Core Scientific, Inc. (NASDAQ:CORZ) is one of the AI Stocks on the Market’s Radar. On December 18, Citizens upgraded the stock from Market Perform to “Market Outperform” with a price target of $30.00. Firm analysts cite robust HPC growth upside and growth prospects for CORZ. “We are upgrading the shares of Core Scientific to Market Outperform from Market Perform and are establishing a price target of $30 per share, which represents ~19x estimated 2027 EV/EBITDA, reflecting the company’s robust growth pros ...

Rosenblatt Securities lowered price targets and financial estimates for several bitcoin mining companies Friday, citing a sharp decline in mining profitability that highlights the growing importance ofAI and high-performance computing (HPC) revenue. The investment firm reiterated buy ratings for Cipher Mining (NASDAQ: CIFR), TeraWulf (NASDAQ: WULF), and Hut 8 (NASDAQ: HUT), favoring companies that are actively diversifying into AI and computing power. Analyst Chris Brendler noted that while pure-play Bitc ...

Key Points ASML has monopolized a crucial technology in chipmaking. It will benefit from the rapid expansion of the cloud and AI markets. Its stock isn’t cheap, but it deserves a premium valuation. 10 stocks we like better than ASML › ASML's (NASDAQ: ASML) stock closed at a record high of $1,140.92 per share on Dec. 3. It's pulled back slightly over the past two weeks, but it's still up nearly 50% for the year. It also easily outperformed the Nasdaq Composite's year-to-date gain of about 20%. The ...

NEW YORK, Dec. 18, 2025 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a next-generation data center and colocation provider purpose-built for artificial intelligence (AI) and high-performance computing (HPC), today announced its subsidiary, Enovum Data Centers Corp., has executed a long-term colocation agreement with Nscale Global Holdings ("Nscale"), an AI infrastructure and cloud services provider serving enterprise and public sector customers. The agreement secures the ...

During a recent TheStreet Roundtable interview, Frank Holmes, the executive chairman of Hive Digital Technologies, laid out a view that separates short term market turbulence from long term infrastructure growth, arguing that leverage driven sell offs do little to alter the underlying thesis for Bitcoin and data centers. Holmes acknowledged that price weakness is possible and pointed to excessive leverage as a recurring risk. “I think it could sell off a little pressure whatever is happening in the marke ...

DALLAS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) (the “Company,” or “Applied Digital”), a builder and operator of next-generation digital infrastructure designed for high-performance computing (“HPC”) and artificial intelligence (“AI”) workloads, today announced it has entered into a loan facility with Macquarie Group’s Commodities and Global Market’s business (“Macquarie”) to fund the pre-lease development costs for new data center projects. The facility was entered into ...

Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to $3.55B, with foundry sales rising to 60% of the total.LRCX gains from AI and HPC-led investments, supported by its strength in critical etch and deposition tools.LRCX is seeing traction for Aether EUV and Akara systems, with FY26 Systems revenues projected at $14.07B.Lam Research Corporation (LRCX) is seeing growing support from artificial intelligence (AI)-driven demand in the foundry market, which is becoming a key driver of its systems rev ...

Key Takeaways CIFR shares have surged 296.7% in 6 months, outpacing peers as the company evolves beyond bitcoin mining.CIFR signed long-term AI hosting deals, including a 15-year AWS lease, boosting revenue visibility.CIFR still faces bitcoin price volatility and widening 2026 loss estimates, tempering near-term upside.Cipher Mining (CIFR) shares have gained a stellar 296.7% over the past six months compared with the Technology Services industry’s growth of 17.1%. However, the broader Zacks Business Service ...

Nvidia has acquired SchedMD and said it will continue to distribute that company’s open-source Slurm software.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Slurm, a workload management system for high-performance ...

文章核心观点 施耐德电气旗下Motivair公司推出了两款新型冷却液分配单元（MCDU-45和MCDU-55），旨在满足高性能计算和人工智能工作负载不断增长的热管理需求，为数据中心运营商提供更灵活、高效且可扩展的端到端液体冷却解决方案 [1][4] 产品发布与定位 - 施耐德电气旗下Motivair公司推出了两款新型冷却液分配单元，型号为MCDU-45和MCDU-55 [1][2] - 新产品是公司首批专为在公用设施走廊中优化安装而设计的CDU，旨在为数据中心运营商提供更大的部署灵活性、性能和集成度 [1] - 这两款CDU现已全球上市，生产将于2026年初加速 [2] - 此次发布是施耐德电气自2025年2月收购Motivair以来首次推出的新产品 [4] 产品特性与优势 - 新产品提供更宽的冷却能力、特性和设计条件，允许运营商利用更广泛的冷冻水温度来优化部署和运营 [2] - CDU具有更宽的工作范围，可使散热系统释放能效并改善电能使用效率 [6] - 完整的CDU系列支持先进的热管理策略，包括精确的流量控制、实时监控和自适应负载平衡，以优化工厂性能并降低能耗 [6] - CDU的多样化放置提高了服务访问的灵活性，且不会中断AI工作负载或IT运营 [6] 市场需求与战略意义 - 新CDU的设计反映了液体冷却的演进，旨在匹配AI时代不断变化的基础设施部署 [3] - 客户越来越多地在白空间之外部署CDU [3] - 完整的CDU部署选项使运营商能够根据其特定的AI基础设施、数据中心设计和工作负载需求定制冷却策略，以在计算密度持续上升时实现最佳热性能和运营弹性 [4] - 此次发布旨在满足由AI应用（尤其是HPC、AI工厂和数据中心环境）指数级增长所推动的高密度计算爆炸性需求 [4] - 公司目标是提供能够适应任何HPC、AI或高级数据中心部署的下一代冷却解决方案，以提供无缝的可扩展性、性能和可靠性 [5] 产品组合与适用场景 - 随着新CDU的加入，Motivair by Schneider Electric提供了额外的落地式CDU和机架内单元，构成了端到端的液体冷却组合 [2] - 该产品组合旨在为超大规模数据中心、AI、托管、边缘计算和改造环境实现增强的冷却策略 [2]