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NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.
A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.
The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.
In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is...
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 beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]
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 August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]
MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.
The aggregate position rose by 8.1 million shares since March, with 5.2 million now attributed to Citadel Advisors entities. The filing does not identify Situational Awareness as the seller.
Building faster chips turned out to be the easy part of the AI buildout. The real bottleneck has sent investors hunting for a winner in a completely different industry, and one company already controls the market for the solution Morgan Stanley says matters most.
IonQ's revenue has quintupled in six quarters, yet AMD still generates 160 times more — a gap that's narrowing fast.
Advanced Micro Devices (NasdaqGS:AMD) has entered a major partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity in the U.S. The collaboration is focused on supporting large scale AI deployments and expanding AMD's AI infrastructure footprint. The agreement marks a new phase in AMD's efforts to serve major AI customers beyond chip launches and prior alliances. Advanced Micro Devices is drawing fresh attention after announcing a large AI infrastructure...
One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.
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. Recent analyst work links this change to sharply different views on how much the AMD backed AI and high performance compute contracts, and the growing power pipeline, are already reflected in the current Core Scientific share price, as well as to execution risk on future leases. As you read on, you will see how these shifting assumptions are shaping the evolving analyst...
The broker sees stronger leases and cheaper valuations supporting a recovery, with 2,837 MW of capacity announced this year and $22.1 billion raised since the first quarter.
AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.
AMD just locked up to 2.5 gigawatts of U.S. data center capacity through Core Scientific, a deal that could reshape its AI growth story.
While AMD has been caught in the recent sell-off, Wedbush believes its latest Core Scientific deal could be a major long-term catalyst for the chip giant.
The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.
Humana upgraded, Las Vegas Sands downgraded: Wall Street's top analyst calls
According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.
Nine months ago, Core Scientific shareholders turned down real money. They rejected a $9 billion buyout offer from CoreWeave, according to CNBC. Shareholders bet the company was worth more standing alone. On Tuesday, that bet started to look prescient. AMD agreed to lease more than 500 megawatts of ...
AMD secured substantial data-center capacity, but the agreement failed to insulate its shares from the global semiconductor selloff.
Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Semiconductors are caught in a selloff UBS thinks is overblown. The bank argues that fears over "circular financing" in AI infrastructure deals misread who's actually cashing in on the buildout, and it's the chip supply chain, not the hyperscalers, footing the bill. The commentary follows...
Scott Melker breaks down the growing divide on Wall Street over the CLARITY Act, as BlackRock (BLK), Fidelity (FIS), Goldman Sachs (GS), and SoFi (SOFI) publicly back the crypto market structure bill just one week before Congress heads into recess. Melker also discusses Morgan Stanley (MS) offering new ethereum (ETH-USD), Solana (SOL-USD) ETFs aunds, and what the latest developments mean for investors. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
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 gigawatts. The commercial link is a deployment bottleneck. AI accelerators cannot generate revenue without energized land, cooling, networking, and […]
Needham expects Core Scientific’s AI colocation contracts to drive sharp revenue and EBITDA growth as the former bitcoin miner builds toward 1.1 GW of leased capacity.
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