Dust to data centers: The year AI tech giants, and billions in debt, began remaking the American landscape
The Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Kyle Grillot | Bloomberg | Getty ...
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Softbank has fully funded $40 billion investment in OpenAI, sources tell CNBC
SoftBank has completed its $40 billion investment commitment to OpenAI, sources told CNBC's David Faber. The Japanese investment giant sent ...
These 5 infrastructure stocks have more than tripled this year on the AI trade
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty ImagesNvidia has been the biggest infrastructure winner ...
Data center deals hit record $61 billion in 2025 amid construction frenzy
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the ...
CNBC Daily Open: Oracle’s debt seems to be affecting data center funding
A view of Oracle headquarters on September 11, 2023 in Redwood Shores, California. Justin Sullivan | Getty Images The apprehension investors ...
Oracle stock dips 5% on report Blue Owl Capital won’t back $10 billion data center
Oracle stock dipped about 5% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 ...
CNBC Daily Open: U.S. stocks retreat from highs as Broadcom leads tech sell-off
Signage at the Broadcom Inc. headquarters in San Jose, California, U.S., on Monday, June 2, 2025. David Paul Morris | ...
CNBC Daily Open: Investors sell off tech despite steady Broadcom numbers
Signage at the Broadcom Inc. headquarters in San Jose, California, U.S., on Monday, June 2, 2025. David Paul Morris | ...
Broadcom tumbles 11% despite blockbuster earnings as ‘AI angst’ weighs on Oracle, Nvidia
Broadcom CEO Hock Tan.Lucas Jackson | ReutersBroadcom's quarterly results and guidance sailed past Wall Street estimates. It didn't matter. The ...
Oracle plummets 11% on weak revenue, pushing down AI stocks like Nvidia and CoreWeave
Oracle shares sank 11% in extended trading on Wednesday after the database software maker reported lower quarterly revenue than expected ...
