Bitcoin Mining

Bitcoin miners chase AI demand as Nvidia says Rubin is already in production
Miners that look like infrastructure companies may win, while those that rely on pure mining margins face a tougher 2026.

Bitcoin miners continue to face dwindling profits despite lower competition, JPMorgan says
Mining profitability declined last month, with daily block reward revenue down 7%, and 32% year-on-year.

Bitcoin miner Bitfarms exiting Latin America with $30M sale of Paraguay site
The company is selling the site to the Sympatheia Power Fund, managed by Singapore-based Hawksburn Capital.

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.

Sberbank issues Russia's first crypto-backed loan to bitcoin miner Intelion Data
Sberbank used its in-house crypto custody tool to back a loan for mining firm Intelion Data, signaling broader interest in crypto lending.

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.

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.

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.

Bitcoin Doesn’t Need Another Bull Run. It Needs An Economy
Bitcoin usage still skews toward long-term storage, as seen in how much BTC sits unmoved, says Terahash co-founder Hunter Rogers. But this behavior preserves individual wealth while starving the network.

