B. Riley
WhiteFiber NC-1 deal is promising, says B. Riley, seeing 127% upside after stock price plunge
The analyst team said the first long-term co-location agreement at NC-1 validates WhiteFiber’s retrofit model.
AI trade isn’t dead: An inside look into Wall Street's lucrative data center deals
Megawatts are still trading hands, and the AI trade is very much alive, according to investment banker Joe Nardini, as miners pivot to HPC and buyers chase scarce power.
Bitcoin Miner IREN’s 47% Slide Flagged as a Buying Opportunity by B. Riley
The bank kept its buy rating on the stock and $74 target, citing a Microsoft GPU ramp and ample funding options.
Ether Digital Asset Treasury Companies Outpace Peers as Crypto Tailwinds Build: B. Riley
The bank said ETH-focused DATCOs have outperformed since Nov. 20 as risk appetite improved, mNAVs ticked up and staking-led strategies gained traction.
B. Riley Cuts Digital Asset Treasury Company Price Targets as Crypto Slump Deepens
The investment bank slashed price targets across so-called Datcos, citing sector-wide pressure and weaker accumulation trends.
B. Riley Flags Recovery Signs in Digital Asset Treasuries as BitMine Extends Ether Lead
After weeks of weakness, the bank flagged a potential rebound in digital asset treasury companies as macro risks cooled and short sellers retreated.
Crypto Treasury Activity Still Tepid, but Capital Flows Rebound: B. Riley
The broker sees digital asset treasuries stabilizing as U.S.-China trade progress lifts sentiment.
Bitcoin Miner Core Scientific Upgraded to Buy as HPC Momentum Builds: B. Riley
The bank also reaffirmed TeraWulf (WULF) as its top pick in the sector.
Core Scientific Upgraded to Buy From Neutral to Reflect HPC Expansion: B Riley
The bitcoin miner will be a leader in hosting high-performance computing due to its lucrative deals with CoreWeave and management’s deep experience in operating enterprise data centers, the report said.
Crypto Backers B. Riley and Nomura Entangled in SEC Probe: Bloomberg
A statement from B. Riley said it was unaware of any such investigation from the U.S. Securities and Exchange Commission (SEC).
