News

The AI infrastructure boom is just getting started, and that's good news for Cipher Digital, Sterling Infrastructure, and Comfort Systems USA.

At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three leases, the debt raised to build them, and a pipeline tied largely to the Texas grid.

Cipher Mining has received conditional ERCOT Batch Zero classifications covering 3.2 GW of its Texas data center pipeline, although the company has not yet disclosed how much capacity qualified as…

The unchanged target implies 77.5% upside from Cipher’s $16.90 share price, while the conditional grid classifications cover projects outside Rosenblatt’s current forecasts.

IREN, Hut 8, Cipher Digital, CleanSpark, Galaxy Digital, Soluna, Ionic Digital, and Core Scientific all have conditional approval for either base load, studied load, or both in ERCOT's Batch Zero.

The prospective loan would put project-scale federal capital behind Fluidstack, the AI cloud company supporting TeraWulf’s multibillion-dollar Lake Mariner buildout.

Today, we open with a stock update, focusing on Cipher Digital, Core Scientific, and Ionic Digital’s announcements for their Batch Zero designations. We also cover how SpaceX is rehauling its…

Cipher is reviewing site-level classifications with its transmission providers as its data-center pipeline moves through ERCOT screening and a state-directed audit.

Bitcoin miners like Cipher Mining, MARA, and Riot are falling several times harder than Bitcoin itself this morning, and the structural reason behind that punishing gap matters as much as the dip itself.

Cipher Digital Inc. (CIFR) closed at $16.9 in the latest trading session, marking a -8.7% move from the prior day.

Bitcoin slipped Tuesday while the stocks built to mine it surged, breaking a correlation that defined the sector for years. Something structural is shifting beneath these miners, and it has nothing to do with the coin price.

The behind-the-meter strategy could provide another route to power for more than 55% of Cipher’s pipeline, while limiting its direct generation capex.

A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.

Cloud and AI infrastructure names are pushing higher midday Friday against a softer broad tape. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4% to $769.81, while the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.1% to $717.34. Capital continues to flow into specific corners of the AI buildout. IREN (NASDAQ:IREN) stock is up 4% […]

Data centers and other large loads received private, provisional classifications that determine whether they advance, require more study or must pursue a dispute.

Cipher Digital stock has seen substantial volatility in recent months, but it's still up roughly 18% year to date.

Cipher Digital shares jumped 10-12% Tuesday after the company announced it has begun development of natural gas lateral pipelines to support 2.5 gigawatts of behind-the-meter generation across its Texas HPC…

Two of the market’s most aggressive AI infrastructure stories fell together on September 1 as the 10-year Treasury yield climbed to 4.79%. Applied Digital Corporation (NASDAQ:APLD) dropped about 4%, while Cipher Digital Inc. (NASDAQ:CIFR) fell roughly 6%. The reaction exposed a central tension in the AI buildout: long-term customer contracts can make future revenue look […]

Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter…

Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.

Cipher expects the proposed on-site generation to make power available before the end of 2027, adding a second development path alongside its ERCOT interconnection pipeline.

Cipher Digital stock has delivered a very large share price gain over the past three years, yet on broad valuation checks it currently leans expensive rather than like a clear bargain. Recent pullbacks add an extra layer of scrutiny for investors trying to judge whether the recent price still makes sense. Over the past three years Cipher Digital has returned about 4.2x, which makes the current setup sensitive to how much of that strength is already reflected in the price. The key support for...

In recent weeks, Cipher Digital Inc. has faced a sharp contrast between upbeat brokerage “buy” recommendations and a Zacks Rank of Sell, driven by very large cuts to current-year earnings estimates and rising concerns around Texas’ new data center review process. This divergence between headline ratings and weakening earnings expectations highlights how surface-level analyst enthusiasm can mask growing fundamental doubts about the business outlook. We’ll now examine how the sharp earnings...

Recent coverage of Cipher Digital (CIFR) has focused on a gap between very positive sell side ratings and a Zacks downgrade that follows sharply reduced earnings estimates, raising questions about how investors weigh conflicting signals. Cipher Digital’s share price has retreated sharply in recent weeks, with the stock down about 34% over the past month and 44% over the past quarter. However, the 1 year total shareholder return is about 76% and the 3 year total shareholder return is almost...

IREN's Bitcoin mining exit accelerates as AI Cloud scales rapidly, but revenue timing, heavy capital spending and GPU delivery remain key tests.

The average brokerage recommendation (ABR) for Cipher Digital Inc. (CIFR) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

CIFR stock has fallen about 44% from its July high as Texas' review of data-center projects adds a fresh regulatory overhang.

The Public Utilities Commission of Texas approved one of three high-voltage transmission routes to West Texas last Friday, significantly derisking expansion plans for Core Scientific, Cipher Digital, and IREN —…

A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions about who survives a prolonged rate shock.

Today, we open with an AI stock update with a specific focus on IREN, Cipher Digital, and Hut 8, plus SpaceX’s move into turbine blade manufacturing.