B. Riley
Here's what Wall Street analysts are saying after IREN's earnings miss
The weaker results were tempered by continued progress in the bitcoin miner’s shift toward AI infrastructure.
BitMine’s $200 million MrBeast investment seen as strategic diversification: B. Riley
The investment gives BitMine exposure to consumer media and potential DeFi revenue streams, strengthening its treasury strategy beyond ether accumulation.
Digital assets to move from speculation to infrastructure in 2026, B. Riley says
Regulatory clarity, tokenization and bank adoption will push crypto firms from balance-sheet accumulation toward real operations.
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.
