Core Insights - Vertiv has announced new configurations of the Vertiv™ MegaMod™ HDX, a prefabricated power and liquid cooling infrastructure solution designed for high-density computing environments [1] Group 1: Product Features - The Vertiv™ MegaMod™ HDX delivers a capacity of up to 10 MW [1] - It accommodates rack densities ranging from 50 kW to over 100 kW per rack [1] Group 2: Target Applications - The solution is engineered for high-density computing environments, including artificial intelligence (AI) and high-performance computing (HPC) deployments [1]

Core Viewpoint - Applied Digital Corporation (NASDAQ:APLD) is gaining attention as a promising investment opportunity in the tech sector, with recent coverage from multiple firms indicating strong growth potential and strategic developments [1][2][3]. Group 1: Analyst Ratings and Price Targets - Arete Research initiated coverage of Applied Digital with a Buy rating and a price target of $99 [1][3]. - Freedom Capital also initiated coverage with a Buy rating, setting a price target of $36, and projecting an adjusted EBITDA margin exceeding 60% within two fiscal years [2]. Group 2: Strategic Developments - Applied Digital announced a non-binding agreement to combine its cloud computing business with EKSO Bionics, forming a new entity called ChronoScale Corporation, which will focus on next-gen AI workloads [3]. - The proposed deal will result in Applied Digital owning approximately 97% of the new company, which will leverage Applied Digital's AI Factory campuses and innovative cooling technologies [3]. Group 3: Business Operations - Applied Digital designs, develops, and operates digital infrastructure solutions specifically for the High-Performance Computing (HPC) and AI industries in North America [4]. - The company operates through two main segments: Data Center Hosting Business and HPC Hosting Business [4].

Core Viewpoint - Applied Digital Corporation (NASDAQ: APLD) is experiencing a significant upward trend in its consensus price target, indicating growing optimism among analysts regarding the company's future performance [1][6]. Price Target Trends - The average price target for APLD has increased from $34.64 a year ago to $45 last month, reflecting a strong upward trend in analyst expectations [4][6]. - In the last quarter, the average price target was $40.5, showing a steady increase and indicating growing optimism about the company's prospects [3]. Revenue Growth Potential - Analysts are optimistic about APLD's potential revenue growth in 2026, driven by increasing demand from hyperscalers and the operational status of Polaris Forge 1 [2]. - The company's lease revenue is expected to significantly enhance its top line, bolstered by a new contract [3]. Strategic Initiatives - The increase in the consensus price target can be attributed to the company's strategic initiatives and its focus on high-performance computing and artificial intelligence industries [5]. - The rebranding from Applied Blockchain, Inc. to Applied Digital Corporation in November 2022 may have contributed to a renewed focus and positive outlook from analysts [5]. Upcoming Earnings - The upcoming release of fiscal 2026 Q2 results is highly anticipated by investors and analysts, as it will provide insights into the company's financial performance and future prospects [4].

Global markets remain supported by ongoing enthusiasm for artificial intelligence (AI) and the build-out of data center infrastructure. Hyperscalers and large technology companies continue to invest heavily, with data center M&A reaching about $61 billion through 2025, topping the prior year’s record. While some strategists warn that parts of the AI trade may be stretched, demand for physical infrastructure is still driving the theme. Within that backdrop, Vertiv (VRT) appears positioned to catch up. Bar ...

Group 1 - Brookfield Infrastructure (BIP) is positioned to benefit from the growth in digital infrastructure and its associated assets [1] - Mountain Valley Value Investments focuses on identifying undervalued companies with strong growth potential across various sectors [1] - The investment philosophy emphasizes long-term value and disciplined research to uncover opportunities for strong returns [1]

