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APLD's Hyperscaler Concentration Grows: Are Revenues at Risk?
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…
Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them?
Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker's ecosystem access to more than 500 megawatts of U.S. data-center capacity beg…
IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?
Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of Au…
Bitcoin (CRYPTO: $BTC) is pacing for a roughly 5% gain in July, although the largest cryptocurrency remains largely stuck trading in a range of $60,000 U.S. to $65,000 U.S. On the afternoon of July 31, Bitcoin was trading at $62,850 U.S, a…
Core Scientific (CORZ) Stock Gets Fair Value Bump As AMD Deal Views Split Analysts
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Core Scientific sits in the spotlight after a modest uplift in its Fair Value estimate from US$33.36 to US$35.86 per share.…
Why AMD (AMD) and Core Scientific (CORZ) Are Pairing AI Chips With Up to 2.5 Gigawatts
Advanced Micro Devices, Inc. (NASDAQ:AMD) and Core Scientific, Inc. (NASDAQ:CORZ) announced an infrastructure partnership on July 28 that starts with more than 500 megawatts of U.S. data center capacity in 2027 and can expand to 2.5 gigawa…
Core Scientific (CORZ) Stock Looks Above Fair Value After A Big AI Deal
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Core Scientific stock has delivered a strong 57.3% return over the past year, yet the current valua…
This article first appeared on GuruFocus. GAAP Colocation Revenue: $137 million for the second quarter. Billable Megawatts: 437 megawatts as of mid-July, nearly 200 megawatts more than the end of the first quarter. Cash SG&A Expenses: Appr…
Core Scientific (CORZ) Is Down 7.4% After Massive Q2 Loss And AMD AI Deal - Has The Bull Case Changed?
In the second quarter of 2026, Core Scientific reported revenue of US$164.2 million versus US$78.63 million a year earlier, alongside a net loss of US$1.16 billion and a basic loss per share from continuing operations of US$3.32. On the sa…
Core Scientific Stock Drops. Big Earnings Miss Overshadows AMD Deal.
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue. Continue Reading
Core Scientific Stock Drops as Big Earnings Miss Overshadows AMD Deal
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue. Continue Reading
Core Scientific Partners With Chipmaker AMD On A.I. Data Centre
Core Scientific Partners With Chipmaker AMD On A.I. Data Centre Core Scientific (NASDAQ: $CORZ) is partnering with chipmaker Advanced Micro Devices (NASDAQ: $AMD) on a new artificial intelligence (A.I.) data centre. The deal involves AMD t…
IREN Soars 17%; Applied Digital, TeraWulf, Core Scientific Surge in a Data Center Rebound
Quick Read IREN spiked 16% and APLD jumped 9% in a technical rebound after both shed over 40% of their value in the past month; meanwhile, WULF added 7% in risk-on Monday morning trading action. Applied Digital CEO Wes Cummins noted CoreWe…
Core Scientific (CORZ) Continues To Benefit From Energy Consumption Trends Across Data Centers
Core Scientific Inc. (NASDAQ:CORZ) is one of the 10 oversold NASDAQ stocks to invest in right now. On June 25, BTIG increased the target price on Core Scientific Inc. (NYSE:CORZ) from $33 to $38, yielding an adjusted upside potential of ov…
Is Core Scientific (CORZ) Already Priced For Perfection After Its 88% Run?
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Core Scientific stock has delivered an 87.8% return over the past year, yet its valuation checks le…
Core Scientific (CORZ) Recent Rally Puts Its AI Data Center Valuation Narrative To The Test
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Core Scientific stock move puts recent performance in context Core…
Core Scientific’s (CORZ) Data Center Pivot Could See The Stock Gain 50% From Here On
Core Scientific, Inc. (NASDAQ:CORZ) is one of the 10 Bitcoin Miners That Are Now Data Center Companies. Based on the research report released on June 24, BTIG analyst Gregory Lewis raised the firm's price target on Core Scientific, Inc. (N…
BTIG Raises its Price Target on Core Scientific, Inc. (CORZ)
Core Scientific, Inc. (NASDAQ:CORZ) is among the Best AI Power Grid Stocks. On June 25, BTIG raised its price target on Core Scientific, Inc. (NASDAQ:CORZ) to $38 from $33. The firm maintained a Buy rating on the shares. BTIG said accelera…
Leopold Aschenbrenner’s Situational Awareness Top AI Pick-And-Shovel Stock Pick in 2026
We just covered Leopold Aschenbrenner's Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Core Scientific, Inc. (NASDAQ:CORZ) ranks #2 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awarene…
Core Scientific Board Shift And Texas AI Build Reframe Growth Story
