Constellation Energy tops Q4 2025 earnings forecasts with $2.30 EPS and $6.07B revenue. Nuclear giant powers AI data centers with Calpine deal, dividend hike & major contracts.
OpenAI scales back its massive compute spending target to ~$600B by 2030 (from earlier $1.4T talk), eyes over $280B revenue, closes in on $100B+ funding round with Nvidia, Amazon, and more.
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
IREN reports Q2 FY26 losses of $0.52/share, missing estimates by 280% as company transitions from Bitcoin mining to AI cloud services with $3.6B GPU financing secured.
Stifel lowers Microsoft rating to Hold, citing Azure challenges, rising cloud competition, and weaker long-term earnings outlook.
Microsoft's Q2 2026 earnings show 17% revenue growth to $81.3B, but record $37.5B AI spending and heavy OpenAI reliance send shares tumbling 7% as investors question ROI timeline.