Core Insights - Applied Digital stock is expected to rise significantly following the release of its upcoming quarterly report, having already seen a remarkable 215% increase in 2025 due to high demand for AI infrastructure [1][3] - The company is positioned in the AI infrastructure boom, focusing on designing and operating data centers for high-performance computing and AI workloads, leading to rapid revenue growth [2] Financial Performance - Applied Digital has consistently outperformed Wall Street's earnings expectations, reporting smaller losses than anticipated, driven by strong revenue growth [5] - In the first quarter of fiscal 2026, revenue increased by 84% year-over-year to $64 million, surpassing the $50 million consensus estimate, aided by a significant contract with CoreWeave [6] - The company has completed the fit-out of 100 megawatts (MW) of HPC hosting capacity for CoreWeave, with a 15-year lease contract expected to contribute $11 billion to revenue over its lifetime [7] Future Projections - Analysts forecast a 29% year-over-year revenue increase to $82.2 million for the recently concluded fiscal Q2, with expectations that Applied Digital will exceed these estimates [9] - The stock is currently trading at a high valuation of nearly 33 times sales, but the company's growth potential and revenue pipeline justify this valuation [10] - If Applied Digital achieves the projected $970 million revenue in the coming years and trades at a discounted 10 times sales, its market cap could increase by 44% to $9.7 billion [12] Investment Consideration - The current pullback in stock price presents a potential buying opportunity, as the company is poised for significant growth following its upcoming results [13]

Core Insights - SoftBank Group has agreed to acquire DigitalBridge Group for approximately $4 billion, with the aim of enhancing its position in global AI infrastructure development [1][3] - The acquisition will involve SoftBank purchasing all outstanding shares of DigitalBridge at $16 each in cash, representing a 15% premium over the closing share price on December 26, 2025, and a 50% premium over its 52-week average closing price as of December 4, 2025 [6] Group 1: Acquisition Details - The boards of both companies have unanimously approved the transaction after a review by DigitalBridge's independent directors [2] - DigitalBridge specializes in managing assets related to digital infrastructure, including data centers, cell towers, fiber networks, and edge facilities [2] - The acquisition is subject to regulatory approval and other customary conditions, with DigitalBridge expected to operate as an independent platform under CEO Marc Ganzi post-transaction [3] Group 2: Strategic Implications - SoftBank aims to expand its capabilities in developing and financing the digital infrastructure necessary for widespread AI deployment [3] - The acquisition is seen as a significant investment opportunity, with DigitalBridge's CEO highlighting the importance of AI infrastructure for future growth [4] - SoftBank's chairman emphasized the need for enhanced compute, connectivity, power, and scalable infrastructure as AI transforms industries globally [6][7]

We recently published 10 Stocks Quietly Climbing Toward 2026. DigitalBridge Group Inc. (NYSE:DBRG) is one of the best performers on Monday. Digital Bridge extended its winning streak to a fourth straight session on Monday, jumping 9.70 percent to close at $15.27 apiece as investors gobbled up shares following announcements that it is set to be taken private for $4 billion. In a statement on the same day, DigitalBridge Group Inc. (NYSE:DBRG) said that it entered into a definitive agreement with SoftBank ...

Core Viewpoint - Mawson Infrastructure Group Inc. has filed an adversary proceeding in the U.S. Bankruptcy Court against multiple parties related to an involuntary bankruptcy petition, seeking damages and legal costs due to alleged misconduct by the petitioning creditors [1][2][3] Group 1: Legal Proceedings - The adversary proceeding is titled "Mawson Infrastructure Group Inc. versus W Capital Advisors Pty Ltd, et al." and is filed under 11 U.S.C. § 303(i) [1] - The complaint alleges that the petitioning creditors engaged in a coordinated campaign that resulted in significant financial harm to Mawson, including a market capitalization loss of approximately $23 million in one day [2] - The involuntary bankruptcy petition was dismissed with prejudice on November 4, 2025, allowing Mawson to pursue remedies against the petitioning creditors [3] Group 2: Company Overview - Mawson is a U.S.-based technology company focused on next-generation digital infrastructure platforms, providing services in AI, HPC, and digital assets, including Bitcoin mining [4] - The company operates both self-mining and colocation/hosting services, utilizing a vertically integrated infrastructure model designed for scalability and efficiency [4] - Mawson emphasizes the use of carbon-free energy resources, including nuclear power, to support sustainable growth in the digital economy [5] Group 3: Operational Capacity - Mawson currently has 129 megawatts of capacity online, with additional capacity under development, positioning itself as a competitive provider of carbon-aware digital infrastructure solutions [5]

MIAMI, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs today announced the launch of the Defiance Daily Target 2X Long BITF ETF (BTFL), expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to high-volatility, high-growth equities. The newest addition, BTFL, is designed for traders who seek magnified, short-term bullish exposure to Bitfarms Ltd. (Nasdaq: BITF). By seeking to deliver 200% of the daily percentage change in the share price of BITF, the fund a ...