A Wall Street Journal bombshell on hidden AI commitments sent neocloud stocks into a morning freefall, but the story behind who recovered fast and who kept falling reveals deeper fault lines in the AI infrastructure trade.

We investigated 124 trades from wallets attributed to Arthur Hayes. The result: A pattern he keeps repeating.

Bank Leumi le-Israel B.M (TASE:LUMI) has drawn fresh attention after announcing a partnership with Galaxy Digital to offer digital asset trading to retail customers through its Leumi Trade and PEPPER platforms. See our latest analysis for Bank Leumi le-Israel B.M. The Galaxy Digital partnership arrives after a busy week for Bank Leumi le-Israel B.M, with second quarter results and a larger dividend and buyback announcement helping support a 30 day share price return of 5.37% and a 1 year...

Bank Leumi ($LUMI), Israel’s biggest lender, is partnering with Galaxy Digital (NASDAQ: $GLXY) to offer crypt...

Bank Leumi's 2022 attempt died at the Bank of Israel. A softer regulatory line and Galaxy's custody stack now give it another shot in early 2027.

Mike Novogratz, the billionaire founder and CEO of the crypto-focused asset manager Galaxy Digital (Nasdaq: GLXY), has sharply reacted to the rising federal debt of the U.S. government. The U.S. federal budget deficit jumped ‌to $432 billion in July as receipts totaled $334 billion against ...

In early August 2026, Bank of New York Mellon Corporation completed three senior unsecured variable-rate note offerings totaling US$2.50 billions, with maturities in 2030 and 2034, alongside a newly announced digital asset custody and staking collaboration with Galaxy Digital Inc. The combination of fresh funding through medium-term notes and the build-out of integrated digital asset custody and staking infrastructure highlights BNY’s push to support institutional clients across both...

Novogratz discusses Helios expansion and digital asset infrastructure.

Rosenblatt sees 74% upside as contracted CoreWeave capacity starts contributing revenue, although weaker near-term earnings and ERCOT reviews remain risks.

Alex Thorn, head of firmwide research at Galaxy Digital, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." The crypto community is reeling from a breach involving "cold" Bitcoin wallets made by Coinkite. Hackers were able to steal an estimated $130 million worth of Bitcoin from about 7,300 wallet addresses.

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

In a major partnership update, Galaxy Digital and Sharplink have launched a new $125 million fund that will deploy capital across onchain yield strategies and selected crypto investments. As part of the partnership, Galaxy Sharplink Onchain Yield Fund has started with $125 million in committed capital. Sharplink is providing $100 million from its staked Ethereum

Galaxy Digital’s fair value estimate has been marked down from US$41.69 to US$39.97, a modest cut of about 4% in the latest analyst model. This shift lines up with research that combines optimism about valuation and growth optionality with more cautious assumptions around execution risk in AI, high performance computing and crypto linked businesses. As the article continues, you will see how this evolving narrative is taking shape and how to track the key signposts from here. Analyst Price...

Galaxy Digital stock has given investors a very large 3 year gain, yet the current valuation checks only point to a mixed picture rather than a clear bargain or clear overvaluation. The share price is up about 7x over the past 3 years, which puts extra focus on whether today’s price already reflects much of that progress. Expansion into AI and high performance computing data centers, including the new Project Merlin site in Texas, can support long term earnings potential. At the same time,...

Source Foundry, a chipmaking startup reportedly valued at $5 billion, has secured fresh investment from hedge fund Situational Awareness as it seeks to reinvent semiconductor manufacturing. Situational Awareness Bets Big on Chip Startup Situational Awareness has invested $500 million in...

Galaxy Digital stock fell 14% after the firm posted an $85 million Q2 loss while expanding its AI data center pipeline.

Galaxy Digital Inc (GLXY) reports strong data center progress and strategic partnerships, offsetting a GAAP net loss driven by digital asset depreciation.

Galaxy Digital (NASDAQ:GLXY) CEO Mike Novogratz called the implosion of Leopold Aschenbrenner’s Situational Awareness fund “the single greatest, most catastrophic hedge fund blowup of our careers,” while suggesting the forced selling may have marked a bottom for parts of the...

At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury…

Galaxy Digital (GLXY) shares fell more than 11% on Aug. 5 after the crypto financial services firm reported a second-quarter net loss of $85 million, weighed down by falling digital asset prices despite continued expansion of its artificial intelligence infrastructure business. The company posted ...

Galaxy's Treasury & Corporate segment dragged on results with a $78 million adjusted EBITDA loss, primarily from unrealized losses on digital assets and investments.

Galaxy’s quarterly loss narrowed by 61% as its data center segment began generating revenue and the company funded the next 260 MW of critical IT capacity at Helios.

Galaxy Digital’s (NASDAQ: $GLXY) stock is down 5% after the crypto firm and artificial intelligence (A.I.) da...

