Notícias

Keel Infrastructure, Bitdeer and HIVE lead a broad rally among former bitcoin miners repositioning around AI, with one name up nearly 25% on the week.

Cipher Digital stock reacts to data center and bitcoin mining business profile Cipher Digital (CIFR) runs industrial scale data centers focused on bitcoin mining and high performance compute hosting in the United States, putting the stock squarely in the spotlight for investors tracking crypto infrastructure exposure. See our latest analysis for Cipher Digital. The recent focus on Cipher Digital’s data center and bitcoin mining profile comes alongside strong momentum, with a 30 day share...

Publicly traded Bitcoin miners are running away from Bitcoin, climbing on record demand for AI compute.

Cipher Digital (NasdaqGS:CIFR) has shifted its core business from bitcoin mining to high-performance data center development and leasing. The company has secured long-term contracted revenue with Amazon Web Services and Google, tied to U.S. AI infrastructure expansion. This pivot positions Cipher Digital as an infrastructure provider focused on high-demand AI computing power and related power grid capacity needs. Cipher Digital now trades at $24.01 and sits in a very different position than...

(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I

We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Cipher Digital Inc. (NASDAQ:CIFR) ranks 31st on this list. Filings for the first quarter of 2026 show that Leopold Aschenbrenner has sold off the stake his hedge fund had in Cipher Digital Inc. (NASDAQ:CIFR). In […]

Friday's episode covered Taiwan's crackdown on alleged Nvidia chip smugglers, Udi Wertheimer on Ethereum's mood shift, ERCOT's summer outlook, Strategy's STRC questions and AI data center resource demands.

The AI buildout has a power problem. Hyperscalers are racing to deploy GPUs, but the U.S. grid is short on megawatts, and operators with energized land and signed interconnect agreements have become the chokepoint nobody wants to talk about. The Energy Information Administration’s latest outlook flags data center growth concentrated in the West South Central ... The Secret Energy Play Overlooked by AI Investors That Is Set to Soar

Bitcoin miner stocks IREN, Hut 8, TeraWulf, KEEL and Cipher rally as hyperscaler AI deals reshape mining in 2026.

Megacap tech is wobbling, and money is looking for somewhere cheaper to land. With NVIDIA (NASDAQ:NVDA) pushing eye-watering multiples and software names trading like the AI build-out is already finished, the smarter rotation is happening one layer down the stack: the physical power and data center capacity that every hyperscaler is fighting over. Stocks under ... Overhyped AI Stocks: 1 Pure-Play Infrastructure Stock Under $30 to Buy Right Now

Bitcoin mining stocks surged as investors view miners as AI infrastructure providers rather than crypto-focused companies. Hut 8 shares have climbed nearly 600% year-over-year, while ...

We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Cipher Digital Inc. (NASDAQ:CIFR) is among the best Strong Buy stocks on this list. TheFly reported on May 19 that Morgan Stanley increased its price target on CIFR to $42.50 from $40.50 while maintaining an Overweight rating on the stock. […]

Cipher Digital's long-term hyperscale leases and $11.4B in contracted revenues give it an edge over IREN Limited as AI infrastructure demand accelerates.

Cipher Digital is an underrated AI stock that can outpace the S&P 500 over the long run.

Cipher Digital (NasdaqGS:CIFR) has leased hyperscale AI infrastructure capacity to Amazon Web Services and Google/Fluidstack. The company is pivoting from bitcoin mining toward high performance computing and data center services. Cipher Digital recently leased a third large scale AI data center campus to support a multi gigawatt development pipeline. The new arrangements include substantial contracted cash flows tied to long term AI infrastructure demand. Cipher Digital, historically...

Bitcoin (CRYPTO: $BTC) was treading water and stuck around $77,000 U.S. on May 22 as stocks closed out a winning we...

By Karen Roman The SEC just proposed its most significant restructure of public company regulation in over 20 years, increasing access to public markets and decreasing friction in the IPO […]

QQQ surged about 30% since late March as bulls stay in control, but macro risks, election seasonality and oil keep headwinds in focus.

With megacap AI software names trading at triple-digit cash-flow multiples, value-oriented investors are quietly rotating into the physical layer of the buildout: power, land, and data center capacity. The U.S. is projected to need at least 50 gigawatts of electric capacity for AI by 2028, and that bottleneck is where unsexy infrastructure plays under $30 ... Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution

Shares of Bitcoin (CRYPTO: $BTC) miners tied to the artificial intelligence (A.I.) buildout are rising after chipma...

Bitcoin mining companies are benefiting from growing demand from artificial intelligence firms that

Keel Infrastructure is a smaller crypto miner that is pivoting to AI, and investors are missing out.

Mike Alfred explains his deliberate asset concentration in AI stock market leaders IREN (IREN) and Cipher (CIFR).

Why Cipher Digital’s Latest Quarter Matters for Investors Cipher Digital (CIFR) is back in focus after first quarter results showed sales of US$34.84 million, compared with US$48.96 million a year earlier, and a wider net loss of US$114.32 million. See our latest analysis for Cipher Digital. Despite the weaker quarter, Cipher Digital’s recent share price momentum has been strong, with a 20.81% 1 month share price return and a 35.75% 3 month share price return, while the 1 year total...

Alpine Fox Capital's Q4 2025 SEC filing reveals a $48.4 million stake in Cipher Digital and $25.7 million in IREN, alongside call positions in BlackRock's bitcoin ETF worth about $45…

Jefferies initiated coverage on Cipher Digital, Terawulf, Hut 8, Riot, and Core Scientific, rating four out of five a "buy."

Starbucks upgraded, Doximity downgraded: Wall Street's top analyst calls

Cipher Digital Inc. (NASDAQ:CIFR) is one of the Unstoppable Stocks to Buy in 2026. On May 5, the company released Q1 2026 financial results, along with an update on operations and business strategy. In Q1 2026, the company’s revenue came in at $35 million, and adjusted EBITDA was negative $48 million. Cipher Digital Inc. (NASDAQ:CIFR) […]

Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans.

The former Bitcoin miner reports steeper-than-expected losses in the first quarter as it transitions to developing AI data centers.