Data center landlords are printing record bookings and raising guidance at historic levels, but one macro variable sits quietly in the background with the power to erase every gain regardless of how…
Marc Guberti 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…
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…
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…
GRID holders have done well riding the electrical equipment buildout, but a structural shift in who actually drives power demand is quietly splitting the electrification trade into two very different opportunities.
Former Bitcoin miners pivoting to AI data centers have shed a third of their value in just weeks, and the question hanging over investors now is whether this selloff is a buying…
Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest institutional players are quietly making their move.
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…
Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed…
David Moadel 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…
The Vanguard Real Estate ETF (NYSEARCA:VNQ) is the default way most investors get real estate exposure, and for good reason. It holds 159 real estate positions across $38.2 billion in assets, charges…
