On August 6, 2026, Wall Street launched the first 'Neocloud' ETF, holding companies that rent AI compute to hyperscalers, aiming to isolate the AI-compute rental trade that broad funds like the Invesc…
Hut 8 stock fell 11% to $78.54 on Friday, TeraWulf dropped 5% to $15.58, and IREN declined 3% to $41.20, with the sell-off tracking each stock's 2026 gains and signaling profit-taking rather than a re…
IREN (NASDAQ:IREN) shares jumped 6% to $45.26 after Microsoft (NASDAQ:MSFT) formally accepted Horizon 1, the first of four data centers at IREN's Childress, Texas campus, but gave up gains to trade un…
Nine publicly traded Bitcoin mining companies invested over $5 billion in AI and high-performance computing infrastructure, generating $341 million in combined revenue in the first half of 2026. Cumul…
Neocloud stocks TeraWulf, CoreWeave, and Nebius fell this week amid AI bubble fears and rising bond yields, with Nebius dropping to $241 from a high of $280, CoreWeave to $93, and TeraWulf to $15.62. …
CoinShares has expanded the investment strategy of its Bitcoin Mining ETF (WGMI) to include AI and high-performance computing (HPC) infrastructure, reflecting a broader shift as Bitcoin miners leverag…
Bitcoin's network hashrate has fallen 17% from its record high, with mining difficulty down as much as 19.9%, as public miners pivot to AI and high-performance computing hosting deals exceeding $70 bi…
Bitcoin miners are pivoting to AI data center landlords, with Core Scientific's Q2 colocation revenue reaching $136.7 million versus $21.5 million from self-mining, and potential contracted revenue ex…
Publicly traded Bitcoin miners cut their realized hashrate by 13.4% from 368.3 EH/s in Q4 2025 to 319 EH/s in Q2 2026, according to BlocksBridge Consulting's Miner Weekly newsletter, as more operators…
Anthropic's backers are positioning for a public valuation of $2 trillion or more, with an October IPO in view, according to the Financial Times. The company raised $65 billion in a Series H round at …
Roundhill Investments' Neocloud ETF (NCLD) surged roughly 15% in its first week of trading on the Nasdaq, accumulating $46 million in cumulative volume. The actively managed fund, launched August 6 wi…
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 …
Bitcoin's mining difficulty has fallen roughly 19% from its November 2025 peak to 126.23 trillion as of July 25, 2026, marking the largest decline since the 2021 China ban and only the second time dif…
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…
Alphabet, Amazon, Meta, and Microsoft have committed nearly $2.4 trillion in AI infrastructure spending, while Bitcoin miners like IREN, Hut 8, TeraWulf, and Core Scientific have signed AI contracts w…
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 …
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…
A Nikkei study reveals that five leading U.S. tech companies have amassed approximately $1.65 trillion in off-balance-sheet liabilities as of July 2026, primarily from AI data center investments, exce…