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10.11.26 - 21:09
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"Could Be First Shoe To Drop": AI Power Stocks Tumble As SoftBank′s Write-Down Deepens Bubble Fears (ZeroHedge)
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"Could Be First Shoe To Drop": AI Power Stocks Tumble As SoftBank's Write-Down Deepens Bubble Fears
GE Vernova and Bloom Energy shares plunged Tuesday after SoftBank Group disclosed a $3.7 billion charge tied to power equipment procurement. We asked whether this write-down, cancellation, or "revised procurement strategy" in the AI spending boom could signal trouble ahead in a note titled "Masa's $3.7 Billion Bonfire: SoftBank Posts $7 Billion Loss After Torching Deposits On AI Power Gear As Interest Costs Double."SoftBank's disclosure followed Elon Musk's claim last week on X that Masayoshi Son's investment group was "defaulting on their turbine orders," an allegation SoftBank denied.For GE Vernova, however, the cancellation scare runs into a massive backlog. The company had 122 gigawatts of orders at the end of the third quarter, is targeting at least 130 gigawatts by year-end and is booking projects through 2031.GE Vernova and Bloom Energy a...
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10.11.26 - 14:03
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Sunrun Partners with Captona on its Latest Preferred Equity Project Finance Transaction (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Captona, a leading energy investment firm in North America, today announced its latest preferred equity investment through a project finance partnership with Sunrun, Inc. (“Sunrun”), America's largest provider of home battery storage, solar and home-to-grid power plants.
Through the partnership, Captona has invested preferred equity at the individual project level in 9,400 residential solar and battery storage projects across more than 20 states, representing 74 MW of solar generation and 110 MWh of battery storage. Preferred equity investment vehicles are the latest innovation in project finance structures for renewable infrastructure assets, facilitating efficient tax credit monetization and senior debt placements.
“Our partnership with Sunrun marks the next chapter in Captona's evolution as a premier investment partner in the energy transition,” said Izzet Bensusan, Founder and CEO of Captona. “We're proud to work alongside one of the largest companies in the sec...
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