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Earnings Boom Collides With Soaring AI Capex, Splitting Big Tech Stocks

Markets now prize AI budgets that show clear payback over those that do not.

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Jabil Lifts 2026 Outlook After Q2 Beat on Cloud and Data-Center Demand

CoreWeave Shares Tumble as Surging 2026 Capex and Soft Q1 Outlook Eclipse Q4 Revenue Beat

Microsoft Rolls Out Maia 200, In‑House AI Accelerator Now Running in Azure Iowa

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

AI Trade Stumbles as Oracle Miss and Broadcom Margin Warning Fuel Market Rotation

Google Confirms €5.5 Billion Germany Investment to Expand AI and Cloud

IQM Raises $320 Million, Hits Unicorn Status, Targets U.S. Expansion