Soluna retired $28.7 million of Generate principal across August and October, cutting company debt principal 76% and freeing ...

Anthropic routed roughly $7.8 billion through AWS, Google and Microsoft marketplaces in the first half of 2026. Those same companies sell it compute, hold its equity and owe it 58% of its receivables.

Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...

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 ...

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 ...

NextEra Energy reports Wednesday. BMO expects a quieter call focused on hedges, a derisked growth outlook and the pending ...

Piper Sandler trimmed targets by 14% to 24% across the four operators after a month in which their shares lost a third or ...

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

Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...

Wells Fargo cut its price target on Meta (NASDAQ: META) to $995 from $1,000 on Thursday and kept its Overweight rating. The bank cited uncertainty over the timing and size of a potential capital raise ...