Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...

AI stocks are suffering a severe selloff as investors reassess the debt financing underpinning the sector's expansion. IREN, ...

Oracle EVP Mahesh Thiagarajan offered to undo a proposed El Paso Electric power deal and bill-credit plan after commissioners said a utility tie-in conflicts with Project Jupiter's onsite power ...

The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate ...

Cipher will fund capped calls, Barber Lake equity and its HPC pipeline with 2032 convertibles, while swapping part of its ...

Cipher Digital shares plunged approximately 15% on Tuesday after the company announced an $850 million convertible note ...

Bernstein rates American Tower and Crown Castle Outperform and SBA Market-Perform, arguing low-band spectrum makes a SpaceX ...

JPMorgan says Applied Digital's project-finance credit has run about 200 bps ahead of the HPC market, while roughly $7.8 ...

Anthropic has an unannounced, multiyear cloud deal with IREN (NASDAQ: IREN), The Information reported on Sunday, citing people familiar with the relationship. The report gave no contract value, term ...

Applied Digital is marketing 1.3 GW of capacity, mostly for 2028 energization. Needham retained its Buy rating but lowered ...

SpaceX is preparing to challenge traditional wireless carriers following FCC approval to launch 15,000 next-generation ...

The Financial Times reported that OpenAI was short $20 billion in annual recurring revenue, but it the outlet didn't ...