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Applied Digital vs. CoreWeave: Better Stock to Own in 2026?
Yahoo Finance· 2025-12-23 17:35
Core Weave - CoreWeave is a next-generation neocloud company specializing in large language model (LLM) training and AI inference, with a close relationship with Nvidia for access to high-end GPUs [3] - The company is aggressively increasing capital expenditures, planning to more than double them next year, to meet soaring demand for AI services [4] - CoreWeave has reportedly turned away business worth an estimated $40 billion to $50 billion from Microsoft due to high demand [4] - Citigroup indicates that CoreWeave's capacity is sold out for 2026, with discussions already underway for early 2027 bookings, suggesting potential hypergrowth [5] - Despite a strong performance post-IPO, CoreWeave's stock is still over 50% below its all-time high, indicating room for growth [5] Applied Digital - Applied Digital builds and manages specialized data centers designed for AI, focusing on handling intense heat and power requirements [6] - The company designs cooling systems and provides power, addressing a significant bottleneck in AI infrastructure development [7] - Applied Digital has transitioned from Bitcoin mining to providing data center expertise, attracting companies that need power access but lack building capabilities [7] - Both Applied Digital and CoreWeave experienced strong performances in 2025, with Applied Digital supporting neocloud providers through specialized infrastructure [8]
SharonAI(SHAZ) - Prospectus
2025-12-23 17:23
Filed with the Securities and Exchange Commission on December 22, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SHARONAI HOLDINGS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 7370 41-2349750 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 745 5th Ave, Suit ...
Hut 8 (HUT) Jumps 14% on Bullish Rating, PT
Yahoo Finance· 2025-12-23 16:44
Core Viewpoint - Hut 8 Corp. has shown significant stock performance improvement, driven by a bullish recommendation and a price target increase from an investment firm, indicating strong market confidence in the company's future prospects [1][2]. Group 1: Stock Performance - Hut 8 Corp. experienced a stock price increase of 14.21%, closing at $50.39 after two consecutive days of gains [1]. - The investment firm Benchmark raised its price target for Hut 8 by 8.9% from $78 to $85, suggesting a 69% upside potential from the latest closing price [2]. Group 2: Business Transformation - The upgrade in Hut 8's stock rating is attributed to a newly signed $7 billion data center deal, which is expected to facilitate the company's transition from a crypto-focused business to one that services AI and high-performance computing [3]. - Benchmark highlighted that the deal offers superior economics compared to peer transactions, with long-term, investment-grade cash flows and expansion options involving three counterparties: Anthropic, Fluidstack, and Google [4]. Group 3: Financial Projections - Benchmark anticipates that Hut 8's cash flow and power demand for its 245 MW River Bend data center campus will reach $7.6 billion [5].
Spartan Capital Securities, LLC Serves as Sales Agent in Hyperscale Data, Inc.'s $50 Million At-the-Market Offering
Globenewswire· 2025-12-23 16:41
Core Viewpoint - Hyperscale Data, Inc. has entered into a sales agreement with Spartan Capital Securities for an at-the-market equity offering program, allowing the company to raise up to $50 million in gross proceeds [1][2]. Group 1: Sales Agreement and Financial Details - Under the sales agreement, Hyperscale Data may offer and sell shares of its common stock with aggregate gross proceeds of up to $50,000,000 [2]. - The shares will be sold through ordinary brokers' transactions on the NYSE American or at prevailing market prices, providing flexible access to capital [2]. Group 2: Use of Proceeds - The majority of the net proceeds from the offering will be used to acquire Bitcoin and further develop the company's Michigan data facility [3]. - A portion of the proceeds may also support working capital and general corporate purposes [3]. Group 3: Company Overview - Hyperscale Data, Inc. is an AI data center company anchored by Bitcoin, operating a data center that mines digital assets and offers colocation and hosting services [8]. - The company has a wholly owned subsidiary, Sentinum, which operates the data center, and another subsidiary, Ault Capital Group, Inc., focused on acquiring undervalued businesses and disruptive technologies [8].
TeraWulf secures zoning approval for NY data center
Yahoo Finance· 2025-12-23 15:33
Core Insights - TeraWulf secured regulatory approval for its Lake Cayuga site, allowing the conversion of a former coal plant into a data center, resolving a zoning dispute that had previously stalled its plans [1][4] Group 1: Regulatory Approval - The Town of Lansing voted 3-2 to classify TeraWulf's facility as "general processing," enabling the company to proceed without further rezoning or variances [2] - Previous attempts to classify the site as a scientific research laboratory and a warehouse were rejected [2][3] Group 2: Impact on Company Operations - The approval resolves a core zoning dispute that has negatively impacted sentiment in recent months, allowing TeraWulf to advance planning and design for the site [4] - The company targets a capacity of 138 megawatts at the Lake Cayuga location by the end of 2026, with long-term plans for 400 megawatts by the end of 2027 [4] Group 3: Financial Developments - TeraWulf recently announced the pricing of $1.275 billion in senior secured notes due in 2030, issued through its Flash Compute joint venture with Fluidstack [5]
Jet.AI Inc. JV for 50MW Data Center Campus in Moapa, Nevada
Globenewswire· 2025-12-23 14:15
Core Insights - Jet.AI Inc. announced a planned joint venture with Choo Choo Express LLC to develop a 50-megawatt data center campus in Moapa, Nevada, with an estimated enterprise value of approximately $500 million [1][10]. Project Overview - The data center will be developed on approximately 20 acres of land in Moapa, with CCE expected to contribute the land to the joint venture [6]. - The site is strategically located near existing utility corridors and a major roadway, adjacent to a remediated coal plant that operates as a 200-megawatt battery energy storage facility [5][7]. Financial Commitments - Jet.AI plans to invest around $10 million over a two-year period, contingent on achieving specific development and infrastructure milestones [8]. - The enterprise value of a fully developed 50-megawatt data center is estimated to consist of about $400 million in project debt and $100 million in equity, with Jet.AI expected to receive approximately 70% of the equity promote [10]. Economic Projections - In a fully de-levered scenario, the equity portion could represent about 25% of the total enterprise value, equating to approximately $125 million [11]. - Based on the initial $10 million investment, the projected return could be around 1.5x during the development period and up to 11.5x over a longer-term horizon as debt is repaid [11]. Strategic Advantages - The Moapa campus is one of the few sites in the Southwest capable of supporting hyperscale inference workloads, offering low-latency connectivity to California and key Southwestern markets [7]. - The joint venture benefits from CCE's extensive experience in large-scale data center operations and local development knowledge [9].
