Microsoft Boosts Nvidia Demand
Introduction to the AI Boom The recent announcement by Microsoft about increasing its capital expenditure (capex) has sent a strong signal to the market, particularly for Nvidia shareholders, as it indicates a surge in demand for computing equipment…
Oracle Shares Slide
Oracle’s AI Ambitions Clash With Capex Fears as Shares Slide Ahead of June 10 Earnings Oracle shares fell more than 6 percent in early trading on June 3, 2026, even as the company’s contracted backlog reached $553 billion and AI infrastructure revenue…
AWS Cloud Growth Surges
AWS reports its strongest cloud growth in over three years, with Amazon Web Services (AWS) revenue surging 28% year-over-year in Q1 2026—the fastest pace in 15 quarters—fueled by accelerating demand for AI infrastructure and services Amazon’s cloud…