Tag

#neocloud

3 articles

How Nebius, Cipher and TeraWulf pay for AI data centres, and why it mattered in the CoreWeave sell-off

AI data-centre builders have sold more than $28bn of bonds and convertibles this year, and Cipher priced $850m more the day before the CoreWeave rout. Here is how each one funds itself, and the risks.

Dominik Studzinski 20 Oct 2026

Markets Analysis

CoreWeave stock and bonds sell off: what its filings say about the debt behind the AI cloud

CoreWeave shares fell by a third in two weeks and its 2031 bonds traded at yields near 16%. Here is what drove the sell-off, how much CoreWeave owes and when, and what the company has said.

Dominik Studzinski 20 Oct 2026

Markets Analysis

Why IREN stock fell 35% in ten days, and what IREN itself has said

IREN shares lost a third of their value between 6 and 16 October without a single announcement from the company. Here is what drove the slide, what the filings show, and what to watch next.

Dominik Studzinski 19 Oct 2026