The Daily Receipts

CoreWeave's cost of AI-infrastructure debt widened sharply in five months — its August 2026 delayed-draw term loan priced at SOFR plus 5.50%, versus SOFR plus 2.25% on its $8.5 billion March 2026 facility Loan margin: SOFR+2.25% to SOFR+5.50%

The share of active ChatGPT users messaging it on 21 or more days a month rose from 2.6% in December 2023 to 10.5% in December 2025, per Epoch AI's analysis of YouGov panel data on real usage histories 2.6% to 10.5% of users

China is 2.7 times as exposed to a semiconductor supply-chain shock as the United States, Epoch AI estimates — every $1,000 of Chinese final demand generates $15.20 in chipmaker revenue, versus $5.70 for the same US spending China 2.7x as exposed as the US

Given a 3,000 GPU-hour budget to independently rediscover a published AI-training breakthrough it had never seen, the best-performing frontier agent in Epoch AI's InnovationEval matched only 15% of that method's measured performance gains once out-of-scope changes were excluded Only 15% of the human breakthrough's gains

Talen Energy closed its $2.57 billion Cornerstone Acquisition of three natural-gas plants on June 15, 2026, adding about 2.6 gigawatts of capacity, and raised its full-year 2026 Adjusted EBITDA guidance to $2.025-$2.225 billion $2.57B for 2.6 GW of new capacity

TrendForce expects 8-Hi HBM stacks to carry roughly a 10% to 20% price premium per gigabit over 12-Hi stacks in 2027, as the memory mix shifts toward costlier, higher-density HBM4 configurations amid a persistent supply shortage 10%-20% price premium per Gb