We came across a bullish thesis on TeraWulf Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on WULF. TeraWulf Inc.'s share was trading at $11.35 as of September 17th. WULF’s forward P/E was 29.76 according to Yahoo Finance. Hut 8 (HUT) Sets New Record High on Price Target, Rating Upgrade WULF represents a tangible pivot from cryptocurrency mining to becoming a specialized AI infrastructure landlord, leveraging its power-rich industrial campuses in upstate N ...

[Music] Thank you so much for that, Marley. All right. Well, shares of Nebus have soared this month and have rallied over 270% this year.The boost this month came off the heels of an AI deal with Microsoft to provide infrastructure for AI workloads. And I'm very pleased to say joining us now is Mark Berodski, who is the chief revenue officer at Nebas. Thank you so much for your time, Mark.So, you've been around for a while, but you really sort of came to, I suppose, people's minds in a big way off the back ...

Cipher Mining Inc (NASDAQ: CIFR) just landed one of the most eye-catching endorsements in crypto infrastructure: Alphabet Inc (NASDAQ: GOOGL) (NASDAQ: GOOG). Google took a 5.4% stake in the Bitcoin (CRYPTO: BTC) miner, securing roughly 24 million warrants as part of a 10-year, $5 billion AI hosting deal.Track CIFR stock here.The structure effectively backstops $1.4 billion in financing tied to Cipher's Texas data center buildout. For investors, that transforms Cipher from a niche miner into a leveraged bet ...

公司表现 - CoreWeave股票自今年首次公开募股以来飙升超过200% 受投资者对人工智能基础设施需求推动 [1] 行业覆盖 - 投资研究服务专注于航空航天 国防和航空业 提供行业分析和投资机会发现 [1] - 分析基于航空航天工程背景 针对具有显著增长前景的复杂行业 [1] 研究服务 - 投资研究服务提供evoX数据分析平台访问权限 该平台为内部开发的数据分析工具 [1] - 服务提供直接访问数据分析监测器功能 [1]

美联储利率决议 - 美联储于9月17日FOMC会议决定下调基准贷款利率25个基点至4%-4.25%区间 这是今年首次降息[1] - 11位投票成员支持降息25个基点 仅1位成员主张降息50个基点 点阵图显示今年还将有两次25个基点降息 2026和2027年各有一次25个基点降息[2] 行业影响分析 - 低利率环境利好科技、非必需消费品和加密货币等高增长行业[3] - AI基础设施领域保持强劲增长势头 巨额投资将在未来五年显著改变超大规模自动化、机器人、医疗保健、能源、材料、金融和网络安全领域[5] 推荐股票列表 - 推荐五只中型AI基础设施股票：UiPath Inc(PATH)、Qualys Inc(QLYS)、Calix Inc(CALX)、TaskUs Inc(TASK)和InterDigital Inc(IDCC) 均获Zacks排名第一或第二[4] UiPath Inc (PATH) - 提供端到端自动化平台 提供机器人流程自动化解决方案 嵌入AI、机器学习和自然语言处理能力以改进决策和信息处理[7][10] - 推出生成式AI功能包括专用大型语言模型DocPATH和CommPATH 以及Context Grounding以增强自动化AI模型[10] - 当前财年预期收入和盈利增长率分别为10.1%和20.8% 当前年度盈利共识预期过去30天改善14.3%[11] Qualys Inc (QLYS) - 受益于云网络安全解决方案需求增长 客户群包括企业、中小企业和政府实体[12] - AI驱动解决方案包括TotalAppSec统一应用风险管理平台和TotalAI专注于AI和LLM工作负载[13] - 通过收购Blue Hexagon增强AI/ML能力 提升威胁检测和响应解决方案[13] - 当前财年预期收入和盈利增长率分别为8.1%和4.6% 当前年度盈利共识预期过去7天改善0.5%[14] Calix Inc (CALX) - 为通信服务提供商提供云平台、软件系统和服务 通过Engagement Cloud、Operations Cloud和Service Cloud运营[15] - 将AI集成到云平台和产品中 提供AI驱动营销解决方案、聊天机器人和AI代理计划[16] - 2025年预期收入和盈利增长率分别为15.3%和超过100% 2025年盈利共识预期过去60天改善25.6%[16] TaskUs Inc (TASK) - 提供外包数字服务 服务社交媒体、电子商务、游戏、流媒体、送餐、共享出行、高科技、金融科技和健康科技领域[17] - 2025年5月与AI驱动客户支持公司Decagon和Regal建立战略合作 增强代理AI咨询服务[18] - 代理AI可自主完成复杂任务 展现目标驱动行为、适应性和推理能力[19] - 2025年预期收入和盈利增长率分别为17.8%和16.3% 2025年盈利共识预期过去30天改善4.2%[20] InterDigital Inc (IDCC) - 专注于手机和消费电子市场未授权客户的协议 致力于成为移动行业、物联网及相关技术领域领先技术解决方案开发商[21] - AI驱动的接收器设计获是德科技验证 优化吞吐量性能 减少通信开销 简化接收器架构 适用于6G应用[22] - 增加传感器、用户界面和视频相关技术 专注于先进5G和6G研究[23] - 当前财年预期收入和盈利增长率分别为-6.7%和-6.2% 当前年度盈利共识预期过去30天改善5.9%[24]

Hyperscalers could spend more on AI infrastructure than Wall Street anticipates, Raymond James says. ...

Accessibility StatementSkip Navigation NEW YORK, Sept. 15, 2025 /PRNewswire/ -- WhiteFiber, Inc. (NASDAQ: WYFI) (the "Company"), a leading provider of AI infrastructure and HPC solutions, today announced that it will host a conference call and live audio webcast on September 17, 2025 at 4:30 p.m. Eastern Time 2025 to discuss its financial and operational results for the three-month period ended June 30, 2025. A news release announcing the results will be issued the day of the call before market open. This m ...

公司动态 - 德意志银行将CoreWeave列入催化剂买入名单 看好其增长前景[1] - 公司预计在未来12至18个月内大幅增加供电壳容量[2] - 新数据中心容量获取 合同赢得及第三季度财报可能成为股价催化剂[3] - 收购Core Scientific的交易预计将进一步提升增长潜力[3] 行业需求 - AI基础设施需求在短期至中期显著超过供应[2] - 行业检查显示公司被视为大规模提供高性能GPU能力的领导者[2] 合作伙伴 - 公司与OpenAI 微软 Meta 英伟达及另一家主要超大规模运营商建立合作伙伴关系[2]

Nebius Group TodayNBISNebius Group$93.39 -2.33 (-2.43%) 52-Week Range$14.09▼$100.51Price Target$80.80Add to WatchlistIn a market move that captured the attention of the entire technology sector, shares of artificial intelligence (AI) infrastructure provider Nebius Group NASDAQ: NBIS delivered a stunning performance on September 9th. The stock jumped 49.42% to close at $95.72, a dramatic climb that came on the back of extraordinary trading volume. More than 88 million shares changed hands, a figure nearly n ...

人工智能基础设施公司Nebius(NBIS.US)盘中一度涨约5%，最高触及100.51美元，续创新高。 消息面上，Nebius周三表示，计划透过可换股债券及新股合共集资30亿美元，所得资金将用于业务扩 展，包括收购更多运算能力及硬件。该公司两日前刚公布与微软达成人工智能基建合作协议，交易总值 最高或达194亿美元。公司承诺，自今年稍后开始将由新泽西Vineland一座新数据中心，向微软提供专 属运算资源。(格隆汇) ...