Microsoft paused data center development in 2025 but now faces AI service demand exceeding capacity, forcing restrictions on cloud subscriptions and partnerships with smaller providers.
CoreWeave raised $8.5 billion through GPU-backed loan using Meta contract as collateral, achieving investment-grade A3 rating. Stock surged 12% on the news.
JPMorgan: Crypto Market Structure Act likely to pass mid-year
JPMorgan predicts the Crypto Market Structure Act will likely pass by mid-2026, potentially transforming the crypto market and attracting institutional investors.