tripled. Here's what the numbers show.
Business CoreWeave Stock Plunge: Shares Sink 15% on Gartner Warning
The CoreWeave stock plunge deepened on 14 October 2026 as a Gartner neocloud warning and hot US inflation data hit AI infrastructure shares.
Business Nebius Inferize Acquisition: ‘Undisclosed’ Terms Put at $100-150m
The Nebius Inferize acquisition was announced without a price tag - but reporters in Israel and the US have independently put it at $100-150m.
Business Jabil Q4 earnings results beat forecasts, but shares fall 6%
Jabil's Q4 earnings results beat estimates and its FY2027 guide topped forecasts, yet shares fell 6.25% as investors weighed capex risk.
Business Oracle force majeure notice rattles $165bn data centre plan
An Oracle force majeure notice on its $165bn New Mexico data centre has spooked markets - but the small print says less than the stock move suggests.
Business Akamai Stock Soars on $11.6bn Anthropic Deal
The Akamai Anthropic deal, worth $11.6bn over seven years, sent AKAM shares up 16% - here's what the contract and warrant terms actually mean.
Business Oracle Stock Rises on OpenAI Funding Buzz – But By How Much?
Oracle shares rose on OpenAI funding buzz this week, but outlets can't agree on the size of the move - and the tape tells its own story.
Business GlobalFoundries Marvell chip deal expands Vermont capacity
The GlobalFoundries Marvell chip deal adds SiGe capacity in Vermont for AI optical connectivity - but no price tag, unlike GF's past mega-deals.
Business CoreWeave Launches $3bn Convertible Notes Offering
CoreWeave's convertible notes offering totals $3bn, its third such debt raise in under a year, as losses widen alongside surging AI revenue.
Business Generac Amazon deal sends stock up ~32%, but $8bn is a ceiling
The Generac Amazon deal lifted the stock ~32%, but only $2.4bn of the $8bn headline figure is actually scheduled to be delivered.
Business HPE Q3 Revenue Hits Record $12.2bn, Shares Keep Falling
HPE's Q3 revenue hit a record $12.2bn and beat estimates, but shares kept falling as component shortages capped how fast orders convert to sales.
Business Verisk launches US data center exposure database for insurers
Verisk's new data center exposure database tracks 2,500+ US facilities, giving insurers a tool to price a fast-growing AI-era risk.
Business Vertiv’s $2.6bn Microgrid Acquisition Targets AI Power Crunch
Vertiv's microgrid acquisition of Utility Innovation Holdings could reach $2.6bn - but only $1.45bn is guaranteed; the rest hinges on EBITDA targets.
Business CoreWeave’s Hudson River Trading deal fuels Nvidia chip race
CoreWeave's Hudson River Trading deal deepens the scramble for Nvidia chips, even as the AI cloud group's quarterly losses keep widening.
Business Nebius Raises Contracted Power Guidance to 5 Gigawatts
Nebius has lifted its contracted power guidance three times in 2026, to 5 gigawatts, as the AI infrastructure stock rallies hard on Meta demand.
Business IREN Microsoft AI deal clears first hurdle, shares jump 10%
The IREN Microsoft AI deal moved from contract to concrete on 13 August, as Microsoft accepted the first of four data centres and shares jumped 10%.
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