End of bitcoin 'HODL': public miners going all-in on AI, signaling more BTC sell...
Public bitcoin miner balance sheets are shifting as capital rotates from bitcoin treasuries to AI infrastructure.
Cipher Digital rebrands as it pivots from bitcoin mining to HPC, shares slide
Revenue and adjusted EPS come in below estimates as company leans into large scale data center buildout.
Cipher Digital shares rise 6% as the firm rebrands from bitcoin mining to HPC, e...
The company's earnings came in below estimates as the miner leans into large scale data center buildout.
Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitco...
The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.
Cipher Mining Inks New 10-Year HPC Deal With Fluidstack; Shares Rise 13%
The expansion adds 56 MW at Barber Lake and secures $830 million in contracted revenue, reinforced by increased Google backing.
Cipher Mining Surges 19% $5.5B Amazon Web Services HPC Deal
The crypto miner is pushing deeper toward AI infrastructure with AWS lease, new West Texas data center plans.
Bitcoin Rebounds Above $123K as Miners Rally; VanEck Sees $644K BTC Amid Gold Ga...
The gold rally may need to cool before bitcoin could really gain momentum, suggested another analyst.
AI and HPC Hype Fuels Pre-Market Rally in Bitcoin (BTC) Mining Stocks
Bitcoin treasury stocks are lagging, however, despite BTC trading above $124K.
Cipher Is the Latest Bitcoin Miner to Pivot to AI; Price Target Raised to $16: C...
The broker maintained its buy rating on the stock and raised its price objective to $16 from $12.
Riot Platforms Gets Double Upgrade on AI Pivot as JPMorgan, Citi Hike Targets
Alongside, JPMorgan downgraded IREN and CleanSpark