According to CNBC, KeyBanc stated that a Texas land owner could be a beneficiary of the AI boom, as shared via a CNBC post on X on Dec 2, 2025. Source: CNBC on X, Dec 2, 2025. The post does not disclose the company name or ticker and directs readers to the linked article for details. Source: CNBC on X, Dec 2, 2025. No cryptocurrencies are mentioned in the post, and no direct crypto market impact is indicated. Source: CNBC on X, Dec 2, 2025.

According to @StockMKTNewz, AMD CEO Lisa Su said the company expects its Data Center Business to grow at more than a 60% compound annual growth rate over the next 3 to 5 years. Based on @StockMKTNewz, a 60% CAGR implies roughly 4.1x growth over 3 years and about 10.5x over 5 years, which traders can use to recalibrate AMD data center revenue models and valuation scenarios. Based on @StockMKTNewz, equity and crypto market participants focused on AI infrastructure may monitor price action in AMD and AI narratives around GPU compute as this guidance is reflected in positioning and upcoming earnings updates.

According to @CNBC, Applied Digital stock rose 16% as rising artificial intelligence demand drove growth in its data center business, prompting a broad-based bid in the shares (Source: CNBC, Oct 10, 2025, https://www.cnbc.com/2025/10/10/applied-digital-stock-ai-data-center-earnings.html). CNBC reported the move was tied to AI-driven expansion in data center operations that investors interpreted as supportive for revenue growth and capacity scaling (Source: CNBC, Oct 10, 2025, https://www.cnbc.com/2025/10/10/applied-digital-stock-ai-data-center-earnings.html). CNBC did not cite any direct cryptocurrency market impact in this move (Source: CNBC, Oct 10, 2025, https://www.cnbc.com/2025/10/10/applied-digital-stock-ai-data-center-earnings.html).