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Major delays to NextDC's flagship Melbourne facility left it vulnerable to an “opportunistic” raid by two rivals seeking to buy up to 10 per cent of the company....
Nextdc Ltd. shares jumped the most since 2010 after the Australian Financial Review reported that data-center developer peers Goodman Group and US-listed Digital Realty Trust Inc. had taken a substantial interest in the company....
IREN faces a challenging Q1 earnings outlook as AI cloud growth battles declining bitcoin mining revenues and rising costs. Is reducing exposure the right move?...
Google locked in a massive long-term guarantee for Anthropic's leases at TeraWulf's Kentucky campus, yet the stock is still sliding while rivals are getting crushed. The funding math behind these AI data center buildouts is making investors nervous about who actually pays before the first tenant flips a switch....
Neocloud stocks opened lower Wednesday, and the companies with the largest Texas operations fell the most. These early-session moves could still change. IREN (NASDAQ:IREN) fell 5.93% to $23.01, and CoreWeave (NASDAQ:CRWV) dropped 5.41% to $50.83. Galaxy Digital (NASDAQ:GLXY), which owns the Helios campus in West Texas, slipped 4.25% to $16.11. Applied Digital (NASDAQ:APLD) lost 2.81%, […]...
AI data center stocks are sitting out a broad tech rally as Wall Street considers what Texas election results could mean for the state's expansion. IREN Limited (NASDAQ:IREN) stock is at $23.33, down 5%. Over the past month, IREN stock is down 44%. The company runs two energized campuses in Texas, at Childress and Sweetwater, […]...