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.
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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.
Cipher Digital Lands Massive 15-Year AI Data Center Deal & $200M Credit Line
Cipher Digital just signed its third 15-year hyperscale data center lease and secured a $200M revolving credit facility.
AI Credit Fears Strike Back: Crushing Data Centers and Speculative Trades
Data center and AI-related stocks like CoreWeave plunged sharply as rising credit risks and heavy spending fears spark a sell-off in speculative tech trades. Investors are pushing back against big capital expenses.