Traders placed $580M in oil bets minutes before Trump's Iran post Trump delays strikes on Iranian power plants, says talks with Tehran "very good" Wall Street averages end more than 1% higher on Middle East de-escalation hopes Oil prices jump over 4% after Iran refutes US talks claims The sequence went like this: On March 11, Nvidia invested $2 billion directly in Nebius, acquiring an 8.3% stake. Five days later, Meta Platforms (NASDAQ: META) signed a $27 billion, five-year AI infrastructure agreement — one ...

Core Insights - Nebius has successfully closed a $4.34 billion convertible debt funding round, positioning itself as "well-funded" to support its capital spending plans of $16 billion to $20 billion by 2026 [1][7] Financing and Strategic Moves - The recent financing follows a month where Nebius sold $2 billion in share warrants to Nvidia and secured a deal worth up to $27 billion with Meta for data center capacity, indicating strong investor interest in AI infrastructure [2] - The company plans to fund 60% of its growth through customer prepayments, primarily from Microsoft and Meta, and the remaining 40% through a combination of equity and debt [5] Future Growth and Market Position - Nebius aims to leverage its large contract wins as validation of its expertise and as a means to fund its business beyond the current AI demand surge, focusing on offering AI cloud services alongside its physical infrastructure [4] - The company is open to considering additional deals similar to the Meta contract, which follows a $17.3 billion supply agreement with Microsoft [2][3]

Alibaba Stock Slides After Earnings Report. Here's Why. | Investor's Business Daily Alibaba's cloud intelligence unit grew 36% to 43.3 billion yuan, or $6.3 billion. That was a slight acceleration from the 34.5% growth in Alibaba's September quarter. Alibaba is working to establish its Qwen large language modelsas a global leader. The company said early last year that it will spend roughly $53 billionover three years to develop AI infrastructure. Meanwhile, aggressive discounting to compete in the food deli ...

Alibaba Stock Rallies After AI Price Hike. Earnings Are Due Soon. | Investor's Business Daily BREAKING: PPI Inflation Comes In Hot With Fed Decision Due U.S.-listed Alibaba Group (BABA) stock jumped in early trading Wednesday, after the Chinese tech giant published a notice that it would raise prices for AI cloud services. Alibaba earnings are due Thursday morning. "Due to the surge in global AI demand and rising supply chain costs, the procurement costs of core hardware in the industry have increased signi ...

• CoreWeave shares are under pressure. Why are CRWV shares declining?AI-Native Cloud Platform AdvancementThe company has unveiled new capabilities aimed at enhancing the development, deployment and iteration of AI for mission-critical workloads across various sectors, including financial services and robotics. CoreWeave is now integrating NVIDIA HGX B300 into its cloud platform. This is expected to significantly improve performance for AI workloads.Additionally, the company plans to be among the first clou ...

Core Insights - Nebius, Europe's largest AI infrastructure firm, plans to raise $3.75 billion through a convertible loan offering [1][5] - This move follows significant deals, including a $27 billion agreement with Meta for AI computing power and a $2 billion investment from Nvidia [2][5] - The funds from the convertible loan will be allocated to finance Nebius's core AI cloud services business [2][5] Financial Performance - In February, Nebius reported a fourth-quarter net loss of $250 million on revenue of $228 million [3] - The company anticipates an annualized revenue run rate of $7 billion to $9 billion by the end of this year, up from $1.25 billion at the end of 2025 [3] - Nebius's 2026 revenue guidance remains unchanged [3]

Core Viewpoint - HIVE Digital Technologies Ltd is expanding its artificial intelligence computing infrastructure in Canada, significantly increasing its data center capacity to meet rising demand for AI computing power [1][4]. Group 1: Expansion Plans - The company plans to increase its liquid-cooled data center capacity from 4 megawatts (MW) in Manitoba to 16.6 MW across two provinces through a partnership with Bell Canada [2]. - A new colocation facility will be established in British Columbia with an immediate capacity of 5 MW and the potential to scale by an additional 7.6 MW in a second phase [2]. Group 2: GPU Deployment - The first phase of the expansion is expected to support the deployment of up to 2,000 next-generation AI-optimized graphics processing units (GPUs), with the second phase potentially accommodating an additional 3,000 GPUs [3]. - HIVE's Canadian operations now have a growth path to over 6,000 GPUs through data center partnerships and owned facilities [4]. Group 3: Financial Strategy - The company has secured deposits with its strategic data center partner for the expanded colocation capacity, eliminating the need for additional capital expenditures for infrastructure [5]. - HIVE is targeting $200 million in contracted annualized run-rate revenue from its high-performance computing operations by the end of its fiscal year on March 31, 2027 [8]. Group 4: Broader Industry Shift - HIVE is transitioning towards AI and high-performance computing infrastructure in its international operations, including renewable-powered data centers in Sweden [9]. - The company is gradually reducing its traditional ASIC-based cryptocurrency mining activities in Sweden due to regulatory and tax challenges [10]. Group 5: Employee Incentives - HIVE announced the issuance of 2,849,400 restricted share units to employees, executives, directors, and consultants to align incentives with the company's long-term growth strategy in AI computing [11].