New Era Energy & Digital consolidates ownership of Texas data center project
Proactiveinvestors NA· 2025-12-23 13:40
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Cipher Mining Announces Acquisition of 200 MW Site in Ohio
Globenewswire· 2025-12-23 13:24
Core Insights - Cipher Mining Inc. has acquired a 200-megawatt site in Ohio, named "Ulysses," which includes 195 acres of land and necessary interconnection approvals to participate in the PJM market [1][2] - The site is expected to energize in the fourth quarter of 2027 and is well-suited for high-performance computing (HPC) applications due to its acreage, energization timeline, and proximity to a major metropolitan area [1][2] - This acquisition marks Cipher's first expansion outside of Texas, indicating the company's ability to source high-quality opportunities nationwide and its commitment to diversifying its development pipeline [2] Development Pipeline - With the addition of the Ulysses site, Cipher's development pipeline now totals 3.4 gigawatts (GW) across 8 sites [3] Company Overview - Cipher focuses on the development and operation of industrial-scale data centers for bitcoin mining and HPC hosting, aiming to be a market leader in innovation within these sectors [4]
Novo Nordisk's new obesity pill, Alphabet's data center deal, the end of EV euphoria and more in Morning Squawk
CNBC· 2025-12-23 12:46
Group 1: Novo Nordisk and Obesity Treatment - Novo Nordisk received FDA approval for the first-ever obesity treatment pill, set to launch early next year at a starting dose of 1.5 milligrams for $149 per month [7] - The approval is seen as a landmark decision that could expand access for patients suffering from obesity [1] - Following the news, shares of Novo Nordisk surged by 7%, while competitor Eli Lilly's shares fell by over 1% as it attempts to launch its own obesity pill [7] Group 2: Paramount and Warner Bros. Discovery - Paramount Skydance secured the backing of billionaire Larry Ellison in its bid for Warner Bros. Discovery, addressing concerns about financing from WBD's board [2][3] - WBD investors face a decision to either accept a sale to Netflix or tender their shares to Paramount, with potential implications for shareholder value [3] Group 3: Alphabet and Data Center Acquisition - Alphabet announced its acquisition of data center company Intersect for $4.75 billion in cash, which includes assuming its debt, aimed at enhancing data center capacity [5] Group 4: Janus Henderson Acquisition - Trian Fund Management and General Catalyst are set to acquire asset manager Janus Henderson for $49 per share, valuing the company at approximately $7.4 billion, with shares rising over 3% following the announcement [6] Group 5: Electric Vehicle Market Trends - The initial excitement around electric vehicles (EVs) has diminished, with legacy automakers now prioritizing traditional trucks and SUVs over EVs due to unmet demand expectations [9][10] Group 6: Instacart Pricing Strategy - Instacart announced the end of its AI-driven pricing tests after consumer concerns about price discrepancies for identical items, indicating a shift in its pricing strategy [11][12]
Hyperscale Data Bitcoin Treasury at 514.9655 Bitcoin and Exceeds 100% of Market Capitalization
Prnewswire· 2025-12-23 11:00
Core Viewpoint - Hyperscale Data, Inc. has successfully aligned its Bitcoin treasury with its market capitalization, achieving a total of approximately $76 million in Bitcoin and cash allocated for future purchases, which is about 100.75% of its market cap as of December 22, 2025 [1] Financial Position - As of December 19, 2025, the company held approximately $50 million in cash and restricted cash, with $30.5 million specifically allocated for future Bitcoin purchases [1] - The estimated net book value per share is approximately $0.52, while the estimated gross total asset value is around $1.16 per share [2] Bitcoin Holdings - The company's subsidiary, Sentinum, held approximately 514.9655 Bitcoin as of December 21, 2025, with a market value of about $45.5 million based on the Bitcoin price of $88,621 [2] - The Bitcoin holdings consist of 74.7313 Bitcoin from mining operations and 440.2341 Bitcoin acquired in the open market, including 11.4473 Bitcoin purchased during the week ending December 21, 2025 [2] Investment Strategy - The company employs a disciplined dollar-cost averaging strategy for Bitcoin purchases, targeting to invest at least 5% of allocated cash each week, although actual amounts may vary based on market conditions [3] - The company plans to provide weekly updates on its Bitcoin holdings and purchases to ensure transparency in its Digital Asset Treasury (DAT) strategy [4] Future Outlook - The company anticipates 2026 to be a record year in total revenue and plans to update stockholders on sales forecasts and profitability expectations in mid-January [2] - A divestiture of Ault Capital Group, Inc. is expected to occur in the second quarter of 2026, which will position the company as a focused data center operator and digital asset holder [7]