Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running…
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…
Gorilla Technology is funding a billion-dollar AI data center buildout across Asia on a speculative-grade credit rating, and the stock just jumped 5% anyway. The tension between that balance sheet and those…
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.
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one…
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…
IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential…
Gorilla Technology stock collapsed 11% on its earnings filing Tuesday, then did something traders did not expect on Wednesday. The question now is whether the buyers piling back in actually read the…
Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
RUM Group CEO Chris Pavlovski just publicly named CoreWeave and Nebius as targets for his company's AI infrastructure arm, but the SEC filing sitting behind that bold claim reveals a financing gap…
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.
A GPU supply deal worth more than 500 times RUM Group's quarterly revenue sent shares surging, but the company admits it cannot fund the contract and a critical tranche remains conditional on…
Two Trump-adjacent media stocks are converging on the same share price from opposite directions, and the reason one is up 33% while the other is down 36% this year tells you exactly…
AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are…
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading.…
