Market Overview - The S&P 500 is reaching new record highs, driven by technology and AI stocks as investor risk appetite improves [1] - Investors are rotating back towards higher-beta exposures linked to AI infrastructure development [1] Company Highlights: CoreWeave - CoreWeave has secured a $2 billion capital injection from Nvidia to accelerate its expansion, aiming to scale its AI data-center footprint to approximately 5 gigawatts by 2030 [3] - CoreWeave operates over 250,000 GPUs across more than 30 data centers, significantly outpacing Iren Limited in terms of current scale [10] - Revenue for CoreWeave is projected to grow by over 125% next year, with total sales expected to be nearly five times larger than IREN's [11] Company Highlights: Iren Limited - IREN is expected to grow revenue by approximately 120% this year and another 151% next year, driven by demand for AI and high-performance computing [5] - IREN has secured a $9.7 billion contract with Microsoft and is developing five AI clusters across North America [5] - IREN's flagship asset, Sweetwater 1, is a 1.4-gigawatt site scheduled for completion by April, contributing to a broader 3-gigawatt power portfolio [7] Competitive Analysis - IREN's market capitalization is approximately $14 billion, while CoreWeave's market cap stands at $38 billion, indicating CoreWeave's dominance in scale [14] - IREN offers a more power-secured and capital-efficient growth profile, potentially leading to greater upside if execution remains on track [14] - Valuation metrics show IREN trading at roughly 5x sales, while CoreWeave trades closer to 3.3x, reflecting differing growth profiles and market positions [15] Technical Analysis - Both IREN and CoreWeave have recently broken out from well-defined bases, indicating bullish continuation patterns and strong upside momentum [8][12] - IREN shares rose nearly 9% following initial concerns about competition from CoreWeave, demonstrating resilience and renewed buyer interest [4]

New York, New York--(Newsfile Corp. - January 27, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://ww ...

Core Insights - Envirotech Vehicles, Inc. (EVTV) and AZIO AI Corporation have achieved a significant milestone in their AI infrastructure program with the successful delivery and installation of a 40-foot immersion-cooled AI data center container [1][2][5] - The immersion-ready container is designed to enhance thermal efficiency, system stability, and operational resilience for high-density AI computing [3][5] - The deployment aligns with EVTV's strategy to diversify revenue streams and engage in advanced infrastructure markets beyond its core vehicle manufacturing business [5] Infrastructure Details - The 40-foot immersion-ready data center container has been fully connected to power and network infrastructure and configured for immersion cooling [2][8] - The project is now in the final engineering phase for CPU integration and system commissioning, with a focus on performance validation [5][8] - The design aims for greater than 99% uptime under steady-state operations and competitive power usage effectiveness (PUE) for immersion-cooled deployments [8] Company Background - Envirotech Vehicles, Inc. is focused on enhancing long-term shareholder value through strategic initiatives, including platform transformation and selective acquisitions [6] - AZIO AI specializes in scalable, power-efficient AI data centers and mission-critical compute solutions [7]

NEW YORK, Jan. 22, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a provider of artificial intelligence ("AI") infrastructure and high-performance computing ("HPC") solutions, today announced the pricing of $210.0 million principal amount of 4.500% Convertible Senior Notes due 2031 (the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended ...

Core Viewpoint - Robbins LLP is investigating allegations that Fermi Inc. misled investors regarding its business prospects, particularly related to its Project Matador campus [2]. Group 1: Allegations and Misleading Information - Fermi Inc. allegedly overstated tenant demand for its Project Matador campus [2]. - The company did not disclose the reliance on a single tenant's funding commitment for financing the construction of Project Matador [2]. - There was a significant risk that the tenant could terminate its funding commitment, which was not communicated to investors [2]. Group 2: Impact on Stock Price - On December 12, 2025, Fermi revealed that the first tenant for Project Matador had terminated its $150 million funding agreement, leading to a stock price drop of $5.16 per share, or 33.8%, closing at $10.09 [3]. - By the time of the class action announcement, Fermi's stock had traded as low as $8.59 per share, representing a 59% decline from the IPO price of $21.00 per share [3]. Group 3: Class Action Participation - Shareholders may be eligible to participate in the class action against Fermi Inc., with a deadline to submit papers to the court by March 6, 2026, for those wishing to serve as lead plaintiff [4]. - Participation in the case is not required to be eligible for recovery, allowing shareholders to remain absent class members if they choose [4].

