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Hedge Funds Increase Amazon Stakes on AWS-Led AI Opportunity

Faster AWS growth with a $364 billion contracted backlog underpins investors' view that Amazon is undervalued by the market.

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout

IREN Accelerates Pivot to AI Cloud Backed by Nvidia, Microsoft and Major GPU Financing

CoreWeave Founders Have Sold $2.3 Billion of Stock as Shares Rally

Amazon Completes Record C$14 Billion Bond Sale in Canada

Pinterest Commits $4 Billion to AWS to Scale AI

Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

Bitdeer Names Michael Potter as CFO as It Shifts Toward AI Cloud Infrastructure

CoreWeave Rally Accelerates After Russell 3000 Addition and $3.1B Loan

Bloom Energy Surges After Q1 Beat as AI Data Centers Commit to Multi‑Gigawatt Fuel‑Cell Power

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

Telekom and SAP Win Federal Contract to Build Germany’s Central AI Cloud

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Ex‑OpenAI Researcher’s Fund Unveils $13.7 Billion Longs in Bitcoin Miners and Big Puts on Chip Stocks

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Bank of America Upgrade Sends Akamai to 26-Year High on AI Infrastructure Thesis

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

Musk Suit Reveals 2017 Plan to Fold OpenAI Into Tesla as 2023 Board Texts Surface

Jassy Defends Amazon’s $200 Billion AI Buildout as a Long-Term Bet