Yahoo Finance's Brian Sozzi and EMJ Capital's Eric Jackson examine the gap between Wall Street's sell-off in AI infrastructure stocks, such as CoreWeave and Nebius, and the data center construction underway on the ground. Using Hut 8's 649-acre Riverbend data center in Louisiana as an example, Jackson describes a busy construction site with large transformers, substations, and local and political support. He notes Hut 8 raised non-recourse debt rather than a $6 billion stock offering that dilutes shareholders, unlike some other infrastructure players. Jackson says the real market concern centers on larger players such as Oracle and CoreWeave, while investors do not question Google, Meta or Amazon.
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/15/2026 | 217.23 |
| Change that session | -1.84% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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