High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.
Bernstein remains bullish on the sector, stating that miners have contracted less than a quarter of their combined 30 GW power-development pipeline.
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 over 77%. The firm upheld its Buy rating on the stock. According to the firm, […]
The power provider is seeing a massive boost because of artificial intelligence.
Core Scientific stock has delivered an 87.8% return over the past year, yet its valuation checks lean expensive, which raises the question of how much of the growth story is already reflected in the current price. Over the past 1 year, Core Scientific has returned 87.8%, which puts recent enthusiasm for the stock front and center in any valuation discussion. Analyst optimism around Core Scientific's push into high density data center capacity can support higher growth expectations. However,...
Core Scientific stock move puts recent performance in context Core Scientific (CORZ) has been drawing fresh attention after recent trading moves, prompting investors to reassess how the stock’s shorter term swings line up with its performance over the past month and past three months. See our latest analysis for Core Scientific. At a share price of $23.49, Core Scientific’s recent 1-day share price return of a 1.05% decline sits alongside a 7-day share price return of 9.61% and a year-to-date...
The company is aggressively remaking itself from a crypto miner into a digital infrastructure landlord for the AI boom, asking investors to underwrite a high-stakes strategy before the contracts are signed.
One trillion dollars. That is the scale of institutional capital that spot crypto ETFs, tokenized securities, and corporate treasuries are gradually pulling toward Bitcoin and its adjacent markets. This number also represents the kind of move that would reset Bitcoin from a speculative allocation to a portfolio staple. Now trading around $61,500 per token, Bitcoin ... Bitcoin’s Next $1 Trillion Move Could Change Crypto Forever
IREN Limited (NASDAQ:IREN) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the stock and its peers during the episode, as he remarked: How about the small operators? You hear their names all the time. These are more like hybrids between neoclouds and specialized real […]
TeraWulf signed a 20-year, $19 billion lease with Anthropic for its Kentucky data center and sold its Abernathy stake for $450 million to fund the buildout amid high short interest.
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. (NASDAQ:CORZ) from $33 to $38 while keeping a Buy rating. The revised price target offers an […]
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 accelerating data center construction and persistent demand for prompt power continue to create artificial intelligence colocation […]
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 Awareness Stake Value: $389,086,756 Core Scientific (NASDAQ:CORZ) is another former Bitcoin miner in Situational Awareness’s portfolio that is transitioning toward AI infrastructure. Core Scientific builds and […]
We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. CleanSpark (NASDAQ:CLSK) ranks #5 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $104,469,943 CleanSpark (NASDAQ:CLSK) is a Bitcoin miner that is attempting a partial pivot toward AI infrastructure and data center development. Unlike peers such as Core […]
Hut 8, TeraWulf, and Core Scientific have each gained more than 90% YTD pivoting to AI data center landlordship, but valuations and timelines vary widely.
A large volume of out-of-the-money Core Scientific put options suggests investors may be bullish after the data center's recent earnings release. These puts yield 20%+ over 6 months in a 12.5% OTM short-put play.
Keel Infrastructure aims to secure three key leases by 2026, but its valuation hinges on turning powered capacity into signed deals amid high infrastructure costs.
Core Scientific (NasdaqGS:CORZ) has appointed Steve Smith, CEO of Zayo Group, to its board of directors. The company is repurposing its Pecos, Texas site into a large AI focused data center campus. These steps represent a shift in focus from pure bitcoin mining toward broader digital infrastructure and AI compute. For investors watching Core Scientific at a share price of $27.6, these moves come after a period in which the stock has risen 6.8% over the past week, 15.0% over the past month,...
Applied Digital is successfully transitioning into a premier digital infrastructure landlord by securing massive hyperscaler commitments for its data centers.
(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto
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 May 27, B. Riley also raised the price target on Core Scientific, […]
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 the past year. Analysts continue to see upside potential in the stock. On May 26, […]
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 reaffirmed an Outperform rating on June 3. The price target revision follows an update to the firm’s valuation […]
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 kept a Buy rating on the shares. The analyst cited accelerating momentum in hyperscale […]
Core Scientific stock performance snapshot Core Scientific (CORZ) has drawn attention after recent trading, with the stock closing at US$25.85 and showing mixed short term moves, including a 7.4% daily decline and a 9.5% drop over the past week. See our latest analysis for Core Scientific. That weak 1-day and 7-day share price return sits against a much stronger backdrop, with the 90-day share price return of 67.21% and 1-year total shareholder return of 103.38% pointing to momentum that has...
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 $26.85 as of May 29th. CORZ’s trailing and forward P/E were 77.08 and 166.67 respectively according […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
