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Quarterly Earnings Results
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Quarterly Earnings: CoreWeave Rents the Balance Sheet, IREN Owns It
CoreWeave borrowed $8.5 billion at investment grade on Meta's credit and Blackwell collateral in Q1 2026. IREN borrowed against a projected $3.7 billion…
Aug 5
33
3
CoreWeave's $8.5B Quarter: When GPU Debt Went Investment-Grade
How an $8.5 billion facility repriced an entire category, and why the balance sheet that earned it still cannot cover its own current liabilities
Aug 5
3
1
IREN's $3.7B ARR Against a $3.7B Debt Stack: The Inversion
How a Bitcoin miner turned an engineered earnings miss into the clearest test yet of whether capital structure, not capacity, decides the AI…
Aug 5
3
1
Hut 8's $26.6B Lease Book: A Mining Balance Sheet Goes Investment-Grade
How $7.5B in non-recourse project bonds and two take-or-pay campuses repriced Hut 8 from crypto multiple to contracted-infrastructure yield
Jul 29
1
Cipher Digital's $11.4B Backlog: Two Tenants, Five Tranches, One Timing Gap
How a Bitcoin miner underwrote a re-rating on Amazon's balance sheet, ring-fenced the risk in project debt, and left one gap the structure does not…
Jul 29
2
Quarterly Earnings: Cipher and Hut 8 (Same Ring-Fence, Opposite Parent Risk)
Both miners financed hyperscaler leases through non-recourse project bonds. Cipher leaves $1.47 billion in parent convertibles exposed above the fence…
Jul 29
21
1
1
Quarterly Earnings: Amazon Borrowed the Gap, Meta Contracted It Away
Amazon raised $79B of debt as free cash flow fell to $1.2B; Meta signed $107B of non-cancelable obligations. Inside the $238B commitment stack, halted…
Jul 22
27
3
2
Meta's $107B Quarter: When Buybacks Became a Liability
How a single-quarter commitment spike, not the headline EPS beat, repriced Meta as an infrastructure company monetized through ads
Jul 21
3
Zero Free Cash Flow, $79 Billion in New Debt: Amazon Finances the Build
How the fastest AWS growth in fifteen quarters exposed capital structure, not capex scale, as Amazon's deciding variable
Jul 21
4
Oracle Q4 FY2026: Hyperscaler Capex, No Hyperscaler Balance Sheet
How negative free cash flow of $23.7B, a BBB rating, and an $88B two-year raise made Oracle the cohort's first test of whether capital structure sets…
Jun 19
23
1
What NVIDIA's $14.8 Billion Networking Line Signals For Infrastructure Investors
From capital formation to physical delivery, the interconnect read, sovereign and enterprise demand depth, the megawatt constraint, capital return as…
May 26
27
1
4
NVIDIA Posts $81.6 Billion Quarter And Splits Into Two Reporting Platforms
Q1 FY2027 results, Data Center and Edge Computing reclassification, networking revenue surge, Hyperscale and ACIE segmentation, China compute guidance…
May 25
25
1
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