Stock Market Today, Nov. 11: CoreWeave Surges 25% on Beat-and-Raise Quarter

CoreWeave surged 25% on November 11, 2026, after delivering strong Q3 earnings with $3.66 billion in revenue that beat expectations and raising its full-year 2026 guidance to $13.15 billion. CEO Michael Intrator highlighted multiple funding sources including $9 billion in expected customer prepayments over the next three months, easing investor concerns about data center growth and financing. The broader market also gained with the S&P 500 up 1.31% and Nasdaq up 1.60%, while AI infrastructure peers also rallied.

11/11/2026, 4:54 PM • The Motley Fool

Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors

Recent developments are causing concern among investors in AI infrastructure stocks including CoreWeave, Nebius, IREN, and Applied Digital. The article discusses how these companies are being impacted by recent market movements and investor sentiment shifts in the AI cloud and data center sector.

11/10/2026, 7:30 AM • The Motley Fool

Before You Buy IREN Stock, Consider This Funding Gap

IREN has secured major AI infrastructure contracts but faces a critical funding gap between its ambitious expansion plans and current operating capacity. The key concern is whether the company can reliably convert signed capacity into reported revenue, with GPU deployment and financing potentially lagging behind growth ambitions.

11/03/2026, 5:30 PM • The Motley Fool

Applied Digital vs. IREN: Which Technology Stock Is a Better Buy for 2027?

The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Both are building data centers for AI workloads but face significant cash burn and debt. Applied Digital is favored for its $36 billion in contracted revenue and long-term leases providing revenue visibility, despite higher debt-to-equity ratio (2.9x). IREN is transitioning from Bitcoin mining to AI cloud services with lower debt (1.9x) but missed earnings estimates and faces financing concerns.

11/02/2026, 3:21 PM • The Motley Fool

Meet the Underrated Artificial Intelligence (AI) Stock That Could Soar 255% in a Year, According to Wall Street

Applied Digital, an AI data center specialist, has experienced a 27% pullback in recent months despite strong fundamentals. The company is positioned to benefit from accelerating AI infrastructure demand, with revenue expected to grow over 3x in two fiscal years. With $36 billion in contracted lease revenue, 80%+ projected operating margins, and a 12-month median price target of $69 (255% upside), Wall Street analysts remain bullish despite concerns about the company's $6.4 billion debt load.

10/30/2026, 9:44 AM • The Motley Fool

Should Investors Buy Iren Instead of Applied Digital?

The article compares two AI infrastructure stocks, Iren and Applied Digital, both of which have experienced significant share price declines amid investor concerns about risk. The piece examines whether Iren presents a better investment opportunity than Applied Digital in the current market environment.

10/28/2026, 11:40 PM • The Motley Fool

Stock Market Today, Oct. 20: IREN Slides on Funding Worries and Rate Fears

IREN stock fell 4% on October 20, 2026, as premarket funding worries and interest rate concerns pressured the AI cloud and data center operator. While peers like Applied Digital and Core Scientific showed steadier demand, IREN's $7.6 billion debt load and dependence on financing remain key concerns. The company's legacy Bitcoin mining business continues to generate most of its revenue, which could provide some insulation from AI cloud sector headwinds.

10/20/2026, 5:40 PM • The Motley Fool

Is Applied Digital Stock Stock an Undervalued AI Stock to Buy Right Now?

Applied Digital (APLD) faces investor concerns about its large cash needs despite holding $36 billion in contracted revenue. The article examines whether the AI infrastructure stock represents an undervalued buying opportunity or if durability concerns around AI spending warrant caution.

10/19/2026, 9:14 PM • The Motley Fool

Stock Market Today, Oct. 19: IREN Rallies on AI Infrastructure Sentiment Rebound

IREN stock rallied 2.74% on October 19, 2026, following a Goldman Sachs upgrade of CoreWeave that lifted sentiment across AI infrastructure stocks. The sector had been battered after a Gartner report predicted 80% of neocloud providers would fail by 2030, but Goldman's upgrade suggested investors were overestimating financial risks and underestimating AI boom returns. IREN shares remain down 27% year-to-date despite the recovery.

10/19/2026, 5:45 PM • The Motley Fool

Neocloud Stock Collapse: Buying Opportunity or Run for the Hills?

Gartner predicted that 80% of neocloud companies will cease to exist by 2030, citing insufficient AI revenue to support current infrastructure spending levels. The research firm projects $8.5 trillion in revenue would be needed for adequate returns, but only expects $3.6 trillion by 2030. Neocloud stocks plummeted on the report, with the sector facing high debt burdens and rapidly depreciating GPU assets, making it a risky investment space.

10/17/2026, 7:30 AM • The Motley Fool

Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy?

Applied Digital has secured $36 billion in contracted AI data center revenue, but most capacity still needs to be built. The key question for investors is whether the company can convert these signed leases into profitable operating assets while managing construction progress, financing costs, and customer concentration risks.

10/08/2026, 10:33 AM • The Motley Fool

Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics

Applied Digital announced an agreement to access up to 1 gigawatt of power capacity in Finland for its first international AI data center development outside the United States. Initial power availability is expected in 2028. The company emphasizes this is a measured first step while maintaining focus on its U.S. portfolio expansion.

10/06/2026, 6:00 AM • GlobeNewswire

Why Applied Digital Stock Popped by 5% Today

Applied Digital's stock rose 5% after announcing that its Polaris Forge 1 data center in North Dakota reached ready-for-service status for the second phase of building 2, completing 150 megawatts of critical IT load. The facility is now operationally at 250 megawatts with plans to reach 400 megawatts when fully completed, demonstrating the company's progress in converting large-scale power into AI infrastructure.

10/02/2026, 6:21 PM • The Motley Fool

Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

09/24/2026, 2:02 PM • The Motley Fool

Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026

The article compares two AI infrastructure companies: Applied Digital (APLD), which designs next-generation data centers for AI workloads, and IREN (IREN), which is transitioning from crypto mining to AI cloud services. While Applied Digital has lower valuation multiples, IREN offers lower leverage (1.9x vs 2.9x debt-to-equity), vertical integration, and renewable energy advantages. The author recommends IREN despite both companies facing significant capital requirements and operational risks.

09/04/2026, 9:09 PM • The Motley Fool