Alex Dudov
● A recent breakdown by Stock Sharks shows data center stocks having an incredible run in 2025, with some companies seeing gains over 500% as the AI boom creates insatiable demand for computing power.
● The standout performers are Iren (IREN), Nebius (NBIS), and Applied Digital (APLD) — up 530%, 428%, and 338% year-to-date. These companies are riding the wave of AI-optimized infrastructure and energy-efficient computing networks.
● Established players are doing well too. Oracle (ORCL) is up 67% with its massive $802 billion market cap, while CoreWeave (CRWW) has jumped 240% as enterprises pour money into AI deployment and cloud expansion.
● Interestingly, crypto-mining companies are getting in on the action. Riot Platforms (RIOT), Cipher Mining (CIFR), and TeraWulf (WULF) have all gained between 119% and 134%, benefiting from their dual focus on blockchain and AI computing — a combination that's catching investors' attention.
● But it's not all positive. Smaller players like Bit Digital (BTBT), Soluna (SLNH), and Mawson Infrastructure (MIGI) are down 27% to 43% from their peaks, showing that energy costs and operational efficiency can make or break profitability in this space.
Alex Dudov
