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Cloud ComputingPublic

Core Scientific

catalyst in 41dNo base rate yet — CORZ has 0 graded prints on the record, and the bar is 3.
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Ticker
CORZ
Beat
datacenters
Size
Public Company
Researched · Fresh
today

CORZ swapped a tenant problem for a build-and-finance problem. AMD's 530 MW / $14B+ lease package (377 MW direct plus 152 MW to an AMD-guaranteed neocloud, with a 1.9 GW reservation) means CoreWeave's share of contracted power falls toward ~53%. The price was a 30M-share warrant and ~$6B more project debt on top of $4.4B, with book equity at −$2.4B. At $17.34 (−38% since June) the company trades at about 11x contracted NOI on a fully diluted, fully built enterprise value, a leveraged builder at

Price

Weekly closes

No Friday close is on the record for CORZ yet. The weekly job prices the covered universe; a name it cannot price is listed as missing rather than estimated.

Who is buying

Insiders sold, last 90 daysSEC Form 4 · newest 21 Sept 2026
2 filings · 20,000 shares
Insiders bought, last 90 daysSEC Form 4 · newest 15 Sept 2026
1 filing · 6,000 shares
Shares sold shortFINRA · settled 31 Aug 2026
64,789,716 shares
Days to unwind the shortFINRA · settled 31 Aug 2026
5.88
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Research trail

The research around Core Scientific

Covered in the Knowledge Base

Datacenters & Digital Infrastructure

Company details

IndustryCloud Computing
SizePublic Company

Others in datacenters

5 names

Where Core Scientific sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.