Shares of Lumentum and Coherent fell sharply on June 23-24, 2026, as the AI hardware trade showed signs of exhaustion amid valuation concerns and doubts about AI monetization. The selloff was triggere…
Applied Digital signed two 15-year leases with a US hyperscaler for the Polaris Forge 3 and Delta Forge 2 data center campuses, worth a combined $12.7 billion in base contracted revenue. The company n…
Leopold Aschenbrenner, known for his work on AI situational awareness, has identified a top AI pick-and-shovel stock for 2026. The recommendation highlights a company poised to benefit from the growin…
Short interest across AI-related stocks has risen 24% in the last quarter, with GPU data center and neocloud companies facing the heaviest bearish bets at a median 16.8% of float shorted. The skeptici…
Nebius Group shares surged approximately 10% after a regulatory filing revealed that Situational Awareness LP, an investment firm led by former OpenAI researcher Leopold Aschenbrenner, acquired a 5.5%…
Nebius shares surged 12% in premarket trading Thursday after AI-focused hedge fund Situational Awareness, led by former OpenAI researcher Leopold Aschenbrenner, disclosed a 5.6% stake in the AI cloud …