FORT LAUDERDALE, Fla., Dec. 15, 2025 (GLOBE NEWSWIRE) -- EdgeMode (OTC: EDGM), a global Energy and AI data center infrastructure company, today announced it has entered into a Memorandum of Understanding (MOU) with Supermicro, a global leader in high-performance and energy-efficient server technologies, and Krambu Inc., an advanced data-center infrastructure company specializing in liquid cooling, industrial symbiosis, and sustainable design. The collaboration establishes a strategic framework to support th ...

Core Insights - Fermi Inc. is focused on developing energy infrastructure for AI data centers and has gained attention following its recent IPO [1] - The consensus price target for Fermi has remained stable at $32.29, indicating no significant changes in its business model or market conditions [2] - UBS analysts have initiated coverage with a 'Buy' rating and a target price of $30, reflecting a conservative outlook [2] - Stifel Nicolaus has set a price target of $29, highlighting the speculative nature of the investment due to the company's lack of revenue and tangible assets [3] - A potential lease conversion expected by 2025 could generate annualized revenue of $1.5 billion, which is significant for a pre-revenue company [4] - Fermi's stock surged 40% post-IPO, driven by enthusiasm for AI and data centers, but faces execution and market risks [5] - Only 10% of Fermi's planned 11-gigawatt capacity is expected to be operational by 2026, indicating challenges ahead [5] - Recent developments and the potential lease are crucial for investors to monitor as they could impact stock performance [6]

Core Insights - Jet.AI Inc. and Consensus Core Technologies Inc. have completed the second milestone for their hyperscale data center projects in Midwestern and Maritime Canada, indicating significant progress in their development plans [1][2]. Project Milestones - The second milestone completion includes the assumption of $1.8 million in unsecured debt and accrued interest from Consensus Core related to the Midwestern Project [2]. - The next milestone involves submitting a Transmission Power Load Study application for the Midwest project and securing power supply commitments for the Maritime project [3][4]. Financial Contributions - Jet.AI has contributed $1.7 million to the joint venture and plans to use proceeds from future closings to repay the assumed debt [6]. - The joint venture has executed a letter of intent to acquire 350 acres adjacent to the Midwestern Project, significantly larger than the previously anticipated 100 acres [6]. Company Overview - Jet.AI, founded in 2018 and based in Las Vegas, operates in two segments: Software and Aviation, and is transitioning to a pure-play AI data center company [4]. - The company aims to build scalable, high-performance infrastructure to meet the growing computational demands of artificial intelligence [4].

Core Viewpoint - Jabil, Inc. is set to report its fourth-quarter fiscal 2025 earnings on September 25, with sales estimated at $7.6 billion and earnings per share (EPS) at $2.95, reflecting slight upward adjustments for 2025 and downward adjustments for 2026 in earnings estimates [1][6]. Earnings Performance - Jabil has a strong earnings surprise history, exceeding expectations in the last four quarters with an average surprise of 6.68% [2]. Earnings Prediction - Current analysis indicates that Jabil may not achieve an earnings beat for the fourth quarter, with an Earnings Surprise Prediction (ESP) of +5.94% and a Zacks Rank of 4 [3]. Factors Influencing Results - Jabil plans to invest $500 million to expand its AI data center infrastructure, which is expected to enhance its manufacturing capabilities and workforce development [6][7]. - The localization of production facilities aims to align manufacturing with regional demand and mitigate risks from geopolitical volatility and tariffs [8]. Segment Performance - The Regulated Industries segment is projected to see revenues of $2.9 billion, down from $3 billion year-over-year, primarily due to weak demand in the electric vehicle market [9]. - The Connected Living & Digital Commerce segment is expected to generate $1.31 billion in revenue, a decrease from $1.44 billion [10]. - The Intelligent Infrastructure segment anticipates revenues of $3.52 billion, showing growth from $2.27 billion [10]. Stock Performance - Over the past year, Jabil's stock has increased by 95.8%, underperforming the industry growth of 141.8% but outperforming Flex Ltd. [11]. Valuation Metrics - Jabil's shares are trading at a forward price/earnings ratio of 20.02, which is lower than the industry average of 25.4 but above its historical mean of 17.91 [12]. Investment Considerations - The company's growth is hindered by demand softness across multiple markets, particularly in renewable energy and 5G sectors, as well as fluctuating demand in the electric vehicle market [15]. - Jabil faces stiff competition from industry leaders and challenges related to customer manufacturing preferences, which could impact net sales growth [16]. - Supply chain issues and rising costs due to local production initiatives may lead to margin pressures in the near term [17]. - Overall, Jabil's growth prospects are affected by weak demand in key segments, competitive pressures, and macroeconomic challenges [18].

