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 ...

Speculation surrounding a potential SpaceX and. Tesla merger is intensifying as Wall Street analysts evaluate the companies' ...

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

Rosenblatt Securities recently initiated Nebius at Buy with a $304 price target, projecting 98% annualized revenue growth ...