Fermi America Reports $347M Q3 Loss as Nuclear-Powered AI Campus Takes Shape
Fermi America posts $346.8M Q3 loss while preparing Texas site for ambitious AI data center powered by nuclear reactors. First gigawatt capacity expected by 2026.
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Shell Challenges Arbitration Loss to Venture Global Over LNG Contract Dispute
Shell appeals arbitration defeat against Venture Global LNG, claiming withheld evidence, after losing case over undelivered gas contracts worth billions during Ukraine war price surge.
Nebius Secures $3B Meta Deal, Projects Explosive Growth Through 2026
Nebius announces $3 billion AI infrastructure deal with Meta, its second major hyperscaler partnership. Revenue surges 355% as Dutch AI cloud provider targets $7-9B run-rate by 2026.
JPMorgan Gives ViaSat a Major Stock Boost Anticipating Business Split
JPMorgan raised its rating and price target for ViaSat significantly, anticipating a potential major business separation involving its Defense and Advanced Technologies segment.
Sony Boosts Profit Outlook on Entertainment Strength and Sensor Demand
Sony raises annual profit forecast to $9.3B, beating estimates with strong entertainment content, smartphone sensors, and PS5 sales. Shares jump 6% on positive outlook.
JPMorgan Downgrades CoreWeave to Neutral Amid Supply Chain Delays
JPMorgan cuts CoreWeave rating to Neutral and lowers price target to $110, citing supply chain issues that delay revenue despite strong bookings.