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…
Alex Sirois Megacap tech is wobbling, and money is looking for somewhere cheaper to land. With NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) pushing eye-watering multiples and software names trading like the AI build-out is…
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…
Alex Sirois Cipher Mining (NASDAQ:CIFR) is down 9% in Thursday trading, and Bitmine Immersion Technologies (NYSE:BMNR | BMNR Price Prediction) is falling roughly 6% alongside it. No company-specific news is driving either move; this…
TeraWulf (NASDAQ:WULF) stock is up 13.5% in today’s session. Also, Cipher Digital (NASDAQ:CIFR) stock is rallying 7% while Coinbase Global (NASDAQ:COIN | COIN Price Prediction) shares are up 4.6%. These are three…
Keefe Bruyette trimmed price targets on two bitcoin-mining-turned-HPC infrastructure companies Wednesday, citing higher spending, reduced hash prices, and the imminent exit from bitcoin mining for both firms. Despite the cuts, the firm…
IREN (NASDAQ:IREN) and Cipher Mining (NASDAQ:CIFR) are former crypto miners that have pivoted to AI infrastructure. These companies create AI data centers and own the energy that big tech craves. Both companies…
It’s hard to have any conversation about the stock market without touching on artificial intelligence. All of the Magnificent Seven stocks leveraged AI to reach trillion-dollar valuations, and some of the bigger…
Pre-Market Stock Futures: Futures are trading lower after an incredible turnaround on Friday, with all major indices surging higher following a three-day massive sell-off that had pushed the stock market to the…
Artificial intelligence has been the hottest industry, and its scorching success may continue for the rest of the decade. Big tech companies have spent so much money on AI that it’s impacting…
Few sectors this year have delivered the kind of explosive gains seen in artificial intelligence (AI)-focused data center operators. IREN (NASDAQ:IREN) is a former Bitcoin miner turned renewable-powered AI cloud provider and…
Artificial intelligence (AI) is advancing rapidly, but it faces significant constraints in power availability and physical space for data centers. While there are abundant graphics processing units (GPUs) available from Nvidia (NASDAQ:NVDA…
Cipher Mining (NASDAQ: CIFR) reported Q3 2025 results before the open on Monday, and the headline numbers told two conflicting stories. Revenue missed expectations at $72.0M versus $79.1M forecast, but adjusted earnings…
Joel South When you think of mining, you likely think of companies that use massive tractors and other equipment to dig deep holes in the earth and extract metals and minerals. However, technological innovation…
Joshua Rodriguez The rotation to small caps stocks started on July 11th and hasn’t let up yet. As of noon today, the small cap-focused Russell 2000 has outperformed the S&P 500 by 12% and…
