Why AI’s Next Bottleneck May Be Power, Not Chips

Leopold Aschenbrenner's Situational Awareness LP fund has doubled its equity exposure to $13.68B, positioning heavily in physical AI infrastructure and energy suppliers while hedging semiconductor exposure. The fund's thesis argues that power and electricity, not chips, represent the real bottleneck for AI scaling. The portfolio employs a barbell strategy: aggressive longs in energy infrastructure (Bloom Energy, Bitcoin miners turned AI operators) and optical components, combined with significant put hedges on semiconductor names to protect against potential sector rotation.

05/18/2026, 11:20 AM • Investing

Stock Market Today: Do, S&P 500, Nasdaq Futures Gain As Trump Celebrates Record Gains— Fortinet, Whirlpool, Core Scientific In Focus (UPDATED)

U.S. stock futures rose on Thursday following Wednesday's record rally, with President Trump celebrating all-time high stock market gains and strong job growth. Key movers included Fortinet gaining 12.76% on strong earnings, while Beyond Meat and Whirlpool declined significantly. BlackRock maintains a pro-risk stance on U.S. equities, citing strong corporate earnings momentum and AI revenue growth.

05/07/2026, 9:04 AM • Benzinga

Stock Market Today: Dow Jones, S&P 500 Futures Advance As Trump Celebrates Record Gains—Fortinet, Whirlpool, Core Scientific In Focus

U.S. stock futures rose on Thursday following Wednesday's record rally, with President Trump celebrating all-time high stock market gains and strong job growth. Key movers included Fortinet gaining 12.76% on strong earnings, while Zillow Group fell 5.71% and Beyond Meat plunged 11% despite mixed earnings reports. BlackRock maintains a pro-risk stance on U.S. equities, citing strong corporate earnings momentum and AI revenue growth.

05/07/2026, 5:16 AM • Benzinga

24-Year-Old Turns $875 Million Into $2.2 Billion Via Bloom Energy Stock

Leopold Aschenbrenner, a 24-year-old former OpenAI researcher, launched Situational Awareness LP hedge fund with $225 million based on his thesis that AI's primary constraint would be power supply. His $875 million position in Bloom Energy Corp., accumulated throughout 2025, has grown to approximately $2.21 billion as the market recognized the AI power crunch. The fund has grown to roughly $5.5 billion in about a year, with Bloom Energy shares gaining nearly 24% on Tuesday following an expanded fuel cell deal with Oracle.

04/14/2026, 7:07 PM • Benzinga

Core Scientific Stock Up 84% as Fund Cuts Stake by $8.6 Million

Kintayl Capital sold 495,390 shares of Core Scientific (CORZ) worth $8.64 million in Q4 2025, reducing its stake from 6.3% to 0.66% of AUM. Despite the fund's exit, Core Scientific shares have surged 84% over the past year. The company is transitioning from unprofitable self-mining to higher-margin colocation services, though adjusted EBITDA remains negative and Q4 revenue declined year-over-year.

03/22/2026, 9:01 AM • The Motley Fool

Investor Makes $30 Million Bet on Another Bitcoin Miner Pivoting Toward AI Data Centers

Covalis (Gibraltar) Ltd invested $30.29 million in Core Scientific, acquiring 2,080,550 shares in Q4 2025. The investment reflects Core Scientific's strategic pivot from bitcoin mining toward AI data centers and high-density colocation services, with the company scaling toward 1.5 gigawatt of leasable capacity. Colocation revenue surged to $65 million in 2025 from $24 million in 2024, positioning the company as an AI infrastructure play.

03/13/2026, 4:10 AM • The Motley Fool

What's Going On With Core Scientific Stock Thursday?

Core Scientific completed a $500 million 364-day loan facility from Morgan Stanley to fund data center expansion, with an accordion feature allowing up to $1 billion total. However, the company missed Q4 earnings expectations with an adjusted loss of 29 cents versus 18 cents consensus, and revenue fell to $79.76 million from $94.9 million. The stock declined 3.85% on Thursday despite the financing announcement, trading below key moving averages with bearish technical indicators.

03/05/2026, 1:16 PM • Benzinga

Clearline Capital Increases Core Scientific Stake as Bitcoin Mining Becomes a Data Center Business

Clearline Capital LP increased its stake in Core Scientific by 3.4 million shares worth approximately $59.91 million. The investment reflects a strategic shift in Bitcoin mining toward data center infrastructure, where access to reliable power and efficient facilities have become the primary competitive advantage following the recent Bitcoin halving.

