Power Analysis

AI Infrastructure Stocks On A Tear: Latest IREN, KEEL, CORZ, CIFR & APLD News!

April 23, 2026·20 min
Episode Description from the Publisher

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...

AI Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of Power Analysis and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.