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UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.
The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF) is running hard while the group it usually trades with barely moves. IREN Limited (NASDAQ:IREN) is running too, and the pair look more like two separate single-name bids than a coordinated sector trade. The Global X Data Center […]
Should you short stocks right now? That’s a good question, and it’s one with no clear answer. There’s still a bullish feeling in the air, but volatility is rising, and there’s no guarantee the bulls will keep running. In a market like this, it can be tempting to bet against stocks. Shorting a stock can be a fast track to profits, but it’s also a fast track to risk. A short seller borrows shares and sells them, hoping to buy them back later at a lower price. If the stock rises instead, the short
Bitcoin miners turned AI hosts are surging together in a session with no news driving any of them, and that gap between the cohort and the broader data center basket reveals exactly what kind of trade is actually happening here.
IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.
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.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are.
IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head in the opposite direction.
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.
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
TeraWulf’s campus was being built on the former Century Aluminum Hawesville site, which still has about 482 MW of transmission capacity since the smelter closed.
Both neoclouds are at the center of a multiyear boom.
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.
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 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.
Rosenblatt sees about 66% upside as contracted AI/HPC capacity replaces mining revenue, though it reduced forecasts for slower delivery schedules and higher project costs.
TeraWulf (WULF) delivered earnings and revenue surprises of -85.00% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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 […]
One Bitcoin miner has found a powerful new use for its energy assets, but the stock may already reflect much of the opportunity.
TeraWulf surges after securing massive 20-year Anthropic contract
TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.
IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.
Analysts say the market overreacted to New York’s data-center moratorium, adding that TeraWulf’s existing operations remain largely insulated.
Chris Brendler said New York’s permitting pause does not reach TeraWulf’s existing platform, leaving his BUY rating and $30 target unchanged.
Applied Digital and TeraWulf are helping ease the AI computing power bottleneck.
The company is looking to tap leveraged loans and high-yield bonds after securing a long-term lease with Anthropic.
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