Cipher Mining
End of bitcoin 'HODL': public miners going all-in on AI, signaling more BTC selling
Public bitcoin miner balance sheets are shifting as capital rotates from bitcoin treasuries to AI infrastructure.
Cipher Digital shares rise 6% as the firm rebrands from bitcoin mining to HPC, earnings miss
The company's earnings came in below estimates as the miner leans into large scale data center buildout.
Cipher Mining and TeraWulf are buys, MARA a sell, as Morgan Stanley begins bitcoin miner coverage
The analyst framed some bitcoin mining sites as infrastructure assets, lifting CIFR and WULF shares while MARA lags.
Bitcoin Mining Profitability Fell for Fourth Consecutive Month in November: JPMorgan
The average network hashrate fell 1% last month after hitting record highs in October.
Bitcoin Miners Cipher and CleanSpark Upgraded by JPMorgan as HPC Shift Accelerates
The bank sees new upside for bitcoin miners as HPC partnerships reshape the sector.
Cipher Mining Inks New 10-Year HPC Deal With Fluidstack; Shares Rise 13%
The expansion adds 56 MW at Barber Lake and secures $830 million in contracted revenue, reinforced by increased Google backing.
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.
Bitcoin Rebounds Above $123K as Miners Rally; VanEck Sees $644K BTC Amid Gold Gains
The gold rally may need to cool before bitcoin could really gain momentum, suggested another analyst.
AI and HPC Hype Fuels Pre-Market Rally in Bitcoin (BTC) Mining Stocks
Bitcoin treasury stocks are lagging, however, despite BTC trading above $124K.
Cipher Is the Latest Bitcoin Miner to Pivot to AI; Price Target Raised to $16: Canaccord
The broker maintained its buy rating on the stock and raised its price objective to $16 from $12.
