Several companies in the AI and digital infrastructure sectors are expanding their capabilities and footprints to capitalize on the “Neo Cloud Boom.” CoreWeave Inc. (NASDAQ: CRWV) recently launched unified agentic AI features designed to help AI systems work independently and improve over time through reinforcement learning and production inference. According to Yahoo Finance, the company has integrated several AI tools into a single platform to facilitate the training, running, and monitoring of AI agents. While the company highlights these developments as a path toward “superintelligence,” Bernstein analyst Madison Rezaei reaffirmed a Sell rating on June 8 with a $67 price target, representing a 30% downside. This bearish view contrasts with the Wall Street median, which reflects a 46% upside. IREN Ltd (NASDAQ: IREN) is expanding its global data center pipeline, including a new transmission connection agreement for an 800-megawatt facility in South Australia. The company also announced a partnership with NVIDIA on May 7 to deploy up to 5 gigawatts of Nvidia DSX-aligned AI infrastructure. As part of this deal, IREN offered NVIDIA an option to purchase up to 30 million shares at $70 per share, a move that could result in an investment of up to $2.1 billion. Following these announcements, JP Morgan raised its price target for IREN to $46 on May 11 while maintaining an Underweight rating. Applied Digital Corp (NASDAQ: APLD) signed a long-term lease for its Delta Forge 2 site on June 8 with a US-based high-investment-grade hyperscaler. This marks the company’s fifth AI data center campus. On May 27, B. Riley raised its price target for APLD to $66, maintaining a Buy rating. The firm noted that APLD has successfully managed issues regarding power access and grid interconnection delays. In the marketing sector, MileMark Legal Marketing is introducing Generative Engine Optimization (GEO). This strategy aims to improve how law firms are discovered on platforms like ChatGPT and Gemini by auditing how AI tools summarize online information and strengthening technical signals.