WhiteFiber Inc. (NASDAQ:WYFI) is one of the AI stocks under $20 to buy now. On December 18, WhiteFiber, through its subsidiary Enovum Data Centers Corp., finalized a landmark 10-year colocation agreement with Nscale Global Holdings. The partnership centers on the first 40 MW delivery of critical IT load at WhiteFiber’s flagship NC-1 data center campus located in Madison, North Carolina. The contract carries a total value of ~$865 million, which includes non-recurring installation services and 3% annual rat ...

WhiteFiber, Inc. (NASDAQ:WYFI) is one of the AI Stocks on Market Radar. On December 19, Citizens maintained its Market Outperform rating on the stock with a $37.00 price target. Firm analysts view the recent colocation deal with Nscale a step forward in strengthening its long-term AI infrastructure positioning. The 10 year agreement with Nscale for 40MW of critical IT load, valued at about $865 million, will be delivered in two phases in 2026. WhiteFiber has already invested $150 million in the project, t ...

This description, however, doesn't quite do the company justice. See, Nebius was recently built from the ground up to meet the specific data center needs that only became clear after the industry had matured. For instance, its platform excels at an increasingly important type of machine learning called inference, which allows AI to make predictions using never-before-seen data. The company also offers easy-to-use Kubernetes solutions, allowing an app or workload to perform separately from everything else th ...

Core Insights - Cisco Systems, Inc. (NASDAQ:CSCO) shares reached a record high for the first time in over 25 years, closing at $80.25, surpassing its previous peak during the dot-com bubble [2] - The company's market valuation has increased significantly, with shares rising over 800% since their low of around $60 billion in late 2002, although it remains more than 40% below its dot-com peak valuation of over $500 billion [3] Financial Performance - Cisco anticipates fiscal-year revenues to reach up to $61 billion by the end of July, exceeding Wall Street projections by approximately $1 billion [4] - The stock increased by 0.9% on a day when the S&P 500 and Nasdaq 100 also saw gains, indicating a positive market environment following the Federal Reserve's interest rate cuts [2] Market Position and Analyst Sentiment - UBS analyst David Vogt upgraded Cisco shares to "buy," highlighting the growing demand for AI infrastructure solutions as a key driver for the company's future growth [5] - Cisco is recognized as one of the largest software firms globally and the leading supplier of networking equipment, positioning it well to capitalize on increasing global investments in AI infrastructure [5]

Core Insights - WhiteFiber, Inc. is actively participating in a series of investor conferences throughout the remainder of 2025, indicating a focus on investor relations and market engagement [1][6]. Company Overview - WhiteFiber, Inc. is a leading provider of AI infrastructure solutions, specializing in high-performance computing (HPC) data centers and cloud services [2]. - The company employs a vertically integrated model that combines colocation, hosting, and cloud services, specifically designed to optimize performance, efficiency, and margins for generative AI workloads [2]. Upcoming Events - The company has scheduled participation in several conferences, including: - Craig-Hallum 16th Annual Alpha Select Conference on November 18, 2025, in New York, NY - ROTH 14th Annual Technology Conference on November 19, 2025, in New York, NY - Clear Street Disruptive Technology Conference on November 20, 2025, in Palm Beach, FL - B. Riley Securities Convergence Conference: AI, Blockchain, Energy on December 4, 2025, in New York, NY - ROTH 14th Annual Deer Valley Event from December 10-13, 2025, in Park City, UT [6].

Core Viewpoint - WhiteFiber, Inc. will host a conference call on November 13, 2025, to discuss its financial and operational results for the third quarter ended September 30, 2025 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for November 13, 2025, at 4:30 p.m. Eastern Time [1][2]. - The call will include discussions on financial results and business updates, followed by a Q&A session with analysts and investors [2]. - A news release announcing the financial results will be issued on the same day prior to the call [1]. Group 2: Company Overview - WhiteFiber, Inc. is a leading provider of AI infrastructure solutions, owning high-performance computing data centers and offering cloud services [4]. - The company's vertically integrated model combines specialized colocation, hosting, and cloud services designed to maximize performance, efficiency, and margin for generative AI workloads [4]. Group 3: Investor Relations - The earnings release, webcast, and replay will be accessible on the WhiteFiber Investor Relations website [3]. - Registration is recommended to expedite access to the conference call [2].

