Shares of AI cloud services companies are trading lower amid persistent concerns over the debt required to sustain the AI infrastructure buildout. Sentiment is also under pressure following a Gartner warning about the outlook for neocloud providers, fueling concerns over the sustainability of spending on AI computing capacity.

AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending

AMD CEO Lisa Su dismissed AI spending fears, calling markets short-sighted and reaffirming long-term demand despite the chip sector’s selloff.

Rosenblatt Maintains Buy on Hut 8, Lowers Price Target to $100

Riot Platforms’ Powered Land Lease Lowers Build Costs, But Texas Election Adds Timing Risk, Analysts Say

Chardan and Needham analysts explain how Riot Platforms (NASDAQ: RIOT) benefits from its 15-year Corsicana land lease and why the Texas election adds timing risk.

Analysts Update Ratings and Price Targets for Hut 8 Following Q3 Results

Financial analysts from Needham, Clear Street, and Rosenblatt issued updated ratings and price targets for Hut 8 following the company's third-quarter 2026 earnings report.

Needham Maintains Buy Rating and Raises Price Target on Riot Platforms

Needham has maintained a Buy rating on Riot Platforms and increased its price target to $31 from $30.

Chardan Raises Price Target on Riot Platforms

Chardan has increased its price target for Riot Platforms to $32 from $27.50 while maintaining a Buy rating.