Company Performance - Fermi Inc. (NASDAQ:FRMI) experienced a significant decline in share prices, dropping by 8.94 percent to close at $9.22 amid overall market pessimism due to ongoing trade tensions between the United States and the European Union [1] - Despite receiving a "buy" recommendation and a price target of $23 from Texas Capital Securities, which indicates a 149 percent upside potential from its latest closing price, Fermi's share prices did not rise [4] Market Context - The decline in Fermi's stock was influenced by President Donald Trump's threats to impose 10 percent tariffs on eight countries opposing his proposed takeover of Greenland, with the potential increase to 25 percent if no agreement is reached [2] - The European Union announced plans to retaliate with $108 billion in taxes on American goods, contributing to a negative sentiment in global markets, particularly affecting Wall Street's main indices, which all finished lower, with the Nasdaq down 2.39 percent [3] Strategic Positioning - Texas Capital Securities expressed optimism regarding Fermi's Project Matador, which is described as the world's largest hybrid energy and data center campus, suggesting that it allows hyperscalers to bypass long interconnection queues and achieve high reliability standards [5]

OpenAI在博客文章中表示："在所有的"星际之门"社区计划中，我们承诺在能源方面自食其力，确保我 们的运营不会增加各位的电费。" 在威斯康星州站点，OpenAI表示正与甲骨文、Vantage Data Centers合作，并与WEC Energy Group协 调，共同开发包括太阳能和电池储能在内的新发电能力及容量。该项目设有专门的费率标准，旨在保护 其他客户免受价格上涨的影响。OpenAI还表示，微软此前宣布的社区AI承诺也将适用于其为OpenAI工 作负载建设的AI园区。 这家ChatGPT的制造商将与项目开发所在地社区合作，确保这些项目不会增加电费支出。该公司在周二 的一篇博客文章中表示，其举措包括为支持当地能源网的额外基础设施买单，或自行保障能源供应。在 OpenAI发布这一公告之前，微软(MSFT.US)也做出了类似的承诺，尽管这两项计划的许多细节尚不明 朗。 尽管特朗普政府支持通过数据中心投资来推动人工智能热潮，但不断上涨的能源价格正引发抵制，居民 和消费者团体开始反对相关项目，政界人士也对此表示担忧。上周，美国总统特朗普在社交媒体上发帖 称，虽然数据中心对AI热潮"至关重要"，但"建设它们的科 ...

2025 年互联网大厂在 ITC 招采方面的规模如何？ 2025 年，互联网大厂在 ITC 招采方面的规模较 2024 年有显著增长。整体市 场招采规模超过 4GW，主要集中在第一季度，占全年一半以上。部分招采计划 是在第四季度制定，并在第一季度推进。字节跳动的资本开支计划从预期的 1,800 亿上调至 3,000 亿，阿里巴巴则从 1,600-1,800 亿上浮至接近 2000 亿。这两家公司的 ITC 招标规模接近 5GW，加上腾讯和其他企业，预计 2026 年数据中心招采规模将达到 6GW。 2025 年字节跳动、阿里巴巴、腾讯和百度四大互联网公司在国内及东南亚地 区的 ITC 具体招采规模如何？ 2025 年，字节跳动和阿里巴巴占据了绝对头部位置，每家公司分别达到了 1.6-1.8GW，总计约 3-3.2GW。腾讯相对较少，大约为 600-700MW，而百 2026 年 ITC 市场预计在核心城市如北京和上海会有退租现象，续租率 预计在 70%到 80%之间，但价格可能随行就市或略有上浮。云资源池 业务预计不会迁走。 降低 PUE 是增加数据中心建设数量的关键。淘汰高 PUE 老旧数据中心， 采用液冷 ...

Group 1 - Shares of Applied Digital (NASDAQ: APLD) fell by 5.2% amid a broader market sell-off, with the S&P 500 and Nasdaq Composite experiencing declines of 2.1% and 2.4% respectively [1] - The company's stock decline is linked to President Trump's ongoing demands for U.S. control of Greenland, which has raised concerns about potential trade tensions [2][6] - Applied Digital's business model, characterized by heavy reliance on debt, makes it particularly vulnerable to economic slowdowns, which could impact its growth prospects [3][6] Group 2 - Analysts from The Motley Fool Stock Advisor have identified ten stocks they believe are better investment opportunities than Applied Digital, suggesting caution for potential investors [4][6] - Historical performance of stocks recommended by The Motley Fool indicates significant returns, highlighting the importance of careful stock selection [5]

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming March 13, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased CoreWeave, Inc. ("CoreWeave†or the "Company†) (NASDAQ: CRWV) securities between March 28, 2025 and December 15, 2025, inclusive (the "Class Period†). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN COREWEAVE, INC. (CRWV), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN THE ONGOING SECURIT ...

