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Oracle’s AI Cloud Push Meets Financing Scrutiny as Analysts Split on 2026 Outlook

Fresh RBC, UBS, Evercore calls spotlight Oracle’s massive data‑center buildout, heavy leasing, recent debt.

Nebius’s Explosive Growth Tests Investor Nerves Over Losses and Spending

CoreWeave Rallies on Nvidia Beat, Then Retreats as Execution Risks Keep Shares Unsteady

GMI Cloud Unveils $500 Million Nvidia-Powered AI Factory in Taiwan Targeting March 2026 Launch

Cipher Mining Signs 15-Year $5.5 Billion AWS Lease to Power AI Shift