CORZZ Core Scientific, Inc./tx

NEUTRAL Impact: 4/10 8-K
Horizon months Filed Apr 27, 2026 Processed 1mo ago SEC 0001628280-26-027645
8-K context-dependent: Items 7.01
Latest settled — T+20d
CORZZ ▲ 0.00% at T+20d
NEUTRAL call ✗ call lost 0.00% · α vs SPY -5.47% · entry $15.34 → $15.34
Next anchor: T+60d in 5w
Last close $15.34 (close Jun 12) · +0.00% from $15.34 entry
Entry anchored
Apr 27, 11:07 AM ET
via Databento tick
T+1d
+28.59%
call +28.59% · α +28.60%
$19.73
settled 7w ago
T+5d
0.00%
call 0.00% · α -1.69%
$15.34
settled 6w ago
T+20d
0.00%
call 0.00% · α -5.47%
$15.34
settled 20d ago
T+60d
call — · α —
in 5w

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Executive Summary

Core Scientific announced a multi-tiered strategy to expand its Pecos, Texas campus to approximately 1.5 GW of gross power (1.0 GW leasable) for AI infrastructure. The press release details land acquisition, additional power contracts, and construction milestones but provides no financial guidance or material quantitative updates.

Actionable Insight

Monitor for future lease announcements, funding updates, or construction milestones that could provide near-term revenue visibility. The expansion supports long-term AI infrastructure demand but lacks concrete near-term revenue or earnings impact.

Key Facts

  • Expansion to ~1.5 GW gross power / ~1.0 GW leasable at Pecos campus
  • Secured incremental 300 MW of gross power under contract with utility provider
  • Secured more than 200 acres of land for expansion
  • First data hall interior foundational footings set; initial capacity expected in early 2027
  • Developing a scalable behind-the-meter solution not included in previously announced leasable pipeline

Financial Impact

No financial figures provided in the filing; capital expenditure and expected revenue impact not disclosed.

Risk Factors

  • Construction delays or cost overruns
  • Power availability or regulatory hurdles in Texas
  • Failure to secure tenants for leasable capacity

Market Snapshot

Exchange
Nasdaq
Sector
Finance Services

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-027645
Exhibit: exhibit991-pecosexpansio.htm0001628280-26-027645
Document: 0001628280-26-027645-index-headers.html0001628280-26-027645
Document: 0001628280-26-027645-index.html0001628280-26-027645
Document: 0001628280-26-027645.txt0001628280-26-027645
3 reports for CORZZ
Performance horizon

Track record builds as more directional reports settle.

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Type Now
May 28, 2026
17d ago
3
NEUTRAL ★ 1/10
$15.34 $15.34· 0.00%▲ +2.52%$15.34 (+0.00%)
May 6, 2026
5w ago
8-K
BULLISH ★ 7/10
$15.34 $15.34· 0.00%▼ −1.13%$15.34 (+0.00%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$15.34 $15.34· 0.00%▼ −1.69%$15.34 (+0.00%)
Showing 3 of 3

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