The massive, multiyear AI infrastructure buildout has created a powerful investment opportunity for long-term investors.The rapid global adoption of artificial intelligence (AI) is driving a surge in investments in AI infrastructure. However, the key constraint in this expansion is no longer GPU supply, but the shortage of purpose-built data centers capable of supporting the extreme power density and advanced cooling requirements of modern AI workloads. Hence, public hyperscalers are expected to spend almos ...

Bitfarms is more an AI play than a Bitcoin mining one.Bitfarms (BITF 6.80%) has significantly outperformed Bitcoin (BTC 1.22%) this year. As of early December, its shares were up almost 90% since the start of the year. At the same time, Bitcoin was down 5% year to date. NASDAQ : BITFBitfarmsToday's Change( -6.80 %) $ -0.20Current Price$ 2.74Key Data PointsMarket Cap$1.6BDay's Range$ 2.70 - $ 3.0052wk Range$ 0.67 - $ 6.60Volume38MAvg Vol95MGross Margin-278.35 %That's because Bitfarms is pivoting away from cr ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Wednesday, Sen. Bernie Sanders (I-Vt.) escalated his criticism of Big Tech's energy demands, warning that Meta Platforms Inc.'s (NASDAQ:META) planned Louisiana data center could consume electricity at a scale that outstrips entire U.S. cities while leaving ordinary taxpayers to shoulder the costs. Sanders Warns Of Massive Power Use From Big Tech Facilities Sanders took to X to raise alarms about the ex ...

If the AI boom slows, these leveraged bets could unravel fast.The hype surrounding artificial intelligence (AI) has reached a fever pitch. While it's possible that the technology will live up to its promise, I think that enthusiasm has outpaced fundamentals.If that's true and the hype fades, here are two stocks that I would not want in my portfolio. 1. CoreWeave is highly leveragedCoreWeave's (CRWV 8.65%) central role in the AI data center buildout makes it a favorite among those betting that the spending s ...

We did have an extension of the record high for the Dow off the open today, but as you can see now, it's a it's a wholly different picture. There's the intraday look and we just showed you the other major averages which have all gone decidedly red, especially the NASDAQ. Let's show that because that's where the pain really is.That headline that Oracle is delaying some of its data centers for OpenAI to 2028 from 2027. Um the delays are said to be wise largely due to labor and materials, but a delay is a dela ...

Investors already fear a looming AI bubble, but it's too early to call the peak.Shares of Bloom Energy (BE 7.77%) plunged 19.5% this week through 11:40 a.m. ET Friday, according to data provided by S&P Global Market Intelligence. There's no company-specific news, but updates from a customer are rattling investors in the hydrogen stock and compelling some to take some profits off the table. If a customer is spending more, why is Bloom Energy stock falling?Bloom Energy's hydrogen fuel cell energy servers prov ...

Shares of Fermi Inc. (NASDAQ:FRMI) are down 32.8%, last seen trading at $10.25. The tumble follows news that, despite a preliminary late 2025 agreement with a potential Project Matador AI data center tenant -- which included up to $150 million in possible construction support -- no funds were drawn, with the tenant ultimately terminating the deal yesterday. The stock is now trading at its lowest level on record. FRMI has shed 73.1% this year, a stunning reversal from its Oct. 2 record high of $36.99. Shares ...

Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities off their balance sheets.For the skeptics, those are some of the examples of why the artificial intelligence data center boom is getting out of hand. There’s a frenzy of development going on to support the AI revolution, and with it an insatiable demand for debt to fund it. Some estimate the overall infrastructu ...

President Donald Trump is heading into the 2026 election year vowing to pull out all the stops to promote artificial intelligence — just as American voters are starting to voice some doubts.All through Trump’s first year back in office, almost everyone had something to say about AI. Economists detailed how it’s powering US growth. White House aides explained why it’s key to staying ahead of China. Stock-watchers cheered a market boom, and fretted about a bubble. Tech geeks speculated about what the bots mig ...

该公司表示，关于该场地租赁协议条款的谈判仍在继续，并补充说，由于对用于人工智能应用的电力需 求依然"强劲"，它"仍然有信心能够满足预期的电力交付时间表"。 智通财经APP获悉，周五，Fermi(FRMI.US)盘前暴跌超40%，报8.84美元。消息面上，此前该公司披 露，一家投资级评级的租户终止了为其位于德克萨斯州的马塔多项目提供1.5亿美元建设资金的协议。 公司表示，去年11月签署的《建设资助协议》承诺该租户将提供高达1.5亿美元的资金，但实际上并未 提取任何资金。 ...