US Stocks AI Daily on Nov 11, 2026: Calibrant Energy Closes a $145M Debt Facility

 

Funding | Completed | Mercor official announcement 2026/11/10

Mercor is not listed in the U.S. Its investors include Nvidia (Ticker: NVDA), Salesforce and Zoom, and the company says the round included an employee tender without giving a split.

 

Release | Completed | CoreWeave release 2026/11/10

CoreWeave (Ticker: CRWV) reported a $132.5B revenue backlog, over 900 MW added to contracted power taking it past 4.6 GW, and a $709M net loss for the quarter.

 

Release | Completed | AMD release (GlobeNewswire) 2026/11/10

AMD (Ticker: AMD) says EPYC 9996 servers ship now, with Meta (Ticker: META) as the lead customer validating platforms, and Azure and Oracle Cloud instances to follow.

 

Release | Completed | TSMC board resolutions 6-K and October revenue report 2026/11/10

TSMC (Ticker: TSM) also cleared up to $500M each into Anthropic and OpenAI plus a $500M investment vehicle, and reported October revenue up 59.7% the same day.

 

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Release | Completed | Netlist release (SEC 8-K) 2026/11/10

Netlist trades over the counter so no U.S. ticker is tagged. All $44.9M of license fees came from its Samsung agreement, and Micron (Ticker: MU) fees start booking this quarter.

 

Contract | Completed | Rackspace release (GlobeNewswire) 2026/11/10

Rackspace (Ticker: RXT) will build a liquid-cooled facility of Nvidia (Ticker: NVDA) GB300 NVL72 systems. The value is undisclosed and the release says no GPU financing commitment had been obtained.

 

Funding | Completed | Calibrant Energy release (PR Newswire) 2026/11/10

Calibrant Energy is not listed in the U.S. The Investec-arranged facility funds projects across several U.S. power markets, including a 120 MWh battery serving a hyperscale data center customer in PJM.

 

Release | Completed | SoftBank Group consolidated financial report 2026/11/10

SoftBank is listed in Tokyo with no U.S. ticker. The loss covers prepayments for U.S. AI data center power equipment, of which 457.0B yen is nonrefundable, on cumulative payments of 1.5 trillion yen.

 

 

Counted deal value is $895M this issue against $50.37B excluded. Both excluded items are capital budgets companies approved for themselves: TSMC's $40.9267B long-term capacity budget and CoreWeave's $9.441B of property and equipment purchases in the third quarter, neither with a counterparty. The one to remember is TSMC clearing up to $500M each into Anthropic and OpenAI, a foundry putting its balance sheet behind customers rather than only selling capacity, though it is excluded on both sides because the figures are ceilings and the Anthropic purchase waits for an IPO price. On timing, the Rackspace facility is planned for 2027 and GPU financing was still not secured as of the release.

 

How to use this next time: when a very large number appears, ask first whether it has a counterparty. A capital budget is approved by a company for itself, so it can be revised, delayed or cut. Money paid to a counterparty has already left the balance sheet. None of today's $50.37B is that kind of money and all of the $895M is. Separating the two shows you that real cash movement in this industry is far smaller than the headline figures.

 

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Disclaimer: This article was prepared by the MEXC US equities spot team (MEXC RealStocks) for market information and educational reference only. It is not investment advice and contains no buy or sell opinion. All stocks and companies mentioned are publicly discussed names and do not represent a recommendation or view of MEXC. Investing involves risk, so please exercise your own judgement.