Google Is ‘Just the Beginning’: Rezolve AI Teases More Infrastructure Deals
benzinga_article·- Rezolve AI reported mixed first-half fiscal 2026 results with a loss of 35 cents per share alongside revenue surging nearly 21-fold to $130.79 million. - The company expanded its customer base to over 1,640, formed key partnerships including a Google infrastructure deal, and reaffirmed its fiscal 2026 revenue forecast of $360 million. - Rezolve AI shares fell 16.78% to $2.40 following the earnings announcement.QUICK SPARK: Microsoft's AI Spending Pays Off With Azure Growth Set to Reach 45%
benzinga_article·- Bank of America raised Microsoft’s price target to $600 following 4Q26 results that showed Azure growth accelerating to 43% and projected 45% growth in 1Q27. - Nvidia supported broader artificial intelligence deployment by extending customer payment terms, investing nearly $50 billion in frontier labs, and partnering to raise over $500 billion in infrastructure capital. - Microsoft’s positive momentum aligned with Bill Ackman’s major investment position and a technical golden cross where the 50-day simple moving average remained above the 200-day simple moving average.