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Oracle Corporation (NYSE:ORCL | ORCL Price Prediction) stock is up 7% to $164.25 in Friday morning trading, following the company's fiscal first-quarter earnings release after the close on Thursday.
NBIS plans $20-$25B in 2026 capex, while more than $9B in customer prepayments could help fund its aggressive AI infrastructure expansion.
CoreWeave and Nebius are both racing to stack GPU capacity while the 10-year Treasury hovers near its yearly peak, but their debt loads could not be more different. Which neocloud survives a rate hike without flinching?
The company has more than $40 billion in customer commitments to deliver AI computing capacity. Management plans to bring more than 1 gigawatt of new capacity online every year starting in 2027.
Iren may have multiple gigawatts in its control that investors do not know about.
Single-stock leveraged ETFs were unusual when they first arrived in the U.S. market just four years ago. Today, it might be hard to find a stock without one.
Nebius remains roughly 25% of my portfolio, despite falling 14% since my previous coverage, as fundamental conviction remains intact. Palantir could help monetize Nebius capacity across enterprise and sovereign AI, but I currently model virtually zero incremental partnership revenue. Three customers generated roughly 59% of Q2 revenue, making Palantir-driven customer diversification potentially more valuable than the partnership headline itself.
New Era Energy & Digital has limited capital to build out its 8.4-gigawatt portfolio. Hyperscaler deals could unlock additional lending capital and lead to prepayments, making the build more financially feasible.