
S1E560 - AI Infrastructure Stocks On A Tear: Latest IREN, KEEL, CORZ, CIFR & APLD News!
Published: April 23, 2026
Duration: 20:35
We walk through another green day for AI infrastructure stocks and the Bitcoin miner names making the clearest shift into HPC data centers. We break down a major Applied Digital hyperscaler lease, debate real-world megawatt pricing, and track how financing and permits can re-rate these stocks fast.
• Bitcoin holding above $78K and what the heat map shows
• IREN pullback as a potential buy zone and what to watch in results
• How an ATM raise can fund data center expansion at Sweetwater
• Applied Digital 15-year AI colocation lease and $/MW math
• Core Scientific secured senior...