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Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%0
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- September 11, 2026
Oracle is holding the line on its data center spending forecast. On Thursday, Oracle reported $28.5 billion in first-quarter capital expenditures, up from $8.5 billion a year earlier. It kept its fiscal 2027 capital expenditure forecast at $90 billion to $95 billion, including data center spending. Its capex forecast has not changed from the guidance
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Exclusive: Hyperscalers might regret embracing natural gas if new forecast proves correct | TechCrunch 0
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- August 14, 2026
After years of snapping up wind and solar developments, hyperscalers like Amazon, Google, Meta, and Microsoft are betting that natural gas will power the data centers behind their lofty AI ambitions. But a new research report suggests they may regret their newfound affinity for the fossil fuel. Natural gas prices could triple in some parts
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Canva was the rare startup that grew fast and made money—then AI costs slashed its growth forecast by a third | Fortune 0
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- August 12, 2026
Canva has spent years proving that it can do something many high-growth startups struggle to achieve: grow rapidly while making money. Then came generative AI. The design-software company cut its expected revenue growth rate by a third to 20% after the unexpectedly high cost of delivering AI features prompted it to slow its rollout. Canva
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Microsoft keeps capital spending forecast unchanged, becoming one of the first data center giants to keep the cap on AI spending.0
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- July 29, 2026
Microsoft kept its capital spending forecast unchanged on Wednesday, becoming one of the first data center giants to maintain control of the industry’s rampant AI spending. Shares rose about 8% on the news. Earlier this year, the company said it planned to spend $190 billion on capital expenditures this calendar year. On Wednesday’s earnings call,
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Genevieve becomes a major hurricane in the Pacific off Mexico, but no direct threat to land is forecast 0
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- July 26, 2026
MIAMI– Genevieve strengthened into a major hurricane in the Pacific Ocean on Sunday and is expected to intensify well southwest of Mexico, but will remain offshore on a track roughly parallel to the coast. Genevieve had maximum sustained winds of 140 mph (220 kph), making it a Category 4 hurricane, according to the National Hurricane
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