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.
A GPU supply deal worth more than 500 times RUM Group's quarterly revenue sent shares surging, but the company admits it cannot fund the contract and a critical tranche remains conditional on…
Two Trump-adjacent media stocks are converging on the same share price from opposite directions, and the reason one is up 33% while the other is down 36% this year tells you exactly…
AI-pivoting Bitcoin miners are selling off hard on Friday, but the damage is hitting each stock in a very specific order that reveals exactly who has been buying and why they are…
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading.…
Data center landlords are printing record bookings and raising guidance at historic levels, but one macro variable sits quietly in the background with the power to erase every gain regardless of how…
Marc Guberti 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…
A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI…
A 20-year lease with Anthropic and a massive asset sale have put one Bitcoin miner at the front of a pack racing to reinvent itself as AI infrastructure, but the real question…
GRID holders have done well riding the electrical equipment buildout, but a structural shift in who actually drives power demand is quietly splitting the electrification trade into two very different opportunities.
Former Bitcoin miners pivoting to AI data centers have shed a third of their value in just weeks, and the question hanging over investors now is whether this selloff is a buying…
Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest institutional players are quietly making their move.
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…
Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed…
Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
