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CoreWeave Shares Jump on $21 Billion Meta Expansion and Anthropic Deal

The back-to-back contracts signal durable AI compute demand that supports new debt raises for a faster buildout.

Cipher Digital Signs 15-Year Hyperscale Lease, Secures $200 Million Credit Line

AI Spending Plans Rattle Markets as Alphabet and Amazon Map Record 2026 Capex

Jefferies Lifts Bloom Energy Target to $92, Says Valuation Allows Little Room for Error

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

GM Raises 2025 Outlook After Q3 Beat, Trims Tariff Hit as It Scales Back EV Expansion