CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick…
Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story that Wall Street analysts are scrambling to price in before the next…
Rising oil prices, geopolitical tension, and a post-earnings stumble from a tech giant are rattling markets this morning, and Wall Street analysts are already reshuffling their ratings on some of the biggest…
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…
CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that…
Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
IREN stock has shed 41% in a single month alongside every major miner-turned-AI-infrastructure name, but a $3.4 billion NVIDIA contract and zero idle GPUs tell a very different story than the price…
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55,…
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100…
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year…
Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is…
At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued. With shares up 337.56% over the past year off a $9.02 52-week low, the question is whether anything is left to underwrite at this…
Alex Sirois Applied Digital Chairman and CEO Wes Cummins delivered a message on CNBC’s Squawk on the Street about the AI data center buildout. According to Cummins, historically only about 10% of large-scale industrial…
Thomas Richmond On the Lightning Round of Mad Money on April 29, 2026, a caller named Bob from Florida told Jim Cramer he was “knee-deep in Applied Digital right now, and they just signed…
Reid Hoffman, the LinkedIn co-founder and prolific Silicon Valley investor, is making one of the boldest calls of his career on artificial intelligence. Speaking on “Money And Wealth With John Hope Bryant”…
