Oktober 12, 2026

AI Data Centers

Bloom Energy Stock Jumps on S&P 500 Entry: Is AI Power Demand Creating a New Infrastructure Giant?

Bloom Energy is joining the S&P 500 after Q2 revenue surged 166%. Oracle has agreed to procure up to 2.8 GW, while Brookfield expanded its financing framework to $25 billion..

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Copper Hits Record High Above $14,500: AI Data Centers, Tariffs and the Supply Squeeze Behind the Rally

Copper has surged above $14,500 per metric ton even as some forecasts still show a refined-market surplus. The paradox makes sense once you separate mine supply, regional inventories, U.S. tariff.

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Applied Digital Stock 2026: $36B Leases, Rent Timing & Valuation

Applied Digital’s FY2026 numbers finally put real revenue behind the AI data-center story. But fit-out revenue, base rent, NOI, debt and live capacity tell very different stories.

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Nebius Stock 2026: AI Cloud Growth, $5.75B Debt & Valuation

Nebius stock has become one of the market’s hottest AI infrastructure trades. Revenue is exploding and capacity is sold out, but $5.75 billion of new convertible debt changes the risk..

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IREN Stock After the 13% Earnings Crash: Is This Still a Bitcoin Miner — or the Next AI Cloud Giant?

IREN stock fell about 13% after FY2026 earnings even as AI Cloud revenue doubled sequentially and contracted ARR reached $4 billion. The real question is whether the company’s financing-heavy pivot.

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Analog Devices Stock: AI Growth Is Real. At This Price, It Has to Last.

Analog Devices is accelerating across industrial and AI data-center markets. Q3 results, cycle risks and ADI stock valuation analyzed.

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