Morgan Stanley believes SpaceX could double to $300 per share as investors increasingly recognize the company’s relationship ...

Oracle’s $165 billion Project Jupiter data center in New Mexico is facing mounting permitting and financing risks as delays ...

Enterprise AI accounts for $165 of the bank’s SpaceX valuation, while rockets contribute only $8. The model depends on compute, connectivity and Tesla’s physical-AI capabilities.

SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its ...

The bank raised its December 2027 price target to $125 as CoreWeave shifts part of its contracting mix toward higher-priced, short-dated compute capacity.

The notice seeks to defer Oracle’s payments if Project Jupiter misses its planned 2028 opening, adding another complication to an $18 billion financing under pressure from delays and permitting ...

Morgan Stanley put a $300 price target on SpaceX, with the key to this growth lying in the AI company's synergies with its ...

Muse’s early growth could give Meta a route to AI revenue beyond advertising, but J.P. Morgan expects broader monetization to wait until at least 2027.

The final deal was $1.2 billion larger than CoreWeave’s initial proposal, while capped calls are designed to limit dilution up to a $199.70 share price.

The potential direct lease could require at least $40 billion in capital, with Google reportedly considering credit support and Anthropic taking greater responsibility for its infrastructure.

Morgan Stanley projects a 33 GW power deficit for AI stocks through 2028, equal to roughly 34% of net chip demand, growing to ...

This moratorium is the latest regulatory blow to Texas’s data center industry as the government wrestles with over 400 GW of ...