Bitdeer's $69.6 million adjusted EBITDA nearly doubled B. Riley's estimate. Analyst Nick Giles calls the Tydal project ...

CoreWeave's plan to raise under $5 billion of parent-level capital through 2027 and skip unsecured debt at current yields was ...

Anthropic reportedly told sell-side analysts it will not extend its SpaceX compute contract beyond mid-2027, according to ...

Analyst Nick Giles lifted his 2028 adjusted EBITDA estimate for Riot to $1.187 billion from $389 million. He says the stock trades at a 16% implied cap rate against 11% for its closest peers.

TeraWulf was one of the earliest Bitcoin miners to pivot to AI infrastructure, and its Q3 results show 83% of revenue now coming from those AI services.

Goldman kept IREN at Neutral and raised near-term EBITDA estimates, but cut its valuation multiple to 4.5x from 7.0x on AI ...

MARA's $632.1 million profit came almost entirely from an $885.3 million mark-to-market gain on bitcoin. MARA then sold ...

Bitdeer spent $478 million on capex in the third quarter and ended it with $213.7 million in cash, including restricted cash.

Wells Fargo blames compression in hyperscale peer multiples for CoreWeave's lower target, while raising revenue estimates and ...