1 Unstoppable AI Stock to Buy Hand Over Fist Before the Next Leg Higher

Iren, an AI data center company, has crashed 70% from its all-time high despite strengthening fundamentals. The company's AI cloud revenue nearly tripled sequentially to $200M, megawatt pricing has more than doubled to $22-40M per megawatt (vs. $9.7M previously), and it has a $20.3B revenue backlog with $1B in operating annual recurring revenue. With a 35-gigawatt development pipeline and strong financing through prepayments, Iren appears undervalued at current levels.

11/11/2026, 6:55 AM • The Motley Fool

Neoclouds Like Nebius Are Much Better Investments Than Colocation Companies Like TeraWulf. Here's Why.

Neoclouds like Nebius command significantly higher megawatt pricing ($20-50M/MW) compared to colocation providers like TeraWulf ($2.4M/MW), enabling faster scaling and better profitability. Nebius benefits from lucrative long-term contracts, declining payback periods (now 1 year 10 months), and the ability to finance capex through prepayments and GPU collateral, positioning neoclouds as superior long-term investments despite higher initial costs.

11/11/2026, 5:20 AM • 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

Microsoft Is Reportedly Getting Pickier About AI Data Center Deals. Is the Stock a Buy Now?

Microsoft is tightening oversight of AI data center deals with neocloud providers like Nebius Group and Nscale, reportedly backing away from riskier projects. While this could reduce financial risk, the company's free cash flow has declined 23% year-over-year to $60 billion, and shifting focus to building its own data centers may worsen cash flow pressures in the short term. The analyst maintains that Microsoft's stock at $535 remains overvalued and would prefer entry closer to $465.

11/08/2026, 12:38 PM • The Motley Fool

Stock Market Today, Nov. 6: Iren Soars 20% on Strong AI Cloud Revenue Growth

Iren (IREN) surged 20% after reporting strong Q1 FY27 earnings with AI cloud revenue nearly tripling to $200 million. The company is converting Bitcoin mining operations to AI cloud capacity and secured a five-year contract with 90% GPU prepayments, signaling strong customer demand and capital efficiency. However, execution risks remain as Microsoft-requested networking changes previously delayed a $9.7 billion AI project.

11/06/2026, 4:58 PM • The Motley Fool

The Biggest Stock Winners and Losers From the Midterm Elections

Following the midterm elections, certain stocks are positioned to benefit or suffer based on potential policy shifts. Retailers like Amazon, Shopify, and e.l.f. Beauty could gain from tariff rollbacks, while neoclouds like Space Exploration Technologies and other data center companies face headwinds from tougher permitting. Palantir Technologies may see slower government growth depending on administrative changes.

11/06/2026, 3:55 AM • The Motley Fool

As Democrats Take Control of Congress, Warren Buffett Has a Timely Warning for Investors

Following Democrats' 2026 midterm victory, Wall Street rallied with the Dow surging over 1,500 points. However, market sectors diverged sharply: AI hyperscalers like Amazon, Alphabet, Microsoft, and Meta surged, while semiconductor and data center stocks plunged amid concerns about tighter AI infrastructure oversight. Warren Buffett's investment philosophy advises against letting political uncertainty drive portfolio decisions, emphasizing that long-term business fundamentals should guide investing across different administrations.

11/05/2026, 7:00 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

CoreWeave's 15% Bond Yield Is a Warning for AI Debt. Here Are the Stocks Most Exposed.

CoreWeave, a rapidly growing AI infrastructure provider, is raising red flags with its 15% bond yields and high leverage (debt-to-equity ratio of 14.3), despite strong revenue growth. The company spends a quarter of its revenue on interest payments and faces potential refinancing challenges if rates continue rising. While competitors like Nebius and IREN have lower leverage, CoreWeave's financial stress could impact the broader neocloud sector's ability to secure affordable financing.

11/03/2026, 11:55 AM • 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

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

Elon Musk Says Neoclouds Face a "Guppy Level" Death. IREN Is Down 64% From Its High. Is He Talking About This Stock?

Elon Musk warned that tightening debt markets could cause over 200 neocloud companies to face consolidation and failure. IREN, a former Bitcoin miner turned AI infrastructure provider, has plummeted 64% from its all-time high. While IREN has secured major contracts with tech giants and shows strong revenue growth projections, it faces significant risks from rising interest rates, widening net losses, high debt levels, and share dilution.

10/28/2026, 3:55 PM • The Motley Fool

Stock Market Today, Oct. 22: CoreWeave Slides on Bernstein Downgrade and Financing Worries

CoreWeave stock fell 10.06% to $55.60 after Bernstein analyst Madison Rezaei cut its price target to $51 from $74, citing financing concerns and an estimated $85 billion needed to fund its committed backlog. Despite the downgrade, industry leaders including Nvidia CEO Jensen Huang and Blackstone COO Jon Gray praised the strength of underlying demand for AI compute capacity and CoreWeave's management, suggesting the sell-off may present buying opportunities.

10/22/2026, 5:31 PM • The Motley Fool

Stock Market Today, Oct. 22: CoreWeave Slides on Bernstein Downgrade and Financing Worries

CoreWeave stock fell 10.06% to $55.60 after Bernstein analyst cut its price target to $51 from $74, citing financing concerns and an estimated $85 billion needed to fund its committed backlog. Despite the downgrade, Nvidia CEO Jensen Huang and Blackstone COO Jon Gray praised strong demand for compute capacity and CoreWeave's management, suggesting the underlying business remains solid despite debt cost pressures.

10/22/2026, 4:49 PM • The Motley Fool

Did SpaceX Just Save the AI Trade?

SpaceX's Q3 2026 earnings report had a significant ripple effect on AI cloud stocks. The company's strong performance and its implications for AI infrastructure demand influenced sentiment across related AI companies including Nebius, CoreWeave, Nvidia, and Iren. The article examines what SpaceX's results mean for the broader AI investment landscape.

10/21/2026, 10:28 AM • The Motley Fool