Power Analysis

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...