Company Performance - Penguin Solutions reported solid fourth quarter earnings with a year-over-year growth of 34% in its AI business, although the stock fell due to weaker than expected guidance [4][5][6] - Build-A-Bear Workshop's shares more than doubled last year and are up 66% year to date, indicating strong performance and resilience in the retail landscape [3][43] Market Trends - The S&P and NASDAQ closed at record highs, with investors focused on Federal Reserve minutes suggesting potential rate cuts in 2025 [2] - The toy industry is facing challenges from tariffs, with Build-A-Bear expecting an $11 million hit, but the company has managed to mitigate some impacts by pulling forward inventory [30][31][32] Consumer Behavior - Build-A-Bear has seen increased traffic and good conversion rates, with their Halloween collection being the best-selling to date, reflecting consumer demand for experiences and comfort products [28][29] - The company has adapted to changing consumer preferences, with 40% of sales now targeting teens and adults, allowing for more pricing flexibility [32][33][45] Competitive Landscape - Penguin Solutions is transitioning from a memory module company to an AI infrastructure provider, with 70% of its business now related to AI, indicating a significant shift in focus [10][12] - Build-A-Bear's competitive advantage lies in its total services model, which includes a significant portion of recurring services, leading to higher gross margins compared to traditional OEMs [15]

Core Viewpoint - WhiteFiber, Inc. is set to host its first earnings call as a publicly listed company on September 17, 2025, to discuss its financial and operational results for the second quarter of 2025 [2][3]. Group 1: Earnings Call Details - The earnings call will take place at 4:30 p.m. Eastern Time and will include discussions led by CEO Sam Tabar and CFO Erke Huang, along with other senior management members [2]. - A news release detailing the financial results will be issued before the market opens on the same day as the call [1]. - Registration for the call is strongly recommended to facilitate access [2]. Group 2: Company Overview - WhiteFiber, Inc. specializes in AI infrastructure solutions, owning high-performance computing data centers and providing cloud services [4]. - The company's vertically integrated model is designed to enhance performance, efficiency, and margins specifically for generative AI workloads [4].

Company Overview - WhiteFiber, Inc. is a provider of artificial intelligence (AI) infrastructure solutions, owning high-performance computing data centers and offering cloud services to customers [5] - The company operates a vertically integrated model that combines specialized colocation, hosting, and cloud services designed to maximize performance, efficiency, and margin for generative AI workloads [5] - WhiteFiber is being carved out of Bit Digital, Inc. and will function as a separate public company following the completion of its initial public offering [5] Initial Public Offering (IPO) Details - WhiteFiber announced the closing of its upsized initial public offering of 9,375,000 ordinary shares at a public offering price of $17.00 per share [1] - The company received aggregate gross proceeds of $159.4 million from the IPO, before deducting underwriting discounts and commissions and offering expenses [1] - The ordinary shares began trading on The Nasdaq Capital Market under the symbol "WYFI" on August 7, 2025 [1] - WhiteFiber granted underwriters a 30-day option to purchase up to an additional 1,406,250 ordinary shares at the initial public offering price, less underwriting discounts and commissions [1] Underwriters and Management - B. Riley Securities and Needham & Company acted as the joint book-running managers for the offering, with Macquarie Capital also serving as a book-runner [2] - Roth Capital Partners acted as the lead manager, while Craig-Hallum and Clear Street served as co-managers for the offering [2] Regulatory Information - A registration statement relating to these securities was filed with the SEC and declared effective on August 6, 2025 [3] - The offering was made solely by means of a prospectus, with copies available from the respective underwriters [3]

Group 1 - The company has completed its corporate name change and rebranding to SuperX AI Technology Limited, with shares now trading under the ticker symbol "SUPX" on the Nasdaq Capital Market [1][3] - The rebranding signifies a strategic transformation towards becoming a one-stop provider of AI infrastructure solutions, focusing on integrated systems for enterprise AI deployment globally [2][4] - The executive director emphasized that the new name aligns with the company's long-term vision to empower developers, enterprises, and research institutions with scalable and high-performance infrastructure for the AI era [3] Group 2 - SuperX AI Technology Limited aims to lead in developing next-generation digital infrastructure solutions, integrating smart technology into its offerings [4]