Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Cipher Digital shares jumped after ERCOT conditionally approved 3.2 GW of data center capacity, putting its AI infrastructure pivot back in the spotlight.
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.
Cipher Digital (NASDAQ:CIFR) shares jumped 13% Wednesday after the company secured conditional grid classifications for 3.2 gigawatts of Texas data-center capacity, though the designations stop short of authorizing power connections. The company first disclosed the 3.2-gigawatt total last...
IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.
Shares of Cipher Mining (NASDAQ:CIFR) are up 9% to $16.42 in early Wednesday trading after the Electric Reliability Council of Texas (ERCOT) disclosed conditional grid capacity covering 3.2 gigawatts across Cipher’s Texas projects. The disclosure came through the state grid operator’s Batch Zero process rather than through a company release, which is why the move […]
Bitcoin slipped Tuesday while the stocks built to mine it surged, breaking a correlation that defined the sector for years. Something structural is shifting beneath these miners, and it has nothing to do with the coin price.
Cloud and AI infrastructure names are pushing higher midday Friday against a softer broad tape. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4% to $769.81, while the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.1% to $717.34. Capital continues to flow into specific corners of the AI buildout. IREN (NASDAQ:IREN) stock is up 4% […]
IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head in the opposite direction.
Bitcoin's 3% bounce is hitting Strategy stock and MARA very differently today, and the gap between their moves reveals a structural divide in how the crypto-equity trade actually works when prices recover fast.
HIVE Digital Technologies just landed a contract that could redefine whether it belongs in conversations about AI infrastructure or bitcoin mining, and the market is only beginning to price in what execution actually requires.
The average brokerage recommendation (ABR) for Cipher Digital Inc. (CIFR) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The firm maintained its $30 target, implying 38% upside, as early Black Pearl delivery and 477 MW of available capacity offset uncertainty across Cipher’s Texas development pipeline.
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.
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 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.
Bitdeer’s AI cloud business has continued to gain traction with annualized recurring revenue of $76 million and a GPU utilization rate of 95%.
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 […]
Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. IREN (NASDAQ:IREN) stock is up 7% to $42.55, while peers Applied Digital (NASDAQ:APLD) and Cipher Mining (NASDAQ:CIFR) are up 3% to $31.53 and up 5% to $21.45, respectively. Today’s move mirrors ... TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back
TeraWulf's 20-year lease deal with Anthropic is expected to generate $19 billion in revenue—and major Bitcoin mining stocks are surging.
Cipher Digital Inc. (NASDAQ:CIFR) is one of the 10 Bitcoin Miners That Are Now Data Center Companies. On June 9, Cipher Digital Inc. (NASDAQ:CIFR) announced that its wholly owned subsidiary, Stingray Compute LLC, had raised $810 million by issuing secured debt. The notes carry a 6% interest rate and mature in 2031. The offering closed […]
This deal could be a masterstroke, but investors need more clarity on the company's direction.
Is CIFR a good stock to buy? We came across a bullish thesis on Cipher Digital Inc. on TradersPro’s Substack. In this article, we will summarize the bulls’ thesis on CIFR. Cipher Digital Inc.’s share was trading at $26.21 as of June 16th. CIFR’s trailing and forward P/E were 59.75 and 85.47 respectively according to Yahoo Finance. […]
Cipher Digital Inc. (NASDAQ:CIFR) is one of the 10 Stocks That Absolutely Exploded Higher. Cipher Digital rallied for a second day on Friday, climbing 8.26 percent to finish at $24.50 apiece and mirroring the rally in the broader market, as investor optimism was primarily fueled by the easing tensions between the US and Iran. Investors […]
Cipher Digital Inc. (NASDAQ:CIFR) is one of the 12 Best Mid-Cap AI Stocks to Buy According to Analysts. While Cipher Digital Inc. (NASDAQ:CIFR) received a downward price target revision from Morgan Stanley recently, the stock’s prospects are still healthy for an AI trade. Stephen Byrd of Morgan Stanley brought his price target down to $48.5 […]
