Data Centers

5 articles in this category

Stock Weather AIData CentersChina Tech

GDS Holdings – 2026-01-26 - increase Confidence 7/10

Negative free cash flow and high leverage are offset by a critical governance move aligning with customer regulatory demands, triggering near-term bullish sentiment.

Jan 26, 2026GDS

AI NewsData CentersInfrastructure

OpenAI and SoftBank Group Partner with SB Energy for $1 Billion Data Center Investment

OpenAI and SoftBank Group are investing $1 billion in SB Energy to develop multi-gigawatt AI data center campuses, including a 1.2 GW facility in Texas.

Jan 9, 2026

Stock Weather AIData CentersIPO Analysis

Fermi Inc. – 2025-12-30 - increase Confidence 6/10

Analyst 'Buy' consensus and massive data center potential contrast with recent contract termination and investor lawsuits, creating short-term volatility with upside bias.

Dec 30, 2025FRMI

Stock Weather AIAI InfrastructureData Centers

Applied Digital Corporation – 2025-12-15 - increase Confidence 7/10

Negative free cash flow and high leverage are offset by $11B in contracted revenue and strong AI infrastructure demand, signaling near-term upside.

Dec 15, 2025APLD

Stock Weather AICryptocurrencyData Centers

Cipher Mining Inc. – 2025-12-03 - Increase Confidence 8/10

Negative free cash flow and high leverage are offset by explosive revenue growth and major cloud partnerships, triggering strong analyst upgrades and bullish options flow.

Dec 3, 2025CIFR