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The move follows a major AI infrastructure agreement tied to Nvidia and Anthropic.

Swiss bank UBS (NYSE: UBS) is bullish on Hut 8 (NASDAQ: $HUT) stock.

UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

The hopeful view of MARA (MARA) is that it is becoming a power and data center business, not only a Bitcoin miner. Management expects its power portfolio to reach about 4.8 gigawatts once pending deals close, more than double today's capacity. For that to pay off, the deals must close and turn into AI leases, and MARA's Bitcoin must carry it until then. The Long Ridge power deal looks close to a decision. The Bitcoin cushion is holding, but much of it is now pledged against loans.

American Bitcoin (NASDAQ:ABTC) shares gained approximately 1% in premarket trading on Wednesday after BTIG initiated coverage of the company with a Buy rating and a $15 price target. The brokerage issued its assessment the previous evening.

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

Cryptocurrency-linked shares continued their advance on Friday as Bitcoin (COIN:BTCUSD) climbed to its highest levels since late May, supported by renewed optimism over US digital asset regulation and improving appetite for risk. The latest gains followed President Donald Trump’s call for lawmakers to establish clearer rules for the cryptocurrency industry, adding regulatory momentum to a market already benefiting from Bitcoin’s sharp recovery.

Investing.com -- Crypto-linked stocks rallied Friday as Bitcoin extended its climb to levels not seen since late May, after President Trump called on lawmakers to pass clear regulatory rules for digital assets.

Bitcoin (CRYPTO: $BTC) mining company Bitdeer Technologies Group's (NASDAQ: $BTDR) artificial intelligence...

Freedom Capital initiated coverage of the stock with a ‘Buy’ rating and $132 price target, implying an upside of more than 63% from its last close.

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

Rosenblatt said Hut 8’s contracted AI data-center portfolio outweighs a weak second quarter and near-term uncertainty surrounding the Beacon Point interconnection process.

Hut 8 stock fell 9.7% after Q2 2026 results paired an 81% revenue jump with a $177 million net loss. Key numbers inside.

Compute margins and lower cash overhead lifted quarterly EBITDA above expectations, but a statewide interconnection audit adds uncertainty to the planned first-quarter 2027 energization of Hut 8’s contracted Texas campus.

ABTC’s revenue from mining rose 8% to $67 million, and gross margins were roughly 50%, even as Bitcoin prices slipped during the quarter.

Ionic Digital stock climbed 25% on its Nasdaq debut as the Celsius-born bitcoin miner leans further into AI leasing.

Hut 8 fully commercializes Beacon Point's second phase, securing $19.6 billion in contracted AI data center revenue and projecting $1.31 billion in annual NOI.

Hut 8 stock is up 202% in 2026 on AI hyperscaler deals, but its bitcoin mining spinoff keeps losing value.

A policy vote in Washington, a Bitcoin breakout, and a surprise AI angle are pulling crypto stocks in three different directions at once, and not all of the momentum points to the same trade.

Hut 8 Corp. surged by 10.37 percent on Monday to end at $100.93 apiece, as investors took heart from the $50.2-billion revenue potential of its Beacon Point data center campus in Texas. This followed the inking of a new leasing agreement with an existing tenant for the second phase of the campus, covering 352 MW […]

CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […]

The company is building large data centers for the AI boom and has billions in contracts, but you are buying a story of future growth that carries significant execution risk.

Today, July 20, 2026, semiconductor and AI infrastructure shares pared early gains as U.S.-Iran tensions and crude oil gains pressured markets.

The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...

The rally followed weeks of selling pressure that left most of the sector deep in negative territory for July.

A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.

The second 352 MW agreement completes commercialization of Hut 8’s planned 1 GW Texas campus and lifts its contracted AI data-center capacity to 949 MW.

A second 352 MW lease fully commercializes the Texas campus years before delivery, while KBW sees more contracted capacity than Hut 8’s valuation previously reflected.

IREN and Hut 8 were rising sharply early on Monday as both companies announced more customers were spending on their cloud-computing infrastructure. IREN shares rose 9% in the premarket after it said it had agreed new multiyear cloud contracts with artificial-intelligence developers representing $2.8 billion in total contract value. IREN was previously an Australian Bitcoin miner called Iris Energy before pivoting to AI computing as part of a wave of “neoclouds” building out cloud computing infrastructure.