Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drop attributed to potential violations of federal securities laws [1][3]. Company Overview - Fermi Inc. is an energy and AI infrastructure company focused on building large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project is Project Matador, designed to provide dedicated power for AI workloads [4]. IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Stock Price Impact - On December 12, 2025, Fermi's stock dropped by $5.16 per share, over 33%, following the termination of the Advance in Aid of Construction Agreement by the First Tenant [7].

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to potential violations of federal securities laws [1][3]. Company Overview - Fermi Inc. is an energy and AI infrastructure company aiming to construct large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project is Project Matador, designed to provide dedicated power for AI workloads [4]. IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Stock Price Impact - On December 12, 2025, Fermi's stock dropped by $5.16 per share, over 33%, following the termination of the Advance in Aid of Construction Agreement by the First Tenant [7].

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to alleged violations of federal securities laws [1][3]. Group 1: Lawsuit Details - The lawsuit claims securities fraud under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934, as well as claims under Sections 11 and 15 of the Securities Act of 1933 [3]. - Investors have until March 6, 2026, to request to lead the case, which is currently pending in the U.S. District Court for the Southern District of New York [3]. Group 2: Company Background - Fermi Inc. is an energy and AI infrastructure company focused on building large-scale nuclear reactors to support grid-independent data centers for AI workloads [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI operations [4]. Group 3: IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Group 4: Stock Price Impact - Following the announcement that the First Tenant terminated the Advance in Aid of Construction Agreement, Fermi's stock dropped by $5.16 per share, over 33%, from $15.25 to $10.09 on December 12, 2025 [7].

Core Insights - Dell Technologies (DELL) and Cisco Systems (CSCO) are key players in the AI infrastructure market, with DELL focusing on AI-optimized servers and Cisco on high-performance networking and security solutions [1][2] AI Infrastructure Market Overview - AI infrastructure spending is projected to exceed $758 billion by 2029, with 94.3% allocated to servers with embedded accelerators [2] - Global AI spending is expected to surpass $2 trillion in 2026, up from an estimated $1.5 trillion in 2025, benefiting both DELL and CSCO [2] Dell Technologies (DELL) Performance - DELL is experiencing strong demand for AI servers, with $12.3 billion in AI server orders in Q3 FY26, totaling $30 billion year-to-date [5][10] - The company reported a record backlog of $18.4 billion in AI server orders, indicating sustained demand [5] - DELL anticipates shipping approximately $9.4 billion worth of AI servers in Q4 FY26, with total shipments expected to reach $25 billion for FY26, reflecting a 150% year-over-year growth [6][10] Cisco Systems (CSCO) Performance - CSCO has integrated AI into its product offerings, with AI infrastructure orders from hyperscalers reaching $1.3 billion in Q1 FY26 [7] - The company expects $3 billion in AI infrastructure revenues from hyperscalers in FY26, supported by a $2 billion order pipeline [7][10] - CSCO's total Annual Recurring Revenues reached $31.4 billion, up 5% year-over-year, with remaining performance obligations at $42.9 billion, up 7% year-over-year [8] Valuation and Earnings Estimates - DELL shares are considered undervalued with a Value Score of A, trading at a forward Price/Sales ratio of 0.64X, while CSCO shares are viewed as overvalued with a Value Score of D, trading at 4.82X [14] - The Zacks Consensus Estimate for DELL's FY26 earnings is $9.95 per share, indicating a 22.24% year-over-year increase, while CSCO's estimate is $4.10 per share, reflecting a 7.61% increase [16] Earnings Performance - DELL has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 0.23% [18] - CSCO has consistently beaten the Zacks Consensus Estimate in all four quarters, delivering a higher average surprise of 3.22% compared to DELL [18] Conclusion - Both DELL and CSCO are positioned to benefit from the growing AI infrastructure market, but CSCO is seen as having greater upside potential due to its robust AI-driven portfolio and higher earnings momentum [19]

