$APLD

ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread f

AI DATA CENTER SHORT SELLERS GAIN $6 BILLION IN OCTOBER Short sellers have made $6B in paper profits betting against AI infrastructure stocks amid concerns over debt-funded expansion, according to ORTEX. Bets against $NBIS generated $2.94