AI infrastructure

Texas was the fastest-growing data center market in the US, but the 2026 midterms turned against the industry and a moratorium now looms over big projects.

Oracle stock closed up 10.7% after its investor day set a $225 billion fiscal 2030 revenue target and a return to positive free cash flow in 2028.

Nvidia-backed Nscale is in talks to sell Anthropic $45 billion of AI computing from a second Monarch campus building running Nvidia Vera Rubin chips.

CoreWeave's credit spreads widened 86 basis points to 934 as bond markets balked at AI data-center debt, raising fears of a classic capital bust.