Nebius (NASDAQ: NBIS ) has emerged as one of the most promising players in the AI infrastructure space, as the company has built a platform that rivals the offerings of the hyperscalers.Hello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a unique perspective to the realm of financial analysis.My journey into the world ...

IREN TodayIRENIREN$41.86 -4.43 (-9.57%) 52-Week Range$5.13▼$49.39P/E Ratio70.95Price Target$43.08Add to WatchlistA dramatic surge in a stock's value often signals a profound shift in its underlying business. For IREN Limited NASDAQ: IREN (formerly known as Iris Energy Limited), the story is no different. With a year-to-date gain of over 380%, the company has captured the market's attention, but the reasons extend far beyond the fluctuating price of Bitcoin. Investors are witnessing a calculated transformat ...

When I first initiated coverage on Penguin Solutions, Inc. (NASDAQ: PENG ), I argued that Penguin was one of the most overlooked AI infrastructure players in the market. At the time, the stock traded below 1x EV/Sales even thoughI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where value meet ...

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 ...

LONDON, UK, Sept. 25, 2025 (GLOBE NEWSWIRE) -- The financing was led by Aker ASA, with continued support from existing shareholders, including Sandton Capital, and participation from Blue Owl, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72, and T.Capital.The oversubscribed funding round will accelerate Nscale’s growth across Europe, North America, and the Middle East.The raise follows recent announcements of Nscale’s UK AI infrastructure commitment with Microsoft, NVIDIA, an ...

AI infrastructure stocks grab headlines, but not every company rides the same wave. Giants like Nvidia (NVDA) and Amazon (AMZN) fuel the AI boom, yet a handful of niche players stand to benefit disproportionately if GPU demand keeps climbing. One of those fast-rising contenders is CoreWeave (CRWV), a GPU-as-a-service provider that’s drawing bullish attention from Wall Street. Recently, Raymond James launched coverage with an “Outperform” and a $130 target, and Citizens just bumped its stance to “Market Ou ...

Applied Digital Corp APLD has become one of Wall Street’s hottest tickets as it quickly evolved from crypto-focused data centers into what it now refers to as “AI Factories.” APLD is showing upward bias. See what the experts say here.Investors welcomed the transition with open arms, sending the stock up over 265% in the past year and close to fresh 52-week highs. The company’s new extended lease deal with CoreWeave has now taken its contracted capacity to 400 megawatts and secured about $11 billion in futur ...

CoreWeave Inc (NASDAQ: NASDAQ: CRWV ) remains one of the best ways to invest in the AI infrastructure boom. And this is because of where the company sits. In fact, CRWV is at the intersection of twoKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financi ...

[Music] We're back on Morning Trade Live. Let's focus on Core Wee. The stock moving higher this morning after getting upgraded Melius Research and Wells Fargo.More on those calls momentarily, but this stock has been on the move higher since its IPO in March. Shares rocketing to $187 in June after being as low as 33 bucks in April. The stock is up more than 200% from its $40 IPO price.quite a run. Let's take a look at some of the other AI infrastructure names in this space. We have got Nvidia lower this morn ...

Oracle is shaking up its executive suite as it sets its sights set on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles. Magouyrk joined Oracle in 2014 from Amazon Web Services. He was a founding member of Oracle’s cloud engineering team and has served as the president of Oracle’s cloud infrastructure business unit for more than a decade. Sicilia has served as the president of Oracle’s industries division since June. He held sev ...