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IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Financing plus timely delivery plus customer acceptance will determine whether the contracted GPU capacity converts into GAAP revenue

Birkenstock Q3 Revenue Climbs 13.3%

Meta’s Big AI Build Strains Cash and Pushes Company to Consider Renting Its Compute

Meta Says Buyers Are Offering to Pay a Premium for Its AI Compute

Intel and Fortinet Partner to Build Fortinet Security Processor 6 on Intel 4

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

Tesla Semi Enters Volume Production With First Truck Off Nevada Line

Old Dominion Tops Q1 Estimates as Freight Volumes Start to Stabilize

Amazon Launches Up to $42 Billion Bond Sale for AI Infrastructure

Texas Pacific Land Lifts Dividend 12.5% as February Rally Highlights AI and Oil Drivers

CoreWeave Slides as Guidance Disappoints and Spending Plan Swells Despite Massive Backlog

Photronics Reports $225 Million Q1 and $0.74 EPS as It Guides a Lower Q2

Moncler Tops 2025 Estimates as Stock Soars on Strong Q4 and New Leadership Plan

Bitdeer Turns a Q4 Profit as Shares Slide on Margin Strain

Meta Breaks Ground on $10 Billion, 1GW Indiana Data Center to Power AI

Saia Profit Falls in Q4 as Costs Climb, but Revenue Tops Estimates

XPO Tops Q4 Estimates as LTL Margins Improve, Europe Lags

TSMC Plans 3nm Production in Japan With $17 Billion Kumamoto Upgrade

Photronics Jumps on Q4 Beat as AI-Driven Mask Demand Strengthens Outlook

CoreWeave Extends Credit Line to $2.5 Billion as Stock Halves After Guidance Cut