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Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?
Trefis3d agobullish
Is MARA Stock A Buy Today, Before Any AI Leases Are Signed?

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.

Strategy (MSTR) Surges 16% on Growing Digital Asset Adoption — A New Catalyst Looms Next Week
Insider Monkey6d agobullish
Strategy (MSTR) Surges 16% on Growing Digital Asset Adoption — A New Catalyst Looms Next Week

Strategy Inc. (NASDAQ:MSTR) saw its share price increase by 16.39 percent on Friday to close at $153.92 apiece, as investor sentiment was fueled by the rebound in cryptocurrencies, supported by the increasing adoption of token assets. The stock rallied alongside its crypto treasury and counterparts like Bitdeer Technologies, MARA Holdings, Sharplink Inc., Hyperliquid Strategies, Riot […]

What Are You Actually Buying In Applied Digital Stock?
Trefis20d agobullish
What Are You Actually Buying In Applied Digital Stock?

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.

CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners
24/7 Wall St.34d agobullish
CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners

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

Crypto stocks extend rally as Bitcoin jumps on US regulatory momentum
InvestorsHub34d agobullish
Crypto stocks extend rally as Bitcoin jumps on US regulatory momentum

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.

Analyst predicts 55% rally for surging stock on $9B Anthropic deal
TheStreet44d agobullish
Analyst predicts 55% rally for surging stock on $9B Anthropic deal

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data ...