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One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 6.8% in the afternoon session after Wells Fargo initiated coverage of the company with an Overweight rating and named the stock a top idea. According to TipRanks, the firm cited 1.4 gigawatts of contracted capacity and a power-advantaged footprint as key supports for the call. An Overweight rating typically means the analyst expects the shares to outperform peers over the firm’s investment horizon. For a capital-inten

The artificial intelligence infrastructure specialist is growing sales, but its stock is down more than 50% from its 52-week high.

Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.

Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving the bid.

Over the last six months, Applied Digital’s shares have sunk to $25.88, producing a disappointing 9.3% loss - a stark contrast to the S&P 500’s 12.7% gain. This may have investors wondering how to approach the situation.

Grid interconnection is emerging as the scarcest input in the AI compute buildout, and IREN Limited (NASDAQ:IREN) landed a headline Texas milestone this morning. The company said its Sweetwater Hub cleared a key early step in the state’s queue for very large power users, a permitting checkpoint the AI infrastructure trade cares about deeply. The […]

About $36 billion of 15-year contracted rent is on the books -- but almost none of it arrives until billions more in construction gets finished.

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors.

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

The recent pullback in Applied Digital stock gives investors the opportunity to buy a potential multibagger at an attractive valuation.

Economic development in Louisiana is booming and these 2 microcaps could benefit.

NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged the AI buildout has become.

Both neoclouds are at the center of a multiyear boom.

Freedom Capital initiated coverage of the stock with a ‘Buy’ rating and $132 price target, implying an upside of more than 63% from its last close.

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

Bond yields (^TYX, ^TNX, ^FVX) continue to soar on the backdrop of struggling equities (^DJI, ^IXIC, ^GSPC) and the US government's growing debt. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Barron's associate editor Al Root to talk about the global factors driving this latest bond market surge.

IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

Applied Digital Corp (NASDAQ:APLD)’s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying robust growth fueled by rapid conversion of its data center footprint into artificial intelligence and high-performance computing infrastructure. Likewise, hyperscaler leases and tenant buildout are increasingly driving near-term revenue […]

The company is becoming a leading AI data center real estate owner.

The sale turns a rapid reversal in leveraged AI infrastructure equities into a forced transfer of assets, while the fund retains private holdings including Anthropic.

Applied Digital reported fourth quarter revenue that surpassed Wall Street estimates. Management linked the result to strong demand for its AI focused data center infrastructure. The company highlighted growing usage from AI clients, including existing contracts with CoreWeave. Applied Digital, traded as NasdaqGS:APLD, has drawn fresh attention after this latest revenue beat, with investors weighing the result against a recent share price of $26.375. The stock is down 12.2% over the past...