Notícias

Applied Digital has recently reported ongoing progress in building large AI-focused data centers on time and on budget, backed by long-term leases totaling about US$36.00 billion across five AI Factory campuses. An important insight is the company’s use of preferred equity financing from Macquarie Asset Management to fund this expansion without relying solely on additional debt. We’ll now examine how these expanding long-term AI data center leases could influence Applied Digital’s existing...

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The company is rapidly transforming from a Bitcoin miner into a data center landlord for tech giants, but its future growth depends on navigating a complex regulatory path.

IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.

IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.

The company is building large data centers for the AI boom and has billions in contracts, but you are buying a story of future growth that carries significant execution risk.

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.

CoreWeave's revenue has grown roughly fivefold over eight quarters, while Applied Digital's trajectory remains uneven despite recent acceleration.

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 most investors seem to be ignoring.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

Applied Digital Corporation (NASDAQ:APLD) is one of the best low priced technology stocks to invest in. On July 2, Compass Point reiterated its Buy rating and $70 price target on Applied Digital Corporation (NASDAQ:APLD). The call was the firm’s reaction to Applied Digital completing an on-time expansion at its North Dakota data center campus. The […]

Lumentum's stronger execution, AI-driven growth and lower valuation give it the edge over Applied Digital for long-term upside and stability.

Applied Digital (APLD) is back in focus after announcing that Phase 1 of Building 2 at its fully leased Polaris Forge 1 campus is Ready for Service, adding 75 MW of operational AI capacity. See our latest analysis for Applied Digital. Applied Digital’s latest capacity milestone comes after a sharp 30-day share price decline of around 33%. However, the year-to-date share price return is slightly positive and the 1-year total shareholder return of about 186% points to strong momentum over a...

Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. But cutbacks in corporate spending and the threat of new AI products have kept sentiment in check, and over the past six months, the industry’s 5.6% return has trailed the S&P 500 by 2.6 percentage points.

Retail traders plan to buy dips as competition from Meta and valuation concerns pressure the sector.

Applied Digital and TeraWulf are helping ease the AI computing power bottleneck.

The company is building the infrastructure for the AI boom with billions in contracted revenue, but you're buying into a costly construction project long before the profits arrive.

The project pipeline for data centers in North America increased by 4% in June from May, with hyperscalers driving the growth.

Applied Digital's AI data center expansion is backed by long-term leases, but heavy reliance on a few hyperscale customers raises long-term revenue and execution risks.

Reuters reported on Thursday that Meta plans to begin manufacturing its AI chip starting in September, lifting ancillary firms' shares, but the rally fizzled.

Investors may be significantly underestimating the value of Bitcoin (BTC) mining companies that have pivoted toward artificial intelligence data centers. According to Compass Point analysts Michael Donovan and Ed Engel, the Bitcoin miners should be increasingly assessed like ...

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Penguin Solutions posted a nearly 48% revenue jump and raised guidance in fiscal Q3, prompting analysts to lift price targets amid strong institutional buying and a rallying stock.

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, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back

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 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%

Applied Digital Corporation recently reached Ready for Service for Phase 1 of Building 2 at its Polaris Forge 1 campus in Ellendale, North Dakota, adding 75 MW of operational AI capacity and bringing the fully leased site's live capacity to 175 MW toward a contracted 400 MW IT load. This milestone underlines Applied Digital’s move deeper into large-scale AI infrastructure, with long-term, hyperscaler-backed capacity coming online in phases that align with customer deployment timelines. We’ll...

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 to date to $22.10, marking its most sustained rerating since going public. The catalyst is a landmark 20-year lease with Anthropic, the private ... TeraWulf Stock Is Up 95% This Year: Here’s Why

Applied Digital Corp (NASDAQ:APLD) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. Over the last month, Applied Digital Corp (NASDAQ:APLD) lost approximately 31% of its value. Despite a short rebound in mid-June, it remained under pressure and resumed its downward trend. Even with the recent decline, analysts remain […]

News of the deal lifted neocloud stocks, which had taken a beating over the past week. Terawulf spiked more than 15%.

(Bloomberg) -- Csquare Inc., a data center company backed by Brookfield Corp., is seeking to raise as much as $1.35 billion in a US initial public offering.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutThe company is