Morgan Stanley has drawn a clear distinction within the bitcoin mining sector, favoring companies that resemble long term infrastructure operators while urging caution on miners whose fortunes remain closely tied…
Rising artificial intelligence investment from major technology firms is reinforcing a structural shift underway among bitcoin miners, as Meta and Microsoft signal that capital spending tied to AI infrastructure remains…
Kevin O’Leary is shifting his crypto strategy away from speculative tokens and toward the physical backbone that supports digital finance and artificial intelligence. The investor said he now controls roughly…
Riot Platforms shares surged after the company confirmed a major strategic pivot toward artificial intelligence infrastructure, underscoring a growing trend among bitcoin miners to diversify beyond pure crypto production. The…
TeraWulf’s equity narrative is changing as capital markets begin to price the company less as a bitcoin miner and more as a power and compute infrastructure platform. A major Wall…
Bitcoin mining stocks delivered sharply divergent outcomes in 2025 as operators that expanded beyond pure mining significantly outperformed the rest of the sector. While bitcoin itself ended the year modestly…
Deal activity tied to artificial intelligence infrastructure remains active as competition for power intensive data center capacity continues to shape valuations and capital flows. According to Joe Nardini, head of…
Rumble’s shares advanced sharply at the start of the week as the company benefited from renewed momentum across high performance computing equities and a fresh increase in ownership from Tether,…
Anthropic has unveiled an ambitious plan to invest $50 billion in building a network of artificial intelligence data centers across the United States, marking one of the largest infrastructure commitments…