Key Points Iren is well positioned to meet the power shortage for data centers. It signed a $9.7 billion deal with Microsoft recently. Iren has secured 3 gigawatts of power for its data center pipeline. 10 stocks we like better than Iren › Shares of Iren (NASDAQ: IREN) more than tripled in 2025. The Bitcoin miner, founded in 2018, is pursuing a massive opportunity by offering its data centers for artificial intelligence (AI) cloud services. Iren has secured thousands of megawatts of clean power ...

Las Vegas, NV, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Jet.AI Inc. ("Jet.AI" or the "Company") (Nasdaq: JTAI), an emerging provider of high-performance GPU infrastructure and AI cloud services, today announced that it has withdrawn the underwritten public offering of its common stock. This reflects the Company’s belief that current market conditions were not conducive for an offering on terms that would be in the best interests of the Company's stockholders. About Jet.AI Jet.AI Inc. is a technology-driven company ...

Key Points CoreWeave and Applied Digital both had strong performances in 2025. Demand for CoreWeave's AI cloud services is through the roof. Applied Digital, meanwhile, is providing the specialized buildings and access to power for neocloud providers. 10 stocks we like better than Applied Digital › While Applied Digital (NASDAQ: APLD) and CoreWeave (NASDAQ: CRWV) both saw their stocks go on roller-coaster rides in 2025, they were also two of the biggest artificial intelligence (AI) stock winners ...

Artificial intelligence has been a significant driver of the stock market over the past three years.Concerns about artificial intelligence (AI) stocks and their monster valuations aren't exactly new, but the market is now being less coy about it. Following a big multiyear run for the sector, it appears that some investors are setting a high bar for AI stocks. No longer are announcements about higher capital expenditures for AI infrastructure build-out purely driving stocks higher, as investors start to ques ...

Core Insights - Oracle's stock is currently trading 43% below its recent highs, despite accelerating demand for AI cloud services [1][2] - The company's remaining performance obligations increased by 15% over the previous quarter and grew 438% year-over-year, indicating strong future revenue growth [4] Financial Performance - Oracle's contracted revenue expected to be realized in the next 12 months increased by 40% year-over-year, suggesting accelerating revenue growth in upcoming quarters [4] - The current market capitalization of Oracle is $542 billion, with shares trading at 28 times forward earnings estimates, which is considered reasonable given the expected high-double-digit growth rates [6] Market Position - Oracle is well-positioned in the cloud services market due to its leadership in database management and enterprise applications, attracting businesses to its offerings [6] - Analysts project Oracle's revenue to grow at an annualized rate of 31% through fiscal 2030, which is expected to lead to significant earnings per share growth and returns for investors [7]

Core Insights - Nebius Group N.V. (NASDAQ:NBIS) is recognized as one of the top 15 AI stocks to watch due to significant hedge fund interest and potential for upside [1] Group 1: Company Strategy and Market Position - The co-founder of Nebius Group, Roman Chernin, expressed optimism about a ten- to hundred-fold increase in demand for AI infrastructure as enterprises adopt evolving AI models [2] - Nebius Group is focusing on building high-margin services and long-term customer relationships to prepare for potential market downturns, positioning itself as a consolidator [2] - The company has secured multibillion-dollar agreements with Microsoft and Meta, including a $17 billion deal with Microsoft and a $3 billion partnership with Meta, contributing to a 248% rise in its stock price in 2025 and a market cap exceeding $25 billion [3] Group 2: Analyst Ratings and Market Sentiment - BWS Financial reaffirmed a "Buy" rating for Nebius Group, citing strong demand for its AI cloud services and viewing the Meta agreement as a sign of growing market confidence despite operational challenges [4] - Citizens JMP initiated coverage with a price target of $175 and an "Outperform" rating, noting a shift in sentiment towards the company as a credible ecosystem player due to its partnerships with Microsoft and Meta [5] Group 3: Product Offerings - Nebius Group provides advanced AI infrastructure solutions through its assets, including Avride and TripeTen, as well as stakes in Toloka and ClickHouse, supporting large-scale compute and data workloads [6]

Core Insights - The AI sector is experiencing rising valuations and increased capital spending, but caution is advised due to potential overvaluations and market sentiment shifts [2][4] - Bill Gates emphasized that not all high-valuation AI companies will succeed, indicating a competitive landscape [2] - BlackRock's Ben Powell highlighted that the AI infrastructure ecosystem, including chipmakers and energy suppliers, may benefit more from investments than model developers [3] Industry Overview - European regulators are urging caution regarding concentrated exposure among U.S. hyperscalers like Nvidia, Alphabet, Microsoft, and Meta, noting that market sentiment could change if growth expectations stall [4] - The European Central Bank's 2025 Financial Stability Review pointed out the need for differentiation among AI stock picks due to a mix of FOMO-driven investment and solid earnings growth [4] Investment Methodology - The list of the 15 best AI stocks to watch was curated based on financial media, ETFs, and hedge fund interest as of Q3 2025, focusing on stocks with significant upside potential [7][8] Company Highlights - Workday, Inc. (NASDAQ:WDAY) has a hedge fund holder count of 64 and an upside potential of 25.31%, but faces mixed growth signals due to market saturation [9][10] - Block, Inc. (NYSE:XYZ) has a hedge fund holder count of 64 and an upside potential of 37.47%, with sustained momentum in its Square and Cash App ecosystems [14][15] - Nebius Group N.V. (NASDAQ:NBIS) has a hedge fund holder count of 65 and an upside potential of 66.40%, with significant partnerships with Microsoft and Meta driving its growth [19][20]

