HeyJaredWilliam Foxley
- Indexed articles, last 90 days
- 68
- Latest publication
- Sep 22, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Rothschild Redburn starts TeraWulf at Neutral, $15 target implies 11.8% downside (opens the original)
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Rothschild & Co Redburn initiated coverage of TeraWulf (NASDAQ: WULF) at Neutral on Monday, setting a $15 price target. The target is $2.01 below the reported $17.01 reference share price, implying 11.8% downside. The firm valued TeraWulf using a discounted cash-flow model with a 23% cost of equity and an 8% cost of debt. Additional U.S. capacity acquisitions and broader tenant signings could create upside, whereas construction could be delayed by permitting problems and state-level opposition.
Rothschild Redburn starts CoreWeave at Sell with $54 target (opens the original)
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Rothschild & Co Redburn initiated coverage of CoreWeave (NASDAQ: CRWV) on Monday with a Sell rating and $54 price target, implying 33.6% downside from the prior close. CoreWeave's latest quarterly revenue rose 112% to $2.575 billion. The rating places Redburn among the most bearish firms covering the AI cloud operator. Per MarketBeat, CoreWeave has 21 Buy ratings, 10 Holds and four Sells, with an average rating of Hold and a consensus target of $139.37. Redburn's broader AI infrastructure note a
Rothschild Redburn starts Nebius at Sell with $84 target, implying 62% downside (opens the original)
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Rothschild & Co Redburn initiated coverage of Nebius (NASDAQ: NBIS) at Sell on Monday, with analyst Alex Haissl setting an $84 price target. The target is 62.42% below Nebius' reported $223.54 opening price on Monday. Rothschild Redburn sees the stock as carrying the greatest downside risk among the AI infrastructure companies it assessed. The rating differs from the broader Wall Street view. Nebius holds a Moderate Buy consensus and a $232.20 average target, based on two Strong Buy ratings, nin
New Era jumps 30% after signing 207 MW Vistra PPA (opens the original)
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New Era Energy & Digital (NASDAQ: NUAI) has signed a 20-year agreement for 200 MW to 207 MW of power for the first phase of its Texas Critical Data Center near Odessa. The power is expected in the third quarter of 2027. New Era shares jumped about 30% in morning trading, to roughly $7.67 from Friday's $5.86 close. The deal gives New Era something data-center developers need to attract tenants and financing: contracted power. It also creates a large financial obligation before the company has ann
CleanSpark prices $2.276 billion of 7.875% secured notes for Sandersville AI campus (opens the original)
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Data center operator CleanSpark (NASDAQ: CLSK) priced $2.276 billion in 7.875% senior secured notes due 2031 to finance its Sandersville data-center project in Georgia, according to a filing Friday. The notes' price was 98.5% of principal, generating approximately $2.242 billion of gross proceeds before fees and expenses. Subject to customary closing conditions, the private offering is expected to close on September 25. CleanSpark subsidiary CSDC Finance plans to use the net proceeds for the rem
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