Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving…
Former Bitcoin miners are quietly signing billion-dollar contracts with hyperscalers and frontier AI labs, and the reason has nothing to do with GPUs. Three mid-cap stocks are racing to claim the one…
TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a…
A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious…
A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing…
Texas just handed IREN a rare grid milestone that its CEO calls the scarcest input in the entire AI buildout, and the stock moved fast. Here is what the Sweetwater approval actually…
A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions…
A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is…
A nine-figure writedown at one AI data center operator sent shockwaves through the entire sector Friday, and the stocks bleeding hardest have no bad news of their own to explain the damage.
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one…
NVIDIA's blowout earnings sent shockwaves through a corner of the market that had nothing to do with chips, lifting two power-hungry capacity operators on a read-across trade that reveals exactly how leveraged…
IREN stock is shedding 6% ahead of back-to-back reports from NVIDIA tonight and IREN itself Thursday, putting traders who bought yesterday's rally in an uncomfortable spot before two of the most consequential…
A new ETF launched this August targets the companies renting AI compute directly to hyperscalers, offering something QQQ never could: pure-play exposure to contracted infrastructure backlogs worth hundreds of billions. The tradeoffs,…
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.
Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
