Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

Bitcoin (CRYPTO: $BTC) mining company Bitdeer Technologies Group's (NASDAQ: $BTDR) artificial intelligence...

Eagle Point Credit Management is backing a $1.3 billion private credit loan for a major artificial intelligence data center in Texas linked to Anthropic. The funds will be used to complete the construction of a 2,900-acre data center in Hubbard,...

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.

Markets turned south again Wednesday as surging yields and geopolitical fears rattled investors, but Wall Street analysts spotted opportunity and danger in names like Baidu, Klarna, Honeywell Aerospace, and Dollar Tree that traders need to see before the open.

Freedom Capital initiated coverage of the stock with a ‘Buy’ rating and $132 price target, implying an upside of more than 63% from its last close.

In a major update, Stanley Druckenmiller’s Duquesne Family Office has made a notable move into publicly traded Bitcoin mining companies. It has added exposure to four major miners as the billionaire investor reshuffles his portfolio. According to the latest portfolio disclosures, Duquesne has opened positions in Bitdeer Technologies, Riot Platforms, Hut 8 and IREN. The

Hut 8 stock has delivered a very strong 260.5% return over the past year, yet its valuation checks lean expensive rather than cheap. With the market assigning a premium to the company while its overall value score is low, investors are weighing how much of the AI data center story is already reflected in the share price. Over the last 12 months Hut 8 has returned 260.5%, which puts extra focus on whether the current price still offers an appealing entry point or mainly reflects past...

Famed investor Stanley Druckenmiller has taken a shine to cryptocurrency miners turned artificial intelligence (A.I...

Management believes the 1 GW campus has passed the current ERCOT review stage, although formal authorization remains outstanding. Beacon Point is still targeting initial energization in the first quarter of…

The amount of money earned from mining Bitcoin (CRYPTO: $BTC) has fallen to a 10-year low. ...

(Bloomberg) -- More than two-thirds of the electricity sought for the artificial intelligence boom in the US isn’t likely to materialize due to “phantom” projects and long-shot pitches.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesTata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax

Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.

Bitcoin production tripled as energy infrastructure revenue surged 81% year over year.

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.

The company pledged to cover its facilities’ energy, water and grid costs as Texas audits a 474 GW interconnection pipeline. Meta disclosed no spending amount, capacity or timetable.

Hut 8 CEO Asher Genoot, fresh off Q2 earnings, called Texas's new "batch zero" audit process a net positive for the industry, arguing it helps separate credible developers from speculative…

Bitcoin was trading right around $65,000 U.S. on Aug. 7 to end a difficult week for the crypto market. ...

We recap CleanSpark and MARA's earnings, plus Hut 8 CEO Asher Genoot joins us to debrief Hut 8's own quarterly earnings.

In the past week, Hut 8 Corp. reported Q2 2026 results showing revenue rising to US$74.93 million from US$41.30 million a year earlier, but swinging from net income of US$137.31 million to a net loss of US$150.19 million, largely driven by unrealized losses on digital assets. Alongside this loss, Hut 8 expanded its long-term AI data center footprint to 949 MW of contracted capacity with about US$26.60 billion in lease value and secured US$7.50 billion of non-recourse project financing,...

Hut 8 (HUT) is back in focus after its latest earnings update for the quarter and six months to June 30, 2026, which paired higher reported revenue with a significantly wider net loss. See our latest analysis for Hut 8. Hut 8’s latest earnings have come alongside sharp share price swings, with the stock falling about 9.7% on the day yet still carrying a 97.3% year to date share price return and a very large 1 year total shareholder return of roughly 4x. If you are looking for more ways to...

Hut 8 (NasdaqGS:HUT) is facing regulatory delays in energizing its planned 1GW Beacon Point AI data center campus in Texas. The project has secured significant financing, but launch timing now depends on pending approval from the Electric Reliability Council of Texas (ERCOT). The holdup affects the rollout of Hut 8's larger AI infrastructure buildout and its efforts to broaden revenue beyond its core business. For investors following Hut 8, the Beacon Point project sits at the intersection...

KBW maintained its Outperform rating and sees 52.2% total return, but Texas interconnection reviews have added uncertainty to Hut 8’s contracted Beacon Point campus.

