Notícias

By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line

Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

Akron-based power generator Babcock & Wilcox is doubling down on its efforts to fuel the growth of artificial intelligence data centers.

Applied Digital stock has delivered a very strong 3 year return, yet the current checks suggest it is not priced like a clear bargain. This puts the recent share performance under the spotlight for valuation focused investors. Over the last 3 years, Applied Digital has returned about 294%, which puts recent short term pullbacks in the context of a much longer period of strong gains. The shift toward AI and high performance computing infrastructure, along with the build out of large scale...

Applied Digital (APLD) shares have been in focus after the company reported fourth quarter and full year 2026 results that combined higher reported revenue with ongoing losses and a smaller full year net loss than a year earlier. See our latest analysis for Applied Digital. Applied Digital's latest earnings release appears to have cooled near term enthusiasm, with the share price down 6.2% over the past month and 33.5% over the past quarter, even though the 1 year total shareholder return of...

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.

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 […]

CoreWeave has shed a third of its value in three months while its analyst consensus held firm through every dip, and one prominent tech analyst argues the selloff created the exact entry point investors needed.

Applied Digital posted a major fiscal fourth-quarter beat with revenue of $258.7 million and adjusted EPS of $0.04, far ahead of expectations, as demand for its AI data center capacity continues to surge.

Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month. IREN (NASDAQ:IREN), TeraWulf (NASDAQ:WULF), and Applied Digital (NASDAQ:APLD) are all down more than 30% over the trailing month, and the selling has continued into Wednesday afternoon trading. IREN stock is ... IREN, TeraWulf, and Applied Digital Are All Down 30% in a Month. Is More Pain Coming for Data Center Stocks?

Applied Digital is scaling contracted AI capacity, securing lower-cost financing and targeting a $1 billion annual NOI run rate within one year.

Applied Digital Corp (NASDAQ:APLD) reported fourth-quarter revenue of $258.7 million, up 407% from a year earlier, as the company accelerates its shift into a pure-play AI infrastructure developer. The company posted adjusted earnings of $0.04 per share for the quarter, compared with analyst...

Applied Digital (NASDAQ:APLD) reported fiscal fourth-quarter revenue of $258.7 million for the period ended May 31, 2026, as the company expanded its contracted AI data center capacity and secured financing for additional campuses. Chairman and CEO Wes Cummins said the company signed leases for fiv

Digital infrastructure provider Applied Digital (NASDAQ:APLD) will be reporting earnings this Monday after market close. Here’s what to expect.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

While some companies burn cash to fuel expansion, others struggle to turn spending into sustainable growth. A high cash burn rate without a strong balance sheet can leave investors exposed to significant downside.

Investing.com -- Morgan Stanley initiated coverage of bitcoin miners turned AI infrastructure providers, arguing that companies with large, grid-connected power assets are well positioned to benefit from surging demand for AI data centers as hyperscalers race to secure electricity for compute expansion.

APLD's fiscal Q4 report may highlight booming AI infrastructure growth, but profitability challenges remain in focus.

The bank says existing grid connections give former mining sites a valuable speed advantage as AI developers compete for scarce power.

Applied Digital operates like a landlord collecting rent on AI infrastructure, and its backlog of signed leases tells a story that Wall Street analysts are scrambling to price in before the next earnings report drops.

Rising oil prices, geopolitical tension, and a post-earnings stumble from a tech giant are rattling markets this morning, and Wall Street analysts are already reshuffling their ratings on some of the biggest names in energy, finance, and entertainment.

Applied Digital has delivered a very large 313.9% return over the past five years, yet its current checks lean toward the stock looking expensive rather than like a clear bargain after that run. Over the last 5 years, Applied Digital has returned 313.9%, which sets a high bar for any further upside to be justified by fundamentals. Investor focus on Applied Digital as an AI infrastructure play can support growth expectations, but the sharp swings seen recently in similar stocks highlight how...

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...

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP

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.

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.

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 […]