IREN's $9.7 billion AI cloud agreement with Microsoft faces potential delivery delays following unconfirmed reports of ...

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...

Bitdeer's contracted AI Cloud revenue jumped from $0.9 billion in August on A201 commitments in Johor, while ARR held at $86 ...

J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...

UK Power Networks reportedly told Nscale the Essex site would not get sufficient power until the early to mid-2030s. Microsoft was the 50 MW project's only announced customer, and Nscale filed for a ...

JPMorgan and Wells Fargo believe the market overreacted to CoreWeave's debt burden in last week's selloff, as both companies ...

Fermi's fact sheet puts phase-one capex at roughly $2.2 billion to $2.8 billion and NOI margins at 75% to 80%. AMD's credit ...

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

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 ...

Bernstein maintained its Underperform rating and $74 price target on CoreWeave (NASDAQ: CRWV) in a note published Thursday, a day after the neocloud’s shares fell 15.5% as its bond yields climbed ...