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 ...
The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate ...
Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...
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 says CoreWeave's selloff reflects a sharper repricing of financing risk, with $41 billion of debt outstanding and unsecured bonds trading near 15% yields.
JPMorgan says Applied Digital's project-finance credit has run about 200 bps ahead of the HPC market, while roughly $7.8 ...
AI stocks are suffering a severe selloff as investors reassess the debt financing underpinning the sector's expansion. IREN, ...
An Oracle (NYSE: ORCL) executive on Tuesday offered to reverse a proposed power agreement with El Paso Electric after Doña Ana County commissioners objected to it during a Project Jupiter update, the ...
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 ...
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