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 ...
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 ...
Bernstein rates American Tower and Crown Castle Outperform and SBA Market-Perform, arguing low-band spectrum makes a SpaceX ...
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 ...
JPMorgan says Applied Digital's project-finance credit has run about 200 bps ahead of the HPC market, while roughly $7.8 ...
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 ...
Wells Fargo kept its Overweight rating and $25 price target on Cipher Digital (NASDAQ: CIFR) after the company announced the pricing of $850 million of 0% convertible senior notes due 2032. The bank ...
Applied Digital is marketing 1.3 GW of capacity, mostly for 2028 energization. Needham retained its Buy rating but lowered ...
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