Oracle Corporation reported record Q1 cloud revenue of $11.6 billion, marking a 62 percent increase year over year. The company secured over $30 billion in new AI cloud contracts and raised its fiscal 2027 revenue outlook to at least $90 billion. Despite this growth, Oracle plans to spend between $90 and $95 billion on data centers, which may pressure margins in the near term.
Hut 8 Corp. saw its stock rise 10.72 percent after announcing massive AI data center agreements. The company is building a facility to host hardware for Anthropic's $35 billion cloud compute deal with Lambda. Additionally, Hut 8 signed a 15-year lease worth roughly $9.8 billion for its Beacon Point AI campus in Texas, though it still faces financial challenges including heavy losses.
Flex Ltd. shares increased by 7.24 percent following a $4.4 billion acquisition of EPC Power. This deal adds AI data center and grid power technology to the portfolio, with the new unit expected to generate about $800 million in revenue in 2026. Major investors like Third Point and Soros Capital Management have taken fresh positions in the stock.
Dell Technologies stock climbed to $567.29 after reporting record Q2 revenue that grew 58 percent year over year. The company reported $60.9 billion in AI-related orders and a $95 billion backlog for AI infrastructure. Management raised its fiscal 2027 revenue outlook to a $192 billion midpoint, and Dell continues to return $4.3 billion to shareholders through buybacks and dividends.
Anthropic discovered that Iran-linked operators used its Claude AI tool to gather intelligence on US naval forces and Israeli targets. The company stated these actors used Claude to collect public data and build targeting handbooks through a custom Python pipeline. This activity occurred as the US-Iran war entered its seventh month in September 2026, highlighting how AI tools can be misused for aggressive actions.
OpenAI temporarily stopped accepting new sign-ups for its Pro subscription tier due to overwhelming demand for the Astra AI model. The company launched Astra on September 3 and rolled it out to Pro, Plus, Enterprise, and Business accounts. Officials said this pause allows them to manage the surge while giving the broadest access possible, though other plans like the API and lower-cost tiers remain available.
Yemeni militants known as the Houthis attempted to use Anthropic AI to design ballistic missiles, but a recent missile test apparently failed. This incident exposes the current limits of AI safety safeguards against malicious use, showing that AI tools cannot fully prevent bad actors from trying to create dangerous weapons. Anthropic is now investigating how to improve these safeguards.
Experts worry the AI tech bubble may burst soon due to fragile business models. Large language models are expensive to create but cheap for customers to switch between, hurting developer profits. Although companies have invested trillions, most models use the same data and technology, making them undifferentiated commodities while chipmakers and end-users capture most of the value.
Oracle reported strong profits with net income rising about 60 percent to roughly US$4.7 billion while revenue increased by 30 percent. The company uses its Oracle Cloud Infrastructure to support AI needs, with GPU utilization reaching 97.9 percent. However, Oracle spent US$28 billion on capital expenses and raised US$20 billion in equity to fund its heavy AI build.
The JNIM group in Mali is starting to use generative artificial intelligence to spread its message more effectively. This new use of AI technology could make it harder for the Malian government and its allies to counter the group's narrative. Experts warn that this development could change how propaganda works in modern conflicts and warfare.
Key Takeaways
- Oracle reported record Q1 cloud revenue of $11.6 billion, a 62 percent increase year over year.
- Hut 8 signed a $35 billion cloud compute deal with Lambda and a $9.8 billion lease for its Texas AI campus.
- Flex Ltd. acquired EPC Power for $4.4 billion to expand its AI data center and grid power capabilities.
- Dell Technologies reported $60.9 billion in AI-related orders and raised its 2027 revenue outlook to $192 billion.
- Anthropic found Iran-linked actors used Claude to gather intelligence on US naval forces and Israeli targets.
- OpenAI paused Pro subscription sign-ups due to overwhelming demand for the Astra AI model.
- The Houthis attempted to use Anthropic AI to design ballistic missiles, but a recent test failed.
- Experts warn the AI tech bubble may burst as chipmakers and end-users capture most of the value.
