News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...
IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.
Applied Digital (APLD) stock has fallen about 47% over the trailing three months. The business moved the other way. Contracted lease value more than doubled between its fiscal Q3 2026 and fiscal Q4 2026 reports. The upside case here is simple, but not quick: capacity the company has already sold still has to be built, come online and start paying rent.
Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.
CoinShares said on Tuesday that at least 35 EH/s of computing power will leave the listed miners in the third quarter.
At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three leases, the debt raised to build them, and a pipeline tied largely to the Texas grid.
Core Scientific separately reported conditional ERCOT treatment covering roughly 1.4 GW. Its Denton campus has 297 MW classified as base load, with another 74 MW already recognized outside Batch Zero.…
Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.
IREN, Hut 8, Cipher Digital, CleanSpark, Galaxy Digital, Soluna, Ionic Digital, and Core Scientific all have conditional approval for either base load, studied load, or both in ERCOT's Batch Zero.
Today, we open with a stock update, focusing on Cipher Digital, Core Scientific, and Ionic Digital’s announcements for their Batch Zero designations. We also cover how SpaceX is rehauling its…
Denton and most of the Hunt and Pecos capacity received base-load treatment, while another 300 MW at Pecos remains subject to ERCOT’s allocation process.
Core Scientific, Inc. (NASDAQ:CORZ) said it received conditional approvals from the Electric Reliability Council of Texas for electrical power capacity across its data centre sites in Denton, Pecos and Hunt, Texas.
Even as the stock price continues to climb, this insider wanted more shares.
AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.
A top Wall Street analyst is standing behind a bold price target on IREN while the stock sits deep in the red, and the gap between where shares trade today and where the bulls say they belong tells a story worth understanding before the next earnings catalyst hits.
AI data centers are competing with Bitcoin miners for premium power sites, pushing mining toward cheaper, underused energy sources.
Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.
Core Scientific stock has delivered a solid 22.7% return over the past year, yet on broad valuation checks it still screens as expensive rather than a clear bargain. For investors trying to price the story around Bitcoin infrastructure and high density compute, the current share price does not line up neatly with the low value score. Over the past 12 months Core Scientific has returned 22.7%, which puts extra focus on whether recent gains already reflect much of the good news in the...
With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock’s recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year, Core Scientific’s share price return has been mixed. The stock is down 16% over the last month and 37% over the last quarter, yet still up 8.94% year to date, while the 1 year total shareholder return of 22.68% points to earlier, stronger momentum that has...
IREN Limited (NASDAQ:IREN) stock is down 6% to $39.85 midday Wednesday, as traders trim exposure ahead of a busy earnings sequence for the AI hosting group. Meanwhile, Core Scientific (NASDAQ:CORZ) stock is down 4% to $17.40 in sympathy, marking a coordinated de-risk in two Bitcoin miners turned AI hosts. The Global X Data Center & […]
Hyperscaler and GPU customers are driving a surprise rotation into digital infrastructure stocks, and the companies benefiting most are not the ones you would expect from a Bitcoin rally.
Activists also report to the SEC on MBX Biosciences, Core Scientific, Gran Tierra Energy, and Shoulder Innovations.
The acquisition secures 440 MW already in service as Core Scientific pursues another gigawatt-scale AI data center campus using interconnected and behind-the-meter power.
A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question is whether the stock's already-substantial gain leaves room for what comes next.