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AI data centers

Core Scientific Rises as Bitcoin Booms and CoreWeave Deal Fails, Focus Shifts to AI Data Centers

Core Scientific Rises as Bitcoin Booms and CoreWeave Deal Fails, Focus Shifts to AI Data Centers

Core Scientific’s stock found itself in focus after the dramatic breakdown of a planned merger. On Oct. 30 shareholders rejected CoreWeave’s $9 billion all-stock bid reuters.com datacenterdynamics.com. Core Scientific said in a press release that it “did not receive the requisite number of votes” and therefore terminated the merger agreement, effective immediately businesswire.com. The result came after weeks of proxy battles: major holder Two Seas Capital (with ~6% of CORZ) led a campaign saying the deal “materially undervalues” Core Scientific reuters.com, and ISS likewise urged a no-vote, reasoning that Core Scientific “has performed well on its own” and can keep growing
30 October 2025
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Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Institutional Trades and Insider Moves Recent SEC filings show hedge funds and asset managers are actively buying and selling SMCI stock. For example, Chevy Chase Trust raised its SMCI holding by 2.6% in Q2, acquiring an additional 6,997 shares (now 271,104 shares worth ~$13.3M) marketbeat.com. Similarly, International Assets Investment Management boosted its stake 18.3% to 31,675 shares (~$1.55M) marketbeat.com. By contrast, TD Asset Management trimmed its position by 3.6%, selling 8,922 shares to hold 238,723 shares (~$11.7M) marketbeat.com. (As MarketBeat notes, institutional investors own about 84.06% of SMCI’s stock marketbeat.com, underscoring the dominance of large holders.) Meanwhile, insiders have been
20 October 2025
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FuelCell Energy Stock Skyrockets on AI Data Center Boom – 97% Revenue Surge Ignites Green Energy Hype

FuelCell Energy Stock Skyrockets on AI Data Center Boom – 97% Revenue Surge Ignites Green Energy Hype

FuelCell Rides AI-Fueled Market Momentum Shares of FuelCell Energy have been on a tear in recent weeks, riding a wave of optimism about clean energy’s role in powering artificial intelligence infrastructure. The stock is up over 150% in the past month and recently hit multi-month highs around the $11–12 level benzinga.com benzinga.com. On Wednesday (Oct. 15), FCEL traded roughly 26% below its 52-week peak of ~$14 stockstory.org, after more than doubling from late summer lows. This spike in market value has been driven by a series of catalysts. In early October, an analyst at H.C. Wainwright more than doubled the
15 October 2025
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Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Oklo (OKLO) Nuclear Stock Skyrockets 500% on AI Data Center Hype – Bubble or Breakthrough?

Stock Performance & Financial Metrics Oklo’s stock has been wildly volatile. It was trading under $10 in mid-2024, but surged over 1,400% in one year through Sept 2025 carboncredits.com – driven by AI/data-center hype and policy tailwinds. In 2025 alone OKLO is up roughly 550% YTD marketbeat.com. Trading volume is heavy and retail interest intense. At $110 (Sept. 26, 2025), OKLO hit multi-year highs (52‑week: $7.90–$144.49) marketbeat.com. Financially, Oklo remains pre-revenue and cash-intensive. In Q1 2025 the company reported an adjusted loss of $0.07/sh (no revenue) coincentral.com. Full-year 2025 losses are expected in the tens of millions of dollars. Oklo
27 September 2025
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