Retail investors talked up five hot stocks this week (Jan. 12 to Jan. 16) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.Nebius Group NV (NASDAQ:NBIS) , IREN Ltd. (NASDAQ:IREN) , D-Wave Quantum Inc. (NYSE:QBTS) , Microsoft Corp. (NASDAQ:MSFT) , and Oklo Inc. (NYSE:OKLO) , spanning data center, semiconductor, AI, quantum computing, and nuclear, reflected diverse investor interests.Nebius GroupNBIS bullish momentum from its early adoption/implementation plans for N ...

SAN DIEGO--(BUSINESS WIRE)--The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Fermi Inc. (NASDAQ: FRMI): (i) common stock pursuant and/or traceable to the registration statement and prospectus issued in connection with Fermi's October 2025 initial public offering ("IPO†); and/or (ii) securities between October 1, 2025 and December 11, 2025, inclusive (the "Class The complaint alleges that by the commencement of the Fermi class action lawsuit, the price of Fermi sto ...

NEW YORK, Jan. 16, 2026 (GLOBE NEWSWIRE) -- 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://www.bfalaw.com/ca ...

Core Insights - The article discusses the potential investment opportunities in lesser-known companies that are crucial to the AI infrastructure, rather than just focusing on high-profile AI companies like Nvidia and Super Micro Computer [1][3]. Group 1: AI Market Overview - The AI market has seen significant growth, with early leaders like Super Micro Computer and Nvidia posting gains of 231% and 1,066% respectively over three years, while the S&P 500 index gained 77% during the same period [2]. - Despite the impressive gains of these companies, there is a belief that the next wave of investment opportunities may lie in companies that provide the infrastructure necessary for AI [3]. Group 2: Hewlett Packard Enterprise (HPE) - Hewlett Packard Enterprise (HPE) is positioned as a key player in the AI infrastructure, assembling AI supercomputers and selling them to various sectors, including enterprises and governments [6][7]. - HPE's stock is currently valued at a modest 8.0 times forward earnings and 0.9 times trailing sales, making it an attractive investment compared to higher-valued chip designers [8]. Group 3: Schneider Electric - Schneider Electric is highlighted as a significant but underappreciated player in the AI data center space, providing essential power distribution and cooling systems for AI facilities globally [10][11]. - The company has a market capitalization of approximately $155 billion and annual sales around $42 billion, with its products being utilized by the largest cloud computing and AI software companies [12].

New York, New York--(Newsfile Corp. - January 15, 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 - CleanSpark's stock increased by 6% to $13 following a significant land acquisition in Texas for an AI data center and an analyst upgrade, indicating strong market interest and potential strategic shift [2][10] - The company is transitioning from a Bitcoin miner to an AI infrastructure provider, supported by substantial land acquisitions and increased power capacity, positioning it to capitalize on the growing demand in the AI data center sector [2][7] - The recent acquisition includes 447 acres in Texas with a prospective power capacity of up to 600 MW, marking a significant step in CleanSpark's strategic pivot [2][10] Trade Mechanics and Money Flow - The stock movement was characterized by a massive surge in trading volume, reaching 59.7 million shares, which is approximately 89% above the three-month average of 31.5 million, indicating strong market interest [4][11] - The price movement aligns more with strong accumulation rather than a short squeeze, suggesting institutional accumulation and substantial retail interest driven by the AI narrative [4][5] - Institutional ownership stands at 71.7%, reflecting strong interest from large investors, while retail sentiment has shifted to 'bullish' on platforms like Stocktwits [11] Future Outlook - The strategic shift to an AI infrastructure provider is seen as a fundamental transition that the market is beginning to recognize, with a target price of $15.00 identified as a psychological boundary for potential upward movement [7] - The recent land purchase establishes a regional power center exceeding 890 MW, further enhancing CleanSpark's position in the AI sector [10]