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CORZ News30 articles
Bitcoin's Return to Miner Cost Line Masks AI Shift
Bitcoin's rebound to the $75,500 miner cash-cost line boosts margins but doesn't reverse the industry's pivot to AI. Long-term AI leases and higher returns keep capacity committed.
IREN Jumps 12% After Mirantis Deal Closure, Adding $1.2B in Value
IREN (NASDAQ:IREN) climbed 8.7% on Friday, adding $1.2B in market value after closing its Mirantis deal. The stock continues to rise in premarket trading.
TeraWulf Slips 3.3% as AI Expansion Costs Draw Market Scrutiny
TeraWulf (NASDAQ:WULF) shares slipped 3.3% last week to $17.08 amid scrutiny of its 336-MW AI expansion, with HPC leasing contributing 71% of Q2 revenue.
Cipher Digital Plunges 23% as Financing Gap Raises Concerns
Cipher Digital shares dropped 23% last week despite Nasdaq gains, as rising interest expenses outpaced mining revenue. Analysts trim targets while maintaining positive outlooks.
IREN Shares Climb 12% Weekly as AI Revenue Targets Take Center Stage
IREN shares jumped 8.7% Friday to $41.23, capping a 12% weekly gain as investor focus shifted from Mirantis supply concerns to AI revenue growth potential.
TeraWulf Stock Slips 4.5% Despite AI Leasing Surge, Analysts See Upside
TeraWulf (WULF) shares dropped 4.5% despite HPC lease revenue jumping 52% to 71% of total. Q2 loss per share of $1.94 missed estimates, but analysts see 114% upside.
Cipher Digital Shares Slide 4.5% as Restricted Cash Raises Valuation Concerns
Cipher Digital shares dropped 4.5% as analysts cut price targets, citing restricted cash and valuation concerns amid HPC expansion.
IREN Stock Slips as AI Cloud Execution Takes Center Stage Post-Mirantis Deal
IREN shares slipped 1.5% as investors weigh strong AI Cloud contract pipeline against slower revenue conversion. The Mirantis acquisition adds software layer.
TeraWulf Rallies on Strong AI Lease Pricing
TeraWulf (WULF) rose nearly 7% after B. Riley raised its price target to $40, citing superior revenue density from its Anthropic lease.
Nebius shares jump 16% as prepayments raise cash flow questions
Nebius (NBIS) shares surged 16% to $220.71 amid a sector-wide AI rally. The company's heavy reliance on customer prepayments for cash flow draws investor attention.
IREN Stock Surges 30% as AI Cloud Contracts Near $3.4B Target
IREN shares surged 30% after securing 85% of its $4B AI cloud run-rate target, but the gap between contracted and actual revenue remains a key test.
TeraWulf Jumps 18% as FERC Approves Maryland Power Plant Deal
TeraWulf stock jumped 18.1% to $17.82 after FERC approved its acquisition of a 216-MW Maryland power plant, supporting its AI data center strategy.
MARA Holdings Surges 17% as AI Infrastructure Demand Overshadows Bitcoin Rally
MARA Holdings rose 17.4% on Thursday as market attention shifted from Bitcoin to the company's AI infrastructure potential, though gains lagged behind peers with more direct AI revenue.
AMD's Path to Doubling by 2028 Requires a 43x P/E Multiple
AMD shares must trade at 43 times projected 2028 earnings to double from current levels, analysts say. The chipmaker reports Q2 results on August 4.
Cipher Digital Plunges 13% as AI Data Center Stocks Slide; Bitcoin Stable
Cipher Digital dropped 13.4% amid a broader sell-off in AI data center stocks, while Bitcoin remained flat. Q2 earnings are due August 4.
TeraWulf Plunges 12% as AI Sector Jitters Hit Miner-to-Data-Center Plays
TeraWulf fell 11.9% to $15.05, tracking a 13.2% average decline among ex-miner rivals. Bitcoin edged down only 0.4%, underscoring the stock's new AI-infrastructure identity.
IREN Shares Slide 10.6% as Market Shifts Focus from AI Demand to Delivery
IREN shares dropped 10.6% to $30.34, erasing recent gains, as market attention moves from AI demand to delivery execution.
Core Scientific Shares Slide Despite $14 Billion AMD Deal as Dilution Concerns Weigh
Core Scientific shares dropped 2.7% after a $14 billion AI deal with AMD, as dilution concerns from warrants and an undisclosed neocloud tenant overshadowed the headline.
Cipher Digital Shares Surge 32% in Turbulent Week as Market Eyes AI Infrastructure
Cipher Digital shares surged 31.8% in a volatile week, closing at $23.15 on Friday. The AI-driven rally faces execution uncertainty ahead of Q2 earnings.
TeraWulf Drops 17% as $19B Anthropic Deal Fails to Offset Financing Fears
TeraWulf shares fell 17.3% to $18.16, below its April offering price, despite a $19B Anthropic lease. Financing and regulatory risks overshadow the deal.
IREN Stock Declines Despite AI and Bitcoin Rally as Investors Focus on $1.3 Billion Execution Gap
IREN (NASDAQ:IREN) closed 1% lower on Tuesday, lagging the AI and bitcoin rallies. The market is pricing a $1.3 billion gap between contracted and targeted revenue.
TeraWulf stock slides 8% on $3.5B financing hurdle for AI lease
TeraWulf shares dropped 8% after the $19B Anthropic lease requires $3.5B in project financing, raising concerns about debt levels and equity cash flow.
IREN Shares Rally 6% as Market Awaits CEO Compensation Vote
IREN shares rose 6% last week, recovering from recent losses, as investors weigh a massive CEO equity grant against the company's AI expansion and Russell 1000 listing.
TeraWulf Shares Slide 5% as $3.5B Debt Plan Clouds AI Deal
TeraWulf shares dropped 5.3% after announcing plans to raise $3.5 billion in debt for its Anthropic AI data center, as investors weigh financing risks.
MARA Holdings Slumps 8.4% as Bitcoin Rally Fails to Lift Miner Stocks
MARA Holdings fell 8.4% to $12.25 despite bitcoin's 2.5% gain, as mining stocks decoupled from crypto. Riot, CleanSpark, IREN, and Core Scientific dropped 9-11%.
IREN Stock Plunges 12% as $694M CEO Equity Awards Raise Investor Concerns
IREN shares fell 11.9% to $38.16 after disclosing $694.5 million in RSU grants to co-CEOs, overshadowing its Russell 1000 inclusion and AI expansion.
IREN drops 5.4% as Meta's AI cloud plans pressure neocloud stocks
IREN shares slid 5.4% to $43.28 after reports that Meta may sell surplus AI computing power, hitting neocloud stocks. Jefferies set a $79 target on IREN.
Keel Infrastructure Surges on AI Pivot as Analysts Warn of Overvaluation
Keel Infrastructure shares hit recent highs after closing a $458M convertible note deal to fund its shift from bitcoin mining to AI infrastructure. Analysts average 12-month target of $5.29 trails the last close, highlighting execution risk.
Keel Infrastructure Tumbles on $458M Convertible Debt for AI Data Centers
Keel Infrastructure shares plunged 4.24% to $5.42 after a $458M convertible debt deal for AI data centers, sparking dilution worries. Volume doubled.
IREN Shares Near $60 as AI Cloud Strategy Gains Traction
IREN shares jumped 8.9% to $59.19, boosted by bitcoin recovery and its AI cloud pivot. Premarket quotes hit $60.07.