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Applied Digital APLD has a substantial foundation for long-term growth from its $36 billion contracted revenue base, provided it can convert contracted capacity into operating assets and recurring revenues. As of Aug. 31, 2026, APLD had ap…
Core Scientific (NasdaqGS:CORZ) appointed Jay Elms as Chief Commercial Officer, expanding its senior leadership bench. Elms joins the bitcoin miner with a background in sales and commercial leadership at large data center and technology op…
Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constr…
Image from Pixabay If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount:…
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled…
This article first appeared on GuruFocus. Nebius (NASDAQ:NBIS) shares rose 2.08% intraday and CoreWeave (NASDAQ:CRWV) rose 3.21%, after Rothschild & Co. Redburn initiated both neoclouds with Sell ratings, arguing that credit markets are pr…
Image from Pixabay The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than d…
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by…
IREN Limited IREN is accelerating its shift from Bitcoin mining to AI infrastructure, with roughly 5 GW of contracted or secured power capacity across the United States, Canada, Spain and Australia as of June 30, 2026. Its announced pipeli…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical ele…
Quick Read TeraWulf surges 7% to $15.45 alongside Core Scientific's 7% jump, but no news, contract, or analyst action explains either move. The gains appear to be driven entirely by sentiment. DTCR's 2% gain versus the miners' 7% surge exp…
Quick Read CIFR jumped 9% and CORZ rose 4% after ERCOT's Batch Zero process granted Cipher a conditional 3.2 GW Texas base load classification. SPY added just 0.2% and sector ETF DTCR gained 1%, isolating CIFR's 9% surge as a grid-access s…
[Financial market chart showing downward trends with red candlesticks and graphs on a dark background. Concept of stock market crisis. 3D Rendering] peshkov _Updates at 3:12 PM ET with the procedural vote failing in the Senate; updates sto…
Quick Read Applied Digital turned negative for the year after a 24% monthly slide, while peers Core Scientific and Cipher Mining each fell between 4% and 5% on Tuesday despite staying positive year to date. The sector ETF DTCR fell just 0.…
Quick Read WULF falls 5% and APLD slides 3% with no company-specific news, extending a month-long cohort repricing that has cut APLD 24% and WULF 15%. DTCR dips just 0.2% versus SPY's 0.6% loss, pinpointing today's pain inside the AI hosti…
Photo by ArtsyBee on Pixabay Applied Digital (APLD) trades near $26, about 47% below its high of the past twelve months, after returning -36.3% over three months. Over twelve months, though, it is still up 55.6%. Nothing in the operation b…
Applied Digital APLD is well-positioned to turn its power-advantaged sites into a meaningful edge in the AI data center market. The company focuses on locations with abundant, cost-competitive power, land and fiber, while North Dakota prov…
Eric Stanton Weiss, a Director at Core Scientific (NASDAQ:CORZ), purchased 7,000 shares of common stock on Aug. 18, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $134,330 Shares purchased…
Advanced Micro Devices: Tracking Recent Historical Paths in Quarterly Revenue Growth Advanced Micro Devices (NASDAQ:AMD) primarily earns its ongoing corporate revenue by developing high-performance computing processors, specialized graphic…
Quick Read IREN collapsed 60% from its 52-week high after a $684 million quarterly loss, yet Bernstein's Chhugani holds a Street-high $100 price target. Anchor contracts with Microsoft and NVIDIA, totaling over $13 billion in value, positi…
Investing.com -- Gold mining and crypto-linked equities skidded Friday as a blowout U.S. jobs report dampened expectations for monetary easing, lifting implied odds of a Fed rate hike next week to 60% from 52%. The Labor Department reporte…
Elizabeth Crain, a Director at Core Scientific (NASDAQ:CORZ), executed a direct purchase of 6,000 shares of common stock on Aug. 20, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Transaction value $109,980 Shares…
Todd M. Duchene, Chief Legal and Administrative Officer at Core Scientific, Inc. (NASDAQ:CORZ), sold 10,000 shares of common stock on Aug. 31, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction valu…
Applied Digital APLD is rapidly expanding its AI data center platform, but its growing reliance on a small group of hyperscalers raises concerns about future revenue concentration. APLD ended fiscal 2026 with approximately $36 billion of c…
Quick Read IREN's $684 million GAAP loss was mostly non-cash write-downs as AI Cloud revenue doubled sequentially, with Bernstein's $100 target implying 182% upside. Applied Digital (APLD) and Core Scientific (CORZ) also trade far below St…
Daniel Seth Loeb is a billionaire investor who is the founder and chief executive of Third Point, a New York-based hedge fund. The firm's 13F filing with the U.S. Securities and Exchange Commission (SEC) revealed that it has invested in fo…
Quick Read IREN's $639M impairment on obsolete mining hardware sent shares down 12%, dragging Applied Digital down 7% despite $36B in contracted lease value. CORZ fell 7% in sympathy selling while DTCR dropped only 1%, exposing how the sel…
Core Scientific stock has delivered a solid 22.7% return over the past year, yet on broad valuation checks it still screens as expensive rather than a clear bargain. For investors trying to price the story around Bitcoin infrastructure and…
With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock's recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year…
Quick Read IREN fell 5% and Core Scientific dropped 4% as traders de-risked ahead of a consensus-expected 49-cent per share loss Thursday. NVIDIA's last five earnings beats still averaged a 2% same-day stock decline, creating a harder read…
On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash. It is adding about 440 megawatts of grid-connected power capacity in Oklahoma as part of its push to expand i…
A close-up shot of a Broadcom chip by g0d4ather via Adobe Stock Broadcom (AVGO) is a global technology leader headquartered in Palo Alto, California, that designs, develops, and supplies a broad portfolio of semiconductor and infrastructur…
Tom Lee ranked 17 large-cap crypto stocks by how closely they track Bitcoin and Ethereum. The oddest result sits at the bottom. Bitcoin miners barely move with BTC price at all. Core Scientific tracked the asset at 16%. MicroStrategy track…
Quick Read WGMI surged 97% while bitcoin dropped 46%, as CORZ and RIOT pivoted from mining to signing multi-billion-dollar AI infrastructure leases. Investors wanting direct bitcoin exposure should use IBIT, not WGMI, which now behaves as…
Activists also report to the SEC on MBX Biosciences, Core Scientific, Gran Tierra Energy, and Shoulder Innovations. Continue Reading
Dan Loeb's Third Point took a new stake in Space Exploration Technologies (SPCX [https://seekingalpha.com/symbol/SPCX]) and State Street SPDR S&P 500 ETF Trust (SPY [https://seekingalpha.com/symbol/SPY]), while exiting Nvidia (NVDA [https:…