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If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount: $36 billion of long-term lease value. What is not known is how much of it ever reaches shareholders.
Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.
Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.
Applied Digital just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade goes next.
Applied Digital (APLD) trades near $26, about 47% below its high of the past twelve months, after returning -36.3% over three months. Over twelve months, though, it is still up 55.6%. Nothing in the operation broke: it beat the quarter it reported in July 2026, and management says every project is on time and on budget. So how far can a stock like this fall.
Sale executed under pre-scheduled Rule 10b5-1 trading plan, leaving Duchene with 1.9 million shares valued at $31 million.
The Public Utilities Commission of Texas approved one of three high-voltage transmission routes to West Texas last Friday, significantly derisking expansion plans for Core Scientific, Cipher Digital, and IREN —…
A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions about who survives a prolonged rate shock.
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise.
A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.
Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.
The broker sees stronger leases and cheaper valuations supporting a recovery, with 2,837 MW of capacity announced this year and $22.1 billion raised since the first quarter.
AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Core Scientific will initially provide more than 500 megawatts of AI-ready capacity beginning in 2027.
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.
The crypto miner began the week by being slapped with an analyst's recommendation downgrade.
Core Scientific is spending about $2 billion on its data center pipeline before securing new contracts, while its last colocation lease signing came roughly 17 months ago.
Covered miners fell an average 32% from their June highs as investors stopped crediting future colocation deals. KBW sees better value among proven lease signers but is more cautious about…
Core Scientific, Inc. (Nasdaq: CORZ), a data infrastructure company involved in Bitcoin (BTC) mining and artificial intelligence (AI) operations, reported the earnings for the first quarter of the year on May 6. The company reported a loss of $347.18 million during the quarter as revenue ...
Shares of Bitcoin miner turned AI factory Core Scientific (NASDAQ: CORZ) fell 9% following the company’s earnings call, held Wednesday evening. The firm announced Q1 2026 revenue of $115.24 million…
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