Stock analysis posts tagged "data centres" from Openbook.
CoreWeave shares fell about 15% to roughly $66 after the yield on its own 2032 notes hit 14.8%, repricing the cost of its debt-funded growth.
Constellation closed up 12.25% at $300.40 on a 20-year Google deal for 890MW of uprated nuclear. It is not new build — it is scarcity being monetised.
Computacenter guided 2026 adjusted profit to at least 380m pounds, 11% above consensus, on a record 9.3bn backlog. The shares moved only 4%.