Jones Trading started coverage of Applied Digital (NASDAQ:APLD) with a Buy rating, yet the data center operator is slipping in early trading. Applied Digital stock is down 6% to $24.70. That reaction…
The AI infrastructure trade is moving higher as investors focus on long-term power access and contracted revenue, with Cipher Digital leading a group that includes TeraWulf and Applied Digital. The latest move…
The buying in artificial intelligence (AI) buildout names on Friday afternoon has a picky shape. Wolfspeed (NYSE:WOLF | WOLF Price Prediction) is running hard while the group it usually trades with barely…
Shares of Applied Digital (NASDAQ:APLD) and TeraWulf (NASDAQ:WULF) are rebounding Thursday morning as the oversold AI capacity trade catches a bid, with the sector fund and the broad tape also higher. Applied…
The neocloud trade split three ways Thursday morning after Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) notified customers of higher on-demand rental rates for a range of AI graphics processing unit (GPU)…
TeraWulf (NASDAQ:WULF) shares are running higher on Wednesday as buying returns to a narrow group of Bitcoin miners that have pivoted their platforms toward artificial intelligence hosting. The stock is up 7%…
Shares of Cipher Mining (NASDAQ:CIFR) are up 9% to $16.42 in early Wednesday trading after the Electric Reliability Council of Texas (ERCOT) disclosed conditional grid capacity covering 3.2 gigawatts across Cipher’s Texas…
Applied Digital’s slide Tuesday afternoon matters most for what it does to the year. Applied Digital (NASDAQ:APLD) stock is down 4% to $23.72, pushing the year-to-date figure to a decline of 3%.…
TeraWulf (NASDAQ:WULF) stock is declining 5% to $14.71 in Tuesday morning trading, extending a slide that has taken the shares down 15% over the past month. Even after the drawdown, TeraWulf stock…
Texas just handed IREN a rare grid milestone that its CEO calls the scarcest input in the entire AI buildout, and the stock moved fast. Here is what the Sweetwater approval actually…
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…
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.
