3 stories on AI data centers from MarketRadar.
Applied Digital beat revenue expectations by nearly 3x and now holds roughly $36 billion in contracted AI datacenter leases — on a day the S&P 500 and Nasdaq both closed lower as oil prices jumped.
SpaceX is in talks to raise $40 billion — $10 billion in bank loans plus $30 billion in investment-grade bonds — to buy Nvidia AI chips, the FT reported, with Apollo leading and Pimco in talks. A deal would close in 2027.
Vistra, Constellation Energy, Talen and NRG ripped 7-13% higher on Tuesday as a $4.2B federal loan for Vistra's nuclear fleet and Constellation's 20-year Google deal broke the sector's months-long slump.