- Oracle spent $28 billion on capital expenses and raised $20 billion in equity to fund its AI build.
- The JNIM group in Mali is using generative AI to spread its message more effectively.
Oracle Stock Rises on Strong AI Cloud Growth
Oracle Corporation stock jumped 5.43 percent after the company reported record Q1 cloud revenue of $11.6 billion. This figure represents a 62 percent increase compared to the same period last year. The company also secured over $30 billion in new AI cloud contracts during the quarter. Management raised its fiscal 2027 revenue outlook to at least $90 billion and increased adjusted EPS guidance to $8.10. However, the company plans to spend $90 to $95 billion on data centers, which may pressure margins in the near term.
Hut 8 Stock Surges on Major AI Data Center Deals
Hut 8 Corp. stock rose 10.72 percent following news of massive AI data center agreements. The company is building a facility to host hardware for Anthropic's $35 billion cloud compute deal with Lambda. Hut 8 also signed a 15-year lease worth roughly $9.8 billion for its Beacon Point AI campus in Texas. Freedom Capital gave the stock a Buy rating with a price target of $132. Despite the positive news, the company still faces financial challenges including heavy losses and high leverage.
Flex Ltd Shares Rise on $4.4B AI Power Deal
Flex Ltd. stock increased by 7.24 percent after announcing a $4.4 billion acquisition of EPC Power. This deal will add AI data center and grid power technology to the company's portfolio. The new unit is expected to generate about $800 million in revenue in 2026 and is planned to be spun off as a separate public company in early 2027. Major investors like Third Point and Soros Capital Management have taken fresh positions in the stock. The company expects EBITDA margins to reach 30 percent for this new segment.
Dell Stock Jumps on Record AI Revenue and Guidance
Dell Technologies stock climbed to $567.29 after reporting record Q2 revenue that grew 58 percent year over year. The company reported $60.9 billion in AI-related orders and a $95 billion backlog for AI infrastructure. Management raised its fiscal 2027 revenue outlook to a $192 billion midpoint and adjusted EPS guidance to $25.50. Several major banks increased their price targets for the stock due to strong AI server demand. Dell continues to return $4.3 billion to shareholders through buybacks and dividends.
Comparing BigBear.ai and Cerebras Systems Stocks
This article compares BigBear.ai and Cerebras Systems as investment options for 2026. BigBear.ai provides AI solutions for government and defense logistics but reported a net loss of $294 million in 2025. Cerebras Systems builds wafer-scale processors for AI training and reported net income of $238 million in 2025. Cerebras has a higher market cap of $45 billion compared to BigBear.ai's $1.4 billion. Both companies face different risks, with BigBear.ai dealing with customer concentration and legal issues.
Astera Labs and TSMC stocks compared for 2026
Investors are choosing between Astera Labs and Taiwan Semiconductor Manufacturing for their portfolios in 2026. Astera Labs offers high-speed connectivity for AI infrastructure and saw revenue grow by 115% to over $852.5 million in fiscal year 2025. The company reported a net income of $219 million with no debt on its balance sheet as of December 2025. Taiwan Semiconductor Manufacturing remains the world's largest chip maker, producing over 17 million wafers and generating $121.3 billion in revenue for fiscal year 2025. This giant company employed more than 90,000 people and achieved a net margin of 45%. Both companies show strong performance, but they serve different roles in the AI supply chain.
Anthropic finds Iran used Claude for military intel
Anthropic discovered that Iran-linked operators used its Claude AI tool to gather intelligence on US naval forces and Israeli targets. The company stated that these actors used Claude to collect public data and build targeting handbooks through a custom Python pipeline. This activity occurred as the US-Iran war entered its seventh month in September 2026. Anthropic identified and disrupted the threat actor that was using the AI for these military purposes. The findings highlight how AI tools can be misused to analyze open-source information for aggressive actions.
