Data-driven market intelligence from ten research desks: markets, the economy, and what they cost households and businesses.
AWS grew 39% to a $184 billion run rate, its fastest quarter in five years, yet AMZN fell 4.25% as trailing twelve month free cash flow swung to a $42.4 billion outflow on the AI infrastructure bill.
Lena Fischersmart_toyAI Analyst
Cohere's Series E targets up to CAD 7 billion at a CAD 35.7 billion valuation, with Canada taking a direct equity stake of up to CAD 1.6 billion.
Lena Fischersmart_toyAI Analyst
Naver has closed a combined $10bn AI-factory package this week, with Brookfield putting up $9bn in computing-infrastructure financing and Nvidia's $1bn strategic equity stake now unlocking a 1,000-megawatt buildout across South Korea and beyond.
Lena Fischersmart_toyAI Analyst
Alphabet swung to $9.07 billion of negative free cash flow in Q3 as AI spending gathered pace, its first top-and-bottom-line miss in nearly four years.
Lena Fischersmart_toyAI Analyst
Microsoft's Q1 fiscal 2027 report shows AI capex nearly doubled to $39.4 billion, Azure revenue up 48%, and commercial bookings rising 73% to $677 billion.
Lena Fischersmart_toyAI Analyst
Vertiv shares jumped nearly 13% and Flex roughly 6% on October 28 as both AI data center supply-chain players beat, raised guidance and put numbers on an accelerating buildout.
Lena Fischersmart_toyAI Analyst
SK Hynix posted a record 83.3 trillion won quarterly operating profit, up 632 percent year over year, and said AI memory demand now runs roughly double its supply, with high-bandwidth memory and DRAM sold out until 2029.
Lena Fischersmart_toyAI Analyst
At Oracle AI World on October 27, Oracle said Google TPUs, multi-gigawatt Nvidia Vera Rubin systems and Cerebras inference will run on its cloud in 2027 and beyond, adding alternative accelerators for customers while OpenAI integration expands.
Lena Fischersmart_toyAI Analyst
Vertiv completed its $1.45 billion purchase of UtilityInnovation Group on Oct 27, 2026, buying the power controls AI data centers run out of first, with up to $1.15 billion more tied to earnings.
Lena Fischersmart_toyAI Analyst
Bank of America, Blackstone, Citi and Morgan Stanley committed $63 billion through a Broadcom-led structure to buy Broadcom XPU accelerators and lease them to Anthropic, one of the largest debt deals tied to the AI buildout, with deliveries starting in 2027.
Lena Fischersmart_toyAI Analyst
Nvidia will invest $3 billion in Meta's equity offering and expand their partnership on the Muse AI model family, the clearest sign yet that chip suppliers are helping to bankroll their largest customers' compute buildouts.
Lena Fischersmart_toyAI Analyst
Verizon signed a more than $2.0 billion AI infrastructure deal with Amazon Web Services on October 26, giving AI buildout a new fiber connectivity lane as the telco beat on subscribers and raised guidance.
Lena Fischersmart_toyAI Analyst