Group 1 - Applied Digital Corporation (NASDAQ:APLD) is expected to have a breakout quarter, making it a stock worth owning despite its current losses [1] - The company designs, builds, and operates data centers that support high-performance computing and AI workloads, which have gained traction among cryptocurrency miners converting their operations [3] - Recent trends show that stocks of converted crypto miners, including Applied Digital, have experienced significant volatility, with declines ranging from 50% to 57% from peak to trough [3] Group 2 - While APLD shows potential as an investment, there are other AI stocks that may offer greater upside potential and lower downside risk [4]

Core Thesis - Equinix, Inc. is positioned as a leading player in digital infrastructure, benefiting from strong operational momentum and increasing demand driven by AI workloads [2][5]. Financial Performance - Revenue for Equinix reached approximately $9.2 billion, reflecting mid-single-digit growth year over year [2]. - Adjusted EBITDA margins approached 49%, with operating income showing significant growth [2]. - AFFO expanded to roughly $3.8 billion, indicating high-single-digit growth per share [3]. Market Position and Growth Drivers - The company reported record annualized gross bookings, with over half of large deals linked to AI, and interconnections exceeding 500,000 globally [3]. - Management anticipates double-digit revenue growth for 2026, with EBITDA margin expansion towards 51% and low double-digit AFFO growth [5]. Capital Intensity and Strategic Focus - Equinix remains highly capital intensive, with negative free cash flow due to ongoing data center buildouts and expansion efforts [4]. - Management prioritizes long-term strategic positioning and capacity over short-term cash flow, maintaining a consistent dividend that has increased by approximately 10% year over year [4]. Investment Considerations - Investors should consider the balance between the growth potential from AI and hybrid cloud exposure against the capital intensity and reliance on capital markets for funding [6]. - Equinix offers a unique investment opportunity by combining growth, strategic positioning, and dividend potential [6].

Core Thesis - Core Scientific, Inc. has transitioned from a traditional Bitcoin miner to an emerging AI infrastructure platform, with the market valuing it based on its high-performance computing (HPC) potential rather than its legacy mining fundamentals [1][2] Company Overview - As of February 11th, Core Scientific's share price was $18.09, with trailing and forward P/E ratios of 77.08 and 29.15 respectively [1] - The company operates in Digital Asset Self-Mining, Digital Asset Hosted Mining, and HPC Hosting, utilizing approximately 1,317 MW of contracted power capacity across key U.S. states [1] Strategic Partnerships - Core Scientific's partnership with CoreWeave, a leading AI hyperscaler, positions it as a critical infrastructure provider in the expanding AI data center ecosystem [2] - The rejection of a reported $9 billion acquisition offer from CoreWeave indicates management's confidence in the standalone potential of its AI-focused transformation [2] Financial Performance and Market Sentiment - Recent earnings have shown revenue declines and negative free cash flow as the company pivots away from mining, but investors are focused on long-term value creation through HPC hosting revenue [2] - Analyst sentiment has improved, with multiple upgrades and price targets ranging from the low $20s to over $30, suggesting that successful execution could significantly rerate the stock [3] Technical Indicators - Recent unusual options activity, including aggressive call buying for early 2026 expiries, indicates institutional positioning for further upside [3] - Shares have rebounded sharply from recent lows and are consolidating with improving momentum [3] Future Outlook - If Core Scientific successfully scales its HPC hosting platform and secures additional hyperscale customers, it could unlock substantial recurring cash flows and benefit from sustained AI infrastructure demand, offering significant upside potential [4]

Core Viewpoint - Blackstone Inc. is launching a publicly traded acquisition company focused on acquiring data centers, allowing individual investors to participate in the artificial intelligence boom [1][2]. Group 1: Investment Strategy - The new acquisition vehicle aims to raise tens of billions of dollars, initially targeting sovereign wealth funds and institutions before reaching out to everyday investors [1]. - Blackstone's strategy includes investing in already-built and leased data centers rather than speculative raw land or development projects [3]. - The company aspires for the new entity to serve as a benchmark for the value of data centers, which would facilitate deal-making in the industry [10]. Group 2: Market Context - The data center infrastructure market is projected to require up to $3 trillion in investment by 2030, with Blackstone being one of the most optimistic voices in this space [5]. - Blackstone's data center giant, QTS, has seen its leased capacity grow 14-fold since its acquisition in 2021, indicating strong demand in the sector [6]. - The new company will compete with established data center real estate investment trusts like Digital Realty Trust Inc. and Equinix Inc., which have benefited from the increasing demand for data center resources [4]. Group 3: Industry Concerns - There are concerns regarding the sustainability of the data center building boom and the potential obsolescence of AI training facilities located far from major metropolitan areas [3]. - Questions have arisen about how investors can exit their investments in increasingly large data centers, given the limited pool of investors capable of acquiring such properties [7]. - Some investors have speculated whether Blackstone will use the new vehicle to acquire data centers from its other funds, although executives have indicated this is not the intention [9].

