No Data Yet
AI infrastructure developers Applied Digital and Lumentum have seen stock returns of over 200% in 2025, driven by strong demand from the AI data center market.
Applied Digital stock has surged 141% in six months, driven by significant AI-focused infrastructure agreements with CoreWeave and new funding from Macquarie Equipment Capital, signaling strong revenue visibility.
Nvidia's stock slipped despite a landmark deal allowing H200 chip sales to China and a Federal Reserve rate cut. The muted reaction highlights investor uncertainty over regulatory risks and the deal's complex financial structure, overshadowing potential revenue gains.
Bitcoin has recovered to over $92,000 and Boeing shares are rising as investors anticipate a rate cut from the Federal Reserve. While institutional buying is fueling the crypto rally, the aerospace giant's surge follows its strategic acquisition of Spirit AeroSystems.