We recently published 10 Stocks Stealing Wall Street's Spotlight. Bitfarms Ltd. (NASDAQ:BITF) is one of the best performers on Monday. Bitfarms extended its winning streak to an 8th straight day on Monday to climb to a new all-time high, as investors took heart from an investment firm's more-than-doubled price target and optimistic rating for its stock. While we acknowledge the potential of BITF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering highe ...

TeraWulf (WULF) announced in a press release that its wholly owned subsidiary, WULF Compute LLC, intends to offer $3.2 billion in aggregate principal amount of senior secured notes due 2030. Get these headlines directly to your inbox: subscribe to Blockspace. The company expects to use net proceeds to fund part of its planned expansion at the Lake Mariner campus in Barker, New York, enhancing its capacity for high-density computing workloads. From the press release: “The Notes will be fully and uncondit ...

EASTON, Md., Oct. 14, 2025 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf”), a leading owner and operator of vertically integrated, sustainable digital infrastructure, today announced that its wholly-owned subsidiary, WULF Compute LLC (“WULF Compute”), intends to offer, subject to market conditions and other factors, $3.2 billion aggregate principal amount of senior secured notes due 2030 (the “Notes”), in a private offering to persons reasonably believed to be qualified institutional buyers in ...

Jonathan Mir brings 25+ years’ capital markets experience in energy infrastructureThis news release constitutes a “designated news release” for the purposes of the Company’s second amended and restated prospectus supplement dated December 17, 2024, to its short form base shelf prospectus dated November 10, 2023. TORONTO and NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (Nasdaq/TSX: BITF) (the “Company”), a North American energy and digital infrastructure company, today announced the appointment ...

Digital Asset Treasury Now Represents Approximately 59% of Market Cap Hyperscale Data currently expects the divestiture of ACG (the "Divestiture") to occur in the second quarter of 2026. Upon the occurrence of the Divestiture, the Company would be an owner and operator of data centers to support high-performance computing services, as well as a holder of the digital assets. Until the Divestiture occurs, the Company will continue to provide, through ACG and its wholly and majority-owned subsidiaries and stra ...

The companies are teaming up to build and power large data centers.AI factories -- the large data centers being specially built to support AI training and operations -- require massive amounts of electricity to operate. Ideally, a highly stable, lower-carbon energy source should provide it.Bloom Energy's (BE 26.64%) advanced fuel cell technology provides just what those AI data center operators need -- an ultra-resilient, scalable, and clean onsite solution. The company recently formed a $5 billion partners ...

Google is planning to invest more than $10 billion in southern India to set up a 1-gigawatt data center, marking one of its biggest bets in a market that’s key to its global expansion plans. https://t.co/gU9yjJdOtf ...

Core Insights - The focus is on overlooked stocks, particularly Applied Digital, which has shown resilience by trading higher despite market fluctuations [1][2] - Applied Digital has transitioned from a crypto mining hosting company to a player in AI and data centers, leveraging idle GPU capacity for increased yield [2][3] Financial Performance - Applied Digital reported an 85% increase in sales to $64 million, surpassing estimates of $45 million [4] - The company posted a loss of $0.03 per share, significantly better than the estimated loss of $0.15 per share [5] - Guidance for the year has improved, with expected losses reduced from $0.50 to $0.30 per share, and next year's losses projected to decrease from $0.30 to $0.12 per share, indicating a move towards break-even [6] Market Position and Growth Potential - The stock has increased by 400% year-to-date, with sales expected to reach $290 million this year, up from $173 million, and projected to approach $600 million next year [7][8] - The company has secured a significant long-term deal worth $11 billion with Coreweave, compared to last year's sales of approximately $170 million, highlighting substantial growth potential [14] Competitive Landscape - Applied Digital competes with other companies in the crypto mining and AI space, such as Riot Platforms, Mara, and Hive Technologies, all of which have also seen significant stock price increases [9][10] - The transition from crypto mining to AI processing is facilitated by existing infrastructure, allowing these companies to capitalize on high demand for computing power [11][12] Strategic Considerations - The long-term deal with Coreweave is crucial, provided it is a solid contractual obligation without cancellation clauses, as it could significantly impact future revenue growth [15] - The trend towards profitability and revenue growth is essential for Applied Digital and its competitors, although volatility remains a concern for long-term investors [15]

Core Insights - Applied Digital's stock price surged by 30% in October, driven primarily by short-covering rather than fundamental improvements in the company's outlook [3][5][11] - The company reported a strong fiscal Q1, with core business growth of 85%, significantly exceeding consensus estimates [7] - Applied Digital is expanding its AI data center operations, with plans for a second facility that could double its capacity and generate an annualized net operating income (NOI) run rate of $500 million per facility, aiming for a total of $1 billion by 2028 [8][9][10] Company Performance - The core business growth of 85% in fiscal Q1 surpassed consensus by over 4,000 basis points [7] - The company is focusing on AI-driven demand, which is overshadowing its cryptocurrency-oriented operations [7] - New contracts and plans for additional AI-centric data centers are in progress, indicating strong future growth potential [8][10] Market Dynamics - Short interest in Applied Digital was over 32% in late September, contributing to the significant stock price movement [4] - Analysts have raised price targets for APLD, with a 12-month forecast average of $22.10, indicating a potential downside of 34.98% from the current price [11] - Institutional ownership exceeds 65%, with institutions buying robustly throughout the year, but the recent price surge may lead to profit-taking and increased selling pressure [13] Technical Analysis - The stock's recent surge created a bullish technical outlook, breaking critical resistance levels [14] - The potential for a pullback exists, with the stock possibly returning to previous highs near $30 before reaching new highs [14]

Shares of Bloom Energy soared as much as 36% in premarket trading as Brookfield agreed to invest up to $5 billion to deploy the company’s fuel cells at new data centers that operate AI https://t.co/EBGzvxDqad ...