Core Insights - Applied Digital rebranded from Applied Blockchain to reflect its transition to an AI infrastructure provider in November 2022 [1] - The stock has increased by 1,720% over the last three years, with significant gains following a lease deal with CoreWeave, totaling $11 billion in anticipated revenue from two agreements [2] Stock Performance and Potential Actions - A stock split could be considered to enhance liquidity, but currently, there is no immediate benefit for Applied Digital to execute a split [5][7] - The stock is trading under $40, making it relatively affordable despite its substantial price increase [6] Industry Position and Growth - Applied Digital is well-positioned in the high-demand AI infrastructure market, with its Polaris Forge campuses benefiting from low energy costs and efficient cooling [8] - The company reported a 250% year-over-year revenue increase, supported by a significant backlog from deals with hyperscalers [9]

Core Viewpoint - The Fermi Inc. class action lawsuit alleges that the company and its executives made misleading statements regarding its Project Matador, leading to significant financial losses for investors following the termination of a key funding agreement [3][4][5]. Company Overview - Fermi Inc. is characterized as an energy and AI infrastructure company that conducted its initial public offering (IPO) in October 2025, selling 37,375,000 shares at a price of $21.00 per share [2]. Allegations of Misconduct - The lawsuit claims that Fermi overstated tenant demand for its Project Matador campus and failed to disclose reliance on a single tenant's funding commitment, which posed a risk of termination [3]. - It is alleged that the company did not adequately inform investors about the significant risk associated with the tenant's funding commitment [3]. Impact of the Lawsuit - Following the announcement that the first tenant for Project Matador had terminated a $150 million funding agreement, Fermi's stock price dropped nearly 34% [4]. - The stock price has reportedly fallen to as low as $8.59 per share, representing a 59% decline from the IPO price [5]. Legal Process - Investors who purchased Fermi common stock during the IPO or the specified class period can seek to be appointed as lead plaintiff in the class action lawsuit [6]. - The lead plaintiff will represent the interests of all class members and can choose a law firm to litigate the case [6]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a prominent law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [7].

Core Viewpoint - A class action has been filed on behalf of investors who purchased or acquired Fermi Inc. (NASDAQ: FRMI) common stock during its IPO and subsequent period, indicating potential legal challenges for the company [1]. Group 1: Company Overview - Fermi Inc. is positioned as an energy and artificial intelligence (AI) infrastructure company, suggesting a focus on innovative technologies within the energy sector [1]. Group 2: Legal Developments - The class action pertains to common stock purchased under the registration statement related to the company's IPO in October 2025, as well as securities acquired between October 25, 2025, and December 11, 2025, highlighting a specific timeframe for investor claims [1].

Core Viewpoint - Wall Street is increasingly optimistic about Hut 8, an artificial intelligence (AI) power supplier, with shares rising over 14% following positive analyst commentary [1][3]. Group 1: Stock Performance - Hut 8's stock price increased by 14.21%, closing at $6.27 [4]. - The current market capitalization of Hut 8 is $4.8 billion [4]. - The stock has a 52-week range of $10.04 to $57.29 [5]. Group 2: Analyst Insights - Benchmark analyst Mark Palmer rates Hut 8's stock as a buy, projecting a target price of $85 per share [3]. - Palmer praised Hut 8's recent partnership with Anthropic, which involves delivering a minimum of 245 megawatts (MWs) of computing power [3]. - The agreement includes a 15-year, $7 billion lease with Fluidstack, with potential expansions allowing Hut 8 to deliver up to 2,295 MW of utility capacity [5]. Group 3: Financial Backing and Risk Management - The total contract value for Hut 8 could reach as high as $17.7 billion, enhancing the company's financial outlook [5]. - Alphabet's Google is providing a financial backstop for the lease payments, which mitigates counterparty risk and ensures predictable cash flows for Hut 8 [5].

Core Viewpoint - Nebius, a Dutch AI infrastructure provider, has launched the Nebius AI Cloud version 3.1, integrating next-generation NVIDIA Blackwell Ultra computing technology and enhanced operational capabilities into its full-stack AI cloud platform [1] Group 1: Company Performance - Nebius shares rose by 1.23% in pre-market trading, reaching $76.38 [1] - The closing price prior to the announcement was $75.45, reflecting a decrease of 6.79% [1] - The stock has a market capitalization of $18.999 billion [1] Group 2: Stock Metrics - The stock's highest price in the last 52 weeks was $141.10, while the lowest was $18.31 [1] - The price-to-earnings (P/E) ratio is reported at 89.82 [1] - The average trading price was $77.876, with a trading volume of 17.0641 million shares [1]