AI data centers & compute infra

11 names · 9 named directly by the news · 11 affected

• CRWVCoreWeave99.83 +11.72%
  12 direct12 2nd-order
  ▼Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies
• BEBloom Energy277.22 +9.63%
  19 direct2 2nd-order
  ▲Tuesday's First Moves: BE Joining SPX, AMGN & NVS Fall, PANW Downgrade
• NBISNebius243.88 +7.73%
  7 direct
  ▼Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies
• IRENIREN46.93 +5.04%
  3 direct2 2nd-order
  ▲Iren's Earnings Weren't Groundbreaking, but 2027 Looks Very Promising
• VRTVertiv290.83 +3.67%
  4 direct32 2nd-order
  ▲Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom
• SMCISuper Micro40.26 +1.69%
  13 direct32 2nd-order
  ▲Nvidia's New Partner Says Banks Want AI on Machines They Can Unplug
• APLDApplied Digital28.31 +7.36%
  2 direct4 2nd-order
  ▼Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies
• KEELKeel Infrastructure3.73 +7.49%
  1 direct
  ▲This Leopold Aschenbrenner stock just added $150 million in a day
• WULFTeraWulf17.86 +8.18%
  2 direct1 2nd-order
  ▲Iren's Earnings Weren't Groundbreaking, but 2027 Looks Very Promising
• CORZCore Scientific18.73 +4.70%
  2 2nd-order
  ▲Iren's Earnings Weren't Groundbreaking, but 2027 Looks Very Promising
• CIFRCipher Digital18.51 +4.34%
  1 2nd-order
  ▲Iren's Earnings Weren't Groundbreaking, but 2027 Looks Very Promising

Quotes are delayed. News impact decays over each event's persistence window and drops out when it expires; this page is for ranking at a glance — exact counts live on the stock page.

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