MarketPulse

data center expansion

27 articles
The Motley FoolThe Motley Fool··Joe Tenebruso

Oracle Crushes Q3 Earnings With 9% Stock Surge on Cloud and AI Boom

Oracle surged 9% on Q3 earnings beat: $17.2B revenue (+22%), cloud revenue jumped 84%, AI infrastructure soared 243%. Fiscal 2027 guidance projects $90B revenue.
ORCLORCLpDcloud computingAI infrastructure
BenzingaBenzinga··Lekha Gupta

Core Scientific Secures $500M Lifeline as Earnings Miss Triggers 3.85% Stock Plunge

Core Scientific lands $500M Morgan Stanley loan for data center expansion but misses Q4 earnings expectations, sending stock down 3.85% despite positive financing news.
MSMSpAMSpEMSpFMSpI+11earnings misstechnical analysis
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Glenview Capital Establishes $96M DigitalOcean Stake Amid Strong Platform Growth

Glenview Capital establishes $96.45M position in DigitalOcean as the cloud provider reports strong revenue growth and 150% AI service expansion.
AMZNCVSDOCNcloud computingearnings growth
The Motley FoolThe Motley Fool··Daniel Foelber

Oracle Bets Big on Cloud Growth Amid Stock Decline and Rising Debt

Oracle pursues aggressive cloud expansion targeting $144B revenue by 2030, but faces stock decline, rising debt, and concentration risk from OpenAI dependency.
MSFTAMZNGOOGGOOGLORCL+1cloud infrastructurefree cash flow
GlobeNewswire Inc.GlobeNewswire Inc.··Digital Realty

Digital Realty Brings Innovation Labs to Asia Pacific to Support AI Infrastructure Testing

Digital Realty launches innovation labs in Singapore and Japan to help enterprises test AI infrastructure before full deployment, expanding its DRIL program across Asia Pacific.
AMDCSCODLRDLRpJDLRpK+2AI infrastructurehigh-performance computing
The Motley FoolThe Motley Fool··Johnny Rice

Oracle's Cloud Ambitions Test Financial Resilience Amid AI Infrastructure Buildup

Oracle's cloud division grows 66% yearly with $523B AI backlog, but aggressive expansion increases debt and customer concentration risk with OpenAI.
NVDAMETAMSFTAMZNORCL+1cloud computingOracle Cloud Infrastructure
Investing.comInvesting.com··Louis Navellier

Homebuilders, Equipment Makers Face Mixed Signals Amid Infrastructure Tailwinds

Homebuilders face margin pressure from rising costs, while equipment makers and infrastructure companies benefit from strong demand and backlogs amid mixed economic signals.
TOLDEFIXPWRinfrastructure stocksdata center expansion