CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that…
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 AI infrastructure trade has minted winners across the neocloud sector, but one name has been conspicuously left out. CoreWeave (NASDAQ:CRWV) has fallen 40.57% over the past year, even as Nebius Group…
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55,…
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100…
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year…
The Number Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian…
Rich Duprey The artificial intelligence buildout has created one of the largest infrastructure races in technology history. Companies across the industry are spending hundreds of billions of dollars on data centers, GPUs, networking equipment,…
IREN (NASDAQ:IREN) has transformed from a Bitcoin miner into one of the most aggressively contracted AI cloud platforms on the public market, and the stock has rerated to match. Shares closed at…
Vandita Jadeja Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the…
The AI trade is heating up just in time for summer, and as we enter the month of June, the SpaceX IPO could crank up the heat several notches as a flood…
Joey Frenette Spot Bitcoin has spent 2026 grinding lower while the companies that mine it have ripped higher. iShares Bitcoin Trust ETF (NASDAQ:IBIT), the largest spot Bitcoin ETF on the market, is down roughly…
The artificial intelligence boom has kicked off one of the largest infrastructure races since the early internet era. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) GPUs are selling faster than they can be…
Rich Duprey Our IREN (NASDAQ:IREN) call is constructive. Shares closed at $47.74 on May 19, 2026, well off the post-earnings high near $60.80 but still up 459% over the past year. Our 24/7 Wall…
Vandita Jadeja 