Galaxy Digital Inc. (GLXY) delivered earnings and revenue surprises of +75.00% and -18.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The Bank of New York Mellon Corporation (NYSE: BNY), the world's largest custodian bank, is expanding its digital asset business to let institutional clients earn rewards on the crypto they already hold with the bank, teaming up with Galaxy Digital to make it happen. BNY Mellon is a ...

BNY (NYSE: $BNY), the world's largest custodian bank, is partnering with crypto financial services firm Galaxy ...

Wells Fargo and BNY join a growing push by Wall Street firms to build regulated on-chain financial rails, with broader tokenized deposit networks expected to roll out over the next two years.

Analysts have questioned the small team and scale of operations of Coldcard maker Coinkite, and called it a “red flag.”

Money is now moving to help protect the coin from its biggest emerging threat.

Galaxy Digital acquired a 500 acre site in McGregor, Texas, for a new AI and high performance computing data center campus. The company plans to develop large scale infrastructure for AI and HPC workloads on this campus within the ERCOT power market. Morgan Stanley has highlighted Galaxy Digital’s position in ERCOT’s large load interconnection process as favorable for this build out. Galaxy Digital, traded as NasdaqGS:GLXY, is moving further into AI and high performance computing...

Galaxy has already repurposed its Helios site from Bitcoin mining to AI infrastructure, with the first 200 MW of an 800 MW deal being delivered to CoreWeave.

Bitcoin (CRYPTO: $BTC) is pacing for a roughly 5% gain in July, although the largest cryptocurrency remains largely...

Morgan Stanley research flagged upside for Cipher Digital and Galaxy Digital from ERCOT's large-load interconnection process. The bank estimates ERCOT will classify roughly 65 gigawatts of large-load requests as baseload…

The initial classifications could strengthen the grid positions of Cipher Mining and Galaxy Digital while adding pressure to Texas power prices. Projects placed in the studied category face a longer…

Coinbase Ventures and Franklin Templeton joined the round as new investors, while Brevan Howard Digital and other existing investors also continued their support.

Coincheck Group N.V. (CNCK) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Ionic Digital went public yesterday, so we cover the former bitcoin miner’s debut and its watershed AI deal with Nscale, and we cover Galaxy Digital closing a $3.5B raise.

Galaxy Digital Inc. (GLXY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Galaxy Digital (NASDAQ: $GLXY) has announced plans to open a second artificial intelligence (A.I.) data centre in T...

Galaxy Digital (Nasdaq: GLXY) has acquired about 500 acres in McGregor, Texas, for its second major artificial intelligence and high-performance computing campus in the state. The public company announced the purchase on July 28. The first phase is expected to provide 74 megawatts of capacity, with ...

Galaxy Digital acquired 500 acres in McGregor, McLennan County, Texas, under a development agreement with the city for a new AI/HPC campus — its first expansion beyond the CoreWeave-anchored Helios…

Core Scientific announced a $15 billion AI deal with AMD and a neocloud during its Q2 earnings, and Galaxy Digital has purchased a new site for a 74 MW AI…

Galaxy CEO Mike Novogratz said the deal reflects its view that AI compute demand is a structural shift.

Galaxy’s McGregor project could grow into a multi-hundred-megawatt campus by 2030, extending its Texas infrastructure strategy beyond the 1.6 GW Helios site.

SkyBridge Capital founder Anthony Scaramucci reiterated on Monday that Democrats will block the Clarity Act out of “dislike” for President Donald Trump rather than on the merits of the legislation. Novograts Pushes Back on Scaramucci’s Assertions It all started during the Wolf of All Streets podcast, in which Scaramucci said that Democrats would do everything possible to block initiatives Trump supports, including the Clarity Act, whose passage could “monetarily benefit” the president. As a resu

Arthur Hayes bought $6.39M more ETH hours before Ether fell to $1,872, extending his $13.87M buying streak.

Bitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions about what the bounce actually signals.

Galaxy Digital (GLXY) recently launched Galaxy Curator, an institutional vault curation product built on Morpho and distributed through Fireblocks Earn, giving more than 2,400 institutions access to curated onchain yield strategies. See our latest analysis for Galaxy Digital. Despite launching Galaxy Curator and securing a US$500 million warehouse lending facility with Grove, Galaxy Digital’s share price has fallen 22.49% over the past 30 days and its 1-year total shareholder return is down...

Galaxy Digital (NasdaqGS:GLXY) has appointed Steven Bandrowczak to its Board of Directors. Bandrowczak is an enterprise technology executive with experience in IT, data infrastructure, artificial intelligence, and public-company governance. The appointment aligns with Galaxy Digital’s efforts in data center infrastructure and digital assets, as well as its focus on large-scale transactions and capital allocation. For investors watching Galaxy Digital, this board appointment ties directly to...

The bill’s biggest obstacle, ethics rules involving President Trump’s crypto holdings, was recently cleared with a White House-backed compromise.