《Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors | CRWV, NBIS, APLD》
AI 摘要 · IREN 是逢低买入标的：公允价值接近 46 美元，比下跌后的股价高出约 18%，若 AI 数据中心需求持续扩张，上行空间巨大。尽管其 77 亿美元长期债务超过 73 亿美元市值，且存在股价归零的非零概率，说话者仍重申买入评级，并将信心从低上调至中等。
CoreWeave、Nebius、Iron 和 Applied Digital 的股价分别下跌了12%、14%、16%和17%，原因是美国中期选举的结果加剧了投资者对新数据中心审批和建设可能放缓的担忧，以及对整个人工智能行业的担忧。
Shares of CoreWeave, Nebius, Iron, and Applied Digital fell by 12%, 14%, 16%, and 17 % respectively, as the results of the US midterm elections heightened investor concerns about a potential slowdown in the approval and construction of new data centers , and in the artificial intelligence sector as a whole.