Cathie Wood's Ark Invest Buys $24.7 Million of CoreWeave, Trims Bitcoin ETF

Microsoft added a fourth Indian cloud region Monday as its Hyderabad-based India South Central facility went live, with shares essentially flat on the news. The new region brings three availability zones together with Azure and Microsoft Foundry services, giving the company another base for enterprise workloads and AI deployment in one of its fastest-growing strategic markets. Adani Group, Bajaj Finserv, HDFC Bank and PB Pay are among the early customers named by Microsoft, which is pitching Hyderabad as infrastructure not just for India but for South Asia and other developing markets. The site uses zero-water cooling, addressing a major local infrastructure constraint, though Microsoft has not disclosed the site's megawatt capacity, server count or standalone revenue target. Microsoft's $20.5 billion investment commitment applies to its broader India expansion rather than this single data-center region. The stock trades 15.83% below its $586.29 GF Value estimate.

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Oracle Adds $30 Billion in AI-Cloud Contracts as Backlog Hits $664 Billion

Oracle reported more than $30 billion of fresh AI-cloud contracts in its fiscal first quarter, pushing its remaining performance obligations to $664 billion. Cloud infrastructure revenue surged 121% to $7.4 billion, and the company added 850 megawatts of data-center capacity along with more than 300,000 GPUs. The backlog now stands at more than 34 times quarterly revenue of $19.35 billion, yet quarterly free cash flow remained roughly $5 billion negative as Oracle funded the infrastructure buildout behind those contracts. Shares gained approximately 1.3% to $149.47, leaving the stock 22.15% below its GF Value estimate of $191.99.

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Gundlach Warns of AI Credit Cracks, Recommends Zero-AI Portfolio

DoubleLine Capital founder and CEO Jeffrey Gundlach said he wants to be "out of the epicenter" of the AI race, citing widening credit spreads and extreme valuations. Speaking on The Julia La Roche Show, Gundlach pointed to the S&P 500 Shiller CAPE ratio exceeding 42 as a historical indicator of negative real returns over the coming decade, and said debt linked to AI borrowing and corporate issuers like Oracle Corp. has seen visible spread widening as the bond market rejects aggressive pricing. "You're going to have fallout and losers in the AI, you know, race for the holy grail," Gundlach said. "I think we're close enough to there that I want to be out of the epicenter." He said he is recommending a portfolio of 30% in the Fortune 500 equal weighted index, 30% fixed income split evenly between low-risk core bonds and local-currency emerging market debt, 20% real assets split between physical gold and commodities, and 20% dry powder split between commercial real estate and flexible income. Gundlach also warned of systemic vulnerabilities in private credit, citing rating agency arbitrage that echoes structural flaws seen during the 2008 financial crisis with underwriters like Wells Fargo.

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