Noble Corporation plc (NE) Stock Price Today
Elon Musk's Terafab chip plant could cost $1 trillion, with phased spending and unclear funding sources.
At the Baron Investment Conference, billionaire Ron Baron estimated Elon Musk's Terafab chip venture could cost $1 trillion over time, a figure Musk did not dispute. Terafab aims to produce a terawatt of AI chips annually, vastly exceeding current gl...
Applied Optoelectronics expects AI demand to exceed its production capacity through 2027, signaling strong growth but capacity challenges.
Applied Optoelectronics reported record revenue growth driven by AI demand for its high-speed data center transceivers, with orders exceeding its production capacity through 2027. The company signed a conditional hyperscaler deal potentially worth up...
Amex CEO sold $99M in stock a day before a $2.5T tech market crash, raising timing questions.
American Express CEO Stephen Squeri exercised and sold $99 million worth of stock options on November 4, 2026, just one day before a massive $2.5 trillion tech stock market selloff. While the timing appears suspicious, the sale was from vested option...
US Treasury targets crypto exchange MEXC for $16B in illicit funds, cutting it off from US banks.
The US Treasury's Financial Crimes Enforcement Network (FinCEN) has ordered crypto exchange MEXC Global to be cut off from the US financial system, citing at least $16 billion linked to sanctions evasion, cybercrime, and other illegal activities from...
Onsemi cancels $2B Czech chip plant plan, shifts focus to AI data center power amid cheaper imports.
Onsemi and the Czech Ministry of Industry and Trade have canceled the $2 billion silicon carbide chip plant expansion in Rožnov due to changes in the global market and economic conditions. The cancellation reflects lower-than-expected electric vehicl...
Anthropic's $1.5T IPO may be delayed or downsized amid market selloff and AI trade doubts.
Anthropic's planned $1.5 trillion IPO faces potential delays or a reduced valuation closer to $1 trillion due to a recent sharp market selloff and waning enthusiasm for AI stocks. The company's IPO price range and share count remain unset, with major...
Aurora Innovation delays driverless truck production, cuts 2026 revenue forecast, stock drops 13%.
Aurora Innovation announced unexpected production delays for its autonomous commercial trucks, pushing back commercial targets by six weeks to two months. This setback led the company to reduce its full-year 2026 revenue guidance. Following the annou...
CoreWeave bonds yield over 16% amid doubts before Nov 10 earnings report
CoreWeave's 2032 bonds are yielding above 16%, signaling lender concerns about the company's refinancing ability as it plans $35-$39 billion in 2026 capital spending. The stock and bond markets diverge, with shares rising while bond yields and credit...
30% of planned US data-center capacity for 2028 is at risk, threatening NVIDIA's AI growth outlook.
About 30% of the data-center capacity planned for 2028 in the US may face delays or risks, according to UBS estimates. This poses a significant challenge for NVIDIA, whose AI-driven growth depends on these new facilities being completed on time. Whil...
Rising interest rates threaten AI stocks reliant on borrowed money for data centers.
Fed Chair Kevin Warsh warned that rising interest rates are impacting AI companies, especially those financing data center expansions with debt. Stocks like CoreWeave and Nebius Group dropped nearly 45-48% in a month due to high borrowing costs and c...
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