I last covered Hut 8 ( HUT ) in November, and downgraded my rating on the company to a hold, citing their lack of operating profitability as they try to restructure the company into anI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing ...

Core Viewpoint - Nebius Group N.V. (NASDAQ:NBIS) is recognized as one of the top stocks to buy in 2026, with analysts providing positive ratings and price targets indicating significant upside potential [1][2]. Group 1: Analyst Ratings and Price Targets - BWS Financial analyst Hamed Khorsand reiterated a Buy rating on Nebius Group N.V. with a price target of $130 [2]. - Morgan Stanley analyst Josh Baer maintained a Hold rating on the stock, setting a price target of $126 [3]. Group 2: Company Performance and Strategy - During the fourth-quarter 2025 earnings call, management highlighted that 100% of AI cloud customers currently use their software, with an attach rate also at 100% [3]. - The company introduced new products, such as Token Factory and Aether, which are expected to create new opportunities [3]. - The acquisition of Tavily is anticipated to enhance the platform's capabilities [3]. - The CFO expressed confidence in the high demand for their AI cloud business, aiming to achieve a 40% margin by offsetting losses in smaller segments through proper investment [3]. Group 3: Company Background - Nebius Group N.V. was founded in 1989 and underwent restructuring in 2024, positioning itself as a leading AI infrastructure provider based in the Netherlands [4].

Neysa, an Indian AI infrastructure startup, has secured backing from U.S. private equity firm Blackstone as it scales domestic compute capacity amid India’s push to build homegrown AI capabilities.Blackstone and co-investors, including Teachers’ Venture Growth, TVS Capital, 360 ONE Asset, and Nexus Venture Partners, have agreed to invest up to $600 million of primary equity in Neysa, giving Blackstone a majority stake, Blackstone and Neysa told TechCrunch. The Mumbai-headquartered startup also plans to rais ...

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to potential violations of federal securities laws [1][3]. Company Overview - Fermi Inc. is an energy and AI infrastructure company focused on building large-scale nuclear reactors to support grid-independent data centers for AI workloads [4]. - The company's flagship project is Project Matador, designed to provide dedicated power for AI operations [4]. IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Stock Performance - Following the announcement that the First Tenant terminated the Advance in Aid of Construction Agreement, Fermi's stock dropped by $5.16, or over 33%, from $15.25 to $10.09 per share on December 12, 2025 [7].

Core Viewpoint - A class action lawsuit has been filed against Fermi Inc. and its executives due to significant stock price drops linked to alleged violations of federal securities laws [1][3]. Company Overview - Fermi Inc. is an energy and AI infrastructure company focused on building large-scale nuclear reactors to support grid-independent data centers for AI workloads [4]. - The company's flagship project is Project Matador, designed to provide dedicated power for AI operations [4]. IPO and Allegations - Fermi completed its IPO in October 2025, claiming strong demand for Project Matador and securing a 20-year lease with an investment-grade-rated tenant [5]. - Allegations suggest that Fermi overstated tenant demand and misrepresented the agreement with the First Tenant [6]. Stock Price Impact - On December 12, 2025, Fermi's stock dropped by $5.16 per share, over 33%, following the announcement that the First Tenant was terminating its agreement [7]. - The stock price fell from $15.25 per share on December 11, 2025, to $10.09 per share on December 12, 2025 [7]. Legal Proceedings - Investors have until March 6, 2026, to seek appointment as lead plaintiffs in the case, which is pending in the U.S. District Court for the Southern District of New York [3]. - The lawsuit includes claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Sections 11 and 15 of the Securities Act of 1933 [3]. Legal Representation - Bleichmar Fonti & Auld LLP is representing the plaintiffs in this class action and has a history of successful recoveries in similar cases [9].

