The 2025 ISG Provider Lens Public Sector Services and Solutions report for the U.K. finds that both central and local government bodies are pursuing agile digital development while upgrading legacy systems and strengthening compliance and security. Despite ongoing advancements, digital maturity remains low due to factors such as persistent skills shortages, outdated infrastructure and limited budgets. Public dissatisfaction with services remains high, with productivity still below pre-pandemic levels and mo ...

DALLAS, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking and blockchain workloads, reported financial results for the fiscal first quarter ended August 31, 2025. The Company also provided operational updates. Fiscal First Quarter 2026 Continuing Operations Financial Highlights Revenu ...

October 8, 2025 11:51 AM GMT Alibaba Group Holding | Asia Pacific CMR growth to remain robust at 10% YoY: According to NBS, online retail sales of goods rose 7.7% YoY in July-August (vs. 6.3% in 2Q25). While the benefit from software service fees introduced last September is fading, we expect continued improvement in take-rate, supported by rising adoption of Quanzhantui and incremental CMR contribution from quick commerce (QC) initiatives. These investments have driven a 25% increase in Taobao's MAU. Conso ...

A few years ago, moving to the cloud was seen as a smart IT upgrade. Today? It’s a full-blown business imperative. As digital innovation continues to reshape how companies build, scale, and compete, entrepreneurs who treat cloud as a strategic growth enabler — not merely a storage solution — are coming out ahead. Statista found that cloud infrastructure revenues soared to $330 billion in 2024, a humongous jump from $50 billion in 2017. The train isn’t slowing down soon, either. With the growing hype around ...

IREN Limited (NASDAQ:IREN) shares reached a new all-time high on Friday after the stock climbed more than 21% this week driven by retail investor optimism. IREN stock is climbing. See the real-time price action here. Last week, investor and co-founder of Tiny Capital Andrew Wilkinson called IREN a "Picasso at a garage sale," implying that the stock was significantly undervalued despite its 400% gains this year. He shared his thesis on IREN in a post on X. Bull Case Wilkinson believes IREN's shift to a cloud ...

Core Viewpoint - Analysts are expressing concerns about Oracle Corp's (NYSE:ORCL) valuation and the perceived risks associated with its OpenAI deal, suggesting that the market may be overestimating the potential benefits while overlooking significant risks [2][4]. Group 1: Analyst Ratings and Price Targets - Rothschild and Redburn analyst Alex Haissl has a Sell rating on Oracle with a price target of $175, indicating a potential downside of approximately 38% from the stock price as of September 29 [2]. - The analyst believes that the market is overly optimistic regarding Oracle's OpenAI deal and is ignoring the associated risks [2][4]. Group 2: Business Model and Revenue Concerns - The analyst highlights that while Oracle reports large order wins and revenues, the actual value derived from these deals is relatively low due to a fundamentally different business model compared to traditional cloud services [3]. - Oracle's current deals are characterized as single-tenant agreements with fixed costs, contrasting with the previous cloud model that allowed for operating leverage and higher margins [3]. Group 3: Financial Projections and Risks - The five-year guidance for Oracle is estimated to be around $60 billion, but the renewal cycle for these contracts raises questions about the sustainability of this revenue [4]. - OpenAI is projected to incur losses of about $115 billion over the next four years and is not expected to become profitable until 2030, which raises concerns about Oracle's financial commitments to the partnership [4]. - Analysts suggest that Oracle may need to borrow tens of billions to establish sufficient data centers to support the OpenAI deal [5]. Group 4: Market Performance and Valuation - Oracle's stock has increased by 70% year-to-date, but its price-to-earnings (P/E) ratio is approximately 80% higher than the sector median of 24.4, indicating potential overvaluation [5].

The U.S. stock market demonstrated remarkable resilience and upward momentum on Thursday, October 2, 2025, with major indexes closing at or near record highs. Despite the ongoing U.S. government shutdown, investor confidence was largely buoyed by an insatiable appetite for artificial intelligence (AI) innovation and growing expectations of future interest rate cuts by the Federal Reserve. The tech and healthcare sectors were primary drivers of the day's gains, overshadowing political uncertainties and delay ...

Core Insights - Sydney's data centre market is experiencing significant growth, with vacancy rates dropping from 9% to 5.2%, indicating its rising status as a regional hub for data centres [1][8] - The decline in vacancy rates is primarily driven by sustained demand for cloud services and AI workloads, with a vibrant development pipeline and new entrants in the market [2][8] - Major investments are reshaping the landscape, including Macquarie Data Centres' acquisition of land for a potential 150MW data centre and Stack Infrastructure's plan for a 450MW campus, marking one of the largest developments in Sydney's history [3][9] Investment and Acquisition Activity - Partners Group has expanded its presence by acquiring Digital Halo in Singapore and GreenSquareDC in Australia for US$759 million, aiming to create a forward-thinking data centre platform [4] - Vocus Group is set to acquire TPG Telecom's fibre infrastructure assets and its Enterprise, Government, and Wholesale business for US$3.42 billion, a significant consolidation in the telecom sector [5] Cloud Adoption Trends - Cloud adoption is accelerating in Australia, exemplified by the Commonwealth Bank's migration to Amazon Web Services (AWS) and the Department of Defence's US$324.71 million contract with Microsoft for cloud services [6][10] - CareSuper is also transitioning its applications and data to Microsoft Azure, reflecting a broader trend of digital transformation across various sectors [6] Conclusion - Sydney's data centre market is not only resilient but also evolving dynamically, driven by strong demand, strategic investments, and ongoing digital transformation across industries [7]

Alphabet (NASDAQ: GOOG ) is gaining substantial traction for its cloud services, growing its backlog to $106 billion. Alphabet set the stage to service its backlog by increasing its capital outlay for e2h25 to roughly $45 billionMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OF ...

Breaking: Microsoft disabled some cloud services used by Israel after it found the defense ministry was using them to surveil Gaza citizens https://t.co/XYP54Tx1HQ ...