Mentions (24h)
Mentions (7d)
Sentiment (avg / median)
Sentiment Mix
Coverage Z-Score (24h vs 90d)
Top Sources (7d)
Co-Topics (7d)
Mentions by Hour (Last 24h)
Santoli's Wednesday market wrap-up: The usual flag carriers of the AI boom push S&P 500 to new highs
While stocks tied to the AI buildout are booming, those closer to the here-and-now consumer remain sluggish.…
CNBC Top Stories · 2025-10-08 20:41:31
OpenAI taps AMD for massive compute buildout
The two companies will deploy six gigawatts of GPU capacity beginning next year, the latest effort to build out data center infrastructure.…
Construction Dive · 2025-10-08 17:38:00
Oracle’s stock surged on billions in new cloud contracts. Can it fund its AI promise?
Oracle’s massive data-center buildout will require the company to take on new financing strategies — and new risks.…
Market Watch · 2025-10-06 21:04:00Sam Altman on OpenAI's $850 billion in planned buildouts: 'People are worried. I totally get that'
OpenAI CEO Sam Altman announced a sweeping 17-gigawatt buildout of compute across multiple sites in partnership with Oracle, Nvidia, and SoftBank.…
CNBC Top Stories · 2025-09-24 04:58:12Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout
In an interview with CNBC, Nvidia CEO Jensen Huang said his company's project with OpenAI is equivalent to between 4 million and 5 million GPUs. …
CNBC Top Stories · 2025-09-22 16:50:49
Microsoft, Nvidia pour billions into UK data center buildout
The U.S. tech giants are joining the largest AI infrastructure rollout in the country’s history, Nvidia said Tuesday.…
Construction Dive · 2025-09-18 14:06:00Bull of the Day: Micron Technology (MU)
Micron Technology stock has been one of the best performing in the market this year thanks to its now critical role in the AI infrastructure buildout …
NASDAQ Stocks · 2025-09-13 08:30:00
SpaceX buys wireless spectrum from EchoStar in $17 billion deal
The deal comes months after the Federal Communications questioned EchoStar's compliance with buildout extensions and use of mobile-satellite service spectrum.…
CNBC Top Stories · 2025-09-08 14:40:35
Bull of the Day: Amphenol (APH)
Amphenol stock enjoys multiple powerful industry tailwinds, including the AI data center buildout and the rise in defense technology spending …
NASDAQ Stocks · 2025-08-28 08:30:00
This is the critical detail that could unravel the AI trade: Nobody is paying for it.
As Big Tech companies spend billions on AI buildout, their ability to generate cash is starting to take a hit…
Market Watch · 2025-08-21 19:27:00
