CORZ Core Scientific, Inc.

Applied Digital (APLD) stock has dropped 14% since a recent high on September 22, 2026. We found no news that explains the fall. The shares are now down 35% over three months, while the S&P 500 gained 3.5%. You may be tempted to buy, and past buyers faced the same choice after bigger drops many times since 2010. Has buying Applied Digital stock's dips paid off.

Jones Trading just slapped a $70 Buy on Applied Digital, yet the stock is sinking anyway, dragging its closest peers down with it. Something bigger than a bullish analyst note is driving this group, and the culprit ties back to an inflation threat hiding in plain sight.

Core Scientific (NasdaqGS:CORZ) appointed Jay Elms as Chief Commercial Officer, expanding its senior leadership bench. Elms joins the bitcoin miner with a background in sales and commercial leadership at large data center and technology operators. The new CCO role focuses on customer relationships and commercial execution across Core Scientific's hosting and infrastructure services. The appointment of Jay Elms as Chief Commercial Officer deserves to be weighed against the rest of our Core...

Find insight on data centers, Thomson Reuters, the U.S./China summit and more in the latest Market Talks covering Technology, Media and Telecom.

UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...

If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount: $36 billion of long-term lease value. What is not known is how much of it ever reaches shareholders.

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

Nebius gets an $84 target, CoreWeave $54

The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than double today's capacity. For that to pay off, the deals must close and turn into AI leases, and MARA's Bitcoin must carry it until then. The Long Ridge power deal looks close to a decision. The Bitcoin cushion is holding, but much of it is now pledged against loans.

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.

Applied Digital (APLD) stock has fallen about 47% over the trailing three months. The business moved the other way. Contracted lease value more than doubled between its fiscal Q3 2026 and fiscal Q4 2026 reports. The upside case here is simple, but not quick: capacity the company has already sold still has to be built, come online and start paying rent.

Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.

Bitcoin miners turned AI hosts are surging together in a session with no news driving any of them, and that gap between the cohort and the broader data center basket reveals exactly what kind of trade is actually happening here.

A Texas grid operator quietly disclosed something about Cipher Mining that sent the stock surging 9% before the company said a word, and the ripple moved two of its rivals in the same direction.

Applied Digital just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade goes next.

CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.

Applied Digital (APLD) trades near $26, about 47% below its high of the past twelve months, after returning -36.3% over three months. Over twelve months, though, it is still up 55.6%. Nothing in the operation broke: it beat the quarter it reported in July 2026, and management says every project is on time and on budget. So how far can a stock like this fall.

At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three leases, the debt raised to build them, and a pipeline tied largely to the Texas grid.

Core Scientific separately reported conditional ERCOT treatment covering roughly 1.4 GW. Its Denton campus has 297 MW classified as base load, with another 74 MW already recognized outside Batch Zero.…

Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.

IREN, Hut 8, Cipher Digital, CleanSpark, Galaxy Digital, Soluna, Ionic Digital, and Core Scientific all have conditional approval for either base load, studied load, or both in ERCOT's Batch Zero.

Today, we open with a stock update, focusing on Cipher Digital, Core Scientific, and Ionic Digital’s announcements for their Batch Zero designations. We also cover how SpaceX is rehauling its…

Denton and most of the Hunt and Pecos capacity received base-load treatment, while another 300 MW at Pecos remains subject to ERCOT’s allocation process.

Core Scientific, Inc. (NASDAQ:CORZ) said it received conditional approvals from the Electric Reliability Council of Texas for electrical power capacity across its data centre sites in Denton, Pecos and Hunt, Texas.

Even as the stock price continues to climb, this insider wanted more shares.

AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.

A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.

AI data centers are competing with Bitcoin miners for premium power sites, pushing mining toward cheaper, underused energy sources.

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

Crain's purchase is a bullish signal for shareholders, with the executive now owning approximately $1.3 million worth of Core Scientific stock.

Sale executed under pre-scheduled Rule 10b5-1 trading plan, leaving Duchene with 1.9 million shares valued at $31 million.

The Public Utilities Commission of Texas approved one of three high-voltage transmission routes to West Texas last Friday, significantly derisking expansion plans for Core Scientific, Cipher Digital, and IREN —…

Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions about who survives a prolonged rate shock.

A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise.

Billionaire Dan Loeb’s hedge fund invests in Bitcoin miners turning to AI.

A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.

Despite the company's rapid pace of deal-making, its stock has faltered, creating a disconnect that merits examination.

Core Scientific stock has delivered a solid 22.7% return over the past year, yet on broad valuation checks it still screens as expensive rather than a clear bargain. For investors trying to price the story around Bitcoin infrastructure and high density compute, the current share price does not line up neatly with the low value score. Over the past 12 months Core Scientific has returned 22.7%, which puts extra focus on whether recent gains already reflect much of the good news in the...

With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock’s recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year, Core Scientific’s share price return has been mixed. The stock is down 16% over the last month and 37% over the last quarter, yet still up 8.94% year to date, while the 1 year total shareholder return of 22.68% points to earlier, stronger momentum that has...

IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential prints in AI infrastructure.

On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash. It is adding about 440 megawatts of grid-connected power capacity in Oklahoma as part of its push to expand its Muskogee campus to 1.5 gigawatts of gross power. Why This Matters Core Scientific keeps buying […]

Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.

Tom Lee ranked 17 crypto stocks. Bitcoin miners barely track bitcoin, so check what your stock actually follows.

The sales multiple every screen shows is measured against a bitcoin business the company is decommissioning, while the data center rent it is actually being valued for has only just begun.

Activists also report to the SEC on MBX Biosciences, Core Scientific, Gran Tierra Energy, and Shoulder Innovations.