AI
KBW upgrades TeraWulf to outperform, sees AI pivot as catalyst for sharp growth
The bank raised its its price target on the shares to $24 from $9.50.
Bitcoin mining in 2025: IREN claims the crown as Bitdeer's stock trails the pack
Diversification into AI and HPC infrastructure drove sharp outperformance for miners, while pure-play bitcoin miners lagged.
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.
Hut 8’s AI data center deal is bigger than meets the eye: Benchmark lifts price target to $85
Shares of the bitcoin miner jumped higher last week on its $7 billion pact with Google-backed Fluidstack.
Oracle TikTok deal lifts AI mining stocks as bitcoin tags $88,000
Oracle shares jumped 6% in pre-market on Friday as TikTok's U.S. agreement helped calm AI bubble fears after a volatile macro week.
WhiteFiber signs 10-year, 40 MW colocation deal with Nscale valued at about $865 million
The firm's Enovum unit will deliver 40 megawatts of critical IT load in two phases at a campus in Madison, North Carolina, under a 10-year agreement.
PayPal to use PYUSD stablecoin to fund AI infrastructure through USD.AI
The move links PayPal’s dollar-pegged token to onchain funding for GPUs and data centers, supported by a $1 billion customer incentive program.
Most Influential: Will and Dan Roberts
The co-founders and co-CEOs of IREN Limited have transformed the bitcoin mining firm into an AI infrastructure powerhouse.
Micron crushes earnings, calming markets and helping boost bitcoin back above $87,000
Blowout Micron results reignite AI optimism, lifting tech futures and stabilising bitcoin even as parts of the AI equity complex remain under pressure.
