Bitcoin Mining
Hut 8’s Tuesday Tumble Misguided and a Buying Opportunity: Benchmark
Investors overreacted to the absence of a hyperscaler deal announcement, overlooking Hut 8’s long-term potential in AI, energy, and bitcoin infrastructure.
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.
Bernstein Hikes Bitcoin Miner Targets as AI Infrastructure Play Continues to Gain Momentum
Wall Street broker Bernstein said bitcoin miners are fast becoming an essential part of the AI value chain.
Bitcoin Network Hashrate Hit Record High in October, JPMorgan Says
The monthly average network hashrate, a proxy for competition in the industry and mining difficulty, rose 5% to 1,082 EH/s.
IREN Soars 30% After Inking $9.7B AI Cloud Deal With Tech Giant Microsoft
The deal is indicative of how miners’ once-volatile hardware fleets are increasingly viewed as strategic compute assets, bridging the gap between blockchain and AI.
HIVE Digital's Mining Capacity Hits 23 EH/s as Bitcoin Output Funds AI Shift
The company is converting parts of its mining footprint into AI-ready data centers, including a site in Grand Falls, New Brunswick, that could support 25,000 GPUs.
Bitcoin Miners Sit on Prime Power Assets as AI Pivot Accelerates: Canaccord
The broker said bitcoin mining still drives nearly all sector revenue even as the narrative shifts toward AI.
TeraWulf Stock Surges 22% After $9.5B Google-Backed AI Compute Deal With Fluidstack
The bitcoin miner turned AI infrastructure firm will co-develop a 168 MW data center in Texas, with long-term revenue locked in.
Benchmark Sees Hut 8 as Hybrid AI–Bitcoin Power Play, Price Target Doubled to $78
The Wall Street broker said Hut 8’s shift to energy infrastructure from bitcoin mining makes it a unique bet on AI, HPC and future power-hungry technologies.
Canaan’s Turnaround Gains Steam as Benchmark Doubles Price Target to $4
With Nasdaq compliance restored and momentum building in its Avalon mining rigs and self-mining operations, the broker sees renewed upside for Canaan’s shares.
