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Applied Digital's top executives started buying shares after a steep selloff, and now the stock is surging back alongside Riot and Core Scientific.
Core Scientific, Inc. (CORZ) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Core Scientific (CORZ) is back in focus after two research firms revisited the stock on October 14, following an investor day and a site tour that highlighted its data center partnerships.
Core Scientific has seen its share price retreat over the past year, which puts fresh attention on a simple question for investors.
KBW says Core Scientific already trades at the value of its existing leases. In its view, investors are fixated on CoreWeave's credit and assigning nothing to AMD's option on another…
Needham sees about 127% upside in Core Scientific after a Dalton site tour. CoreWeave, which supplied 77% of Core Scientific's revenue in the first half, has seen its default swaps…
A published report put a famous AI lab's name on IREN's mystery cloud contract, shares jumped, then buyers thought twice. Now neither company is talking, and the silence is doing real damage to the stock price.
Outage claims targeting IREN's British Columbia data centers sent shares tumbling and dragged fellow AI landlords into the selloff, raising questions about whether reliability problems at a single operator can unravel confidence across the sector.
B. Riley’s capex-adjusted models put Core Scientific and TeraWulf below larger peers, while operators across its coverage still need an estimated $29.2 billion to fund contracted capacity.
A power contract that doubles available capacity at a Kentucky AI campus sounds like a win, yet TeraWulf shareholders are selling hard this morning while the rest of the market drifts higher.
Core Scientific (NasdaqGS:CORZ) appointed Jay Elms as Chief Commercial Officer, expanding its senior leadership bench. Elms joins the bitcoin miner with a background in sales and commercial leadership at large data center and technology operators.
Applied Digital just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade…