Eli Hiller / The Washington Post via Getty Images Soaring AI use has fueled a boom in demand for data centers in recent years. Key Takeaways AI data center developer Fermi America filed earlier this week to go public as a real estate investment trust, a form of equity that differs in important ways from other stock investments. Data center REITs, despite being key facilitators of the AI boom, have not delivered the kind of eye-watering stock market returns of other AI infrastructure investments. Long ...

IREN Limited (NASDAQ:IREN) is one of the stocks Jim Cramer recently commented on. Cramer mentioned the stock’s recent rally, as he commented: “There are other companies like IREN, which makes power centers for bitcoin mining and is looking to pivot to AI data centers. Hey, listen, CoreWeave took that strategy. IREN is actually profitable, but its stock has rallied 380%. Too hot.” Pixabay/Public Domain IREN Limited (NASDAQ:IREN) runs renewable energy-powered data centers and engages in Bitcoin mining, ...

CHENNAI, India, Sept. 26, 2025 (GLOBE NEWSWIRE) -- On September 25, 2025, the board of directors of Sify Infinit Spaces Limited (“SISL”), a wholly owned subsidiary of Sify Technologies Limited (“Sify”), approved a potential initial public offering (“IPO”) of equity shares of SISL, having par value INR 10 (“Equity Shares”) each. SISL disclosed such approval and intention for an IPO with BSE Ltd., which made the information publicly available on its website. This announcement does not constitute an offer to s ...

Current AI operations include 16 servers populated with NVIDIA graphics processing units housed in a dedicated data hall, which will remain active during the site enhancements. The Company has also begun preparations to install the latest NVIDIA Blackwell servers as part of the phased buildout. Importantly, Bitcoin mining operations will continue uninterrupted while the new AI infrastructure is deployed, ensuring ongoing revenue generation as Hyperscale Data scales into AI. "Our Michigan Facility is well po ...

9月26日消息，国家发展改革委等部门近日印发《关于加强数字经济创新型企业培育的若干措施》。其 中提到，强化算力资源供给支撑。深入实施"东数西算"工程，落实有关政策文件要求，坚持国家枢纽节 点算力规模部署，持续优化热点应用区域需求保障。加快构建全国一体化算力网，支持地方协同参与、 共同建设，在国家统一标准指导下，推动全国算力资源有序池化，并网运行，打造集算力统筹监测、统 一调度、弹性供给、安全保障于一体的新型算力网基础设施。引导各类算力资源与数创企业需求高效精 准对接，鼓励国家枢纽节点面向数创企业提供低成本、广覆盖、可靠安全的算力服务，降低算力使用门 槛。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

TeraWulf's stock price has been volatile with the firm looking to raise $3 billion from a high-yield bond or leveraged loan offering. | Credit: Cheng Xin / Getty Images. Key Takeaways TeraWulf is pivoting to a dual business model that combines Bitcoin mining with AI infrastructure hosting. The company is expected to raise $3 billion via a debt offering to help fund its data center buildout. Google’s $3.2 billion backstop on a major data center lease provides a degree of stability, but markets remain ...

公司股价表现 - 9月26日股价下跌5.01%至53.12元/股 成交额17.56亿元 换手率1.99% 总市值868.16亿元 [1] 公司基本情况 - 公司位于河北省廊坊经济技术开发区 2007年6月27日成立 2015年4月24日上市 [1] - 主营业务为数据中心业务服务 IDC业务占比64.67% AIDC业务占比35.33% [1] 机构持仓变动 - 新华中证云计算50ETF(560660)二季度减持5000股 现持有4.6万股 占基金净值比例2.98% 位列第九大重仓股 [2] - 该基金当日浮亏约12.88万元 [2] 相关基金表现 - 新华中证云计算50ETF成立于2021年8月5日 最新规模7649.36万元 [2] - 今年以来收益率86.37% 同类排名48/4220 近一年收益率163.66% 同类排名18/3824 成立以来收益率98.22% [2] - 基金经理邓岳任职8年53天 管理规模5.51亿元 任职期间最佳回报98.22% 最差回报-56.26% [2]

NEW YORK, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”), a leading developer and operator of industrial-scale data centers, today announced the pricing of its offering of $1.1 billion aggregate principal amount of 0.00% convertible senior notes due 2031 (the “notes”) in a private offering (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act ...

双轨经济分化 - 人工智能经济呈现惊人增长 而消费经济持续恶化 形成鲜明对比[2] - 股市平均值掩盖了经济分化 AI经济在指数中权重过大导致失真[2] - AI相关股票占标普500回报率的75% 盈利增长的80% 资本支出的90%[18] 人工智能经济动态 - Coreweave与OpenAI扩大合作协议价值65亿美元 总合同价值达224亿美元[8] - Meta正在路易斯安那州建设100亿美元巨型数据中心 直接与能源公司合作建设三座新燃气发电厂供电[9] - 数据中心耗电量巨大 占能源公司当前发电量的五分之一 可能影响普通电力消费者[9][10] - 苹果公司承诺在美国投资6000亿美元 规模超过美国政府建设州际公路系统的历史最大公共工程[19] 半导体行业动向 - 英特尔可能向苹果寻求资金支持 以重新参与AI革命竞争[3][4][5] - 苹果投资可能用于支持英特尔芯片制造设施建设[6] - Marvell Technology受益于AI和数据中心增长 宣布大规模股票回购 今日股价上涨3.7%[24][25] 消费经济困境 - 全美最大二手车经销商CarMax业绩远低于预期 销售额比华尔街预期低6% 股价暴跌20%[11][12] - CarMax面临重大贷款损失 客户需要低利率环境 因为汽车贷款定价基于短期收益率曲线[12][13] - KB Home选择减少房屋建设量 因高利率环境下销售困难[13][14] - 住房行业对美国经济影响重大 与众多其他行业密切相关[15] 零售业调整 - 星巴克宣布裁员900名企业员工 北美门店数量将减少1% 实施10亿美元重组计划[16] - 零售业面临数字竞争压力 仍存在员工过多和门店过剩问题[21] - 只有沃尔玛等与亚马逊或Costco规模相当的企业才能无惧资产负债表压力参与竞争[21] 利率政策影响 - 消费经济部门急需降息 汽车、住房和零售业都受到高利率的严重制约[12][13][20] - AI经济部门对利率变化不敏感 这些公司现金充裕 高利率反而带来更高回报[23] - 美联储降息可能通过银行提供短期优惠利率来刺激住房行业[14][15] 基础设施投资机会 - Sterling Infrastructure作为民用工程公司表现优异 但市盈率倍数较高[26] - 基础设施类股票受到市场关注 但需要等待估值冷却[26]

[Music] Welcome back to NextGen Investing. It's now time to discuss the latest with Cipher Mining as we're seeing some news today as well as an $800 million senior note offering. So, some various pieces moving here.Joining us now is Jeff Pierce, senior manager of derivatives trading for Charles Schwab. So, Jeff, walk us through I mean what has been a a really interesting move on the session and also seeing spiking volume today. Yeah, tons of volume.Obviously, we're looking at a stock that has had incredible ...