가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
가입 March 2020
699 팔로잉 중    56.7K 팬
ING $ING is said to be the seller of a $500M portfolio of data center loans, including debt tied to Vantage and CyrusOne and a $25M slice backing a New Mexico Stargate site, with bids due Nov 19. Oracle $ORCL is the name to watch, with a $664B backlog up from $455B a year ago, but it spent $28B on capex last quarter against $19.3B of revenue, and OpenAI has reportedly paused one of its Stargate sites. Delays are already hitting the stocks, with IREN $IREN down about 9% after a report that problems at its Childress, Texas site led Microsoft $MSFT to push back planned capex, while Nebius $NBIS and CoreWeave $CRWV fell 11% and 7%. A huge backlog only matters if the sites get built and paid for on time, and lenders heading for the exit suggests some aren't willing to wait and find out.
더 보기