News

Imagine IF returns to Nashville on October 5-6 with Cathie Wood, NVIDIA’s Sean James and Senator Hagerty on the speaker bill.

IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.

Despite the company's rapid pace of deal-making, its stock has faltered, creating a disconnect that merits examination.

Bitcoin is barely budging, yet certain mining and treasury stocks are surging several times faster than the coin itself. The reason comes down to a leverage mechanic baked into how these companies make money.

A rare split is opening up inside the Bitcoin (CRYPTO:BTC) miner cohort on Friday, and it isn’t about the coin. CleanSpark (NASDAQ:CLSK) stock is down 6% to $11.84 in Friday morning trading, taking the worst of the selling. Meanwhile, MARA Holdings (NASDAQ:MARA) stock is essentially unchanged, down 0.1% to $11.14, holding up as the group’s ... CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners

Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain. Why This Matters […]

The latest Bitcoin rally is minting both winners and losers on Wall Street.

CleanSpark (CLSK) is back in focus after reporting third quarter results that showed a net loss of US$239.84 million, compared with net income of US$257.39 million in the same period a year earlier. See our latest analysis for CleanSpark. The earnings swing and July production update have coincided with CleanSpark’s 1 month share price return falling 14.35%, while its 1 year total shareholder return of 15.78% and 3 year total shareholder return of 110.99% point to longer term momentum that...

CleanSpark CFO Gary Vecchiarelli says the skills gap between recent graduates and experienced finance professionals is real, but there is an opportunity to close it.

Management's 29% ownership aligns interests as the company deploys idle capacity, resolves legacy disputes, and pursues a transformative $1 billion power lease opportunity.

The company pledged to cover its facilities’ energy, water and grid costs as Texas audits a 474 GW interconnection pipeline. Meta disclosed no spending amount, capacity or timetable.

Strategy's latest 8-K just sent shockwaves through the entire Bitcoin mining sector, and the fallout raises a bigger question about whether Michael Saylor's capital pivot is only getting started.

Speaking to the company's Sandersville AI site on its earnings call, CleanSpark's management emphasized an "investment-grade" counterparty, an unusually equity-free credit backstop, and financing built on loan-to-cost ratios exceeding 90%,…

We recap CleanSpark and MARA's earnings, plus Hut 8 CEO Asher Genoot joins us to debrief Hut 8's own quarterly earnings.

CLSK's Sandersville lease anchors its AI data center pivot, with $6.6B in contracted revenues and debt-led financing planned without new equity.

The firm’s valuation gives CleanSpark credit for its contracted Sandersville campus and prospective Texas leases, while treating additional sites as largely unpriced.

Investors appear to value just 97 MW of CleanSpark’s Sealy and Brazoria pipeline, while an August 20 regulatory hearing could provide the next signal on the sites.

MARA and CleanSpark posted steep losses on August 6, betting on AI data center infrastructure to offset weak Bitcoin mining.

Cleanspark (NASDAQ:CLSK) reported fiscal third-quarter revenue of $138 million, up 1% from the preceding quarter, while outlining plans to expand from Bitcoin mining into digital infrastructure through a long-term data center lease in Georgia. Chief Executive Officer Matthew Schultz said the compan

CleanSpark (CLSK) delivered earnings and revenue surprises of -33.33% and -1.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CleanSpark prepaid long-lead equipment for its 175 MW data-center lease while reporting lower mining revenue, negative adjusted EBITDA and $1.78 billion of long-term debt.

CleanSpark stock has delivered a strong 130.4% return over the past three years, yet the current valuation checks lean toward the shares looking expensive rather than like an obvious bargain. Over the last three years, CleanSpark has returned 130.4%, which puts extra focus on whether the current price fairly reflects the company’s progress and prospects. Expectations for continued growth in the bitcoin mining business can support higher valuations, while high capital needs for new mining...

CleanSpark, Inc. recently confirmed it will report its Q3 2026 results and hold its earnings call on August 6, 2026, as it faces revenue and EPS pressure from volatile Bitcoin prices and rising network difficulty. The company also entered a very large US$6.60 billion high-performance computing data center lease in Georgia, marking its biggest move yet into AI infrastructure and a clear effort to broaden its business beyond Bitcoin mining. We’ll now examine how CleanSpark’s very large US$6.60...

SoundHound AI Short Interest Hits 42% as Traders Brace for a Big Move

CLSK expects lower Q3 revenues and EPS as Bitcoin volatility, rising costs and network difficulty weigh on results.

CleanSpark mined 586 BTC in July and ended the month with 13,931 BTC in inventory and a 50 EH/s operational hashrate

Bloom Energy, SanDisk, Hive Digital, CleanSpark and IREN have been highlighted in this Investment Ideas article.

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

The bank’s valuation gives substantial weight to a signed Georgia lease and prospective Texas contracts, making further commercialization central to its target.

Marriott International (NASDAQ:MAR) reported second-quarter results that exceeded its prior expectations, driven by global revenue per available room growth, expanding fee revenue and continued portfolio growth. The company raised its full-year 2026 outlook for global RevPAR, gross fee revenue, adju