Cipher Digital Extends Texas AI Campus Lease to 20 Years, Lifting Contracted Revenue Past $9 Billion
Cipher Digital stretches Barber Lake from 10 to 20 years, adding $5.2 billion in contracted rent as halls open from late 2026 into 2027.
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Wells Fargo Starts Coverage on WULF, CORZ, CIFR, APLD and HUT With Overweight Ratings
Wells Fargo begins coverage of five HPC and AI data center stocks, citing contracted power, tenant quality and pipeline upside.
Cipher Digital Misses Q2 Estimates, Shares Drop — But Delivers First HPC Data Center Early
Cipher Digital missed Q2 EPS and revenue forecasts. Highlights: Black Pearl rent started early, 900 MW Apollo option, Stingray fully funded.
Bitcoin Miners Get Buy Ratings: Chardan Sees Big Upside in HIVE, WULF and CIFR’s AI Push
Chardan initiates Buy coverage on HIVE ($7.50 PT), WULF ($32) & CIFR ($32) as Bitcoin miners expand into AI data centers with strong upside.
Google Guarantees Anthropic’s First Major Data Center Leases in Landmark $35B Deal
TeraWulf, Cipher Digital, Hut 8, and Fluidstack secure major Anthropic leases backed by Google in a landmark $35 billion financing package.
Cipher Digital Q1 Results: Mining Losses, But AI Future Pays Off Big
Cipher is shifting from Bitcoin mining to AI data centers, signing $11B deals and betting big on future growth despite current losses.