Vancouver, British Columbia--(Newsfile Corp. - January 20, 2026) - Carrier Connect Data Solutions Inc. (TSXV: CCDS) (OTCQB: CCDSF) (WKN: A40XB1) (the "Company" or "Carrier"), a data center company on a mission to roll up Tier II/III data centers internationally that specialize in delivering co-location, announced today that a feature article produced by Market One highlighting the Company's operations and growth strategy has been published on Benzinga.The article examines the accelerating demand for data c ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. by Berger Montague PC on behalf of investors who acquired Fermi securities during the Class Period from October 1, 2025, to December 11, 2025, including its IPO on October 1, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit alleges that Fermi misled investors about tenant demand for its Project Matador AI campus and the status of funding for the project [3]. - It is claimed that the construction financing for Project Matador was reliant on a single tenant's funding commitment, which posed a significant risk of withdrawal [3]. - The defendants' public statements are alleged to have lacked a reasonable basis due to these concealed risks [3]. Group 2: Company Overview - Fermi Inc. is headquartered in Amarillo, Texas, and aims to establish a network of large, grid-independent data centers powered by nuclear, natural gas, solar, and battery energy [2].

Core Viewpoint - The iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is gaining attention due to a significant options trade indicating expectations of increased volatility in the corporate bond market [2][3][4]. Group 1: ETF Overview - LQD provides exposure to a diverse range of high-quality, dollar-denominated corporate bonds in the U.S. market, with its benchmark being the Market iBoxx USD Liquid Investment Grade Index [1]. - Major holdings in LQD include bonds from leading financial institutions such as JPMorgan Chase, Goldman Sachs, and Bank of America, as well as prominent companies like AT&T, Verizon, Oracle, and UnitedHealth Group [1]. Group 2: Options Trade Analysis - A notable options trade involved the purchase of a long straddle on LQD, with a total premium of $4.07 paid for 6,500 contracts, amounting to a total investment of $2.645 million [2][3]. - The trader is anticipating significant price movement in LQD, either above $114.07 or below $105.93 by June 18, or an increase in volatility in the yield curve [3]. Group 3: Historical Context - LQD has historically shown an inverse relationship with the 10-year U.S. Treasury yield, which adds an interesting dimension to the recent options trade [4]. - Between August and October 2022, the 10-year Treasury yield fluctuated significantly, and during that period, LQD experienced a directional move of 16 points [5].

Core Viewpoint - Hagens Berman is notifying investors about a securities class action against Fermi Inc. due to alleged misleading information regarding tenant demand and funding for its "Project Matador" AI campus [1][4]. Group 1: Class Action Details - The lead plaintiff deadline for the class action is set for March 6, 2026 [3][8]. - The class period for the lawsuit covers from October 1, 2025, to December 11, 2025 [3][8]. - The core allegation involves overstated tenant demand and undisclosed risks related to the primary anchor tenant [3][7]. Group 2: Stock Price Impact - Following the announcement of the termination of the $150 million Advance in Aid of Construction Agreement by the First Tenant, Fermi's stock price dropped by 33.8% in a single day, falling to $10.09 per share, which is over 50% below its IPO price of $21.00 [5][8]. Group 3: Project Matador Overview - Fermi's "Project Matador" is described as a multi-gigawatt energy and data center development aimed at supporting AI needs [4]. - The project was initially supported by an agreement with an investment-grade tenant, which included a significant funding commitment [4].

Core Points - A securities class action lawsuit has been filed against CoreWeave, Inc. and certain executives, representing investors who acquired CoreWeave securities between March 28, 2025, and December 15, 2025 [1] - The lawsuit is a response to delays from a third-party data center developer, which has negatively impacted CoreWeave's share price [2] - Hagens Berman, a national shareholder rights firm, is investigating claims that CoreWeave misled investors, urging those who suffered losses to come forward [3] Financial Impact - The lawsuit alleges that CoreWeave made misleading statements regarding its ability to meet customer demand and revenue recognition from long-term contracts [4][5] - Following the Q3 2025 financial results announcement on November 10, 2025, CoreWeave reduced its full-year revenue guidance, attributing it to delays from a third-party data center developer [6] - The share price of CoreWeave fell by $36.11, a decrease of 34%, resulting in a loss of approximately $14 billion in market capitalization within a month [6] Allegations of Misleading Information - The complaint claims that CoreWeave overstated its capabilities and failed to disclose the risks associated with reliance on a single third-party data center supplier [5] - Reports indicated that the third-party supplier, Core Scientific, had been flagging delays since February 2025, which CoreWeave did not adequately communicate to investors [6]