AI infrastructure names are extending their rebound from a steep selloff. Gains are spread across former Bitcoin miners that now build data centers for AI and high-performance computing (HPC) tenants. TeraWulf (NASDAQ:WULF)…
A neocloud panic wiped out a third of IREN's value in months, yet every analyst covering the stock refuses to issue a sell rating. The reason comes down to a set of…
Applied Digital just posted the strongest quarter in its history, yet the stock cratered more than 30% immediately after. One analyst still sees nearly 400% upside from here, and the reasons behind…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk delivered a blunt warning to the companies that rent out AI computing power, and the selling it triggered is concentrated in a narrow…
Elon Musk just predicted mass death for GPU rental companies, and CoreWeave's cratering stock price and distressed bond market suggest lenders may already agree with him.
Short sellers piled into AI data center stocks and walked away with billions in October gains, but a $76 billion funding gap and bond yields near 15% suggest the pain for these…
CoreWeave (NASDAQ:CRWV) sold bonds due in 2032 at a 9.625% yield. Last week a widely shared chart showed those bonds yielding about 15%, and Reuters reported that the company’s credit default swaps…
Power scarcity has become the defining trade in artificial intelligence (AI) infrastructure stocks, and a pointed message from one data-center developer’s chief executive just gave the whole group a fresh push. TeraWulf…
A planned artificial intelligence (AI) campus in Spain from IREN Limited (NASDAQ:IREN) is lifting former Bitcoin miners that now supply power and computing for that expansion. IREN stock is at $27.78, up…
IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply…
A renewed debate over whether specialized AI cloud providers can pay for their buildouts is creating volatility in IREN Limited (NASDAQ:IREN) stock, even after a direct reassurance from its co-CEO. In morning…
AI infrastructure stocks are bouncing back as last week’s selloff in the group starts to unwind. TeraWulf (NASDAQ:WULF) stock is at $12.42, up 6% in morning trading, moving in step with the…
Debt worries are back at the center of the AI cloud trade, and the most leveraged name in the group is taking the hardest hit. CoreWeave (NASDAQ:CRWV) stock is off 6%, recently…
A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won’t survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock…
Cipher Digital (NASDAQ:CIFR) shares are trading at $10.72, down 5%, after the artificial intelligence (AI) data center developer priced a large zero-interest convertible note sale. This decline extends a steep slide after…
