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

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

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 ...

Anthropic's anticipated public IPO filing will offer investors their first comprehensive look at the financial position of a ...

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 ...

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

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

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.

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

During the Meta Q3 earnings call, Meta reported $64.6 billion in Q3 revenue, up 26% year-over-year. However, capital ...

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