Key trends for investors in 2026: · DJI ban and increased US defense investment in drones · Data center scarcity · Energy bottlenecks · Memory shortages · Lower token costs leading to higher AI productivity · Crypto market recovery as TradFi adopts blockchain technology ·

The $NBIS hype seems a bit dead The company is building its largest AI campus, and it’s getting less attention than even minor news from a few months ago That’s bullish

Abacus Global Management Announces Transfer of Listing of its [Class A] Common Stock to the New York Stock Exchange with New Ticker Symbol $ABX | Press Release Abacus Global Management, Inc. (@Nasdaq: $ABL), a leader in the alternative asset management space, today announced its

$NBIS PARTLY APPROVED FOR 800 MW DATA CENTER · Massive project with up to 800 MW of power, 2.5M sq ft, 8–10 buildings, and 3–5 years of construction · Powered by a natural-gas power plant · Construction of both the power plant and data center expected to take 3–5 years, with

$AMD nears China rollout of AI chip as Alibaba weighs major order According to MLex, $BABA plans to buy 40,000 to 50,000 MI308 accelerators.

5 themes that will outperform in 2026: •Data centers •UAS and CUAS •Automation •Crypto •Solar

Here are all the data center deals announced so far: (By Total Deal Value) 1. $NBIS | Nebius Group · Project: Vineland AI cloud campus · Location: Vineland, New Jersey, United States · Tenant: Microsoft · IT load: 300 MW · Duration: 5 years · Total deal value: $17.4B · Total

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Analysis of data center operator deals (This time with $WYFI) Ranked by revenue per MW per year (highest to lowest) $GLXY | Galaxy Digital: $2.28M per MW per year Helios Campus, Texas, CoreWeave $WULF | TeraWulf: $2.26M per MW per year Abernathy Campus, Texas, Fluidstack JV

Analysis of data center operator deals Here's the list by highest Revenue per MW to lowest: $GLXY | Galaxy Digital: $2.28M per MW per year $WULF | TeraWulf: $2.26M per MW per year $HUT | Hut 8: $1.91M per MW per year $WULF | TeraWulf: $1.83M per MW per year, Lake Mariner,

6-Month Share Dilution of Data Center Plays $SLNH +397.5% $DGXX +79.9% $HIVE +43.0% $IREN +26.3% $APLD +24.5% $GLXY +10.9% $WULF +8.9% $MARA +7.5% $CIFR +6.4% $NBIS +5.8% $RIOT +4.1% $HUT +3.7% $BITF +1.7% $CLSK -9.0%

Samsung Lands xAI Deal, Signals 2nm Ramp in Texas $SSNLF Foundry has secured a deal with Elon Musk’s xAI to manufacture custom AI chips at its Taylor, Texas fab, a meaningful win as it works to revive its foundry business $SSNLF has ordered three EUV tools from $ASML, signaling

Godfather of AI Warns of an AI Bubble $NVDA $AMD $ORCL $AVGO Geoffrey Hinton says the AI boom risks becoming a bubble not because the tech fails, but because companies are ignoring the social shock from mass job losses. “These guys are really betting on AI replacing a lot of

I believe the current dip is creating a tremendous opportunity to accumulate before 2026 In this piece, I cover — The AI landscape — The safest stocks in the AI space — My picks and what I’m buying https://t.co/eYlr59OfIJ

$AMD Lisa Su has announced plans to increase investment in China In Beijing on Wednesday, Su exchanged views with the industry minister on strengthening cooperation in the digital economy and AI sectors Li noted that China would offer greater cooperation opportunities to

Visa announced on Tuesday that it will allow U.S. financial institutions to settle transactions using $CRCL's USDC stablecoin over the $SOL blockchain On Solana, every transaction pays a base fee, and 50% of that base fee is burned, meaning higher usage increases SOL burn. The

Sorry, but equating $NBIS's total deal value with $MSFT to its market cap isn’t fundamental analysis You’re just comparing two numbers that happen to look coincidentally similar

$MU is now trading below a 10x forward P/E, while growing EPS at triple-digit rates Normally, this is when you sell However, Can the AI supercycle break the commodity peak-and-doom cycle?

OpenAI is reportedly in talks to raise up to $100B at a $750B valuation, according to The Information If true, this would be a major derisking event for $AMD, $NVDA, $NBIS, $AVGO, $ORCL, and many others with direct or indirect exposure to OpenA

$NBIS is preparing one of the largest AI campuses in the world With 398 acres, $NBIS has broken ground at its new site in Independence, Missouri The New Jersey site hosts around 250–300 MW of IT load capacity, and $NBIS struck a $17.4B+ deal tied to that campus The