The artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, ...

Applied Digital now has lease agreements worth more than $16 billion over the next 15 years. Its heavy reliance on a single customer adds significant risk to an already heavily leveraged business.

Walmart Inc. WMT delivered a standout quarter in digital, with global e-commerce ascending 27% in the third quarter of fiscal 2026, including more than 20% growth in each segment. In the United States ...