Workflow
AI Infrastructure
icon
Search documents
Bitdeer Announces January 2026 Production and Operations Update
Globenewswire· 2026-02-10 13:13
      Monthly Highlights       Increased self-mining hashrate to 63.2 EH/s on continued deployment of SEALMINERs      Bitcoin production increased 430% year over year to 668 Bitcoin      Launch of NVIDIA GB200 NVL72 infrastructure in Malaysia      First design of Litecoin chip taped out and initial testing surpassed expectations        SINGAPORE, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Bitdeer Technologies Group (NASDAQ: BTDR) (“Bitdeer” or the “Company”), a world-leading technology company for Bitcoin mining and ...
$FRMI STOCK LOSS NOTICE: Fermi Inc. Sued for Securities Fraud over Customer Agreement Cancellation, Investors Urged to Contact BFA Law
TMX Newsfile· 2026-02-10 11:46
New York, New York--(Newsfile Corp. - February 10, 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://w ...
CAPEX & Cash Flow: The Bull Case for AI Infrastructure Stocks
ZACKS· 2026-02-10 04:51
Core Insights - The article emphasizes the importance of investing in AI infrastructure companies, referred to as "pick-and-shovel plays," which are expected to benefit from the rapid growth of artificial intelligence and high-performance computing [1] Group 1: AI Infrastructure Companies - Companies like Nebius Group (NBIS), IREN (IREN), Astera Labs (ALAB), TeraWulf (WULF), and Cipher Mining (CIFR) are positioned to profit regardless of which AI model prevails, offering stable revenues and broad industry exposure [1] - Nebius Group is projected to experience a remarkable revenue growth of 5x by 2026, indicating strong market potential [7] Group 2: AI Capital Expenditure Trends - Hyperscaler capital expenditure (CAPEX) is forecasted to increase from $390 billion in 2025 to $515 billion in 2026, reflecting a significant rise in AI-related spending [2][3] - AI spending now constitutes over 2% of GDP, surpassing historical investments in railroads during the 1850s, highlighting the critical role of AI in the economy [2] Group 3: Productivity and Market Dynamics - The proliferation of AI technology has led to a 30% increase in coding productivity, countering skepticism regarding the return on investment in AI [9][11] - Companies are transitioning from capital-intensive models to high-margin operations, as seen with IREN's shift to a GPU-as-a-Service model, resulting in gross profits rising from under $200 million to $600 million [12] Group 4: Market Sentiment and Technical Analysis - A bullish shakeout pattern has been observed in stocks like NBIS, where prices briefly fell below key support levels before rebounding, indicating potential for future price increases [13] - The current market environment presents a unique opportunity for investors to focus on AI infrastructure providers, minimizing the uncertainty associated with software competition in the AI sector [15]
FRMI DEADLINE: Investigation Launched into Fermi Inc., Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm
TMX Newsfile· 2026-02-09 17:20
San Diego, California--(Newsfile Corp. - February 9, 2026) - 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, both dates inclusive (the "Class Period"), have until Friday, March 6, 2026 to seek appointmen ...
Should You Buy, Sell or Hold IREN Stock Post Q2 Earnings?
ZACKS· 2026-02-09 15:52
Key Takeaways IREN's AI Cloud revenues jumped 136.9% sequentially, lifting shares 5.1% after Q2 fiscal 2026 results.IREN targets $3.4B ARR by the end of calendar 2026, backed by Microsoft contracts and GPU financing.IREN faces stiff competition and trades at a valuation premium, supporting a cautious hold stance.IREN Limited (IREN) shares are up 5.1% since the company reported its second-quarter fiscal 2026 results on Feb. 5. The surge in share price can be attributed to strong momentum in IREN’s AI Cloud B ...
FRAUD ALERT: Fermi Inc. ($FRMI) Hit with Securities Fraud Allegations After Customer Agreement Leads to 33% Stock Drop, Contact BFA Law
TMX Newsfile· 2026-02-08 11:46
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]. 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 workloads [4]. - The company's flagship project is Project Matador, designed to provide dedicated power for AI operations [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 announcement that the First Tenant was terminating its agreement [7]. - The stock price fell from $15.25 to $10.09 per share in one day due to this news [7]. Legal Proceedings - Investors have until March 6, 2026, to seek appointment as lead plaintiffs in the case, which is pending in the U.S. District Court for the Southern District of New York [3]. - The lawsuit includes claims of securities fraud under various sections of the Securities Exchange Act and the Securities Act [3].
INVESTOR DEADLINE: Fermi Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces - FRMI
Globenewswire· 2026-02-07 16:15
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]. Group 1: Class Action Lawsuit Details - Investors who purchased Fermi Inc. common stock during the IPO or between October 1, 2025, and December 11, 2025, can seek to be appointed as lead plaintiff in the class action lawsuit [1][6]. - The lawsuit, titled Lupia v. Fermi Inc., claims violations of the Securities Act of 1933 and the Securities Exchange Act of 1934 [1][3]. Group 2: Allegations Against Fermi Inc. - The lawsuit alleges that Fermi overstated tenant demand for its Project Matador campus and failed to disclose reliance on a single tenant's funding commitment [3]. - It is claimed that there was a significant risk of the tenant terminating its funding commitment, which ultimately occurred, leading to a $150 million loss in expected construction funding [3][4]. Group 3: Financial Impact - Following the announcement of the termination of the funding agreement, Fermi's stock price fell nearly 34% [4]. - The stock price has since traded as low as $8.59 per share, representing a 59% decline from the IPO price of $21.00 per share [5]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading firm in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone [7]. - The firm has a strong track record, recovering $8.4 billion for investors over the past five years, making it one of the largest plaintiffs' firms globally [7].
Here's Why CoreWeave Stock Plunged but Then Recovered This Week
The Motley Fool· 2026-02-07 15:18
Investors are trying to decide if AI spending will make or break companies.It was a volatile week for the stock markets, especially in the tech sector. Artificial intelligence (AI) stocks were especially in focus. Shares of AI infrastructure provider CoreWeave (CRWV +20.03%) had plunged as much as 20% before a sharp rebound on Friday. CoreWeave stock ended the week down just 3.4%, according to data provided by S&P Global Market Intelligence. Investors are trying to decide whether all the spending on AI is g ...
Fermi Inc. (NASDAQ:FRMI) Accused of Securities Fraud after Stock Drops 33% -- Contact BFA Law before March 6
Globenewswire· 2026-02-07 12:05
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]. Group 1: Lawsuit Details - The lawsuit asserts securities fraud claims 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 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 aiming to build large-scale nuclear reactors to support grid-independent data centers for AI companies [4]. - The company's flagship project, Project Matador, is designed to provide dedicated power for AI workloads [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 - 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].
Celestica: Accelerating AI-Driven Growth And Valuation Contraction Make This A No-Brainer
Seeking Alpha· 2026-02-07 09:25
Core Insights - Celestica Inc. (CLS) is recognized as a significant player in the AI infrastructure sector, demonstrating a notable 52-week stock gain of over 100% despite mixed performance in recent months [1] Company Performance - The stock of Celestica has experienced fluctuations, yet the substantial 52-week gain highlights its potential in the market [1] Industry Position - The company is positioned within the tech sector, particularly focusing on AI infrastructure, which is a growing area of interest for investors [1]