Applied Digital (Nasdaq: APLD) and CoreWeave (Nasdaq: CRWV) reported earnings showing two companies attacking AI infrastructure from opposite ends. Applied Digital builds and leases massive data centers to hyperscalers. CoreWeave operates the…
Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. Analysts Eric Bleeker and Austin Smith discussed the emerging stress in the bond market, particularly as investment cycles shift from…
The AI infrastructure sector is going through a rough patch, with shares of high-flyers like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) and other “neocloud” providers tumbling amid valuation fears,…
Few sectors this year have delivered the kind of explosive gains seen in artificial intelligence (AI)-focused data center operators. IREN (NASDAQ:IREN) is a former Bitcoin miner turned renewable-powered AI cloud provider and…
Shares of CoreWeave (NASDAQ: CRWV) have mounted a sharp reversal in sentiment over the past 24 hours, swinging from deeply bearish to neutral-to-bullish territory on Reddit and X. Right now the social…
Watch the Video We were reviewing this year’s biggest winners when Lee immediately mentioned Applied Digital. I remembered when we first discussed it, a small firm that had turned away from crypto…
Watch the Video The topic came up when I told Lee that I had been hearing more investors ask about shorting stocks. He said it was one of the most misunderstood ideas…
Applied Digital (NASDAQ:APLD) just beat the pants off of Wall Street. The high-performance computing and artificial intelligence (AI) data center operator released its fiscal first-quarter 2026 earnings after markets closed yesterday, and…
Summary Among the major changes that 24/7 host Doug McIntyre has noticed since the AI boom is that companies like Meta, Microsoft, Amazon, and Oracle no longer trade based on the fundamentals…
Live Updates Live Blog Ending 6:23pm ETWe’ll be slowing down updates on this live blog as we’ve posted our notes from the conference call and there’s no further news. As of 6:20…
Eric Bleeker Live Updates Earnings History and Post-Earnings Stock Performance11:44am ET Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q4 2025 +85.9% +35.2% +41.6% +38.9% Q3 2025 +21.9% +7.4% +10.2% +8.5% Q2 2025…
Joel South Live Updates Earnings History and Post-Earnings Stock Performance11:44am ET Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q4 2025 +85.9% +35.2% +41.6% +38.9% Q3 2025 +21.9% +7.4% +10.2% +8.5% Q2 2025…
Not too long ago, Lee made a prediction regarding one particular stock that has since paid off in a big way. Doug McIntyre: Looks like you’re a winner on Applied Digital. Lee…
In a seismic move shaking up the tech world, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has agreed to pour $100 billion into OpenAI, the artificial intelligence (AI) research powerhouse behind ChatGPT, signaling…
To anyone with a pulse, the artificial intelligence (AI) sector is booming, with companies racing to capitalize on the demand for advanced computing infrastructure. One of the best opportunities, though, may be…
