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HUT News30 articles
Cipher Digital's Q2 Miss and Cash Constraints Trigger 15.7% Selloff
Cipher Digital shares tumbled 15.7% after Q2 revenue and EPS missed consensus, with 82% of cash restricted for projects, sparking valuation concerns.
Keel Infrastructure Jumps 27% on BlackRock Stake, But Filing Dated June
Keel Infrastructure (KEEL) rallied 27% after BlackRock revealed an 8.4% stake, but the filing was dated June. The broader AI infrastructure sector also surged.
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.
Keel Infrastructure Soars 30% as BlackRock Reveals 8.4% Stake
Keel Infrastructure shares jumped 30% after BlackRock disclosed an 8.4% stake. The move came amid a broader rally in digital-infrastructure stocks.
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.
Nvidia's $250B Value Loss Mirrors OpenAI Guarantee Size
Nvidia (NVDA) lost $250B in market value as shares fell 5% in premarket trade, a sum equivalent to the reported OpenAI backstop. The stock closed at $196.51.
TeraWulf Stock Edges Up Following Lucrative Anthropic AI Lease Deal
TeraWulf closed Friday at $18.46, down 7.9% on the day but up 1.7% for the week, buoyed by a $19 billion AI lease with Anthropic.
IREN Holds Weekly Gains Despite Friday Dip, AI Cloud Deals Bolster Outlook
IREN shares closed Friday at $37.07, down 8.7%, but retained a 10.3% weekly gain after $2.8 billion in AI cloud deals pushed its ARR target past $4 billion.
IREN Shares Rally 20.7% as AI Contracts Secure 85% of $4B ARR Target
IREN Limited (NASDAQ:IREN) shares surged 20.7% as AI contracts cover 85% of its $4B ARR target, with 45% of GPU costs prepaid. Focus shifts to delivery of 480 MW capacity.
Cipher Digital Surges as AI Capacity Shortage Boosts Leasing Model
Cipher Digital (CIFR) shares rose 5.7% as AI capacity constraints highlight its leasing model, while Alphabet (GOOGL) dropped 7.2% on raised capex.
Keel Infrastructure Surges on BTIG Buy Rating with $8 Price Target
Keel Infrastructure shares jumped 3.1% to $4.835 after BTIG set an $8 target, a 65% upside, despite 68% of its 2.2-GW pipeline being unsecured.
IREN Surges 26% on AI Deals Easing GPU Financing
IREN Limited (NASDAQ:IREN) surged 26% as AI collaborations eased GPU capital requirements, with the company raising its AI cloud annualized run-rate revenue target to over $4 billion.
MARA Holdings Gains 14.6% as AI Contract Wave Lifts Bitcoin Miners
MARA Holdings rallied 14.6% as bitcoin miners with signed AI contracts saw larger gains. MARA's 4.8 GW pipeline awaits a tenant.
Cipher Digital Jumps 16% on AI Data-Center Hopes, Outpacing Bitcoin
Cipher Digital shares surged 16%, extending two-day gains to 35%. The stock outperformed peers as investors anticipate future AI data-center revenue.
MARA Holdings Gains on AI Deal Wave, Power Portfolio Under Scrutiny
MARA Holdings stock surged 6.4% following major AI deals by rivals Hut 8 and IREN, while its own 4.8 GW power pipeline lacks confirmed tenant leases.
IREN Shares Rise on AI Cloud Prepayment Deals Alleviating Funding Worries
IREN shares rose 5.7% premarket after $2.8B in AI cloud contracts with 45% prepayments eased GPU funding concerns, lifting 2026 ARR target to over $4B.
New Era Energy & Digital Stock Skyrockets 26% on AI Sector Momentum
Shares of New Era Energy & Digital (NUAI) soared 26.1% to $5.14, adding about $108 million in market value, as AI infrastructure deals from rivals lifted the sector.
MARA gains 9% as rivals secure AI contracts, exposing valuation gap
MARA Holdings climbed 9% on Monday, but its gains lagged rivals IREN and Hut 8, which secured major AI contracts. The disparity underscores investors' focus on contractual certainty over potential capacity.
Hut 8 Shares Jump 11.5% on Second $9.8B AI Lease, 2028 Delivery in Focus
Hut 8 shares rose 11.5% after securing a second $9.8 billion AI lease for 352 MW of capacity at Beacon Point, with Phase 2 delivery set for 2028.
CleanSpark's $6.6B Lease Deal Puts $2.1B Construction Funding to the Test
CleanSpark shares gave back most of an early 10.5% gain as the market weighed a $6.6B lease against a $2.1B construction bill, testing the company's ability to secure project financing.
Keel Infrastructure Stock Bounces as Leasing Progress Becomes Key Test
Keel Infrastructure shares rebound 9% in two days, but a wide valuation range underscores the uncertainty around converting power capacity into long-term data-center leases.
IREN Drops 5% as Anthropic's Australian Data Center Tender Highlights Timeline Gap
IREN shares dropped 5% as Anthropic's reported Australian data center tender highlighted the company's 2028 power timeline, contrasting with faster competitor deployments.
Cipher Digital Surges on Heavy Volume as Short Interest Remains Elevated
Cipher Digital jumped 8.4% on heavy volume, but short interest remains high at 16.26% of float, keeping the stock volatile amid wide analyst forecasts.
TeraWulf's Anthropic Lease Sets New Benchmark for AI Data Center Pricing
TeraWulf's 20-year lease with Anthropic for a 401 MW AI campus in Kentucky brings $19 billion in revenue and sets a new benchmark at $2.37 million per MW per year.
MARA Stock Dips as Bitcoin Decline and Long Ridge Acquisition Impact Sentiment
MARA Holdings (MARA) ended Tuesday at $13.89, down 0.9%, as bitcoin slid 2.6% and the company's Long Ridge data center acquisition drew investor attention. BTC holdings represent 39% of market cap.
Keel Infrastructure Gains Premarket Following Russell 3000 Inclusion
Keel Infrastructure shares climbed 2.24% in premarket trading after being added to the Russell 3000 Index, following Friday's massive 122.41 million share volume.
Keel Infrastructure Slips After Rally, Awaiting Key Data-Center Leases
Keel Infrastructure shares fell pre-market after hitting a 52-week high, as the market weighs the Russell 3000 addition and convertible note offering against declining revenue and unsigned data-center leases.
TeraWulf Rallies on Kentucky Data Center Expansion, Power Access Takes Center Stage
TeraWulf shares surged 10% to $25.18 after announcing a 1-GW data center campus in Eastern Kentucky, with 500 MW planned by 2028 and another 500 MW by 2030.
Keel Infrastructure Surges as AI Demand Drives Shift from Bitcoin Mining
Keel Infrastructure shares gained 4.7% to $5.035, pushing year-to-date returns past 115%, as investors pivot to former bitcoin miners offering AI power infrastructure.
Hut 8 Stock Slips 5.5% Following $16M Water Infrastructure Investment for AI Data Center
Hut 8 shares dropped 5.5% as the company invested $16 million in water infrastructure for its River Bend AI data center, highlighting the focus on project execution.