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

The Anthropic IPO prospectus revealed that the leading AI lab generated $16.29 billion in revenue during the first half of ...

Elon Musk warned that more than 200 neocloud operators face widespread failures and consolidation as tightening credit ...

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

Bloom Energy (NYSE: BE) has the first fuel-cell power block for Nebius’s (NASDAQ: NBIS) Vineland, New Jersey, data center ready for customer use, founder and CEO KR Sridhar said on Thursday’s earnings ...

Bernstein cut its price target on CoreWeave (NASDAQ: CRWV) to $51 from $74 on Thursday and kept its Underperform rating. The new target implies about an 8.6% downside from Wednesday’s close of $55.60 ...

Mizuho has raised its 2027 SpaceX profit forecast by more than $36 billion, a 57% increase, while lifting its price target ...

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

The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate ...

Mizuho sees 38.7% upside for SpaceX after management lifted its 2027 compute target to about 13 GW and said new contracts are ...

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

Microsoft (NASDAQ: MSFT) has terminated its agreement to anchor Nscale’s planned AI data center in Loughton, Essex, after interconnection delays pushed the site’s expected power supply into the 2030s.