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Fermi Rallies 13% as AI Stocks Bounce Back

Investors looked past a withdrawn $150 million lease after a sharp selloff the day before.

IREN Slides More Than 50% From Highs as AI Rotation Hits Shares

Cheap Power From China’s Expanding Grid Recasts the AI Race

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Cipher Mining Signs 10-Year Fluidstack Deal to Add 56 MW at Barber Lake, Securing $830 Million

Bitfarms to Exit Bitcoin Mining and Pivot to AI as Shares Slide on Strategy Shift

MARA CEO Warns Bitcoin Miners Must Secure Energy or Diversify to Survive 2028 Halving

New Analysis Names TSMC the Top AI Stock, Citing Potential 2030 Upside

CleanSpark Enters Texas With 285 MW Power Agreements to Build AI Data Center Campus

TSMC Pushes Into 2nm as AI Demand Lifts Results and Spending Targets

Cornell Study Finds GSI’s Memory-Centric APU Matches GPU Throughput, Slashing Power Use

Nvidia and TSMC Make First U.S.-Built Blackwell Wafer at Arizona Fab

ASML Posts Q3 Beat, Raises Outlook on EUV Strength and High‑NA Progress

Bitcoin Miners Pivot to AI/HPC With Major Financings as Weekly Stock Moves Diverge

TSMC Lifts 2025 Outlook, Speeds 2nm Push in Arizona After Record Quarter

Bank of America Reaffirms Buy on TSMC as September Revenue Jumps on AI Orders

TSMC Beats Q3 Revenue Forecasts on AI Demand With September Sales Up 31%

Cipher Mining Shares Hit Record as September Output Climbs and AI Hosting Pivot Gains Traction

Quantum Computing Inc. Announces $500 Million Oversubscribed Private Placement as Shares Fall

IBM and AMD Team Up on Quantum-Centric Supercomputing