MarketPulse

AI computing

7 articles
BenzingaBenzinga··Prnewswire

Corvex Executes 35.8% Stock Dividend as AI Computing Merger Closes

Corvex ($MOVE) distributes 35.8% special stock dividend to shareholders March 30, 2026, following merger agreement. AI infrastructure platform raises $40.2M.
MOVEmergerGPU infrastructure
The Motley FoolThe Motley Fool··Robert Izquierdo

Flight Deck Capital's $10M Hut 8 Bet Signals AI Boom, But Valuation Caution Looms

Hedge fund Flight Deck Capital acquired $9.86M in Hut 8 shares, validating AI infrastructure thesis. However, P/S ratio doubled to 24x; analyst recommends waiting for pullback despite strong fundamentals.
HUTdata centersvaluation
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle's $553B Backlog Signals AI Boom, But $50B CapEx Gamble Tests Investor Faith

Oracle's cloud unit grows 84% with $553B backlog, but $50B annual CapEx for data centers creates execution risk for investors.
ORCLORCLpDdata centerscapital expenditures
The Motley FoolThe Motley Fool··Scott Levine

Oracle Soars on Massive AI Contract Wave, RPO Hits $553B

Oracle surged 7.8% after-hours on Q3 beat: $17.2B revenue, $1.79 EPS crushed forecasts. RPO jumped 325% YoY to $553B on AI computing deals.
ORCLORCLpDdata center infrastructureQ3 2026 earnings
GlobeNewswire Inc.GlobeNewswire Inc.··Bleichmar Fonti & Auld Llp

CoreWeave Faces Securities Lawsuit Over Data Center Delays, Stock Plunges 16%

CoreWeave faces securities lawsuit over data center delays; stock plunged 16% in November. Investors have until March 13, 2026, to join class action.
CRWVsecurities fraudclass action lawsuit
The Motley FoolThe Motley Fool··Dave Kovaleski

AI Stocks Offer Entry Points as Valuations Stabilize

AI stocks like Nvidia and Amazon offer attractive entry points as valuations stabilize. Both companies maintain strong analyst support amid significant AI infrastructure investments.
NVDAAMZNvaluationcloud computing
The Motley FoolThe Motley Fool··Billy Duberstein

AWS Projects Years of Capacity Constraints as Amazon Defends $200B Investment Plan

AWS expects years of capacity constraints, projecting strong demand will absorb all server capacity produced. CEO defends Amazon's aggressive $200B investment plan.
MSFTAMZNORCLORCLpDAWScloud infrastructure