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Bitcoin mining companies could unlock substantially higher valuations by converting power-rich mining locations into data centers for artificial intelligence and high-performance computing, according to Morgan Stanley.

The investment bank believes existing Bitcoin mining sites represent one of the fastest ways for AI companies to obtain large amounts of electricity....


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SanDisk stock is receiving renewed analyst attention after Wells Fargo raised its price target from $1,250 to $1,620 ahead of the memory company’s next quarterly earnings report.

Analyst Aaron Rakers maintained an Equal-Weight rating while increasing the target on July 22, 2026. The adjustment reflects a favorable setup involving new supply agreements, accelerating ...


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IREN is receiving renewed support from Wall Street after the AI cloud infrastructure company raised its annualized revenue target and announced billions of dollars in new customer contracts.

H.C. Wainwright increased its IREN stock price target from $85 to $90 while maintaining a Buy rating. Canaccord Genuity followed with a $79 target, reflecting growing confidence...


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Nebius has reached a significant artificial intelligence infrastructure milestone by commissioning and validating its first complete NVIDIA Vera Rubin NVL72 rack at its data center in Finland.

The achievement places Nebius among the first AI cloud providers to bring the new rack-scale platform online. NBIS stock gained as much as 1.56% to $221.56 following the annou...


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Intel is preparing to report second-quarter 2026 results as investors assess whether rapidly rising demand for artificial intelligence infrastructure can sustain the chipmaker’s powerful stock-market recovery.

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