WYFIWhiteFiber Inc. Ordinary Shares

Some AI stocks carry heavy debt. Shares of WhiteFiber plummeted 25% Wednesday after the company made a $270 million offering of convertible debt.

WhiteFiber priced its convertible note offering at a 25% premium to the stock’s last closing price, but the offer was upsized to $270 million from the previously announced $250 million.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.4%, and the actively tra

Repreve maker Unifi has entered an agreement to sell two non-strategic real estate assets in Yadkin County, North Carolina, in an effort to reduce debt.

Krambu will develop the data centers while WhiteFiber markets and operates the GPU capacity. The agreement adds a 2027 pipeline opportunity, but no sites, customers, financing or revenue have been…

The analyst moved 60 MW of planned 2027 capacity into its forecast, lifting revenue and adjusted EBITDA estimates while retaining a Buy rating.

The Yadkin County properties would add at least 60 MW of initial gross utility capacity, with ready-for-service capacity targeted for the third quarter of 2027.

WhiteFiber (NasdaqCM: WYFI) announced a partnership with Krambu, Inc. to develop 100MW of high-density GPU infrastructure capacity targeted for 2027. The new capacity is aimed at enterprise AI and cloud workloads and is expected to use liquid-cooled, high-density data center designs. The agreement marks a move for WhiteFiber beyond its current retrofit and data center campus approach into purpose-built AI infrastructure. The partnership is material for investors because it reshapes...

WhiteFiber stock has delivered a strong 67.7% return year to date, yet the valuation signals are not one sided, with market multiples screening the shares as undervalued while the broader checks point to a more mixed picture. Year to date, WhiteFiber is up 67.7%, which puts a spotlight on whether the current price already reflects most of the good news in the story. Expectations for WhiteFiber to keep converting growth into sustainable cash flows can support the current valuation, while any...

BTBT's revenues surge on cloud growth and new contracts, but heavy impairments, digital asset losses and interest costs drive a wider Q2 loss.

Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call

The firm raised its 2026 revenue and adjusted EBITDA estimates as WhiteFiber added more than $540 million of cloud contracts and began billing at NC-1.

Bit Digital (NASDAQ:BTBT) reported second-quarter revenue of $32.1 million, up 15% sequentially, as cloud services growth helped offset lower Ethereum staking and bitcoin mining revenue. The company also outlined a capital-allocation strategy centered on its Ethereum holdings and its majority intere

WhiteFiber targets full NC-1 billing by end-August as it expands multi-year cloud contracts, permanent financing and capital-light growth.

Bit Digital Inc (NASDAQ:BTBT) saw its revenue grew 15% from the prior quarter thanks to the strength of its cloud services. The company posted total revenue of $32.1 million for the quarter, with cloud services revenue climbing 42% sequentially on new and expanded contracts. Net loss...

CEO Tabar discusses $28.8M revenue growth and major GPU deployment agreements.

Moby summary of WhiteFiber, Inc. Ordinary Shares's Q2 2026 earnings call

Whitefiber Inc (WYFI) reports significant progress with NC1 deployment, $865 million in new contracts, and innovative technology developments despite ongoing supply chain challenges.

Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat.

WhiteFiber expects its 40 MW NC-1 deployment to reach full run-rate billing in August, while new cloud agreements add more than $540 million of contract value.

WhiteFiber (NASDAQ:WYFI) reported second-quarter revenue growth and outlined progress across its North Carolina colocation campus, Canadian facilities and cloud services business, as management emphasized a strategy centered on contracted infrastructure, customer prepayments and project-level financ

WhiteFiber reported $28.8 million in second-quarter revenue, above the $18 million analyst estimate.

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations.

WhiteFiber's Q2 results are expected to reflect AI infrastructure growth, data-center expansion and near-term pressure from strategic changes and higher expenses.