Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
A string of Motley Fool pieces on Nebius, IREN, CoreWeave and Applied Digital shows the same worry: how durable is the AI spending boom.
South Korea's largest IPO of the year, a data-center-linked listing, fell 32% on its trading debut, adding to a run of selloffs across AI infrastructure names including CoreWeave, Nebius, IREN and Applied Digital.
CEO Wes Cummins and president Jason Zhang both disclosed large open-market purchases within the same filing window.
Applied Digital's CEO bought $1.01 million and its president bought $5.6 million of company stock, a cluster of insider buying that signals management confidence.
The company completed a critical phase of one of its advanced data center complexes, lifting the stock on October 2, 2026.
Applied Digital stock popped 5% after the company completed a critical phase in one of its advanced data center complexes.
The bank started coverage of Hut 8, Terawulf and Applied Digital with buy ratings, citing data center and leasing growth rather than mining economics.
UBS opened coverage on Hut 8, Terawulf and Applied Digital with buy ratings, betting their shift from bitcoin mining toward AI data center capacity will drive growth.
Applied Digital has locked in $36 billion of 15-year rent contracts, but almost none of that cash arrives until new data centers are finished.
Applied Digital has signed roughly $36 billion in 15-year contracted rent, yet the company will collect almost none of it until 2029, leaving a multi-year gap that depends on billions more in construction being completed on schedule.
One data-center operator's revenue doubled in two quarters while the other's fell 43% from its peak, widening the gap between AI infrastructure players.
Applied Digital's revenue has doubled over two quarters even as IREN's has fallen 43% from its peak, a widening split between two data-center operators competing for AI workloads.