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

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 ...

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

JonesTrading kept Buy ratings on Cipher (NASDAQ: CIFR) and CoreWeave (NASDAQ: CRWV) on Thursday. Analyst Kevin Dede argued that this week’s selloff in AI infrastructure equities and credit reflects ...

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 ...

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 ...

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.

Jones Trading analyst Kevin Dede maintains a Buy rating and $160 price target on CoreWeave, arguing that improving operating ...

AI stocks are suffering a severe selloff as investors reassess the debt financing underpinning the sector’s expansion. IREN, Cipher Digital, Applied Digital and CoreWeave have experienced double-digit ...

Anthropic reportedly generated $16.8 billion in third-quarter revenue, a 45% increase from Q2, while posting its second ...