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.
CoreWeave jumped 30% at the open after raising fiscal 2026 revenue guidance from $12.4–$13.2 billion to $13–$13.3 billion and ...
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.
Charlie and Colin noted that MARA has signed a $79 million deal at its Exaion subsidiary, but still does not have a major AI ...
In this clip from Blockspace, Colin and Charlie discuss why IREN got a haircut on its price target from Goldman Sachs.
Keel Infrastructure CEO Ben Gagnon joined Charlie and Colin after walking back the company's goal of signing three AI leases by year-end.
Bitdeer spent $478 million on capex in the third quarter and ended it with $213.7 million in cash, including restricted cash.
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