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Applied Digital Shares Drop 6.5% After Reported Outage at North Dakota AI Campus

Coverage describes a temporary, localized disruption, with high short interest plus thin holiday trading magnifying the move.

Alphabet to Acquire Intersect for $4.75 Billion to Power AI Data Centers

Fitch Affirms Iren’s BBB Rating as AI Pivot Targets $3.4 Billion ARR by 2026

Meta’s AI Spending Draws Scrutiny as Analysts Reaffirm Bullish Calls

CoreWeave Soars After DOE Genesis Mission Win as Citi Reinstates Buy

Nebius Rebounds on Analyst Calls Fueling AI Neocloud Rally

Bloom Energy Whipsaws as AI Power Trade Unwinds and Sector Read-Through Lifts Shares

Iris Energy Announces New AI Partnership, Plans Expanded GPU Deployments as Stock Volatility Persists

Oracle’s AI Buildout Stumbles as Debt Costs Rise and Data-Center Timelines Slip

CoreWeave Slips on Data‑Center Delay as Wall Street Cuts Targets and Bridgewater Buys

Foxconn to Invest $569 Million in Wisconsin to Build AI Servers, Adding Nearly 1,400 Jobs

xAI in Advanced Talks to Raise $15 Billion at $230 Billion Valuation

Brookfield Launches AI Infrastructure Fund Targeting $10 Billion, Eyes Up to $100 Billion in Assets

Gorilla Technology Posts Record Q3, Shares Rise on Strong 2026 Outlook

Samsung Lifts DDR5 Contract Prices Up to 60% as AI Memory Crunch Deepens

Microsoft Activates Fairwater AI Superfactory, Linking Atlanta and Wisconsin Into One Compute Fabric

CoreWeave Beats Q3 Revenue but Trims 2025 Outlook on Data-Center Delay

IREN Posts Record Quarter as $9.7 Billion Microsoft Pact Anchors Aggressive AI Cloud Pivot

Microsoft Signs $9.7 Billion AI Compute Deal With IREN

Micron Extends Rally on AI Memory Demand With Barclays Target Hike and New SOCAMM2 Sampling