Serenity: Positive factors including news of Kimi’s computing power shortage and new contracts have driven a strong rebound in AI cloud and data center stocks.

2026.07.21 08:29:08

Serenity noted in a report that stocks related to AI cloud and data centers have rebounded sharply. IREN rose 19.69% after the company raised its annual recurring revenue target to over $4 billion following the signing of a new AI cloud services contract; its current clients include Microsoft, NVIDIA, Perplexity, and Figure. Hut 8 (HUT) gained 10.45% after signing a 15-year, $9.8 billion AI data center lease agreement. Cipher Mining (CIFR) climbed 16.76%, CleanSpark (CLSK) advanced 13.7%, and WhiteFiber (WYFI) added 9.18%. In contrast, Nebius (NBIS) and CoreWeave (CRWV) have not seen significant gains so far. Serenity believes that driven by catalysts including news of Kimi’s computing power shortage and new contracts, emerging AI cloud service providers and data center hosting firms are witnessing a clear recovery.

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