Welcome to Morning Brief presented by Robin Hood, the home to commission free [music] trading. I'm Julie Hyman. Here's what we're watching today.First up, OpenAI is in talks to [music] raise $10 billion from Amazon. We'll have more on that report and what Amazon seeks to gain from that deal. Plus, as Micron prepares [music] to deliver its earnings after the bell, we'll break down the true cost of the artificial intelligence [music] buildout.And oil prices rebound after President Trump issues a complete bloc ...

Cloudflare (NET) closed the last trading session at $197.53, gaining 0.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $249.64 indicates a 26.4% upside potential.The mean estimate comprises 28 short-term price targets with a standard deviation of $48.44. While the lowest estimate of $117.00 indicates a 40.8% decline from the current price level, the most optimistic analyst expec ...

The Oracle logo exhibited during the Mobile World Congress, on February 28, 2019 in Barcelona, Spain.Oracle stocks dipped about 4% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 billion data center in Michigan had stalled, although the cloud company later disputed the report.Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.However, the plans fell through due to concern ...

Group 1: Amazon - Amazon shares increased by approximately $3.55 in premarket trading due to news of OpenAI's potential investment exceeding $10 billion, which may also involve the use of Amazon AI chips [1][6] - Amazon plans to invest $35 billion in India by 2030, with expectations to quadruple exports to $80 billion by that year [2] - Oppenheimer raised its price target for Amazon from $290 to $305, highlighting that Amazon Web Services (AWS) could double its capacity by 2027, serving as a key catalyst for the stock [3] Group 2: Oracle - Oracle shares rose by about $2.35 in premarket trading after showing strong support at $188.65, following concerns over AI data center spending [4][6] - Mizuho analysts identified Oracle as a top enterprise stock for 2026, noting that 2025 was a transformative year for the company as it evolved into a key AI infrastructure player [5] - Analysts see Oracle as a long-term beneficiary of AI due to its comprehensive technology stack, including applications, a leading database for critical workloads, and Oracle Cloud Infrastructure (OCI) for AI training and inference, with an outperform rating and a price target of $400 [7]

Amazon (AMZN) stock has struggled to keep pace with the broader market in 2025, trailing most of its large technology peers. Shares are only modestly higher for the year, up about 2% in a sharp contrast to the strong gains posted by the S&P 500 Index ($SPX). Despite Amazon’s muted share price performance, the company’s underlying fundamentals remain strong and are gaining momentum. Its core business segments are expanding at a healthy pace, setting the stage for a notable increase in its stock price in 20 ...

Core Insights - Nebius has launched Nebius AI Cloud 3.1, enhancing its AI cloud platform with next-generation NVIDIA Blackwell Ultra compute and improved operational capabilities [1][2] - The new version focuses on providing operational visibility, resource planning, and addressing the needs of customers transitioning to large-scale AI adoption [2][4] Infrastructure and Performance - Nebius is deploying NVIDIA Blackwell Ultra infrastructure globally, being the first cloud provider in Europe to operate both NVIDIA GB300 NVL72 and HGX B300 systems in production [3] - The platform achieves leading results in MLPerf® Training v5.1 benchmarks, supported by hardware-accelerated networking and enhanced storage caching [3][9] Operational Transparency - Version 3.1 introduces Capacity Blocks and a real-time Capacity Dashboard, offering customers visibility into reserved GPU capacity and availability across data center regions [4][9] - Project-level quotas and new lifecycle object storage rules provide granular control over resource allocation and cost management [4][9] Ecosystem and Developer Usability - The Nebius AI Cloud ecosystem is expanding with new native integration with Dstack and simplified deployment of NVIDIA BioNeMo NIM microservices [5] - Enhanced developer usability features include improved Slurm-based orchestration and FOCUS-compliant billing exports [5][9] Security and Compliance - The latest release builds on Aether's security foundation with HIPAA-compliant audit logs, per-object access controls, and enhanced IAM with Microsoft Entra ID integration [6][12] - These features advance compliance capabilities for customers in regulated sectors and government [6][12]

Core Viewpoint - Cloudflare and JD Cloud have announced an expansion of their partnership to accelerate the deployment and scaling of artificial intelligence inference for global developers [1] Group 1 - The collaboration aims to enhance the capabilities of developers in deploying AI inference solutions [1] - This partnership signifies a strategic move to leverage Cloudflare's infrastructure alongside JD Cloud's resources [1]

Group 1: Amazon and OpenAI - Amazon is in discussions to invest approximately $10 billion in OpenAI, potentially valuing the company at over $500 billion [1] Group 2: Disney and OpenAI - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] Group 3: Partnerships and Deals - OpenAI has partnered with Broadcom to create its first in-house AI processors, responding to the increasing demand for computing power [3] - AMD has agreed to supply AI chips to OpenAI in a multi-year deal, with an option for OpenAI to acquire up to 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and provide data center chips, solidifying its financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over five years [6] - CoreWeave has a five-year contract worth $11.9 billion with OpenAI, established prior to its IPO [7] Group 4: Stargate Datacenter Project - The Stargate project, a joint venture involving SoftBank, OpenAI, and Oracle, aims to build data centers with an investment of up to $500 billion for AI infrastructure [8] Group 5: Meta and CoreWeave - CoreWeave has signed a $14 billion agreement with Meta to supply computing power to the parent company of Facebook [9]

Shares of crypto miner Hut 8 jumped nearly 17% in premarket trading on Wednesday after the company announced a major artificial intelligence infrastructure partnership with Anthropic and cloud compute... ...

Amazon is in talks to invest more than $10bn (£7.5bn) in OpenAI, in the latest funding deal being struck by the startup behind ChatGPT.If it goes ahead, the market valuation of OpenAI could rise above $500bn, according to The Information, a tech news site that revealed the negotiations.Amazon, which is best known as an online retailer, is also the world’s largest datacentre provider and its investment would help OpenAI pay for its commitments to rent capacity from cloud computing companies – including Amazo ...