Wall Street broker Benchmark said bitcoin miner Hut 8 (HUT) is using last week’s River Bend announcement to cement a shift from a crypto-first power owner into an institutional-grade digital infrastructure platform. Analyst Mark Palmer said the structure, counterparties and cash-flow quality separate HUT's deal from the wave of recent AI data center agreements. He reiterated his buy rating on the stock and lifted his price target to $85 from $77, suggesting 93% upside from Friday's close of $44.12. Shares ...

Core Insights - SOS Limited is transitioning from a traditional cryptocurrency-mining operator to a full-scale digital-infrastructure provider by developing a next-generation Tier III modular data center in Fort Stockton, Texas [1] Group 1: Project Overview - The project will utilize a prefabricated, modular Tier III platform designed for speed, efficiency, and scalability, potentially reducing total project costs by nearly 50%, from approximately $1.2 billion to around $500 million for a 100 MW data center [2] - The initial phase will consist of a 10 MW modular data-center cluster, with plans to scale the Longfellow campus to as much as 100 MW within 18 months, depending on market demand [3] Group 2: Market Positioning - Longfellow Ranch is becoming a key area for next-generation compute development, recently attracting attention due to a 2 GW AI data-center project involving CoreWeave and Poolside [4] - By deploying Tier III modular capacity, SOS aims to meet the increasing demand for secure and reliable hosting services, particularly from AI, cloud, and enterprise customers [5] Group 3: Strategic Vision - The CEO of SOS expressed excitement about the project, highlighting the modular Tier III design's advantages in speed, flexibility, and cost efficiency, positioning the company for growth in the expanding AI-compute market [6] - Further development updates and customer engagement milestones are expected to be released in early 2026 [6]

Market Overview - Stocks are expected to open higher as the holiday-shortened trading week begins, following a volatile week where the S&P 500 recorded its third winning week in four [1] - There is uncertainty regarding the occurrence of a "Santa Claus Rally" due to the New York Stock Exchange closing early on Wednesday and entirely on Thursday for Christmas [1] Gold Market - Gold prices have reached a record high, increasing approximately 70% since the beginning of 2025, positioning gold as a more favorable wealth source compared to bitcoin [2] Nvidia - Nvidia shares increased by 2% after reports indicated the company aims to start shipping its H200 chips to China before mid-February, suggesting a potential recovery for the stock [3] OpenAI Funding - OpenAI is in discussions to raise $100 billion at an $830 billion valuation, up from a previously targeted $500 billion valuation within a week, which will support Oracle's data center buildout to compete with Google's AI model [4] GE Vernova - Jefferies raised its price target for GE Vernova to $830 from $815 while maintaining a buy rating, reflecting updated valuations that account for share repurchases through 2028, highlighting its role in the data center sector [5] Paramount's Acquisition Attempt - Paramount Skydance secured backing from billionaire Larry Ellison in its hostile bid to acquire Warner Bros. Discovery, following Netflix's agreement to purchase WBD's studio and streaming assets [6] Clearwater Analytics - Clearwater Analytics received an $8.5 billion acquisition offer from a group led by Permira and Warburg Pincus, with mixed analyst reactions regarding the likelihood of competing bids [7] E.l.f. Beauty - Piper Sandler reduced E.l.f. Beauty's price target to $85 from $100 while maintaining a hold rating, citing slower market share gains compared to competitors, though the new target still suggests nearly 6% upside from the previous close [8] Financial Services Sector - Morgan Stanley increased price targets for several financial services companies, including Intercontinental Exchange to $174 from $169, Charles Schwab to $148 from $139, and Robinhood to $147 from $146, driven by strong industry transactions and raised earnings estimates [9] Rocket Lab - Rocket Lab achieved a successful launch, marking its 21st perfect launch, prompting Stifel to raise its price target to $85 from $75 while maintaining a buy rating, supported by a contract worth up to $850 million from the Space Development Agency [10]

Core Insights - EdgeMode, in partnership with Blackberry Alternative Investment Fund (BAIF), has secured the necessary power supply for its large-scale AI data center platform in Spain, marking a significant operational milestone for the project [2][7] - The development includes five campus-style data center projects with a combined capacity exceeding 1.5 GW of IT power, positioning it as the largest AI data center development pipeline in Europe [3][7] Power Supply and Infrastructure - The successful securing of power supply is a critical achievement that enhances the viability of the digital infrastructure initiative [2][4] - All sites have secured land rights, dark fiber connectivity, and pre-approved construction permits, which collectively de-risk the execution of the AI data centers [8][7] Strategic Importance - The milestone is viewed as a clear inflection point for EdgeMode, allowing the company to shift discussions with clients and partners from future capacity to deliverable solutions [4] - The joint venture is strategically positioned to meet global demand for AI infrastructure while minimizing execution risks [4][7]

