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"Oracle is also trying to get its deal done as soon as this year, one of the people familiar with the matter said. The company is still having discussions with multiple potential financing partners. The financing is intended to help …
[https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results](https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results) Datacenters are still booming!
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From the article: > Microsoft reduced its projected internal spending on Claude by over one-third, while Meta saw internal users of Anthropic's Claude Code coding assistant drop from roughly 60,000 to 30,000. > Within the Microsoft Cloud and AI division, …
Big government backing for Wolfspeed ($WOLF). The U.S. Department of War’s Office of Strategic Capital (OSC) just announced a $1.5 billion conditional loan commitment with Wolfspeed. Wolfspeed is a major U.S. producer of silicon carbide (SiC) materials and semiconductors, which …
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ADBE is cooked: free AI-built clones and a $70/month subscription don't mix (bear DD) So my Adobe bear case is pretty simple. AI is about to let a ton of indie devs and random people who are sick of Adobe's …
You are head of the federal reserve and the stock market is booming. Your favourite boybands are touring the world. Life is good. The Nasdaq has just climbed to 1300. But that is just too high. All this internet talk. …