Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
After recalculating, Bernstein lowered its estimate of the additional financing needed to fulfill existing orders from approximately 75 billion dollars to 18 billion–42 billion dollars; the funding requirement would rise substantially if it covered all contracted power capacity scheduled to come online by the end of 2028.
Bernstein ·
Execution capabilities remain recognized, but widening credit spreads make the cost and availability of expansion funding harder to assess. Morgan Stanley cut its price target from 99 dollars to 70 dollars and maintained its Equal-weight rating; the key is whether customer contracts can continue to support attractive financing terms.
Morgan Stanley ·