SAN FRANCISCO, Feb. 27, 2026 (GLOBE NEWSWIRE) -- National shareholder rights law firm Hagens Berman is issuing an updated notice to investors in Fermi Inc. (NASDAQ: FRMI) regarding the March 6, 2026, lead plaintiff deadline in a pending securities class action against Fermi, certain of Fermi’s top executives and directors, and underwriters of Fermi’s Initial Public Offering (IPO). CLICK HERE TO SUBMIT YOUR FRMI LOSSES The litigation alleges that Fermi misrepresented the demand for its flagship “Project Mata ...

Jim Cramer, the host of Mad Money, said Wednesday that he remains confident many software companies can withstand the threat posed by artificial intelligence. Wall Street can overreact better than anyone. Earlier this week, an outfit called Citrini Research put out a paper titled the “2028 Global Intelligence Crisis” that presented our country as a vast wasteland of white-collar unemployables thrown out of pretty much anywhere they previously worked because of what we talk about all the time, AI. This piece ...

Philadelphia, Pennsylvania--(Newsfile Corp. - February 27, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI) ("Fermi" or the "Company") on behalf of investors who purchased or otherwise acquired Fermi securities during the period of October 1, 2025 through December 11, 2025 (the "Class Period"), including in the Company's initial public offering on October 1, 2025.Investor Deadline: Investors who purchased Fermi s ...

Core Insights - Duos Technologies Group, Inc. has signed a non-binding letter of intent with Hydra Host to deploy a high-density NVIDIA GPU cluster, expected to generate approximately $176 million in revenue over a 36-month term with projected annual EBITDA exceeding $40 million [1][2] Group 1: Financial Projections - The GPU-as-a-Service partnership is modeled to support gross margins of more than 80% [1] - Incremental colocation revenue from the collaboration is expected to total approximately $25 million over the same 36-month term [2] Group 2: Strategic Developments - Duos has secured a ground lease in Iowa with access to up to 10MW of utility power, establishing a strategic high-density deployment site [3] - The company aims to build up to 75MW of distributed capacity as part of its long-term strategy [3] Group 3: Leadership Changes - Doug Recker has been appointed as Chief Executive Officer effective April 1, 2026, succeeding Chuck Ferry, who will remain on the board [4] - Under Mr. Recker's leadership, Duos will focus on scaling modular Edge Data Centers and expanding GPU hosting capabilities [4][5] Group 4: Market Positioning - The partnership with Hydra Host is seen as a validation of Duos' High-Power Edge Data Center business line, designed to meet the growing demand for AI compute capacity [2][5] - Duos is positioned to pursue high-value infrastructure opportunities with secured power and rapid deployment capabilities [5]

Core Insights - The article highlights a significant shift in AI model usage, with Chinese models surpassing American models in token usage for the first time, indicating a growing dominance in the AI sector [1] - The increasing demand for electricity driven by AI data centers is creating a strain on power resources, particularly in North America, where a projected CAGR of 55% in electricity capacity demand is expected from 2025 to 2028 [1][2] Group 1: AI Model Usage - From February 9 to 15, Chinese AI models reached a calling volume of 41.2 trillion tokens, exceeding the 29.4 trillion tokens of American models for the first time [1] - The week of February 16 to 22 saw Chinese models further increase to 51.6 trillion tokens, marking a 127% increase over three weeks, while American models dropped to 27 trillion tokens [1] Group 2: Electricity Demand and Supply - The electricity cost constitutes 60-70% of the operational costs for AI models, indicating that the demand for tokens is intrinsically linked to electricity consumption [1] - North America is facing a severe electricity shortage exacerbated by the high energy demands of AI data centers, prompting tech giants to commit to covering their own energy costs [1] Group 3: Power Infrastructure and Growth - China’s power infrastructure is well-positioned to leverage low electricity costs for cross-border delivery, enhancing domestic power consumption and equipment demand [2] - The growth in electricity demand is expected to rebound to 5.04% by 2026, driven by AI data centers and industrial electrification [2] Group 4: Beneficiaries in Power Equipment - The demand for power grid equipment is surging due to the high requirements of data centers for stable and efficient power supply, leading to a shortage of high-performance transformers [3] - China's transformer industry, holding over 60% of global capacity, is experiencing high demand, with some orders extending to 2027 [3] Group 5: Green Energy and Storage - The high energy consumption of AI data centers is accelerating the shift towards green and low-carbon energy solutions, creating long-term growth opportunities for green energy and storage sectors [4] - Policies are being implemented to ensure that by the end of 2025, new data centers in China must achieve an 80% renewable energy utilization rate [4] Group 6: Traditional Power Sources - In the context of rising electricity demand from AI, traditional power sources like coal and nuclear are being revalued for their stability and reliability [5] - The profitability of coal power is shifting from solely electricity sales to a dual compensation model, enhancing operational stability [5]

Core Insights - The Canada Pension Plan Investment Board has acquired a 60% stake in a Nordic data-center operator, indicating a strategic investment in digital infrastructure [1] - Equinix retains a 40% ownership in the same data-center operator, highlighting a partnership in the digital infrastructure sector [1] Company Summary - Canada Pension Plan Investment Board is expanding its portfolio by investing in the Nordic data-center market, which is a growing segment within the digital infrastructure industry [1] - Equinix, as a co-owner, continues to play a significant role in the data-center space, leveraging its expertise and resources in collaboration with the Canada Pension Plan Investment Board [1]