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Meta Platforms
98 posts
Kazatomprom’s uranium dominance comes into focus as countries accelerate nuclear power investment
Kazatomprom sees uranium supply pressure building as global nuclear investment accelerates. Find out what the shift means for the world’s top producer.
Jio Platforms clears SEBI hurdle for potential record IPO as Rs 27,500cr debt payoff reshapes Reliance valuation
Jio Platforms has received SEBI’s observation letter for an IPO that could become India’s largest. The all-fresh-share structure could direct up to ₹27,500 crore toward Reliance Jio Infocomm debt, making balance-sheet improvement and independent price discovery more important than promoter monetisation.
CoreWeave has $104bn of AI backlog, but 79% sits beyond the next two years
CoreWeave’s backlog is 8.1 times its 2026 revenue guidance midpoint, but converting it requires up to US$39bn of capex and sustained capacity execution.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Sage Geosystems puts Texas geothermal facility in service as 120-day test clears key commercial hurdle
Sage Geosystems has completed more than 120 days of operations at its 3 MW Texas facility, supplying reservoir data for a larger geothermal project with Ormat in Nevada.
Meta faces landmark child social media addiction trial as 29 states seek sweeping changes
Meta faces 29 states in a landmark child safety trial that could reshape Instagram, Facebook and how social media platforms engage young users.
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.
River AI’s $1.1bn war chest: Can a four-month-old neolab crack enterprise AI?
Igor Babuschkin's River AI has landed $1.1 billion with Nvidia and AMD Ventures backing, squeezing closed-source labs on enterprise fine-tuning economics.
Vistra Q2 EBITDA jumps 31% as Cogentrix and Meta nuclear deals set up the next earnings test
Vistra delivered $1.77 billion of second-quarter adjusted EBITDA as higher power prices, capacity revenue and acquired gas generation lifted earnings. Cogentrix and Meta could add another layer from 2027, but a sharp VST share-price pullback shows investors are demanding proof that scarce dispatchable power can translate into durable per-share growth.
Oklo Q2 2026: $3bn cash backs Aurora-INL as $8.5bn valuation raises execution test
Oklo has accumulated more than $3 billion of cash and marketable securities while advancing its first Aurora powerhouse toward a 2028 deployment target. The balance sheet reduces near-term financing pressure, but only $1.21 million of second-quarter revenue and an $8.5 billion market value leave investors paying primarily for future nuclear execution rather than current operating earnings.