Core Points - A class action lawsuit is pending against CoreWeave, Inc. (NASDAQ: CRWV) for allegedly misleading investors about its AI infrastructure scalability and revenue guidance [1][3] - The lawsuit claims that CoreWeave overstated its capacity to meet customer demand and downplayed operational risks related to reliance on a single third-party data center supplier [2][6] - Following delays at a critical data center in Denton, Texas, CoreWeave's market capitalization fell by approximately $14 billion, indicating significant investor losses [2][6] Allegations - The complaint alleges that CoreWeave concealed significant delays at its Denton facility, contradicting management's claims of "rapid scaling" [6] - It is claimed that the company's ability to recognize revenue from its multibillion-dollar backlog was dependent on infrastructure that was not on track for timely completion [6] - The stock experienced a 16% drop on November 11 after the company lowered its guidance, contributing to the overall decline in shareholder value [6] Legal Actions - Hagens Berman is actively advising investors who purchased CRWV shares during the class period from March 28, 2025, to December 15, 2025, and suffered losses [4] - The deadline for lead plaintiffs to submit their claims is March 13, 2026 [5] - Whistleblowers with non-public information regarding CoreWeave are encouraged to participate in the investigation or utilize the SEC Whistleblower program [5]

Group 1 - Cipher Mining's stock rose by 13.75% following a bullish analyst note from Morgan Stanley, indicating strong market interest despite general cryptocurrency performance [2][3] - Morgan Stanley initiated coverage on three Bitcoin miners, recommending "overweight" ratings for Cipher Mining and TeraWulf, while giving an "underweight" rating to Mara [3] - Analysts are optimistic about Bitcoin miners transitioning into the data center segment, which is expected to provide reliable cash flows compared to the volatility of cryptocurrencies [5] Group 2 - The demand for AI-capable infrastructure is anticipated to exceed supply, presenting a significant opportunity for companies like Cipher Mining and TeraWulf, despite their smaller data center operations [6] - Cipher Mining's current market capitalization is $5.8 billion, with a trading range of $15.01 to $17.00 for the day [7][8] - The potential for data center operations is viewed as more promising than cryptocurrency mining, although these companies are still in the early stages of establishing themselves in this segment [8]

Core Viewpoint - Iren Limited's stock has experienced a significant decline of nearly 20% this week, primarily due to the sell-off in Bitcoin and the lack of new AI deals, despite a doubling of AI cloud revenue [1][6][7]. Group 1: Company Performance - Iren Limited, originally a Bitcoin miner, has transitioned to an AI cloud infrastructure company, with Bitcoin mining revenue still accounting for 90% of total revenue as of the quarter ended December 31, 2026 [5]. - The company reported that 95% of the financing for capital spending on GPU purchases under its Microsoft contract is secured, including a prepayment of nearly $2 billion from Microsoft [7]. Group 2: Market Context - The recent sell-off in Bitcoin has adversely affected Iren more than other AI cloud companies, despite the positive growth in AI cloud revenue, which is still emerging from a low base [6]. - The absence of new AI deals in the latest earnings report likely disappointed investors, contributing to the stock's decline [7].

Last year marked a turning point for CoreWeave (NASDAQ: CRWV). The company entered 2025 as a fast-growing private artificial intelligence (AI) infrastructure provider and exited it as a publicly traded, systemically important player in the AI compute ecosystem. Revenue surged, customer commitments expanded rapidly, and CoreWeave cemented its role as a key supplier to some of the world's most demanding AI builders. But beyond the headline growth, 2025 delivered something more valuable for investors: clari ...

Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is involved in providing AI-focused infrastructure, including GPU-based cloud platforms and tools for advanced model development [2] - Concerns have been raised regarding the overvaluation of AI stocks, with potential risks if major companies slow down their building efforts, which could significantly impact Nebius [1] - The company is viewed as having potential, but there are other AI stocks that may offer better upside potential and lower downside risk [3] Group 2 - A younger investor may find speculative opportunities in Nebius, while older investors are advised to consider the associated risks [2] - The company could benefit from trends such as Trump-era tariffs and onshoring, indicating potential for undervaluation [3]