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

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

Stock Market Today, Oct. 15: Iren Stock Recovers, but Still Slides on Concerns Over Neocloud Provider Viability

Iren (IREN) closed down 0.56% at $30.39 after initially plunging below $27 following Gartner's warning that over 80% of neocloud providers could cease independent operations by 2030 and $3.5 trillion in AI infrastructure investments could be at risk. The stock recovered somewhat as investors recognized Iren has about half its GPU capex funded through customer prepayments, suggesting company-specific resilience versus sector-wide concerns.

10/15/2026, 5:03 PM • The Motley Fool

Core Scientific Director Purchases 7,000 Shares

Eric Stanton Weiss, a Director at Core Scientific, purchased 7,000 shares on August 18, 2026, at a weighted-average price of $19.19 per share, bringing his total holdings to 259,262 shares. The insider purchase signals confidence in the company's future prospects, particularly given the stock's strong 30% performance over the past 12 months and bullish analyst sentiment with 94% buy ratings and a median price target of $36.

09/08/2026, 5:30 PM • The Motley Fool

How TeraWulf’s Anthropic Deal Booted Up a $19B AI Empire

TeraWulf Inc. secured a landmark 20-year lease agreement with Anthropic worth an estimated $19 billion, transitioning from volatile cryptocurrency mining to stable, high-margin AI infrastructure hosting. The company sold its stake in the Abernathy Joint Venture for $450 million to fund the 401-megawatt Justified Data campus in Kentucky. This shift from unpredictable mining rewards (~$87,000/MW/month) to utility-grade AI workloads (~$149,000/MW/month) fundamentally improves margins and revenue visibility, while high institutional ownership and elevated short interest create potential for significant price appreciation.

07/07/2026, 9:15 AM • Investing

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