Cerebras Systems (NASDAQ:CBRS) surged on debut after pricing at $185, opening at $350 and landing a major OpenAI AI infrastructure deal.
AI Stocks
Megaport (ASX:MP1) has secured A$254m of AI compute, network and storage contracts through Latitude.sh, adding A$90.6m of ARR with a two-year payback.
Earlier this week, famous investor Michael Burry declared that the US equity market had "jumped the shark," drawing explicit parallels to the final stages of the 1999–2000 dot-com bubble.
His warning is consistent with several objective valuation and sentiment indicators that suggest stretched multiples and deteriorating consumer fundamentals. Whether or not a crash is imminent, his…
Life360 delivered record revenue as advertising surged 329%, but investors are watching whether Nativo costs can translate into stronger operating leverage.
Block has delivered five straight quarters of faster gross profit growth, but investors need to watch credit quality as Cash App lending scales.
Is the AI Boom a Bubble? Few questions in markets are more contested right now. Nvidia’s market capitalisation crossed US$5tn in October 2025 after quadrupling since 2023. The five major hyperscalers collectively plan to deploy roughly US$700bn in AI‑related capital expenditure in 2026 alone! Goldman Sachs projects US$7.6 trillion in AI infrastructure investment between 2026…
AMD and Arm are both exposed to the next phase of AI infrastructure, but AMD looks like the better buy candidate on valuation and growth.
5 ASX Data Centre Stocks Riding the AI Infrastructure Boom
The past 24 hours have made one thing clear. The ASX data centre boom is no longer about future demand. It is happening right now, in real contracts and real money. DigiCo Infrastructure REIT (ASX:DGT) jumped 23% on Wednesday after selling its Chicago facility for…
Infratil Jumps After 555MW CDC Data Centre Deal
Infratil (ASX:IFT) surged more than 12% today to multi-year highs after its 49.7%-owned data centre business, CDC, signed the largest data centre contract in Australia's history, a 555-megawatt, 30-year deal with a US investment-grade customer. The scale is hard to overstate. This single contract equals around 40…
Decidr AI Industries (ASX:DAI) raised A$15m to fund Sugarwork productisation, agentic AI expansion and sovereign compute plans.
