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

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.

The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.

CIFR delivers initial Black Pearl HPC capacity two months early as it expands its data-center pipeline and project financing.

Analyst price targets for Cipher Digital currently span a wide band from about US$25 to US$53.50, with many frameworks clustering around a Fair Value figure close to US$32.79 per share. Much of this centers on how research views Cipher Digital’s mix of high performance computing and bitcoin mining, its power access, and the strength of its leasing pipeline with hyperscalers and other tenants. As you read on, you will see how to track these shifting assumptions and what they can mean for your...

Cipher Digital reported early delivery progress at its Black Pearl data center site. The company announced plans for a major new data center project near San Antonio, Texas. Cipher Digital launched an $810 million secured notes offering to support its expansion plans. Regulatory reviews in Texas have introduced uncertainty around proposed data center approvals. Cipher Digital, traded as NasdaqGS:CIFR, is pushing ahead with an expanded data center footprint while scrutiny in Texas adds a new...

During Q2 earnings, Cipher Digital announced that it delivered phase one of its Black Pearl data center for Amazon two months early with rent now commenced.

Moby summary of Cipher Mining Inc.'s Q2 2026 earnings call

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.

Cipher Mining (NASDAQ:CIFR) said its second-quarter 2026 business update reflected continued progress in its transition toward developing and operating data centers for high-performance computing, or HPC, customers. The company highlighted an accelerated delivery at its Black Pearl campus, an $810 m

Cipher Digital Inc. (CIFR) delivered earnings and revenue surprises of -209.52% and -15.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The company said the Stingray development was funded completely by a bond offering completed during the quarter.

Cipher began collecting rent at Black Pearl two months early and completed an $810 million secured notes offering to fund Stingray, while its Texas development pipeline expanded near San Antonio.

Cipher Digital's Q2 results may show data-center progress and stronger growth visibility, but mining exposure, construction spending and financing costs loom.

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

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…

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.

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…

Chardan Capital’s new coverage of Cipher Digital (CIFR) has put fresh attention on the company’s relationship with Amazon Web Services, even as the stock dropped 9% and broader market weakness weighed on sentiment. See our latest analysis for Cipher Digital. The recent 9% intraday drop sits against a mixed backdrop for Cipher Digital, with the share price up 33.64% year to date and the 1 year total shareholder return at 251.46%. This suggests strong longer term momentum despite a 16.54% share...

Earlier this week, Cipher Digital attracted fresh analyst attention that emphasized its growing role in high-performance computing colocation and its direct relationship with Amazon Web Services, alongside existing large-scale data center contracts. What stands out is that investors appear to be weighing this AWS-linked opportunity against a market preference for already executed, investment-grade leases and greater visibility on upcoming Q2 results and ERCOT capacity decisions. We’ll now...

Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.

Cipher Digital Inc. (CIFR) concluded the recent trading session at $23.15, signifying a -10.34% move from its prior day's close.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

Cipher Digital extended its rally for a second day on Tuesday, surging 19 percent in intra-day trading to claw back to the $24 level, as investors resumed buying positions ahead of its second-quarter earnings release. Based on its historical reporting dates, Cipher Digital Inc. (NASDAQ:CIFR) is set to announce its earnings performance in the second […]

Existing grid connections could make former mining campuses valuable AI infrastructure, especially when paired with onsite generation that bypasses years-long utility queues.

Cipher Digital stock has delivered a very large 296.4% return over the past three years, yet its current valuation screens as expensive rather than a clear bargain on Simply Wall St's checks. Over three years, Cipher Digital has returned 296.4%, which puts extra focus on whether recent gains already reflect the company’s future growth potential. The pivot toward leasing AI and high performance computing data centers, backed by long term lease agreements, can support higher valuation...

Cipher Digital Inc. (CIFR) concluded the recent trading session at $17.72, signifying a -10.82% move from its prior day's close.

Bernstein remains bullish on the sector, stating that miners have contracted less than a quarter of their combined 30 GW power-development pipeline.

American Bitcoin Corp shares hit an all-time low Wednesday, erasing more than $600 million from Eric Trump‘s stake as competitors that pivoted to AI averaged 60% gains against ABTC’s 77% plunge. American Bitcoin Chose Bitcoin While Everyone Else Chose AI...

Cipher Digital Inc. (CIFR) reached $22.11 at the closing of the latest trading day, reflecting a -4.94% change compared to its last close.