Las Vegas, NV, March 16, 2026 (GLOBE NEWSWIRE) -- Jet.AI Inc. ("Jet.AI" or the "Company") (Nasdaq: JTAI), an emerging provider of high-performance GPU infrastructure and AI cloud services, and Consensus Core Technologies Inc. (“Consensus Core”), today announced the completion of the third set of milestones for the Midwestern and Maritime hyperscale data center campuses operated by their joint venture, Convergence Compute LLC (“Convergence Compute”). The completed milestones for the Midwestern campus include ...

Core Insights - Jet.AI Inc. reported a net income of $4.6 million for the full year 2025, a significant improvement from a net loss of $12.7 million in 2024, indicating a positive financial turnaround [1] - The company had approximately $13.7 million in cash and no debt as of March 5, 2026, compared to $1.8 million at the end of 2025, showcasing improved liquidity [1] - Jet.AI is focused on accelerating the development of its AI data center portfolio in 2026, having strategically invested in three major projects [3][4] Financial Performance - Revenues for the year ended December 31, 2025, were reported at $9.18 million, down from $14.02 million in 2024 [13] - The cost of revenues decreased to $9.48 million in 2025 from $14.99 million in 2024, resulting in a gross loss of $300,039 compared to a gross loss of $964,617 in the previous year [13] - Operating expenses totaled $9.77 million in 2025, down from $11.60 million in 2024, leading to an operating loss of $10.07 million, an improvement from a loss of $12.57 million in 2024 [13] Operational Developments - The company is nearing the completion of the third milestone of its Canadian hyperscale data center project, which focuses on validating energy access and grid feasibility [4] - Jet.AI is also progressing with its Moapa NV data center site, with ongoing power studies and pre-construction planning [4] - The transaction with flyExclusive is expected to close by April 30, 2026, which is anticipated to enhance Jet.AI's growth trajectory in the AI compute sector [5] Strategic Initiatives - Jet.AI has a $250 million shelf facility that provides strong access to capital, allowing for flexibility in deploying resources for growth [1] - The company has extended the outside date of its merger agreement with flyExclusive to April 30, 2026, to facilitate the transaction [7] - Jet.AI has announced plans for a joint venture to develop a 50-megawatt data center campus in Moapa, Nevada, and has provided details on its data center campus in Winnipeg, Manitoba [7]

Summary of Key Points from the Conference Call Industry and Company Overview - The report focuses on the S&P 500 index, analyzing the impacts of oil prices and artificial intelligence (AI) on earnings growth within the index [4][7][11]. Core Insights and Arguments - **Geopolitical Risk Impact**: The S&P 500 has experienced a 2% decline due to geopolitical tensions, mirroring historical patterns where the index typically falls by an average of 4% in the first week of geopolitical shocks but recovers within a month [4][7]. - **Oil Price Effects**: - Modest increases in oil prices have a muted direct impact on S&P 500 earnings, but prolonged disruptions could pose significant risks [4][11]. - A $10/barrel increase in oil is estimated to reduce GDP growth by about 10 basis points and increase core CPI by less than 5 basis points [11]. - Energy sector earnings benefit from higher oil prices, while consumer-facing companies face headwinds [12][15]. - **Earnings Growth Forecast**: - The baseline forecast anticipates S&P 500 EPS growth of 12% in 2026 and 10% in 2027 [4]. - A 1 percentage point change in real US GDP growth corresponds to a 3-4% change in S&P 500 EPS [15]. AI Investment and Earnings - **AI's Contribution to Earnings**: - AI investments and cloud services are projected to account for approximately 25% of S&P 500 EPS growth in 2025, increasing to 40% in 2026, and then declining to 25% in 2027 [24][28]. - The majority of AI-related earnings growth is attributed to semiconductor companies benefiting from AI capital expenditures [24][28]. - **Productivity Gains**: - While AI is expected to enhance productivity, evidence of significant impacts is still lacking. Only 1% of S&P 500 companies quantified earnings boosts from AI during the recent earnings season [5][48]. - AI-related productivity gains are expected to contribute 0.4 percentage points to EPS growth in 2026 and 1.5 percentage points in 2027 [5][48]. Sector-Specific Insights - **Sector Earnings Composition**: - Energy and oil-sensitive consumer sectors account for 18% of S&P 500 earnings, while Information Technology and Communication Services account for 38% [4][16]. - The Energy sector's share of S&P 500 earnings has decreased significantly over the past decades, from 15% twenty years ago to 4% today [16]. Hyperscaler Dynamics - **Capex and Depreciation**: - Hyperscalers are expected to spend $667 billion on capital expenditures in 2026, leading to increased depreciation expenses, which are projected to rise to 14% of sales by 2027 [29][31]. - The gap between free cash flow and earnings for hyperscalers has widened, with earnings growth at 23% but free cash flow growth at -32% [35]. Market Sentiment and Flows - **Investor Positioning**: The GS US Equity Sentiment Indicator suggests that investor positioning is currently stretched, which could signal near-term S&P 500 returns [62][63]. - **Mutual Fund and ETF Flows**: Recent trends indicate significant flows into equities, with a cumulative trailing 12-month flow of $1 trillion into equities [64]. Conclusion - The S&P 500's earnings outlook is heavily influenced by oil price dynamics and AI investments, with sector-specific impacts varying significantly. The interplay between geopolitical risks, economic growth, and technological advancements will be crucial in shaping future earnings trajectories.