Meta Pops 10% on Cloud Push; CoreWeave, Nebius Sink 13%
Meta jumped nearly 10% on July 1 after reports it will sell excess AI compute to enterprises, sending CoreWeave and Nebius down 13% on hyperscaler-lite fears.
AI infrastructure
Brookfield Boosts Bloom Energy AI Deal to $25B; BE Up 10%
Brookfield expanded its Bloom Energy AI-infrastructure partnership fivefold to $25 billion on June 30, 2026, sending BE up 10% intraday and 7.7% overnight.
KKR, NVIDIA Launch $10B Helix to Bankroll AI Buildout
KKR, NVIDIA, Vistra and Kuwait’s sovereign wealth fund seeded Helix Digital Infrastructure with $10B+ in long-duration capital to finance AI infrastructure.
Super Micro Plunges 28% as $7B Raise Eclipses $39B AI Backlog
SMCI stock fell 28% on June 10, 2026 after the AI-server maker unveiled $7B in concurrent equity and equity-linked financing to fund its $39B order backlog.
Oracle Beat Q4. Then It Asked Wall Street for $40B
Oracle posted a clean Q4 FY26 beat, then unveiled a $40B FY27 raise for AI capex. ORCL slid 6% after-hours as the debt math overshadowed the print.
Apollo, Blackstone Pitch $36B Debt to Power Anthropic TPUs
Apollo and Blackstone are arranging a record $36B debt deal to fund Anthropic’s Google TPU buildout — a watershed for AI-infra private credit.
Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now
Dell ripped 16.77% Friday after NVIDIA’s record $81.6B quarter. With a $43B AI server backlog already in hand, Q1 FY27 has to deliver.
Cerebras Pops 89% in Nasdaq Debut, Briefly Tops $100B Cap
Cerebras Systems (CBRS) opened around $350 on its Nasdaq debut — 89% above the $185 IPO price — briefly crossing a $100B market cap before settling near $324.
Nokia Pops 12% on Agentic AI Push for Telecom Networks
Nokia jumped 11.69% to $14.71 on May 13 as the Finnish telecom-equipment giant pushed agentic AI into network operations, well outpacing rival Ericsson.
Cisco Pops 15% on AI Order Surge — and Cuts 4,000 Jobs
Cisco beat Q3 with record $15.8B revenue, raised FY26 AI orders to $9B, and announced ~4,000 layoffs. Shares jumped about 15% after hours.