Core Insights - Oracle has solidified its position as a major player in the artificial intelligence (AI) sector, with its stock trading up approximately 30% this year despite market volatility [1] - The company reported a staggering $455 billion in remaining performance obligations (RPOs), a 359% increase year over year, driven by demand for its AI cloud services [2] - Following the earnings report, Oracle's stock surged nearly 40%, but has since retraced most of those gains due to concerns over the need for significant debt to fund AI infrastructure expansion [3] Financial Performance - Oracle is set to report its second quarter earnings for fiscal year 2026 on December 10, with investors looking for management's assurances on the financial prudence of its AI infrastructure build-out [4] - The current market capitalization of Oracle is $611 billion, with a gross margin of 66.10% and a dividend yield of 0.89% [5] - Analyst Tyler Radke from Citi believes concerns regarding Oracle's debt health are overstated and anticipates another strong RPO number of $600 billion, which could positively impact market sentiment [5] Market Reaction - The unpredictability of earnings reports makes it challenging to forecast market reactions, especially given Oracle's recent stock volatility [6]

Core Insights - CoreWeave (CRWV) has experienced a remarkable revenue growth of 134% year-over-year, reaching $1.4 billion in Q3 2025, while its entry into the federal market is a significant development [1][10] Expansion into Federal Market - CoreWeave has launched CoreWeave Federal, aimed at providing AI cloud services to U.S. government agencies and the defense industrial base, ensuring compliance with cybersecurity standards [2] - Early adoption by NASA's Jet Propulsion Lab demonstrates the platform's capabilities and potential for broader use across various federal agencies [3] Market Opportunity - The entry into the public sector expands CoreWeave's addressable market at a time when AI adoption is accelerating, particularly among government agencies focused on an AI-first strategy [4] - CoreWeave ended Q3 with a substantial backlog of $55.6 billion, including $50 billion in Remaining Performance Obligations (RPO), indicating strong future demand [5] Infrastructure and Capacity - CoreWeave operates nearly 590 megawatts of active power and has 2.9 gigawatts of contracted capacity, with over 1 gigawatt available for future sales, making it well-positioned for long-term federal contracts [6] Competitive Landscape - The AI infrastructure market is highly competitive, with established players like Microsoft and emerging companies like Nebius vying for market share [7] - Microsoft has a strong foothold in the public sector with its Azure for US Government, which is tailored for federal workloads and has critical accreditations [11] - Nebius has shown rapid revenue growth of 355% year-over-year, but its federal market penetration is still developing compared to Microsoft [12] Financial Performance - CoreWeave's shares are trading at a Price/Book ratio of 10.8X, significantly higher than the Internet Software industry's ratio of 5.82X, with shares down 19.8% over the past month [14]

Core Insights - Jet.AI Inc. and Convergence Compute LLC announced the location for a new data center campus in Midwestern Canada to meet the rising demand for AI and high-density computing in North America [1][5] - The campus is strategically located 10 miles south of Winnipeg, MB, covering approximately 350 acres with access to essential energy and network infrastructure [2][3] Infrastructure and Development - The site is adjacent to an electrical substation and a natural-gas substation, providing significant energy resources, including 2,000 MW of hydroelectric power [2][4] - The campus benefits from a 115-kV transmission corridor overhead, ensuring scalable and cost-efficient power access [2] - Convergence Compute has completed its first two development milestones and is ahead of schedule on the third, indicating strong progress in the project [5] Strategic Importance - Winnipeg's location along major fiber corridors allows for low-latency connectivity across Canada and into the United States, essential for AI and cloud-scale operations [3] - The site offers a unique opportunity for gigawatt-scale development in North America, driven by robust transmission infrastructure and direct access to natural gas [5][6] - Industry leaders emphasize the difficulty in securing energy-advantaged sites as AI compute demand accelerates, highlighting the strategic value of this location [6] Company Background - Jet.AI, founded in 2018, is expanding its focus from private aviation services to investments in AI and data center sectors, leveraging expertise in data center development [9] - The company aims to build high-performance infrastructure to support the increasing computational demands of artificial intelligence [9]