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Oracle Posts Big AI Cloud Win as Backlog Soars and Cash Burn Widens

The earnings beat shows strong AI infrastructure demand, leaving Oracle with record capex, negative free cash flow, concentrated contract risk.

Amazon Adds $13 Billion to India Plan, Raising 2026–30 Pledge to $48 Billion

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

AI Rally Sets New Market Highs as IMF and Bank of England Warn of Bubble Risks

Alphabet Tops Q2 Estimates with AI-Fueled Cloud Growth