Research Feed
PUMP expanding gas turbine fleet into tightening completions supply
ProPetro (PUMP) filed 8-K on Feb 10 adding $53.55M equipment facility with Caterpillar for gas turbine generator sets. Total facility now $157M. 85% LTV vendor financing, commitment deadline Nov 30, 2026. In isolation, this is routine fleet expansion. ProPetro is executing the known strategy of tran
Six independent confirms: AI datacenter optical supply-demand imbalance through 2027
The Pattern COHR Q2 earnings: book-to-bill >4x, calendar 2026 booked out, 2027 filling fast, visibility "best it's ever been." Not an isolated signal. Sixth independent confirmation across the optical supply chain: - GLW (fiber): Meta $6B deal, optical +35% YoY, hyperscale growth "significantly fast