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UBS said it sees data-center infrastructure positioned for “rapid growth” with AI adoption expanding and model developers facing limited computing capacity.
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.
Bitcoin miners turned AI hosts are surging together in a session with no news driving any of them, and that gap between the cohort and the broader data center basket reveals exactly what kind of trade is actually happening here.
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 […]
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.
Crain's purchase is a bullish signal for shareholders, with the executive now owning approximately $1.3 million worth of Core Scientific stock.
On August 14, 2026, Core Scientific, Inc. (NASDAQ:CORZ) completed its acquisition of Polaris DS for roughly $444 million in cash. It is adding about 440 megawatts of grid-connected power capacity in Oklahoma as part of its push to expand its Muskogee campus to 1.5 gigawatts of gross power. Why This Matters Core Scientific keeps buying […]
Microsoft just signed off on IREN's first major AI data center, and NVIDIA piled on with a rare technical designation, sending shares surging. But with $5.8 billion in GPU purchases still ahead and a short seller circling, the real question is whether this milestone marks a turning point or just the beginning of the risk.
AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.
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.
One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.
AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.
The bank valued Core Scientific’s contracted portfolio at about $23 per share and assigned additional option value to 384 MW of interconnection-backed expansion capacity.
Scott Melker breaks down Core Scientific's (CORZ) 15-year, $14 billion infrastructure partnership with AMD (AMD), arguing the deal underscores a major shift: AI infrastructure is proving to be a more lucrative business than bitcoin (BTC-USD) mining. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Core Scientific Inc (CORZ) reports strong financial stability and strategic advancements with a major AMD partnership, despite challenges in transitioning from Bitcoin mining.
Needham retained its $29 target as Core Scientific secured 15-year contracts covering five sites, with phased delivery beginning in 2027 and further expansion rights for AMD.
Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.
Shares in AI infrastructure provider Core Scientific jumped around 5% in premarket trading after it announced a deal with chip maker AMD. The deal's initial phase would see AMD use 500 megawatts of Core Scientific data-center capacity by 2027.
The agreement gives AMD access to more than 500 megawatts of U.S. data center capacity starting in 2027, with room to expand to 2.5 gigawatts.
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.
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying signals a real shift or just a dead-cat relief pop before the next leg down.
Core Scientific stock move puts recent performance in context Core Scientific (CORZ) has been drawing fresh attention after recent trading moves, prompting investors to reassess how the stock’s shorter term swings line up with its performance over the past month and past three months. See our latest analysis for Core Scientific. At a share price of $23.49, Core Scientific’s recent 1-day share price return of a 1.05% decline sits alongside a 7-day share price return of 9.61% and a year-to-date...
Is CORZ a good stock to buy? We came across a bullish thesis on Core Scientific, Inc. on Elliot’s Musings’s Substack by Elliot. In this article, we will summarize the bulls’ thesis on CORZ. Core Scientific, Inc.’s share was trading at $26.85 as of May 29th. CORZ’s trailing and forward P/E were 77.08 and 166.67 respectively according […]
CleanSpark Inc. (NASDAQ:CLSK) is one of the 10 Stocks With Powerful Gains. Shares of CleanSpark rallied for a second day on Tuesday, jumping 9.30 percent to close at $14.69 apiece, as investors took heart from an investment firm’s bullish call for its stock. In a market note, CleanSpark Inc. (NASDAQ:CLSK) received a $24 price target […]
Jefferies initiated coverage on Cipher Digital, Terawulf, Hut 8, Riot, and Core Scientific, rating four out of five a "buy."
Core Scientific targets its Oklahoma site for a second 1.5-gigawatt AI/HPC buildout, mirroring the same playbook it unveiled days earlier at its Pecos, Texas campus.
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