Mizuho has raised its 2027 SpaceX profit forecast by more than $36 billion, a 57% increase, while lifting its price target ...
Anthropic's anticipated public IPO filing will offer investors their first comprehensive look at the financial position of a ...
Mizuho sees 38.7% upside for SpaceX after management lifted its 2027 compute target to about 13 GW and said new contracts are ...
During the Meta Q3 earnings call, Meta reported $64.6 billion in Q3 revenue, up 26% year-over-year. However, capital ...
Data center operator Nebius (NASDAQ: NBIS) disclosed Thursday a $3.5 billion senior secured bridge loan from Citi to fund GPU procurement and data center construction. The loan carries an initial rate ...
NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...
IREN is expanding its international AI infrastructure portfolio with a proposed 300 MW data center campus in Badajoz, Spain.
Elon Musk called the dates for the Austin test chip and Gibbons Creek ramp very aggressive. He thanked ASML for faster ...
J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...
Rosenblatt says Soluna's Dorothy 3 deal with Applied Digital pays less than it modeled, but it shrinks Soluna's equity check ...
Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...
Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...
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