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…
IREN Limited (NASDAQ:IREN) stock is down 4% to $33.18 as the market’s enthusiasm surrounding an apparently unconfirmed report naming Anthropic as a customer fades. That report gave IREN a customer name with…
CoreWeave's $104 billion backlog and a Street-high price target suggest massive upside, yet the stock keeps sliding as losses widen and debt piles up. One analyst sees a tripling ahead while others…
Shares of IREN Limited (NASDAQ:IREN) are up 4% to $36.70 in morning trading after a report linked the artificial intelligence (AI) cloud provider to Anthropic. That report, which neither company has confirmed,…
Applied Digital has shed more than half its value from its peak, yet analysts keep piling on buy ratings with targets that sit above where the stock was trading at its best.…
A batch of outage claims is hitting the companies that rent data center capacity to artificial intelligence customers, and the names with the most to prove are taking the worst of it.…
Rising borrowing costs hit data center companies hardest. Those still raising money to build capacity for artificial intelligence (AI) customers include three stocks falling much harder than their sector fund. Shares of…
A first international power deal is failing to steady Applied Digital (NASDAQ:APLD) stock ahead of the company’s quarterly report, as AI data center developers sell off as a group. Applied Digital stock…
A fresh capacity mark at Applied Digital (NASDAQ:APLD) is clashing with a pullback across AI data center operators, and the selling pressure is winning out. Applied Digital stock is at $24.31 in…
A broad rebound is running through the digital power stocks. That rebound turned former crypto mining sites into artificial intelligence data centers, and TeraWulf (NASDAQ:WULF) is leading the charge. Shares of TeraWulf…
A capacity milestone at Applied Digital (NASDAQ:APLD) is lifting the artificial intelligence (AI) data center group, and the buying reaches beyond the company that made the announcement. Applied Digital shares are surging…
Cipher Digital (NASDAQ:CIFR) stock slipped 3% on Wednesday despite a 20-year extension of its Barber Lake lease that lifts total contracted revenue at the Texas data-center campus above $9 billion. TeraWulf (NASDAQ:WULF)…