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Core Scientific (NasdaqGS:CORZ) has appointed Steve Smith, CEO of Zayo Group, to its board of dir…
Core Scientific, Inc. (NASDAQ:CORZ) is one of the Best Up and Coming AI Stocks to Buy Now. Recently, on June 3, Bernstein raised its price target on the stock from $24 to $32 and maintained an Outperform rating on the shares. Earlier on Ma…
Core Scientific (CORZ) Strengthens Board With Zayo CEO Appointment
Core Scientific Inc (NASDAQ:CORZ) is one of the best data center stocks to invest in according to billionaires. Core Scientific shares are up around 34% over the past month, have gained more than 77% year-to-date, and have soared 126% over…
Wall Street Is Moving On From Valuing Core Scientific (CORZ) As A Bitcoin Miner Only, Here’s Why You Should Too
Core Scientific, Inc. (NASDAQ:CORZ) is one of the 12 Best Mid-Cap AI Stocks to Buy According to Analysts. Bernstein analyst Gautam Chhugani increased the firm's price target on Core Scientific, Inc. (NASDAQ:CORZ) from $24 to $32 and reaffi…
B. Riley Raises PT on Core Scientific (CORZ), Here’s What You Need to Know
Core Scientific, Inc. (NASDAQ:CORZ) is one of the AI Bubble Stocks to Short Now According to Reddit. Recently, on May 27, B. Riley analyst Nick Giles raised the firm’s price target on Core Scientific, Inc. (NASDAQ:CORZ) to $33 from $30 and…
Assessing Core Scientific (CORZ) Valuation After Recent Share Price Pullback And CoreWeave Contract News
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Core Scientific stock performance snapshot Core Scientific (CORZ) has drawn attention after recent trading, with the st…
Is Core Scientific, Inc. (CORZ) A Good Stock To Buy Now?
Is CORZ a good stock to buy? We came across a bullish thesis on Core Scientific, Inc. on Elliot’s Musings’s Substack by Elliot. In this article, we will summarize the bulls’ thesis on CORZ. Core Scientific, Inc.'s share was trading at $26.…
IREN Announces Australia Data Center Plans, Analyst Shifts Bitcoin Miner Targets
IREN expands its data center and AI operations to Australia with a new deal. Bernstein shifts targets on three bitcoin miners. Bitcoin price slides. Continue Reading
Core Scientific (CORZ): A Shovel-Ready Leader in the AI Tech Landscape
Jackson Peak Capital, an investment management firm, released its first-quarter 2026 investor letter. Jackson Peak Capital employs a concentrated long/short equity approach to deliver strong absolute returns across various market condition…
BTIG Raises Price Target on Core Scientific (CORZ) Following Power Capacity Expansion
Core Scientific Inc. (NASDAQ:CORZ) ranks among the best short squeeze stocks to invest in. In response to Core Scientific Inc. (NASDAQ:CORZ)’s announcement of about 1.2 gigawatts of approved power capacity for the current year, BTIG increa…
Core Scientific, Inc. (CORZ): Leopold Aschenbrenner Trims Holding
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Core Scientific, Inc. (NASDAQ:CORZ) ranks 13th on this list. Core Scientific, Inc. (NASDAQ:CORZ) has consistently feature…
Is Core Scientific (CORZ) Using Veteran Data Center Talent To Redefine Its AI Infrastructure Strategy?
Core Scientific, Inc. recently appointed Steve Smith, the 70-year-old CEO of Zayo Group and former Equinix CEO and President, to its Board of Directors and Nominating and Corporate Governance Committee, adding more than 35 years of data ce…
Core Scientific Targets AI Data Center Deals as Build Costs Climb
Key Points Interested in Core Scientific, Inc.? Here are five stocks we like better. Core Scientific is expanding five new data center sites and has raised capital to pre-fund equity needs, secure contractors, and lock in long-lead equipme…
Jefferies Sees Core Scientific (CORZ) Well Positioned for AI Infrastructure Demand Growth
Core Scientific, Inc. (NASDAQ:CORZ) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio.Jefferies Sees Core Scientific (CORZ) Well Positioned for AI Infrastructure Demand Growth Jefferies raised its price target on Core Scien…
Core Scientific (CORZ) Announces Strategy to Expand Muskogee Campus to 1.5 GW of Gross Power
Core Scientific Inc. (NASDAQ:CORZ) is one of the best low priced growth stocks to invest in now. On May 6, Core Scientific announced a multi-tiered strategy to expand its Muskogee, Oklahoma campus to approximately 1.5 GW of gross power, wh…
Core Scientific Refocuses On AI Data Centers With US$3.3b Backing
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Core Scientific (NasdaqGS:CORZ) is shifting its focus from Bitcoin…
Core Scientific (CORZ) Recovers As Investors Digest Earnings Report
Core Scientific, Inc. (NASDAQ:CORZ) is one of the 7 Best Data Center GPU-as-a-Service Stocks To Buy. Core Scientific, Inc. (NASDAQ:CORZ) released its Q1 2026 earnings report on May 8. It reported revenue of $115.2 million, up from $79.5 mi…