03/04/2026, 7:15 PM • The Motley Fool

CRWV Deadline: BFA Law Urges CoreWeave, Inc. Investors with Losses to Act Before March 13 Securities Fraud Class Action Deadline Amid 16% Stock Decline

A securities fraud class action has been filed against CoreWeave, Inc. for allegedly misrepresenting customer demand and concealing significant data center construction delays. The company's stock declined 16% on November 11, 2025, following guidance cuts attributed to third-party developer delays. Investors have until March 13, 2026, to request lead plaintiff status in the case filed in U.S. District Court for the District of New Jersey.

03/01/2026, 6:39 AM • GlobeNewswire

CoreWeave Stock Notice: CoreWeave, Inc. (NASDAQ:CRWV) Shares Sink 16% on Infrastructure Delays - Investors Urged to Contact BFA Law about the Securities Class Action

A securities class action lawsuit has been filed against CoreWeave, Inc. for alleged securities fraud. The company's stock dropped significantly following the failed merger with Core Scientific in October 2025 and subsequent guidance cuts in November 2025 due to data center construction delays. Additional delays at a major OpenAI facility in Texas were reported in December 2025. Investors are urged to contact BFA Law, with a deadline of March 13, 2026 to join the class action.

02/21/2026, 6:47 AM • GlobeNewswire

CRWV COURT DEADLINE: CoreWeave, Inc. Faces Securities Fraud Allegations Over Infrastructure Delays – BFA Law Notifies Investors of the March 13 Class Action Deadline

CoreWeave, Inc. (NASDAQ: CRWV) is facing a securities fraud class action lawsuit for allegedly overstating its ability to meet customer demand and concealing significant construction delays at its data centers. The company's stock dropped significantly following the failed merger with Core Scientific in October 2025, guidance cuts in November 2025, and reports of delays at major projects including an OpenAI data center in Texas. Investors have until March 13, 2026, to join the class action.

02/15/2026, 6:18 AM • GlobeNewswire

Sallie Mae Stock Down 15% in a Year, and One Fund Just Dumped Its $5.5 Million Stake

Helix Partners Management LP sold its entire 200,000-share stake in SLM Corporation for approximately $5.54 million in the fourth quarter. SLM shares have declined 14.6% over the past year, underperforming the S&P 500 by 27.5 percentage points. While the company reported solid financial metrics including $3.46 in GAAP diluted EPS and authorized a $500 million share repurchase program, rising loan delinquencies to 4.0% and guidance for increased net charge-offs in 2026 signal credit normalization that may cap upside potential.

02/14/2026, 11:31 AM • The Motley Fool

Core Scientific Stock Up 45% This Past Year: Fund Lifts Stake Despite Volatility and $147 Million Q3 Loss

Helix Partners Management increased its Core Scientific stake by 350,000 shares in Q4 2025, valuing the position at $81.54 million and representing 27.41% of the fund's assets. Despite a $146.7 million net loss in Q3, the company showed improving gross profit and strong liquidity of $694.8 million. The fund's conviction in Core Scientific reflects confidence in the company's pivot toward high-density AI colocation services, though the concentrated position carries significant risk.

02/14/2026, 11:17 AM • The Motley Fool

CoreWeave, Inc. (NASDAQ:CRWV) Accused of Securities Fraud after Stock Drops 16% – Contact BFA Law before March 13

CoreWeave, an AI-focused cloud computing company, faces a class action lawsuit for securities fraud. The company allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers. The stock dropped 16% in November 2025 after CoreWeave lowered guidance due to delays from a third-party data center developer. Investors have until March 13, 2026, to join the lawsuit.

02/07/2026, 7:05 AM • GlobeNewswire

Core Scientific Stock Is Up 17% This Past Year, but One Fund Just Disclosed a $9 Million Exit

Pier Capital sold its entire 504,958-share position in Core Scientific (CORZ) worth $9.06 million in Q4, signaling risk reduction. The exit comes as Core Scientific pivots from volatile self-mining toward high-density colocation services. While the stock is up 17% over the past year, the company faces challenges including declining revenue, significant capital expenditures ($244.5M in Q3), and quarterly net losses of $146.7M, though it maintains substantial liquidity of ~$695 million.

02/06/2026, 12:01 PM • The Motley Fool