Wolfe Research projects Nebius Group (NASDAQ: NBIS) can reach more than $41 billion in annual recurring revenue (ARR) by 2030, nearly 10 times the $4.26 billion ARR modeled for Q3 2026, driven by cont…
Nebius Group stock fell 4% to $214.80 after pricing a $5 billion convertible note offering, while Cloudflare dropped 3% to $282.75 and Snowflake slipped 2% to $319.85 on concerns about dilutive AI fin…
Hudson River Trading signed a multibillion-dollar, multiyear agreement with CoreWeave to expand computing infrastructure for its trading research and models, making HRT one of the first customers to g…
Mark Cuban posted on X on Aug. 15, 2026, that "Chips as an asset class will be the new crypto," a cryptic statement that drew over 1.2 million views and was widely covered by financial media. Commenta…
CoreWeave reported second-quarter 2026 revenue of $2.58 billion, up 112% year over year, and guided third-quarter revenue to $3.45 billion–$3.6 billion, with full-year revenue of $12.4 billion–$13.2 b…
Morgan Stanley warned in an Aug. 17 research report that community resistance to data centers has become a material development risk, stating 'Capital alone no longer clears a site' and arguing politi…
CoreWeave has signed a multibillion-dollar, multi-year agreement with Hudson River Trading to provide GPU compute capacity for trading research and model development, giving HRT early access to Nvidia…
Neocloud stocks TeraWulf, CoreWeave, and Nebius fell this week amid AI bubble fears and rising bond yields, with Nebius dropping to $241 from a high of $280, CoreWeave to $93, and TeraWulf to $15.62. …
CoinShares has expanded the investment strategy of its Bitcoin Mining ETF (WGMI) to include AI and high-performance computing (HPC) infrastructure, reflecting a broader shift as Bitcoin miners leverag…
Core Scientific (CORZ) is billing customers for nearly 440 megawatts of AI computing capacity ahead of schedule, marking a successful pivot from Bitcoin mining to AI infrastructure. The company comple…
Goldman Sachs is sounding out investors for a roughly $1.15 billion junk bond to finance a data center near Richmond, Virginia, leased to CoreWeave, with the offering expected in September. The projec…
Galaxy Digital, a crypto-native firm trading on NASDAQ and TSX under ticker GLXY, has secured ERCOT approval for an additional 830 MW of power at its Helios campus in West Texas, bringing total approv…
Nebius Group (NASDAQ:NBIS) shares fell as much as 14% intraday to about $214 and CoreWeave (NASDAQ:CRWV) dropped about 4% to roughly $89 on Wednesday, before rebounding alongside the Nasdaq Composite,…
Nebius Group (NASDAQ: NBIS) shares fell 13% to $215.52 on Wednesday after the Amsterdam-based AI cloud company announced a $4.5 billion convertible senior note offering and a share exchange plan tied …
Nebius Group is raising $4.5 billion through a private convertible note sale to fund data center expansion and AI platform development, with $2.75 billion in notes due 2030 and $1.75 billion due 2034.…
Nebius Group raised approximately $4.3 billion through a convertible bond offering that closed on March 20, upsizing from an initial $3.75 billion target, to fund AI data center expansion, cloud platf…
DataVita has secured £300 million ($406 million) in debt financing from a syndicate including ING, ABN AMRO, Santander, the Scottish National Investment Bank, and Siemens Financial Services, with a £2…
DataVita has secured a GBP 300 million debt facility to expand its DV1 data center and build DV3 in North Lanarkshire's AI Growth Zone, backed by a GBP 202 million guarantee from the UK's National Wea…
David Tepper's Appaloosa opened a new 1,078,248-share position in CoreWeave (NASDAQ:CRWV) valued at $107,328,806 in Q2 2026, while George Soros's fund held puts on 650,000 notional shares but cut that…
Soros Fund Management's Q2 2026 13F filing reveals a $497 million cluster of AI infrastructure investments across five under-followed names, led by a $96.9 million stake in Digital Realty Trust and a …