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HUT News30 articles
Anthropic's $175B Cloud Push Intensifies IPO Speculation
Anthropic's cloud commitments reach $175B with a new $35B Lambda deal, intensifying IPO speculation as the company cuts token prices by 25%.
Hut 8 Drops 10% as AI Execution Risks Trump Bitcoin Rally
Hut 8 shares slid 10% despite Bitcoin's 6% gain, as investors price in AI construction risks. The market cap implies 5.6x projected NOI.
MARA Stock Soars 14% as Bitcoin Rally Outpaces Treasury Gains
MARA Holdings (NASDAQ:MARA) rallied 14% as Bitcoin gained 6.25%, adding $518M in market value—3.4x its BTC reserve gain. Investors eye AI infrastructure pivot.
TeraWulf's 12% Delivery Rate Puts AI Expansion in Focus
TeraWulf's shares fell 3.3% last week as investors focus on the 12% activation rate of its 839-MW AI pipeline. Analysts see upside, but delivery hurdles remain.
Cipher Digital Shares Tumble 23% as Investors Question $11.4B HPC Lease Portfolio
Cipher Digital (CIFR) shares fell 23% this week to $17.18 as investors weighed the company's $11.4B HPC lease backlog against current earnings shortfalls.
MARA Holdings Slips as Mining Efficiency Gap Widens
MARA Holdings (NASDAQ:MARA) shares declined 10.9% this week as Q2 revenue fell 26.7% despite a 22.5% hashrate increase. Bitcoin production rose only 2.7%, highlighting operational inefficiencies.
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.