Digital Realty Trust, Inc. (NYSE:DLR) is included among the 14 Best Real Estate Stocks to Buy According to Hedge Funds. TD Cowen Raises Digital Realty Trust (DLR) Target on Strong Q4 Performance On February 6, TD Cowen raised its price recommendation on Digital Realty Trust, Inc. (NYSE:DLR) to $185 from $179. The analyst kept a Hold rating on the shares. The firm pointed to stronger-than-expected fourth-quarter results and said there could be further upside ahead. In particular, it noted that higher rene ...

Group 1: Cipher Mining - Cipher Mining is focused on creating AI data centers that address significant challenges in artificial intelligence, which is crucial for big tech companies [3] - The company has long-term agreements with Amazon and Alphabet, translating into high annual recurring revenue, with only a fraction of its total pipeline utilized [6] - Cipher Mining's crypto revenue reached $71 million in Q3 2025, and the Amazon deal is expected to more than double total revenue [7] - The company has a market cap of $5.8 billion and significant cash reserves of $1.2 billion, which will support further expansion of AI data centers [9] Group 2: SoFi Technologies - SoFi is a high-growth online bank that has seen a 37% year-over-year revenue increase in Q4 2025, despite a nearly 30% decline in stock price year-to-date [10] - The company relaunched crypto trading in December 2025, attracting over 63,000 customers within ten days, indicating strong interest in this segment [10] - SoFi has diversified its revenue streams beyond loans, with interest revenue from loans increasing by 30% year-over-year, supported by a rise in consumer deposits [13] - The company has 13.7 million members and is well-positioned for growth, particularly with the potential for a future crypto bull market [14]

Core Insights - The demand for AI computing has led to a surge in data center construction and development, with companies pivoting from cryptocurrency mining to AI data centers [1][2] Company Overview - Applied Digital and Riot Platforms are both transitioning to AI data centers, having initially focused on high-performance computing for Bitcoin and cryptocurrency mining [2] - Applied Digital has seen significant growth, with its stock price increasing by approximately 260% over the past year, while Riot Platforms has been affected by Bitcoin price volatility [3] Financial Performance - Applied Digital reported a 250% year-over-year revenue growth and reduced its net loss by 76% in the most recent quarter, driven by long-term contracts with hyperscalers [6] - Riot Platforms generated a record $180 million in revenue and achieved $104 million in net income, a significant turnaround from a $154 million net loss a year ago [10] Market Outlook - Analysts are optimistic about both companies, with 100% of analysts rating them as a buy. Applied Digital has a median price target of $43.50 per share, indicating a 33% upside, while Riot Platforms has a median price target of $28 per share, suggesting a potential 95% growth [5] - Applied Digital has secured $16 billion in long-term lease agreements and aims for $1 billion in net operating income within five years [9] Strategic Developments - Applied Digital is expanding its operations with new facilities, including Polaris 3 and Delta Forge 1, both set to open in 2027 [7] - Riot Platforms is diversifying its revenue by converting existing crypto mining facilities into data centers and has signed a 10-year lease agreement with AMD, potentially generating up to $1 billion in revenue [13][14]

I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.ONeil Trader is a former stockbroker turned full-time independent investor. He focuses on ...

This news release constitutes a "designated news release" for the purposes of the Company's amended and restated prospectus supplement dated November 18, 2025, to its short form base shelf prospectus dated May 15, 2025. MIAMI, FL / ACCESS Newswire / February 20, 2026 / DigiPower X Inc. ("Digipower X" or the "Company") (Nasdaq:DGXX)(TSXV:DGX), a vertically integrated AI infrastructure company focused on the deployment of Tier-3 modular data centers powered by owned and controlled energy assets, announces tha ...

Core Insights - The sell-off in CoreWeave's stock was triggered by a report indicating significant financing challenges for its infrastructure expansion [1] - Concerns about liquidity in the AI infrastructure sector were heightened by Blue Owl's decision to stop quarterly redemptions for one of its retail-focused funds, seen as a warning sign [2] Data Center Financing Issues - CoreWeave's facility was meant to be a flagship site for its GPU-as-a-service model, but financing worries have emerged [2] - The market reaction suggests that investors are increasingly focused on the stability of data center financing rather than just growth metrics [4] Impact on Related Companies - The negative sentiment quickly affected other companies in the same capital-intensive ecosystem, including Nebius and Applied Digital [3] - Nebius, aiming to be Europe's leading AI factory, shares a similar reliance on debt-fueled hardware acquisition, which has raised concerns among investors [3] - Applied Digital is also vulnerable to shifts in private credit markets, especially after NVIDIA reduced its stake in the company [3] Market Reactions - Despite reassurances from Blue Owl and CoreWeave about a $500 million bridge loan and intact project timelines, market reactions indicate deepening concerns about financing [4] - The price movements of CoreWeave, Nebius, and Applied Digital reflect that investors are prioritizing evidence of solid data center financing over growth and GPU counts [4]