Core Insights - EdgeMode, in partnership with Blackberry Alternative Investment Fund (BAIF), has achieved a significant operational milestone by securing the necessary power supply for its large-scale AI data center platform in Spain, marking a critical advancement in one of Europe's most ambitious digital infrastructure projects [1][2] Group 1: Project Overview - The joint venture is advancing five campus-style data center projects, designed for artificial intelligence and high-performance computing, with a combined capacity exceeding 1.5 GW of IT power, making it the largest AI data center development pipeline in Europe [2] - The secured power supply, along with land rights, dark fiber connectivity, and pre-approved construction permits, positions the project for accelerated development and execution [5] Group 2: Strategic Significance - Charlie Faulkner, CEO of EdgeMode, emphasized that securing power is a critical milestone that allows the company to transition discussions with clients and partners from future capacity to deliverable, scalable solutions, thus enhancing commercial engagement [2] - José Mora, CEO of BAIF, highlighted the strategic value of the joint venture, stating that the secured power supply, along with other resources, uniquely positions them to meet global demand while mitigating execution risks [2]

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Core Viewpoint - Core Scientific, Inc. (NASDAQ:CORZ) has been upgraded to "Market Outperform" with a price target of $30, reflecting strong growth prospects in high-performance computing (HPC) [1][2]. Growth Prospects - The price target of $30 per share represents approximately 19 times the estimated 2027 EV/EBITDA, indicating robust growth potential for the company [2]. - Core Scientific's power pipeline is considered strong enough to secure additional HPC lease agreements beyond its previous deal with CoreWeave, positioning the company favorably in the data center landscape [2]. Market Position - Despite a failed merger with CoreWeave, analysts believe Core Scientific can negotiate more favorable contract terms as it engages with AI firms and other clients [3]. - Recent deals following the termination of the CoreWeave agreement suggest that value creation is increasingly favoring suppliers of data center capacity, with improved terms being observed in new contracts [3]. Company Transition - Core Scientific has transitioned into an AI-focused business by leveraging its advanced infrastructure and expertise in HPC [3].

Core Viewpoint - Digital Realty Trust is poised for a significant comeback, driven by booming demand in the data center industry, with potential for stock price doubling within five years [2][15]. Company Overview - Digital Realty Trust specializes in data centers, owning over 300 facilities across more than 25 countries, distinguishing itself from traditional real estate investment trusts (REITs) [1][4]. - The company has been operational since 2004 and was the first data center REIT, attracting both growth-focused tech investors and those seeking income through dividends [4]. Industry Growth - The data center industry is expected to grow at an 11% compound annual growth rate (CAGR), indicating strong demand driven by advancements in technologies like artificial intelligence (AI) and quantum computing [5][6]. - Digital Realty's strategic acquisitions of land in key markets, particularly in the U.S., position it well for future expansion [7]. Financial Performance - In the first nine months of 2025, Digital Realty reported nearly $4.5 billion in revenue, reflecting a 9% year-over-year growth, while operating income surged by 66% [10]. - Funds from operations (FFO) income reached over $1.9 billion, marking a 17% increase compared to the same period in 2024, indicating strong cash flow [11]. Dividend and Valuation - Digital Realty offers a dividend yield of approximately 3.3%, significantly higher than the S&P 500 average of about 1.2%, despite not increasing its dividend since 2022 [8][13]. - The stock is currently trading at about 22 times its trailing FFO income, suggesting potential for multiple expansion as income and growth prospects improve [14]. Future Outlook - The combination of rising demand for data centers and lower interest rates could enhance Digital Realty's financial performance, supporting stock price growth [12][16]. - If the company can maintain double-digit growth in FFO income, it is well-positioned for stock price appreciation in the coming years [16].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company in focus is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being completely debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other firms in the energy sector [10] Market Trends - The article discusses the broader trends of onshoring and tariffs that are influencing the energy and manufacturing sectors, positioning this company favorably within these dynamics [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12] Conclusion - The company is portrayed as a key player in the intersection of AI and energy, with significant growth potential as the demand for AI technologies escalates [11][13]

Core Insights - Applied Digital is experiencing significant momentum due to billions in long-term AI data center leases, which are expected to reshape its financial future [1] - The surge in demand for computing resources is driving the company's transition towards high-margin recurring revenue, potentially unlocking substantial upside for investors [1] Company Summary - Applied Digital's recent contracts are positioned to catalyze one of the largest AI infrastructure rallies in the decade [1] - The company's strategic shift towards recurring revenue models is aligned with the increasing demand for AI and data center capabilities [1]