Applied Digital Corporation (APLD) news and analysis
Meta's cloud news is hammering the neoclouds: CoreWeave and Nebius drop about 13% (July 1, 2026)
The same Meta cloud announcement that sent META up about 10% on July 1, 2026 is hammering the neoclouds. CoreWeave (CRWV) and Nebius (NBIS) each fell about 13% as investors saw a giant new rival for renting out AI computing power.
Bitcoin is sliding, and the AI data center miners are sliding with it (IREN, CORZ, CLSK)
A dozen former bitcoin miners now call themselves AI data center companies. With bitcoin down near $58,300 and sliding a second day, most fell with it, while the names furthest from crypto held up best.
Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop
AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.