The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.

The cloud company later said the project was moving forward and "on schedule," but that Blue Owl was not part of equity talks.

Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."

Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."