Meta is pursuing one of the largest equity financing initiatives in technology history, beginning with a $25 billion stock offering as the company looks beyond operating cash flow to finance its ...

In the Galaxy Digital Q3 earnings call, management disclosed that Galaxy declined a potential lease agreement for the 830 MW ...

KBW's Stephen Glagola reviewed Anthropic's S-1 and found leasing upside for Core Scientific and TeraWulf. He does not expect ...

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 ...

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.

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 ...

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

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 ...