Applied Digital Beats on Revenue, but Fit-Out Mix and Debt Keep the Stock Reaction Muted
Revenue and adjusted EPS beat consensus, but more than half of HPC sales were lumpy fit-out, not rent. Debt and funding remain the overhang.
Feed↓
/ What's going on?
Filter:
Wolfspeed Receives Conditional $1.5 Billion, 30-Year Loan Commitment from U.S. Department of War
Wolfspeed’s conditional loan would fund U.S. SiC and GaN production for defense and commercial use, with warrants of up to 7.5% if funded.
BKV locks in 1,200 MW of Texas gas power gear, with a hyperscaler covering most early costs
BKV signed an ~$800M deal for 1,200 MW of Texas gas power gear. A hyperscaler covers ~90% of costs through March 2027, with an exit option.
Barclays Cuts Skydance Price Target to $7 as Debt and Streaming Risks Weigh on Shares
Analysts flag $80B debt, merger risks, and a warrant distribution next week.
FTC and USDA Open Inquiry Into Farm Equipment Sales and Repair Barriers
Deere, CNH, and AGCO shares fell after the FTC and USDA asked the public about equipment sales, dealer limits, and repair barriers.
Deutsche Bank Flags Enphase and SolarEdge as Short-Term Sells on 2027 Outlook Risk
Deutsche Bank issued short-term sell calls on Enphase and SolarEdge, warning 2027 forecasts look too high if tax-credit order boosts do not repeat.