AI Infrastructure

The AI boom isn't slowing down. It's tripping over itself. Speaking on the All-In Podcast during Nvidia Corp‘s (NASDAQ:NVDA) GTC, IREN Limited (NASDAQ:IREN) CEO Daniel Roberts described the current AI infrastructure buildout in blunt terms: "permanent whack-a-mole." That may be the most...

Everyone is chasing Nvidia Corp (NASDAQ:NVDA). But the next leg of the AI trade may not be about chips—it may be about what connects them. That's where Lumentum Holdings Inc. (NASDAQ:LITE) is starting to stand out. Trading around $700, the stock now has a $1,040 price target from BNP Paribas...

Saudi Arabia's futuristic megacity project may be heading in a very different direction. And Elon Musk appears to be paying attention. The Tesla, Inc. (NASDAQ:TSLA) and SpaceX chief responded with a single word — "Interesting" — to a post on X claiming Saudi Arabia could abandon plans for ‘...

AI infrastructure company Lambda is planning to go public in the second half of this year, amid a string of AI-related companies seeking IPOs. However, a report from Forge Global stated, that from a stock price perspective, Lambda might be going public in "an unfriendly environment, with some...

IREN Ltd (NASDAQ:IREN) used to dig for Bitcoin (CRYPTO: BTC). Now it wants to mine the cloud. In less than two years, the company has leapt from crypto pioneer to "Neocloud" upstart — and Thursday’s second quarter earnings will decide whether that reinvention looks visionary or overreach....

Nvidia Corp's (NASDAQ:NVDA) $2 billion investment in CoreWeave Inc (NASDAQ:CRWV) is being framed as a vote of confidence in AI infrastructure. Skeptics see something else entirely: a financial feedback loop that quietly manufactures demand for Nvidia's own chips. The theory is simple and...

Renowned TV host Jim Cramer issued a “Sell” rating on a prominent AI infrastructure stock that has been under pressure in recent weeks, despite several bullish catalysts and tailwinds. Cramer Says It’s ‘Time To Sell’ The stock in question is Australian Bitcoin (CRYPTO...

IREN Ltd (NASDAQ:IREN) has been one of the market's most explosive AI infrastructure trades of 2025, riding a dramatic pivot from crypto mining into AI cloud and GPU services. IREN stock is up 285% in six months. That rally recently caught the attention of hedge fund legend Paul Tudor Jones — not...

A $150 million funding agreement evaporated overnight — and so did half of Fermi Inc's (NASDAQ:FRMI) market cap. The stock was down 40% pre-market on Friday. But in the dust cloud of the stock’s crash, something odd happened: the analysts didn't flinch. Track FRMI stock here. If anything,...

The AI boom has obsessed over model size and chip launches, but Palantir Technologies Inc's (NASDAQ:PLTR) new partnership with Nvidia Corp (NASDAQ:NVDA) and CenterPoint Energy Inc (NYSE:CNP) reframes the real issue driving the next phase of AI growth. In announcing Chain Reaction, an initiative...

IREN Ltd (NASDAQ:IREN) didn't just announce another capital raise — it pulled the pin on a bold balance-sheet transformation that could redefine its trajectory in the AI infrastructure arms race. The company priced a 39.7 million share offering at $41.12 to raise roughly $1.63 billion, and instead...

Nebius Group NV (NASDAQ:NBIS) may have closed up 6.54% on Wednesday at $94.69, yet the stock still trades roughly 30% below its 52-week high of $141.10. For most companies, that kind of drawdown is a distress signal. For Amsterdam-based Nebius, it's starting to look like the market may be...

The Bitcoin (CRYPTO: BTC) mining sector is running on faulty math — and the gap is big enough to distort every valuation screen on Wall Street. Track $BTC price here. That’s according to JPMorgan analyst Reginald L. Smith. In a Nov. 24 research note, he explains that Bloomberg's diluted...

TV host Jim Cramer issued a stark warning to investors regarding Dutch AI infrastructure company, Nebius Group N.V. (NASDAQ:NBIS), and other similar companies, citing significant losses tied to hype-driven capex and losses resulting from the same. Warns Of ‘Capital Destruction’ On...

HIVE Digital Technologies Ltd (NASDAQ:HIVE) dropped a bold valuation argument on its second quarter earnings call — one that turned heads even in a market obsessed with AI multiples. Executive chairman Frank Holmes told investors that if HIVE were priced like other data-center operators, the stock...