Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the…
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…
Bitcoin is holding near $65,000, yet some of the largest mining stocks are posting their worst week in months. The reason has nothing to do with the coin and everything to do…
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…
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday. The question is whether this selloff marks a buying opportunity or a…
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,…
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100…
Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its bitcoin-mining peers by a wide margin. WULF stock is up 4% today and up 95% year…
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…
