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Investing Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4% Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means. By David Moadel Published September 11, 2026, 9:31am ET · 4 min read Market Movers desk. Editor: David Moadel . 𝕏 f ⧉ This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. © Sun…

Arista Networks Sees AI Demand Fueling 40% Growth, $9.6B in Supply Commitments Written by MarketBeat September 11, 2026 Add As Preferred Source Share Share Share This Article Link copied to clipboard. Close Image from MarketBeat Media, LLC. Key Points Arista raised its revenue outlook to 40% growth, or $12.6 billion , as AI networking demand accelerates. Executives said the current AI infrastructure cycle could continue for years across training, inference, scale-up and scale-across architectures. Purchase commitments surged to $9.6 billion from roughly $3.6 billion three quarters earlier, ref…