Applied Digital (NASDAQ:APLD) and IREN Limited (NASDAQ:IREN) each climbed 6% to $28.48 and $42.04, respectively, while Core Scientific (NASDAQ:CORZ) gained 4% to $17.93, as the digital infrastructure …
Bitcoin miners earned just 0.52% of their revenue from transaction fees in the week ending December 29, 2025, a 10-year low, according to data from 247wallst.com. Fees totaled roughly 16 BTC (about $1…
Riot Platforms (RIOT) surged more than 20% in pre-market trading on Tuesday after signing a $9.1 billion deal with Anthropic, a leading frontier AI lab, to provide 191 megawatts of computing capacity …
Cipher Digital, formerly Cipher Mining, sold approximately 471 BTC, reducing its holdings to 646 BTC valued at about $37.8 million, to fund its pivot to AI data center development. The company, which …
AMD's data center segment revenue reached $6.7 billion in Q2 2026, more than doubling from $3.2 billion a year earlier, while gaming revenue fell 31% to $779 million. The surge is driven by AI infrast…
Amazon's long-term debt has nearly doubled to $128.9 billion from about $65 billion, driven by a capital expenditure spree that includes a raised 2026 capex guidance of $220 billion and a $25 billion …
Taiwan Semiconductor Manufacturing Co. reported Q2 2026 revenue of $40.2 billion, a 36% year-over-year increase, and net profit of NT$706.56 billion ($21.99 billion), up 77.4%, while raising its 2026 …
Amazon, Microsoft, Alphabet, and Meta have collectively committed nearly $2.4 trillion in data center spending through 2030, with combined capital expenditure guidance of about $725 billion for 2026 a…
Bitcoin's network hashrate has declined for nearly 287 days, dropping roughly 15% from its October 2025 peak of about 1,157 to 1,160 EH/s, with Q1 2026 marking the first quarterly decline in six years…
VanEck's Onchain Economy ETF (NODE) increased positions after market pullbacks in April and May 2026 without triggering margin calls because the fund does not use leverage. The actively managed ETF, l…
Alphabet has locked down leases covering roughly 2.4 gigawatts of capacity across ten projects, partnering with former Bitcoin miners to secure power for AI data centers. In September 2025, Google agr…
Uranium spot prices have settled around $85 per pound, with long-term contract prices at $90 per pound, a level not seen since 2008, according to Cameco data, as AI data center electricity demand is e…
IREN has signed $2.8 billion in new multi-year AI cloud services contracts with Microsoft, Nvidia, Perplexity and Figure AI, pushing its year-end 2026 AI cloud revenue target from $3.7 billion to over…
Fluidstack, a London-founded AI infrastructure startup, is targeting an $18 billion valuation in a new $1 billion funding round, more than double its $7.5 billion valuation from December 2025, accordi…
AI infrastructure companies have surged 187% over the past 12 months, driven by former Bitcoin miners pivoting to AI data centers. Stocks like Hut 8 and TeraWulf have posted triple-digit gains, with T…
Some Bitcoin miners are resisting the industry trend of converting facilities for AI workloads, arguing that the infrastructure requirements and long-term lease risks make the pivot less profitable th…
Bernstein initiated coverage of TeraWulf and Cipher Mining with Outperform ratings and price targets of $36 and $32, respectively, citing the companies' transition from Bitcoin miners to "power landlo…