Barclays Upgrades Enphase Energy Stock on Data Center Opportunity
Barclays upgrades Enphase, sees data center AI power tech growth via SSTs. PT raised to $51; solar weak but new opportunity ahead.
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HIVE Digital Technologies Acquires 32 MW Data Center in Sweden While BUZZ HPC Expands Sovereign AI in Canada
HIVE Digital Technologies and BUZZ HPC announced major moves in sovereign AI: a landmark partnership in Canada with Bell, Cohere and Hypertec, plus the acquisition of a 32 MW data center in Boden, Sweden.
Jefferies Initiates Buy Coverage on IREN with $79 Price Target on AI Pivot
The analyst highlights the company’s large powered land bank and strategic pivot to AI cloud infrastructure.
Trump Announces Apple-Intel Partnership to Manufacture Chips in the U.S.
Apple will work with Intel to make chips in the U.S., reducing reliance on Asia and boosting Intel’s business and stock.
Rumble Completes Northern Data Acquisition, Rebrands Corporate Parent as RUM Group
Rumble has completed its acquisition of Northern Data and will now operate two core businesses: Rumble (video platform) and Quake AI (AI & cloud infrastructure), backed by 22,000 NVIDIA GPUs and major power capacity.
Allbirds Is Dead. Long Live Smartbird: Inside the Company’s Bold Bet on AI
Allbirds has officially become Smartbird. The former footwear company sold its shoe brand, appointed AI veteran Nadia Carlsten as CEO, and is now an AI infrastructure provider.