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At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.
Cipher Mining (NASDAQ:CIFR) said its second-quarter 2026 business update reflected continued progress in its transition toward developing and operating data centers for high-performance computing, or HPC, customers. The company highlighted an accelerated delivery at its Black Pearl campus, an $810 m
Revenue, margin and cash expenses missed KBW forecasts as Cipher expanded its Texas development pipeline. A state-ordered review now clouds the interconnection timeline for several proposed campuses.
Senate to try to fit in an initial vote on the Clarity Act, Majority Leader Thune said. Cathie Wood buys nearly $10 mil in Coinbase, Circle.
Cipher Digital Inc. (CIFR) delivered earnings and revenue surprises of -209.52% and -15.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The company said the Stingray development was funded completely by a bond offering completed during the quarter.
Cipher began collecting rent at Black Pearl two months early and completed an $810 million secured notes offering to fund Stingray, while its Texas development pipeline expanded near San Antonio.
Cipher Digital's Q2 results may show data-center progress and stronger growth visibility, but mining exposure, construction spending and financing costs loom.
The latest trading day saw Cipher Digital Inc. (CIFR) settling at $22.32, representing a -1.48% change from its previous close.
The latest trading day saw Cipher Digital Inc. (CIFR) settling at $22.32, representing a -1.48% change from its previous close.
Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.
Morgan Stanley research flagged upside for Cipher Digital and Galaxy Digital from ERCOT's large-load interconnection process. The bank estimates ERCOT will classify roughly 65 gigawatts of large-load requests as baseload…
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.
The initial classifications could strengthen the grid positions of Cipher Mining and Galaxy Digital while adding pressure to Texas power prices. Projects placed in the studied category face a longer…
Chardan Capital’s new coverage of Cipher Digital (CIFR) has put fresh attention on the company’s relationship with Amazon Web Services, even as the stock dropped 9% and broader market weakness weighed on sentiment. See our latest analysis for Cipher Digital. The recent 9% intraday drop sits against a mixed backdrop for Cipher Digital, with the share price up 33.64% year to date and the 1 year total shareholder return at 251.46%. This suggests strong longer term momentum despite a 16.54% share...
Earlier this week, Cipher Digital attracted fresh analyst attention that emphasized its growing role in high-performance computing colocation and its direct relationship with Amazon Web Services, alongside existing large-scale data center contracts. What stands out is that investors appear to be weighing this AWS-linked opportunity against a market preference for already executed, investment-grade leases and greater visibility on upcoming Q2 results and ERCOT capacity decisions. We’ll now...
Cipher Digital Inc (NASDAQ:CIFR) shares are sliding Monday despite a bullish initiation from Chardan Capital, as broader market weakness appears to be overwhelming the stock-specific positive catalyst. Cipher Digital stock is showing notable weakness. Why is CIFR stock dropping? Chardan Initiates With Buy Rating, $32 Target Chardan Capital’s Bill Papanastasiou stepped into the Cipher Digital story Monday with a fresh Buy rating and a $32 price objective, a level that puts significant potential a
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a warning sign about what the market now demands before rewarding the neocloud thesis.
Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.
Cipher Digital Inc. (CIFR) concluded the recent trading session at $23.15, signifying a -10.34% move from its prior day's close.
(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a
The company is rapidly transforming from a Bitcoin miner into a data center landlord for tech giants, but its future growth depends on navigating a complex regulatory path.
Cipher Digital extended its rally for a second day on Tuesday, surging 19 percent in intra-day trading to claw back to the $24 level, as investors resumed buying positions ahead of its second-quarter earnings release. Based on its historical reporting dates, Cipher Digital Inc. (NASDAQ:CIFR) is set to announce its earnings performance in the second […]
Bitdeer’s AI cloud business has continued to gain traction with annualized recurring revenue of $76 million and a GPU utilization rate of 95%.
Existing grid connections could make former mining campuses valuable AI infrastructure, especially when paired with onsite generation that bypasses years-long utility queues.
Cipher Digital climbed by 16.97 percent on Monday to end at $20.54 apiece, as investors resorted to bargain-hunting after five days of declines, while starting to position portfolios ahead of its earnings release. The rally followed Friday’s fall to a three-month low of $16.13—a level it last touched in April this year, and which investors […]
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