Rosenblatt said Hut 8’s contracted AI data-center portfolio outweighs a weak second quarter and near-term uncertainty surrounding the Beacon Point interconnection process.

Hut 8 stock fell 9.7% after Q2 2026 results paired an 81% revenue jump with a $177 million net loss. Key numbers inside.

Clear Street analyst Brian Dobson raised the price target on Hut 8 to $170 from $148 and maintained a ‘Buy’ rating on the shares, implying an upside of about 68% from the stock’s last close.

Hut 8's Beacon Point data center is fully commercialized at 1 GW, with the combined campus seeing $19.6 billion in contracted revenue and energization planned for Q1 2027. When accounting…

Hut 8 Corp (HUT) reports 81% revenue growth and secures major investment-grade financing, despite a non-cash GAAP net loss from Bitcoin's decline.

Hut 8’s (NASDAQ: $HUT) stock is down 5% on Aug.4 after the Bitcoin (CRYPTO: $BTC) miner and artificial intell...

At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds.

Hut 8 (NASDAQ:HUT) reported second-quarter 2026 revenue growth and improved adjusted EBITDA as its compute operations expanded, while management highlighted progress on its AI data center development projects and project-level financing strategy. Revenue rose approximately 81% year over year to $74

Compute margins and lower cash overhead lifted quarterly EBITDA above expectations, but a statewide interconnection audit adds uncertainty to the planned first-quarter 2027 energization of Hut 8’s contracted Texas campus.

The president of American Bitcoin (NASDAQ: $ABTC) has resigned from the cryptocurrency mining firm.

The company said construction has progressed at the River Bend and Beacon Point AI data center campuses, with initial deliveries expected in 2027.

Hut 8’s revenue rose 81% but fell short of consensus, while cryptocurrency valuation losses drove a wider-than-expected GAAP loss.

Given historical rebound patterns and attractive valuations, analyst Nick Giles said the recent selloff in HPC-linked mining stocks was overdone.

Prusak announced the appointment as American Bitcoin prepares to install Paul Sacks as interim finance chief on August 4.

ABTC’s revenue from mining rose 8% to $67 million, and gross margins were roughly 50%, even as Bitcoin prices slipped during the quarter.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

Hut 8's proposed 500 MW Logan Prairie data center — a $5 billion project in Illinois — hit another permitting wall when the Village of Latham canceled its August 3…

Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a…

The $5 billion Logan Prairie project remains pending after village officials determined the annexation and rezoning request lacked enough votes to pass.

In recent weeks, NVIDIA and its partners have unveiled a wave of AI initiatives, including F5’s launch of F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, large-scale DSX AI factory buildouts with SK Group and NAVER, and new agentic engineering tools such as PhysicsNeMo and expanded CUDA‑X libraries. At the same time, NVIDIA is stretching deeper into the AI stack and capital structure, from multi‑billion‑dollar commitments to Safe Superintelligence and Hut 8’s Texas campus to closer...

Nvidia Corporation (NASDAQ:NVDA) is reportedly the previously unnamed customer behind Hut 8 Corp.’s (NASDAQ:HUT) Beacon Point data center leases in Texas. The Financial Times identified Nvidia as the tenant on July 28, citing five people familiar with the arrangement. Nvidia discussed its work with infrastructure partners but neither confirmed nor denied that it was the […]

Nvidia (NasdaqGS:NVDA) is committing US$5b to Safe Superintelligence, a new AI safety startup led by former OpenAI chief scientist Ilya Sutskever. The company is entering multibillion dollar AI data center lease deals, including a large buildout with Hut 8 in Texas. Nvidia is expanding its Agent Toolkit platform through new partnerships with Synopsys, Siemens, and Cadence to support chip and system design automation. Nvidia sits at the center of AI computing, with its GPUs and software...

Ionic Digital stock climbed 25% on its Nasdaq debut as the Celsius-born bitcoin miner leans further into AI leasing.

Ionic Digital Inc. (NASDAQ: $IOND) surged more than 25% from its opening price during Tuesday’s Nasdaq debut,...

The reported commitment involves Hut 8's one-gigawatt Beacon Point AI campus and could include leases extending beyond an initial 15-year term.

Hut 8 (HUT) 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.

Nvidia (NVDA) signed leases worth up to $50 billion for the entire 1-gigawatt data center facility t