OpenAI pauses Pro subscriptions due to high Astra demand
OpenAI temporarily stopped accepting new sign-ups for its Pro subscription tier because of overwhelming demand for the Astra AI model. The company launched Astra on September 3 and rolled it out to Pro, Plus, Enterprise, and Business accounts. OpenAI officials said this pause allows them to continue giving the broadest access possible while managing the surge. Other plans like the API and lower-cost Go and Plus tiers remain available for users. The company did not specify how long the sign-up pause would last or the exact number of daily sign-ups.
Houthis tried to build missiles using Anthropic AI
Yemeni militants known as the Houthis attempted to use Anthropic AI to design ballistic missiles. The group tried to build these weapons, but a recent missile test apparently failed. This incident exposes the current limits of AI safety safeguards against malicious use. The failure shows that AI tools cannot fully prevent bad actors from trying to create dangerous weapons. Anthropic is now investigating how these safeguards can be improved to stop such attempts in the future.
Three AI power stocks offer growth and value now
Investors should consider buying three specific AI power stocks for growth and value in September. NVIDIA Corporation leads the AI space with a market capitalization over $500 billion and has seen a recent price decline. Alphabet Inc. is a major player in AI research and recently acquired DeepMind to strengthen its position. Palantir Technologies Inc. develops AI-powered software and has secured a significant partnership with the US government. These companies offer potential for long-term upside as the AI energy sector expands.
AI Use in US Schools Grew From 20 to 90 Percent
A study found that AI use by teachers jumped from 20 percent to 90 percent between June 2023 and two years later. Researchers surveyed about 1,200 school principals across the United States to understand this rapid change. The survey showed that most schools have not yet built the necessary frameworks to use AI effectively in classrooms. Currently, AI is mostly used to boost productivity within existing school structures rather than changing how education works.
Experts Worry the AI Tech Bubble May Burst Soon
Many experts fear the artificial intelligence industry is building a fragile business model that could burst like a bubble. Large language models are expensive to create but cheap for customers to switch between, which hurts the profits of developers. Although companies have invested trillions of dollars, most models use the same data and technology, making them undifferentiated commodities. Chipmakers and end-users are capturing most of the value, leaving AI model developers with little return on their investments.
Oracle Reports Strong Profits But Faces AI Funding Risks
Oracle stock dropped slightly even though the company reported strong profits and revenue growth in its first quarter of 2027. Net income rose about 60 percent to roughly US$4.7 billion while revenue increased by 30 percent. The company is using its Oracle Cloud Infrastructure to support AI needs, with GPU utilization reaching 97.9 percent. However, Oracle spent US$28 billion on capital expenses and raised US$20 billion in equity to fund its heavy AI build.
JNIM Group in Mali Uses AI for Propaganda
The JNIM group in Mali is starting to use generative artificial intelligence to spread its message more effectively. This new use of AI technology could make it harder for the Malian government and its allies to counter the group's narrative. The group is using AI-generated content as a new tool in its information battle to reach more people. Experts warn that this development could change how propaganda works in modern conflicts and warfare.
Sources
- Oracle Stock Jumps As AI Cloud Demand Fuels Guidance Hike
- HUT Stock Jumps As Massive AI Data Center Deals Pile Up
- FLEX Jumps As Flex Ltd. Bets $4.4B On AI Power Spin-Off
- DELL Stock Jumps As AI Boom Supercharges Guidance
- BigBear.ai vs. Cerebras Systems: Which Tech Stock Is a Better Buy in 2026?
- Astera Labs vs. Taiwan Semiconductor Manufacturing: Which AI Supplier Stock Is a Better Buy in 2026?
- US-Iran war: Anthropic reveals Iranian operators used Claude to gather intel on US naval forces, Israeli targets
- OpenAI puts Pro subscriptions on hold due to Astra demand
- Yemeni militants used Anthropic AI to try to build ballistic missiles
- 3 AI Power Stocks to Buy Now for Growth, Value and Breakout Potential
- AI Inequity Is Developing in Schools
- Copycat Tech: Why the AI Bubble Might Burst
- Oracle (ORCL) Stock Faces AI Funding Questions After Profit Surge
- Artificial intelligence, a new propaganda lever for JNIM in Mali?
Comments
Please log in to post a comment.