KEEL Infrastructure is negotiating leases at three sites but has signed none. It is funding the gap with about $780 million in cash after selling its bitcoin treasury, as adjusted EBITDA turned ...

Core Scientific spent $985 million on capex in the third quarter. Reported liquidity fell to $1.74 billion, of which only ...

On its Q3 2026 earnings call, Riot announced a 910 megawatt agreement with a leading frontier lab. Riot didn't name the ...

The midterms brought a blue wave, and Texas now has its first Democratic governor in over 30 years. Gina Hinojosa beat Greg ...

Texas just elected a governor who wants to pause new data centers, and SpaceX stock has slid back toward its IPO price. Does ...

Hut 8 used bitcoin-sale proceeds for $250 million of repurchases while its expected AI lease value reached $26.6 billion.

KBW halved its odds on Cipher's Reveille lease and trimmed CleanSpark's Sealy and Brazoria to 50%, citing Gina Hinojosa's ...

TeraWulf said Google can assume Anthropic's rent or pay a declining termination fee after a default, but the support starts ...

Riot will commit about $5.5 billion to site work and tenant reimbursements. Rent on all 910 MW is due regardless of ...

Morgan Stanley reiterated Overweight ratings on Hut 8 (NASDAQ: HUT), TeraWulf (NASDAQ: WULF), Riot (NASDAQ: RIOT), Galaxy (NASDAQ: GLXY) and Cipher (NASDAQ: CIFR) in a note published last Thursday.

The upcoming US elections could trigger massive shifts for AI stocks and data center builds. We analyze the policy risks ...

Bernstein raised its 2030 capacity, revenue and EBITDA forecasts for Cipher but cut its multiple to 15x from 21x and lifted WACC to 15%. It argues the stock trades at a discount to its contracted AWS ...