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3 ARTICLES

2w ago

Nebius Stock Soars After Blowout Results as Debate Grows Over Whether Pricing and Capex Can Hold Up

Investors must decide if the company’s rapid revenue surge and sky‑high short‑term contract pricing will translate into lasting cash flow given heavy GPU spending and long hardware lifecycles.

8 ARTICLES

3w ago

Rigetti, HPE and Pittsburgh Supercomputing Center Launch TangleLab With $5 Million NSF Grant

4 ARTICLES

last mo.

QuantumScape Q2 Results Prompt Sharp Sell-Off Despite Honda Deal and Pilot Line Gains

8 ARTICLES

2mo ago

Bloom Energy, Brookfield Expand $25 Billion Financing to Power AI Data Centers

10 ARTICLES

2mo ago

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

3 ARTICLES

2mo ago

Oracle Beats Estimates but Financing Plans Push Stock Lower

12 ARTICLES

3mo ago

IMAX Explores Potential Sale as Shares Jump

7 ARTICLES

3mo ago

Ford Shares Jump on Launch of U.S.-Made Energy Storage Unit

4 ARTICLES

4mo ago

Fluence Energy Jumps Nearly 40% on Hyperscaler Pacts and Record Backlog

9 ARTICLES

4mo ago

TeraWulf’s AI Hosting Surges in Q1 as Pivot From Bitcoin Takes Hold

13 ARTICLES

4mo ago

IonQ Beats Q1 Estimates, Lifts 2026 Revenue Outlook to $260–$270 Million

5 ARTICLES

4mo ago

China B300 AI Server Prices Hit $1 Million After Smuggling Crackdown

7 ARTICLES

4mo ago

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

8 ARTICLES

4mo ago

Aehr Test Systems Wins $41 Million Follow-On Order From Hyperscale Cloud Customer

13 ARTICLES

5mo ago

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

5 ARTICLES

5mo ago

Foxconn Q1 Revenue Jumps 30% as AI Server Demand Surges

Investor Sentiment

Nebius Stock Soars After Blowout Results as Debate Grows Over Whether Pricing and Capex Can Hold Up

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

Quantinuum’s Helios to Run Inside Oracle Cloud Infrastructure

Joby Raises 2026 Outlook After Q2 Revenue Beat as Losses Widen

Bloom Energy Posts First $1B Quarter as Brookfield Expands Financing to $25B

Rigetti, HPE and Pittsburgh Supercomputing Center Launch TangleLab With $5 Million NSF Grant

QuantumScape Q2 Results Prompt Sharp Sell-Off Despite Honda Deal and Pilot Line Gains

Bloom Energy, Brookfield Expand $25 Billion Financing to Power AI Data Centers

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

Oracle Beats Estimates but Financing Plans Push Stock Lower

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Investor Sentiment

IMAX Explores Potential Sale as Shares Jump

Ford Shares Jump on Launch of U.S.-Made Energy Storage Unit

Fluence Energy Jumps Nearly 40% on Hyperscaler Pacts and Record Backlog

TeraWulf’s AI Hosting Surges in Q1 as Pivot From Bitcoin Takes Hold

IonQ Beats Q1 Estimates, Lifts 2026 Revenue Outlook to $260–$270 Million

China B300 AI Server Prices Hit $1 Million After Smuggling Crackdown

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Aehr Test Systems Wins $41 Million Follow-On Order From Hyperscale Cloud Customer

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Foxconn Q1 Revenue Jumps 30% as AI Server Demand Surges

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Investor Sentiment