CoreWeave's plan to raise under $5 billion of parent-level capital through 2027 and skip unsecured debt at current yields was ...
Bitdeer's $69.6 million adjusted EBITDA nearly doubled B. Riley's estimate. Analyst Nick Giles calls the Tydal project ...
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 ...
Bernstein says IREN's unencumbered power assets set it apart from lease-heavy neoclouds. Its case depends on Microsoft's ...