High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.
The broker sees stronger leases and cheaper valuations supporting a recovery, with 2,837 MW of capacity announced this year and $22.1 billion raised since the first quarter.
AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Core Scientific will initially provide more than 500 megawatts of AI-ready capacity beginning in 2027.
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.
The crypto miner began the week by being slapped with an analyst's recommendation downgrade.
Core Scientific is spending about $2 billion on its data center pipeline before securing new contracts, while its last colocation lease signing came roughly 17 months ago.
Covered miners fell an average 32% from their June highs as investors stopped crediting future colocation deals. KBW sees better value among proven lease signers but is more cautious about…
Core Scientific, Inc. (Nasdaq: CORZ), a data infrastructure company involved in Bitcoin (BTC) mining and artificial intelligence (AI) operations, reported the earnings for the first quarter of the year on May 6. The company reported a loss of $347.18 million during the quarter as revenue ...
Shares of Bitcoin miner turned AI factory Core Scientific (NASDAQ: CORZ) fell 9% following the company’s earnings call, held Wednesday evening. The firm announced Q1 2026 revenue of $115.24 million…
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