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Anthropic signed a deal with a neocloud that is worth more than the neocloud itself, and the stock remains depressed.
Bitcoin miners built massive power portfolios and coin treasuries to outrun spot crypto exposure in 2026, yet rising Treasury yields are punishing the very infrastructure bet investors rushed to make. Here is why rates are now setting the price, not the Bitcoin balance sheet.
Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the synchronized selloff reveals about the risks hiding inside the AI miner pivot.
In a major update, Stanley Druckenmiller’s Duquesne Family Office has made a notable move into publicly traded Bitcoin mining companies. It has added exposure to four major miners as the billionaire investor reshuffles his portfolio. According to the latest portfolio disclosures, Duquesne has opened positions in Bitdeer Technologies, Riot Platforms, Hut 8 and IREN. The
JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...
The AI race may be driving a new pricing benchmark. JPMorgan estimates Anthropic agreed to pay roughly $2.4 per watt per year for capacity at Riot Platforms, Inc‘s (NASDAQ:RIOT) Texas data center — about 33% above the firm’s estimated industry...
Several Bitcoin-mining stocks have transitioned to data centers specifically for artificial intelligence compute.
The crypto miner's total cost to mine one bitcoin reached $90,631, topping the $71,667 average production value during the quarter
HIVE expects higher Q1 revenues as Paraguay expansion and HPC growth boost mining capacity, though profitability may have remained pressured.
The average brokerage recommendation (ABR) for Riot Platforms, Inc. (RIOT) 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?
Cryptocurrency miner Riot Platforms (NASDAQ: $RIOT) sold 4,300 Bitcoin (CRYPTO: $BTC) during the second quarter to ...
BTBT's revenues surge on cloud growth and new contracts, but heavy impairments, digital asset losses and interest costs drive a wider Q2 loss.
Riot Platforms (RIOT), TeraWulf (WULF), and Mara (MARA) are positioned to benefit from continued dem
Riot signed a favorable commercial lease with Anthropic earlier this week, with a second LOI for its Corsicana site sitting in the wings.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]
Anthropic’s expanding data center footprint strengthens AMD’s AI growth story as Instinct deployments accelerate and Data Center revenue surges.
Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at its ...
Crypto market maker Wintermute plans to invest about $1 billion over the next five years in high-frequency trading ...
The amount of money earned from mining Bitcoin (CRYPTO: $BTC) has fallen to a 10-year low. ...
Riot Platforms just demonstrated that a Bitcoin mining company’s most valuable line item isn’t its hash rate; it’s the megawatts sitting behind it. The company’s new 20-year, $9.1Bn compute lease with Anthropic converts a Texas mining campus into contracted AI infrastructure revenue that has nothing to do with block rewards, ...
In August 2026, Riot Platforms reported second-quarter 2026 results showing revenue of US$174.24 million but a net loss of US$237.17 million, driven in part by almost US$27.97 million of impairment charges, while bitcoin production rose to 1,587 coins. On the same day, the company revealed a long-term agreement to lease 191 MW of IT capacity at its Rockdale, Texas campus to a leading AI lab in a US$9.10 billion, 20-year data center deal, signaling a major move toward becoming an AI...
Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.
Riot Platforms used its Q2 earnings call to announce a $9.1 billion, 191-megawatt AI lease at Rockdale and disclose a non-binding letter of intent covering the entirety of its one-gigawatt…
One data center deal points to much bigger demand ahead