NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.
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Oracle bolsters AI infrastructure with defense deals, new OCI AI services, and rapid cloud growth, but heavy spending underscores ambitious 2027 targets.
NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.
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