Artificial Intelligence Infrastructure
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Blackstone backs Neysa in up to $1.2B financing as India pushes to build domestic AI infrastructure
TechCrunch· 2026-02-16 00:30
Neysa, an Indian AI infrastructure startup, has secured backing from U.S. private equity firm Blackstone as it scales domestic compute capacity amid India’s push to build homegrown AI capabilities.Blackstone and co-investors, including Teachers’ Venture Growth, TVS Capital, 360 ONE Asset, and Nexus Venture Partners, have agreed to invest up to $600 million of primary equity in Neysa, giving Blackstone a majority stake, Blackstone and Neysa told TechCrunch. The Mumbai-headquartered startup also plans to rais ...
$FRMI Shareholder Reminder: BFA Law Notifies Fermi Inc. Investors of the Pending Securities Fraud Class Action and Imminent March 6 Legal Deadline
TMX Newsfile· 2026-02-14 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 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 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 Performance - Following the announcement that the First Tenant terminated the Advance in Aid of Construction Agreement, Fermi's stock dropped by $5.16, or over 33%, from $15.25 to $10.09 per share on December 12, 2025 [7].
Fermi Class Action: Fermi Inc. ($FRMI) Investors Are Notified of the Pending Securities Fraud Lawsuit and to Contact BFA Before the Upcoming March 6 Legal Deadline
TMX Newsfile· 2026-02-12 11:17
New York, New York--(Newsfile Corp. - February 12, 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 ...
INVESTOR ALERT: CoreWeave, Inc. (CRWV) Investors with Substantial Losses Have Opportunity to Lead CoreWeave Securities Class Action
Globenewswire· 2026-02-10 21:21
SAN FRANCISCO, Feb. 10, 2026 (GLOBE NEWSWIRE) -- National shareholder rights law firm Hagens Berman is alerting investors in CoreWeave, Inc. (NASDAQ: CRWV) to a pending class action against the company and certain of its executives. The suit alleges defendants misled the market regarding CoreWeave’s ability to scale its AI infrastructure and meet its ambitious revenue guidance. Hagens Berman is investigating the alleged claims that CoreWeave overstated its capacity to satisfy “robust” customer demand and do ...
Why Cipher Mining Stock Popped by Nearly 14% on Monday
The Motley Fool· 2026-02-10 00:45
The company continues to attract interest because of its pivot into a high-demand niche.Cryptocurrencies weren't doing all that well on Monday, but you wouldn't know that from the performance of Cipher Mining (CIFR +13.75%) stock. The Bitcoin (BTC 0.69%) miner and, increasingly, artificial intelligence (AI) infrastructure specialist was the subject of a bullish new analyst note from a well-known investment bank. Encouraged by this, market players traded the stock up by almost 14% across that trading session ...
Why Iren Stock Crashed This Week
Yahoo Finance· 2026-02-06 17:51
Iren Limited (NASDAQ: IREN) shares may be getting a bit of a boost along with other tech sector names today, but the stock of the artificial intelligence (AI) infrastructure company has tanked this week. Shares of the Bitcoin miner turned AI cloud infrastructure owner have plunged nearly 20% this week as of midday Friday, according to data provided by S&P Global Market Intelligence. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, w ...
CoreWeave's 2025 -- The Year Its Growth Story Became Clear
Yahoo Finance· 2026-02-04 12:20
Last year marked a turning point for CoreWeave (NASDAQ: CRWV). The company entered 2025 as a fast-growing private artificial intelligence (AI) infrastructure provider and exited it as a publicly traded, systemically important player in the AI compute ecosystem. Revenue surged, customer commitments expanded rapidly, and CoreWeave cemented its role as a key supplier to some of the world's most demanding AI builders. But beyond the headline growth, 2025 delivered something more valuable for investors: clari ...
Jim Cramer Advises Caution on Nebius Due to Potential AI Infrastructure Slowdown
Yahoo Finance· 2026-01-28 12:23
Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is involved in providing AI-focused infrastructure, including GPU-based cloud platforms and tools for advanced model development [2] - Concerns have been raised regarding the overvaluation of AI stocks, with potential risks if major companies slow down their building efforts, which could significantly impact Nebius [1] - The company is viewed as having potential, but there are other AI stocks that may offer better upside potential and lower downside risk [3] Group 2 - A younger investor may find speculative opportunities in Nebius, while older investors are advised to consider the associated risks [2] - The company could benefit from trends such as Trump-era tariffs and onshoring, indicating potential for undervaluation [3]
Iren Limited vs. CoreWeave: Accelerating AI Momentum
ZACKS· 2026-01-27 21:31
Market Overview - The S&P 500 is reaching new record highs, driven by technology and AI stocks as investor risk appetite improves [1] - Investors are rotating back towards higher-beta exposures linked to AI infrastructure development [1] Company Highlights: CoreWeave - CoreWeave has secured a $2 billion capital injection from Nvidia to accelerate its expansion, aiming to scale its AI data-center footprint to approximately 5 gigawatts by 2030 [3] - CoreWeave operates over 250,000 GPUs across more than 30 data centers, significantly outpacing Iren Limited in terms of current scale [10] - Revenue for CoreWeave is projected to grow by over 125% next year, with total sales expected to be nearly five times larger than IREN's [11] Company Highlights: Iren Limited - IREN is expected to grow revenue by approximately 120% this year and another 151% next year, driven by demand for AI and high-performance computing [5] - IREN has secured a $9.7 billion contract with Microsoft and is developing five AI clusters across North America [5] - IREN's flagship asset, Sweetwater 1, is a 1.4-gigawatt site scheduled for completion by April, contributing to a broader 3-gigawatt power portfolio [7] Competitive Analysis - IREN's market capitalization is approximately $14 billion, while CoreWeave's market cap stands at $38 billion, indicating CoreWeave's dominance in scale [14] - IREN offers a more power-secured and capital-efficient growth profile, potentially leading to greater upside if execution remains on track [14] - Valuation metrics show IREN trading at roughly 5x sales, while CoreWeave trades closer to 3.3x, reflecting differing growth profiles and market positions [15] Technical Analysis - Both IREN and CoreWeave have recently broken out from well-defined bases, indicating bullish continuation patterns and strong upside momentum [8][12] - IREN shares rose nearly 9% following initial concerns about competition from CoreWeave, demonstrating resilience and renewed buyer interest [4]
FRMI INVESTORS: BFA Law Notifies Fermi Inc. Investors with Losses of the Pending Securities Fraud Class Action and Upcoming March 6 Legal Deadline
TMX Newsfile· 2026-01-27 20:36
New York, New York--(Newsfile Corp. - January 27, 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 ...