AI data centers & compute infra

11 covered stocks · 9 with direct model links · 10 with model news links

• BEBloom Energy187.75 -7.02%
  28 direct1 2nd-order
  ▲Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• SMCISuper Micro26.14 -3.17%
  28 direct82 2nd-order
  ▲Super Micro stock faces earnings test as options signal 12.5% move
• NBISNebius115.53 -10.19%
  6 direct1 2nd-order
  ▲BlockchAIn Digital Infrastructure Unveils $1B+ Nebius Data Center Lease Strategy
• CRWVCoreWeave51.33 -9.31%
  13 direct2 2nd-order
  ▼Fed Holds. AI's Bigger Risk Isn't Rates
• WULFTeraWulf12.2 -6.48%
  4 direct
  ▼WULF 8-K — Entry into a Material Definitive Agreement · Creation of a Direct Financial Obligation
• VRTVertiv199.53 -4.82%
  24 direct73 2nd-order
  ▲Vertiv Expands AI Data Center Footprint: Can It Beat APH and SMCI?
• APLDApplied Digital15.46 -8.80%
  1 direct1 2nd-order
  ▲Mr. Wonderful's Test for AI Data Center Stocks: Power, Permits, and Tenants
• IRENIREN17.82 -8.52%
  2 direct2 2nd-order
  ▼As neoclouds face a financial reckoning, Nvidia has to decide how far to go to help
• CIFRCipher Mining6.73 -5.87%
  2 direct
  ▲Cipher Digital And TeraWulf Vs. CoreWeave: Less Debt, More Upside
• CORZCore Scientific14.12 -1.84%
  2 2nd-order
  ▲BlockchAIn Digital Infrastructure Unveils $1B+ Nebius Data Center Lease Strategy
• KEELKeel Infrastructure1.8 -7.95%
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Quotes are delayed. News links are model classifications, not verified article mentions; older records without a link type are grouped as direct. Ranking uses time-decayed model scores and preset analysis windows, not observed price effects or expected returns. A window ending does not establish that the market impact has ended.

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