Yahoo Finance • 5 hours ago

IREN stock plunges 18% as Microsoft raises concerns over data center delays

Investing.com -- IREN Ltd. shares plunged 18% Thursday amid a broad technology selloff, with a Bloomberg report highlighting growing concerns at Microsoft over delays and execution risks among its neocloud partners. Still guessing which s... Full story

Yahoo Finance • 6 hours ago

Market Chatter: Microsoft Declines Texas Data Center Contract Extension With Nscale, Tightening Data Center Oversight

Microsoft (MSFT) declined to extend a contract at a Texas data center with Nscale ahead of the start Keep reading this article with Yahoo Finance Plus Silver Upgrade to Silver Silver Premium news Full access to Financial Times and MT N... Full story

Yahoo Finance • 17 hours ago

NextDC stock surges 43% on stake purchase bids from Goodman, Digital Realty

[Server racks in server room data center - Cloud Computing, Artificial Intelligence, Database Concept - 3d illustration] Sashkinw * Shares of Australian data center operator NextDC jumped more than 42% on Thursday after Goodman Group an... Full story

Yahoo Finance • yesterday

AI's Building Boom Meets A Blue Wave. 'Neocloud' Stocks Fall

CoreWeave stock and Nebius shares sold off amid worries that the "blue wave" midterm election results will slow the AI data center buildout. Continue Reading... Full story

Yahoo Finance • yesterday

CoreWeave, Nebius Slide As Blue Wave Clouds AI Boom

CoreWeave stock and Nebius shares sold off amid worries that the "blue wave" mid-term election results will slow the AI data center build-out. Continue Reading... Full story

Yahoo Finance • yesterday

AI data center stocks dip as midterm elections shake up Wall Street

The 8:30 hosts, Jake Conley and Pras Subramanian, welcome Defiance ETFs CIO Sylvia Jablonski to discuss how AI data centers became an issue in the midterm elections, an election in which Democrats won back both the House and the Senate. i... Full story

Yahoo Finance • yesterday

SpaceX, Tesla stocks sink as analyst warns Democrats' victory will create 'major hurdles' for AI build-out

One of Wall Street's biggest AI bulls says the sweeping Democratic victory in the midterm elections will slow the pace of the AI data center build-out in the US over the next two years. Data center-related stocks dropped, including Elon M... Full story

Yahoo Finance • yesterday

Stocks making the biggest moves premarket: Trump Media, Tesla, CoreWeave, Novo Nordisk and more

Check out the companies making the biggest moves in premarket trading: Trump Media & Technology Group — Shares of President Donald Trump 's social media company and tech company were down 11% after a decisive victory by Democrats in the U.... Full story

Yahoo Finance • yesterday

Texas, Ohio and Georgia data center risks after Democratic election wins

Investing.com -- Three of the most important data center states elected Democratic governors on Nov 3, 2026. That includes Texas, Ohio and Georgia. Democrats also won the Senate seats in Texas and Ohio, and Georgia's Sen. Jon Ossoff was re... Full story

Yahoo Finance • 3 days ago

IREN (NasdaqGS:IREN) Objects To Tokenized Share Trading On New Blockchain Venue

IREN (NasdaqGS:IREN) has formally objected to tokenized trading of its shares on the new ICE/OKX blockchain stock platform. The objection aligns IREN with companies including Nvidia, Costco, and Nike in challenging unauthorized tokenizatio... Full story

Yahoo Finance • 6 days ago

Iren (IREN) Stock Sees Modest Fair Value Cut As Analysts Weigh AI Funding Risks

Iren now carries a fair value estimate of US$76.92, compared with the previous US$79.03, which points to a slightly tighter implied upside for the stock. The adjustment comes as analysts balance the company's role in neocloud and AI infras... Full story

Yahoo Finance • 7 days ago

Alphabet’s $9bn cash burn drags neocloud stocks lower

Investing.com - Alphabet posted negative free cash flow of $9.07 billion in the third quarter, its second consecutive quarter of cash burn, sending GOOGL shares down more than 10% in premarket trading on Thursday and pulling neocloud stock... Full story

Yahoo Finance • 7 days ago

Mike Alfred joins Opendoor Board of Directors

Opendoor Technologies Inc. SAN FRANCISCO, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Opendoor Technologies Inc. ("Opendoor") (Nasdaq: OPEN), the e-commerce platform for residential real estate, today announced that Mike Alfred, Founder and Managin... Full story

Yahoo Finance • 8 days ago

CoreWeave Is Steadying After Debt Scare. The Case for Buying the Dip.

CoreWeave stock looks to be finding its footing after a selloff driven by debt fears. Here's what can go right. Continue Reading... Full story

Yahoo Finance • 8 days ago

Three billionaires called the AI top. Each has a reason to.

Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen breaks down what's true, who's talking their book, and w... Full story

Yahoo Finance • 9 days ago

IREN And 2 Top AI Stocks To Watch

Bond investors are starting to worry less about the Federal Reserve and more about whether huge AI infrastructure buildouts can be financed sustainably. This shift puts the spotlight on the companies selling the compute, storage and cloud... Full story

Yahoo Finance • 10 days ago

IREN’s radical AI pivot: Is this 43% plunge a buying opportunity or a value trap?

Investing.com and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Investing.com — IREN Ltd (NASDAQGS:IREN) has become the center of a fierce debate on Wall Street. Trading near $24.80 per share afte... Full story

Yahoo Finance • 10 days ago

AI Stocks Will Rise Or Fall On These Midterm Election Races

A data center moratorium is at stake in some governor races. Continue Reading... Full story

Yahoo Finance • 10 days ago

CoreWeave, AI landlord stocks sink to lowest levels in more than a year as the price of insuring CoreWeave's debt doubles

Wall Street is still paying up for the companies that buy AI computing power. It's dumping the ones that borrowed billions to rent it out. Think of the neoclouds as AI's landlords. They take on heavy debt to buy Nvidia (NVDA) chips, then... Full story

Yahoo Finance • 10 days ago

SpaceX, CoreWeave, Ambev, XP, Exxon, and More Stocks That Explain Today’s Market

SpaceX rises but neocloud stocks slide after Elon Musk says they face “guppy-level death and consolidation.” Continue Reading... Full story