SOVEREIGN RESEARCH / DELIVERED COMPUTE

Evidence Layer

Judgment → Evidence → Original Source

All sources Primary Secondary

PRIMARY2026-10-09 21:45:59 UTC

Energy Department Supports FERC’s Call for PJM to Protect Ratepayers and Build More Reliable Power

DOE Energy News · OFFICIAL ANNOUNCEMENT · VERIFIED

Original source

PRIMARY2026-10-07 14:00:00 UTC

Mixed outlook for energy expenditures this winter

EIA Today in Energy · OFFICIAL STATISTICS · VERIFIED

Original source

PRIMARY2026-10-06 17:00:00 UTC

EIA expects a mixed picture for winter fuel costs this year

EIA Press Releases · OFFICIAL STATISTICS · VERIFIED

Original source

PRIMARY2026-07-29

Microsoft — FY2026 Q4 ended 2026-06-30

Microsoft · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-01-14

PJM — 2026 long-term load forecast

PJM · OFFICIAL RECORD · VERIFIED

Original source

PRIMARY2026-07-14

PJM — 2028/2029 capacity auction

PJM · OFFICIAL RECORD · VERIFIED

Original source

PRIMARY2026-08-07

Vistra — Q2 2026

Vistra · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-16

Federal Reserve — September FOMC decision

Federal Reserve · OFFICIAL RECORD · VERIFIED

Original source

PRIMARY2026-09-02

Broadcom — Q3 FY2026 ended 2026-08-02

Broadcom · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-30

Micron / SEC — FY2026 ended 2026-09-03

Micron / SEC · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-30

Micron — FQ4 2026 investor presentation

Micron · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-07-16

TSMC — Latest reported Q2 2026 earnings call

TSMC · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-30

CoreWeave — Rubin limited availability

CoreWeave · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-11

Oracle / SEC — Quarter ended 2026-08-31

Oracle / SEC · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-07-29

Vertiv — Q2 2026

Vertiv · ORIGINAL DISCLOSURE · VERIFIED

Original source

SECONDARY2026-09-24

Reuters follow-up: project timing and financing concerns

Reuters via MarketScreener · REPORTED NEWS · VERIFIED

Original source

SECONDARY2026-09-24

Reuters: Jupiter notice and counterparty statements

Reuters via MarketScreener · REPORTED NEWS · VERIFIED

Original source

PRIMARY2026-09-30

Oracle/STACK Jupiter flood statement

Oracle · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-21

Vertiv — CDU qualification

Vertiv · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-10-02

Texas Secretary of State / PUCT — Adopted 16 TAC 25.194

Texas Secretary of State / PUCT · OFFICIAL RECORD · VERIFIED

Original source

PRIMARY2026-09-21

Texas Governor — Directive to TCEQ

Texas Governor · OFFICIAL RECORD · VERIFIED

Original source

PRIMARY2026-09-25

PJM — Large Load registry and IRAS supporting materials

PJM · OFFICIAL RECORD · VERIFIED

Original source

PRIMARY2026-09-30

Constellation Energy — Calvert Cliffs 20-year agreement

Constellation Energy · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-08-04

Arista Networks — Q2 2026

Arista Networks · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-08-26

NVIDIA — Q2 FY2027 ended 2026-07-26

NVIDIA · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-10-02

Texas Register publication of adopted 25.194

Texas Secretary of State / PUCT · ORIGINAL DISCLOSURE · VERIFIED

Original source

SECONDARY2026-09-11

Advanced Packaging and HBM: The Matched-Supply Constraint

Pavel Sovereign · PAVEL RESEARCH PUBLICATION · VERIFIED

Original source

PRIMARY2026-08-04

Arista Q2 2026 results

Arista Networks · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-11

Oracle Q1 FY2027 Form 10-Q

SEC filing / issuer · ORIGINAL DISCLOSURE · VERIFIED

Original source

PRIMARY2026-09-30

Calvert Cliffs full corporate release recovered October5

Constellation Energy · ORIGINAL DISCLOSURE · VERIFIED

Original source