Notícias

Crain's purchase is a bullish signal for shareholders, with the executive now owning approximately $1.3 million worth of Core Scientific stock.

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 —…

Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

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.

Billionaire Dan Loeb’s hedge fund invests in Bitcoin miners turning to AI.

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.

Despite the company's rapid pace of deal-making, its stock has faltered, creating a disconnect that merits examination.

Core Scientific stock has delivered a solid 22.7% return over the past year, yet on broad valuation checks it still screens as expensive rather than a clear bargain. For investors trying to price the story around Bitcoin infrastructure and high density compute, the current share price does not line up neatly with the low value score. Over the past 12 months Core Scientific has returned 22.7%, which puts extra focus on whether recent gains already reflect much of the good news in the...

With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock’s recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year, Core Scientific’s share price return has been mixed. The stock is down 16% over the last month and 37% over the last quarter, yet still up 8.94% year to date, while the 1 year total shareholder return of 22.68% points to earlier, stronger momentum that has...

IREN Limited (NASDAQ:IREN) stock is down 6% to $39.85 midday Wednesday, as traders trim exposure ahead of a busy earnings sequence for the AI hosting group. Meanwhile, Core Scientific (NASDAQ:CORZ) stock is down 4% to $17.40 in sympathy, marking a coordinated de-risk in two Bitcoin miners turned AI hosts. The Global X Data Center & […]

On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash. It is adding about 440 megawatts of grid-connected power capacity in Oklahoma as part of its push to expand its Muskogee campus to 1.5 gigawatts of gross power. Why This Matters Core Scientific keeps buying […]

Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.

Tom Lee ranked 17 crypto stocks. Bitcoin miners barely track bitcoin, so check what your stock actually follows.

The sales multiple every screen shows is measured against a bitcoin business the company is decommissioning, while the data center rent it is actually being valued for has only just begun.

Activists also report to the SEC on MBX Biosciences, Core Scientific, Gran Tierra Energy, and Shoulder Innovations.

The acquisition secures 440 MW already in service as Core Scientific pursues another gigawatt-scale AI data center campus using interconnected and behind-the-meter power.

Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead and a short seller circling, the real question is whether this milestone marks a turning point or just the beginning of the risk.

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.

The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is...

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker’s ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.

The aggregate position rose by 8.1 million shares since March, with 5.2 million now attributed to Citadel Advisors entities. The filing does not identify Situational Awareness as the seller.

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.

IonQ's revenue has quintupled in six quarters, yet AMD still generates 160 times more — a gap that's narrowing fast.