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, which is 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 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].

南财智讯1月22日电，澄天伟业在投资者关系活动中表示，公司于2025年10月与AI基础设施解决方案提 供商SuperX共同设立合资公司，公司通过全资子公司香港澄天持股25%，主要向合资公司提供自主研发 生产的液冷模组及关键部件，由SuperX进行系统集成后推向市场。目前合资公司尚处于业务拓展阶 段，旨在整合优势资源，共同开拓全球AIDC机柜液冷产品市场。 ...

San Diego, California--(Newsfile Corp. - January 21, 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 (the "IPO"); and/or (ii) securities between October 1, 2025 and December 11, 2025, inclusive (the "Class Period"), have until March 6, 2026 to seek appointment as lead plain ...

Key Takeaways META is ramping AI infrastructure with heavy capex, custom chips and large clusters to support its apps.SMCI's rack-scale systems and modular DCBBS are seeing demand as AI data centers scale capacity worldwide.SMCI's rapid expansion has lifted inventory and cash cycle days, driving negative free cash flow in FY26.Super Micro Computer (SMCI) and Meta Platforms (META) are two prominent AI enablers, playing slightly different roles in the AI infrastructure supply chain. While SMCI positions itsel ...

Group 1 - Astera Labs, Inc. (ALAB) is transitioning from a speculative investment in AI infrastructure to a focus on addressing the next bottleneck in the industry, particularly in connectivity and power [1] - The CES 2026 event highlighted the importance of connectivity and power in the future of technology, reinforcing Astera Labs' strategic positioning [1] Group 2 - The investment strategy emphasizes identifying high-potential opportunities with a significant upside potential of 3-5 times the downside risk, leveraging market inefficiencies [1] - A strong margin of safety is prioritized to protect against capital impairment while maximizing long-term compounding [1]

Nebius Group N.V. (NASDAQ:NBIS) is one of the AI Stocks Making Waves on Wall Street. On January 15, Morgan Stanley analyst Josh Baer initiated coverage on the stock with an “Equalweight” rating and a price target of $126. The analyst highlights AI infrastructure scale-up potential for NBS, urging investors to focus on long-term metrics for valuation instead of near-term earnings. Nebius is well-positioned to benefit from the build-out of AI infrastructure, said Baer, noting its potential to bring signifi ...

According to a White House disclosure last week, U.S. President Donald Trump purchased at least $50 million in corporate and municipal bonds through December. This includes debt from the AI infrastructure company CoreWeave (CRWV). The filing also revealed bond purchases between Nov. 14 and Dec. 29, 2025, for companies such as Netflix (NFLX), General Motors (GM), Boeing (BA), Occidental Petroleum (OXY), and others. CoreWeave specializes in GPU infrastructure for generative AI workloads and provides comput ...

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, which is 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 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 - 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 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].