$12.92
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MARA News30 articles
MARA Surges 13.7% as Morgan Stanley's New Target Falls Short
MARA Holdings shares rallied 13.7% to $13.24, closing above Morgan Stanley's new $11 target. Bitcoin's rebound and AI data center plans fuel the surge.
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.
MARA's AI Data Center Strategy Faces Scrutiny After JPMorgan Downgrade
MARA Holdings trades near JPMorgan's new $11 target after a downgrade, spotlighting the economics of its AI data center joint venture with Starwood.
MARA Outperforms Bitcoin: Leverage, Not Fundamentals, Drives Rally
MARA shares rose 4.8% on Friday while Bitcoin was nearly flat, highlighting the stock's high-beta sensitivity to crypto moves.
Bitcoin's $80K Test Fails, But CPI Rally Signals Shift
Bitcoin's post-CPI rally stalled just below $80,000, slipping to $77,917. The failed breakout highlights resistance, while crypto stocks surged.
MARA Rises 4.6% Despite Bitcoin Dip: Valuation Breakdown
MARA stock rose 4.6% to $11.83 despite Bitcoin slipping 0.9%. Valuation gap highlights $1.78B beyond Bitcoin holdings, with debt and pledged coins in play.
Hargreaves Lansdown Launches Crypto ETNs, Fees Bite Up to 2.09%
Hargreaves Lansdown opens nine crypto ETNs, but a £1,000 round trip can cost up to £20.90 in charges, raising questions about the value of regulated crypto exposure.
MARA Stock Gains 2.3% as Bitcoin Dips Below $78,000, Miners Outperform
MARA Holdings rose 2.35% to $10.47, but underperformed rivals as bitcoin traded below $78,000. Q2 revenue fell 27% and energy costs per bitcoin surged 14.7%.
MARA Plunges 10% as Bitcoin Slips Below $80K, Erasing $464M in Value
MARA shares dropped 10.1% after Bitcoin fell below $80,000, wiping out $464 million in market value. The company's Q2 revenue declined 27% as it pivots to AI infrastructure.
Marathon Digital Stock Plunges 10% on $611M Loss as AI Transition Stalls
MARA shares tumbled 10.1% after a $611 million loss and 26.7% revenue decline, intensifying concerns about its AI transition and Bitcoin exposure.
IREN Drops 12.5% as AI Revenue Growth Fails to Offset $703M Loss
IREN shares plunged 12.5% after the company announced $4 billion in AI contracts alongside a $703 million annual net loss, raising concerns about its transition from bitcoin mining to AI infrastructure.
MARA Plunges 10% as Bitcoin Loans Raise Leverage Concerns
MARA shares dropped 10.15% to $10.67, wiping out $466 million in market value as bitcoin-backed loans climbed to $600 million, raising leverage concerns.
MARA Stock Wipes Out $466M in Friday Reversal After 22% Weekly Surge
MARA Holdings shares reversed sharply on Friday, losing $466 million in market value despite a 22% weekly surge that mirrored Bitcoin's gains. High trading volume signals profit-taking.
CleanSpark Soars 8% as Traders Price in AI Data Center Optionality
CleanSpark shares climbed 7.97% to $12.60, adding $238M in market cap—six times the gain in its Bitcoin holdings. The rally reflects AI data center optionality.
Canaan Soars 13% as Trump Backs Crypto Bill, Treasury Now 72% of Value
Canaan shares surged 13% after President Trump pushed for crypto legislation. The company's digital asset holdings now represent 72% of its market value.
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.
Strategy Stock Leaps 10% Premarket as Bitcoin Beta Hits 2.6x
Strategy (MSTR) jumped 9.92% premarket, riding Bitcoin's 3.87% rise. Beta at 2.6x amplifies gains but also risks. Market cap up $4.1B.
Cipher Digital Stock Plunges 13%, Market Cap Drops $1B
Cipher Digital shares tumbled 13% on Tuesday, wiping out $1 billion in market value amid rising bond yields and investor scrutiny of its $11.4 billion backlog.
Riot Platforms Surges on $9.1B AI Data Center Lease
Riot Platforms (RIOT) shares rose 4.33% after signing a $9.1 billion AI data center lease, reportedly with Anthropic, marking a major pivot toward high-performance computing.
MARA Holdings Slips as AI Ambitions Expand via Bitcoin-Backed Debt
MARA Holdings (NASDAQ:MARA) dropped 10.9% last week even as bitcoin rose 3.1%, as the company expanded its AI exposure through a $750M bitcoin-backed loan facility.
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.
Strategy Stock Rebounds to $100, Yet Bitcoin Per Share Gains Nearly Wiped Out
Strategy (MSTR) shares climbed back above $100 on Friday, but the Bitcoin-per-share metric barely moved, signaling dilution and capital actions are eroding gains.
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.
MARA's Bitcoin-Backed AI Loans Raise Collateral Risk as Q2 Revenue Drops
MARA shares fell 4.6% as Q2 revenue dropped 27% and new bitcoin-backed loans for AI raise collateral risk. Analysts split on outlook.
MARA Holdings Faces Q2 Revenue Miss and Strategic Shift to Bitcoin-Backed Debt
MARA Holdings' Q2 revenue fell 27% to $174.9M, missing estimates, while the company leverages Bitcoin collateral for growth.
IREN Holds AI Premium as Peers Slide, ARR Target Nears $4B
IREN shares slipped just 0.7% last week while peers fell 6.2%, preserving an AI premium. The company has secured 85% of its $4B+ AI cloud ARR target.
IREN Ends Volatile Week Nearly Flat as $4B AI Cloud Target Shifts Focus to Execution
IREN shares closed the week nearly unchanged after a volatile session, with investors weighing its $4 billion AI Cloud revenue target against execution risks.
IREN Ends Volatile Week Flat as AI Contracts Shift to Execution Phase
IREN shares ended a volatile week nearly flat after AI Cloud contracts moved to fulfillment. With 85% of the ARR goal signed, investors now focus on execution.
TeraWulf Outperforms Crypto Peers After FERC Approves Power Plant Transfer
TeraWulf shares slipped 1% after FERC approved a 216-MW plant transfer, beating peers that fell a median 5% as Bitcoin dropped 3%.
MARA Stock Slides as Bitcoin Dip Exposes Reduced Treasury Leverage
MARA shares fell 2.7% as bitcoin dropped 2.5%. The miner's reduced BTC treasury lowers sensitivity to price swings, but Q2 earnings due Aug. 6 face cost pressures.