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30.10.26 - 05:06
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Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute (Digitimes)
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Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer. Although the companies did not disclose Oracle's planned Cerebras hardware purchases, the deal highlights the shift toward diversified AI compute resources as inference demand accelerates....
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29.10.26 - 20:36
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Alphabet Failed Wall Street’s New AI Test. Amazon Takes It Tonight. (24/7 Wall St.)
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Wall Street's new AI test just tripped up Alphabet (NASDAQ:GOOGL). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week's rule is simple: spend big on AI, but show it pays off. Tonight, I'm watching one ratio, AWS growth against capex. Oracle Passed, Alphabet Failed Alphabet grew Google Cloud revenue 103% to […]...
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29.10.26 - 16:31
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Microsoft′s AI Bet Pays Off (Bloomberg)
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Microsoft's Azure growth is beating expectations, and Stifel Managing Director Brad Reback says the momentum could last with growth above 50% in the near term. He joined Bloomberg Open Interest to discuss whether Microsoft's AI spending is paying off, why Oracle carries more risk and how public AI lab results could shed light on returns. (Source: Bloomberg)...
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29.10.26 - 16:27
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Oracle Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die Schweizer Großbank UBS hat die Einstufung für Oracle nach einem Investorentag auf "Buy" mit einem Kursziel von 250 US-Dollar belassen. Der Software- und Datencenter-Konzern habe die Erwartungen sowohl der Anleihe- als auch ......
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29.10.26 - 14:24
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Tech Futures Tumble As Alphabet Plunges, Small Caps Rise Ahead Of PCE, ECB (ZeroHedge)
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Tech Futures Tumble As Alphabet Plunges, Small Caps Rise Ahead Of PCE, ECB
US futures are lower, with Nasdaq contracts sliding as Alphabet's ugly search miss revived the "is AI capex paying off" debate, while Microsoft's Azure beat and lighter capex, a roughly 1% drop in oil on fresh US-Iran diplomacy chatter and news that Christine Lagarde will quit the ECB nine months early round out the morning's drivers; as a result small caps outperform while the 10Y yield hovers just around 5%. As of 7:30am ET, S&P futures are 0.3% lower at 7,768 while Nasdaq futures are down about 1% and Dow futures are flat; Russell 2000 futures are up 0.5%. Yesterday the S&P 500 rose 0.28% to 7,744, closing within 1% of its record high after the Fed's on-hold decision, while the Philly semi index gained 1.75% led by an 11% surge in Oracle. In premarket trading, Mag 7 names are mixed: Alphabet plunges 10% after search and advertising sales missed, confirming our article from last night, while Micr...
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