Core Insights - Celestica Inc. (CLS) and Jabil Inc. (JBL) are prominent players in the electronics manufacturing services (EMS) industry, with Celestica being one of the largest EMS companies globally, serving various sectors including cloud-based services and business enterprises [1][4] - Jabil is also a major global supplier of EMS solutions, providing a wide range of services across multiple industries such as aerospace, automotive, and telecommunications [2][10] - Both companies are well-positioned to meet the growing demands of artificial intelligence (AI) within the EMS landscape [3][8] Celestica Overview - Celestica has over two decades of manufacturing experience and focuses on delivering cloud-optimized data storage and networking solutions, which are increasingly in demand due to the rise of AI applications [4][5] - The company emphasizes product diversification and aims to strengthen its presence in high-value markets, which enhances business resilience by reducing dependence on any single industry [5] - Despite its strengths, Celestica faces challenges with high research and development costs and stiff competition from other industry giants, which have led to margin pressures [6] Jabil Overview - Jabil operates in 100 locations across 30 countries, benefiting from strong margins and cash flow dynamics, along with extensive end-market experience and technical capabilities [7][10] - The company is expected to see growth driven by AI data center infrastructure and the adoption of 5G and cloud computing, supported by effective supply chain management [10][11] - However, Jabil also contends with a competitive environment and geopolitical tensions that may impact its margins [11] Financial Performance and Estimates - Celestica's 2025 sales and EPS estimates indicate a year-over-year growth of 20.6% and 43%, respectively, with a positive trend in EPS estimates over the past 60 days [12] - In contrast, Jabil's 2025 sales and EPS growth is projected at 0.9% and 10.6%, respectively, with a slight upward trend in EPS estimates [14] - Over the past year, Celestica has outperformed Jabil significantly, with a price increase of 244.1% compared to Jabil's 89.7% [15] Valuation Comparison - Jabil's shares trade at a lower price/earnings ratio of 18.73 compared to Celestica's 29.28, making Jabil appear more attractive from a valuation perspective [15] - Despite Jabil's favorable valuation metrics, Celestica has shown superior revenue and EPS growth, leading to a stronger overall investment case for Celestica at this time [17]

Core Insights - Applied Digital (APLD) is shifting its focus towards hyperscale data center leasing, particularly for AI infrastructure, as its Cloud Services segment struggles to achieve profitability [1][4] - APLD's third-quarter fiscal 2025 revenues increased by 22% year-over-year to $52.9 million, but the Cloud business generated only $17.8 million, reflecting a sequential decline due to technical issues and a shift to on-demand capacity [1][9] - The Data Center Hosting segment is gaining traction, supported by significant financing agreements, including a $5 billion deal with Macquarie and a $375 million agreement with SMBC [2] Financial Performance - APLD's Cloud Services business incurred over $10 million in losses during the fiscal third quarter, facing competitive pressure from CoreWeave [3] - The company is exploring options to divest or spin out its Cloud Services business, which is seen as a hindrance to its leasing negotiations and potential REIT transition [3][4] - APLD's stock has increased by 20.7% year-to-date, contrasting with a 3.5% decline in the industry [8] Strategic Developments - APLD is developing its Ellendale campus with a planned 400MW critical IT load, with the first 100MW facility expected to be operational in the fourth quarter of 2025 [2] - A landmark $7 billion lease agreement with CoreWeave is expected to provide recurring revenues over 15 years, underscoring the economic potential of APLD's HPC infrastructure [2][9] - The company has a planned buildout of 1.4GW and is engaged in active lease discussions, although it faces execution risks related to high capital expenditures of $30–50 million per month [3] Valuation and Estimates - APLD trades at a forward price-to-sales ratio of 7.97X, which is above the industry average and its five-year median of 5.03X [10] - The Zacks Consensus Estimate for APLD's fiscal 2026 earnings suggests a year-over-year increase of 73.6% [11]

Core Viewpoint - DMG Blockchain Solutions Inc. is focusing on advancing its AI strategy while maintaining its Bitcoin mining operations, reflecting a strategic shift towards artificial intelligence and a reduction in Bitcoin holdings to manage its balance sheet [1][2][3]. Group 1: Operational Results - In April 2025, DMG mined 30 BTC, a decrease from 32 BTC in March, attributed to increased network difficulty and a shorter month [1][7]. - The company's hashrate increased to 1.93 EH/s, up from 1.82 EH/s in March, supported by the deployment of additional Bitmain S21+ Hydro miners [1][7]. - DMG has reached its target hashrate of 2.1 EH/s, although it may be slightly adjusted for operational efficiency during warmer months [1]. Group 2: Financial Strategy - DMG reduced its Bitcoin treasury from 458 BTC in March to 351 BTC in April, using the proceeds to fund the acquisition of AI data center infrastructure and to make a material paydown on its $20 million loan with Sygnum Bank [2][7]. - The acquisition involved 2 megawatts of prefabricated AI data center infrastructure, marking a significant step in DMG's strategy to shift data center capacity towards AI [2][3]. Group 3: Strategic Focus - The CEO of DMG emphasized the importance of utilizing returns from Bitcoin mining to fund AI capital expenditures, aiming to secure high-value agreements with government and enterprise users seeking AI solutions in Canada [3]. - The company is committed to creating a carbon-neutral Bitcoin ecosystem through its subsidiary, Systemic Trust Company, which facilitates sustainable Bitcoin transactions [4].