Core Points - CoreWeave stock experienced a decline of up to 12% on Friday, despite being up approximately 19% year to date [1] - The decline was triggered by a report indicating that Blue Owl Capital could not secure debt financing for a data center co-developed with CoreWeave, which is located in Pennsylvania [2] - Lenders are hesitant to finance AI firms with below-investment-grade credit, as CoreWeave's debt is rated B+ by S&P Global Ratings, significantly below investment grade [2] - Concerns have been raised regarding the sustainability of CoreWeave's business model, which relies on renting compute power to AI customers, especially given its high debt-to-equity ratio [3] - The enthusiasm for AI has diminished over the past six months, further impacting investor confidence in CoreWeave [3] - A proposed merger between CoreWeave and Core Scientific fell through due to opposition from a major shareholder, raising additional concerns about CoreWeave's financial health [4] - Notable short-seller Jim Chanos has expressed skepticism about CoreWeave's financials and profitability, advising caution for investors in data center stocks [4] - Blue Owl Capital has also been in the news for halting redemptions on one of its private credit funds aimed at retail investors, indicating potential liquidity issues [5]

Economic Overview - Global GDP growth is projected at 2.7–2.8% for 2026, below pre-COVID averages, with advanced economies growing modestly and Asia-Pacific, particularly India, showing resilience with a growth rate of approximately 6.6% [1] - The IMF forecasts advanced economies to grow around 1.8%, while emerging markets and developing economies are expected to exceed 4% growth in 2026, indicating a widening economic gap [2] Market Polarization - Equity markets are experiencing polarization, driven by significant capital flows into megatrends such as AI investment, clean energy, and healthcare [3] - Artificial intelligence investment is identified as the primary driver of market polarization in 2026, with major technology companies significantly increasing capital expenditures [4] AI Investment - Major technology firms, including Amazon, Alphabet, Microsoft, and Meta, are projected to spend approximately $650 billion on AI-related infrastructure in 2026, marking a 67% increase from 2025 [5] - Semiconductor foundries are expanding, with Taiwan Semiconductor (TSM) raising its 2026 capex target to $52-$56 billion, reflecting strong demand for AI [7] Sector Analysis AI & Technology Infrastructure - Companies involved in AI infrastructure, such as NVIDIA (NVDA) and Vertiv Holdings (VRT), are positioned to benefit from the AI capital-expenditure cycle, with NVDA expected to report earnings growth of 57.7% in fiscal 2027 and VRT projected to grow earnings by 46.9% in 2026 [9] Renewable Energy & Battery Materials - The energy transition is accelerating, with Albemarle (ALB) expected to benefit from rising lithium demand linked to electric vehicles and stationary storage, projecting an earnings growth of 855.7% in 2026 [10] Healthcare & Biotech - The healthcare sector is supported by demographic trends and technological innovations, with Axsome Therapeutics (AXSM) expected to achieve 109% earnings growth in 2026, driven by advancements in AI-assisted drug discovery [11]

Core Insights - CoreWeave is developing a $4 billion joint venture site aimed at becoming one of the largest AI-specialized data centers in the U.S., utilizing a GPU-as-a-service model to address the increasing demand for computing power [1] - The AI sector is experiencing rapid growth, but there is a rising tension between ambitious expansion plans and the realities of private credit markets, with lenders becoming cautious due to high burn rates associated with GPU clusters [2] - Blue Owl has issued a statement asserting that financing is on track, with a $500 million bridge loan commitment secured, while CoreWeave has also denied any financing issues, maintaining that project timelines are unchanged [3] - CoreWeave's stock has seen a 10% decline, indicating a shift in investor sentiment where growth alone is no longer sufficient, and there is a demand for evidence of financial stability in the capital-intensive AI sector [4]

MARA completes purchase of majority stake in French data center unit https://t.co/GyOHofbrJn ...