Notícias

Higher Treasury yields and a $35 billion to $39 billion capex plan pressured the AI infrastructure provider as investors rotated to safer bets, today, Aug. 18, 2026.

In recent days, Applied Digital has been highlighted as it accelerates its shift from crypto mining toward AI and high‑performance computing data centers, a capital‑intensive transition that has drawn attention amid rising global bond yields and heavier reliance on debt financing across the sector. This spotlight underscores how Applied Digital’s future now hinges not only on demand for AI infrastructure but also on how higher borrowing costs could affect debt‑funded data center expansion...

IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.

IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.

Bond yields (^TYX, ^TNX, ^FVX) continue to soar on the backdrop of struggling equities (^DJI, ^IXIC, ^GSPC) and the US government's growing debt. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Barron's associate editor Al Root to talk about the global factors driving this latest bond market surge.

IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.

Check out the companies making headlines this week:

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho

CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.

APLD, ASX and BIDU have been added to the Zacks Rank #5 (Strong Sell) List on August 13, 2026.

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

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

Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.

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.

A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.

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 […]

Both face customer concentration and heavy losses, but their balance sheets tell starkly different stories.

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.

96,408 shares were disposed of following vesting of 245,000 performance stock units. Despite the sale, the CFO's total direct holdings grew to approximately 888,000 shares.

Applied Digital Corp (NASDAQ:APLD)’s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying robust growth fueled by rapid conversion of its data center footprint into artificial intelligence and high-performance computing infrastructure. Likewise, hyperscaler leases and tenant buildout are increasingly driving near-term revenue […]

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.