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Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]
Anthropic’s expanding data center footprint strengthens AMD’s AI growth story as Instinct deployments accelerate and Data Center revenue surges.
Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at its ...
Crypto market maker Wintermute plans to invest about $1 billion over the next five years in high-frequency trading ...
The amount of money earned from mining Bitcoin (CRYPTO: $BTC) has fallen to a 10-year low. ...
Riot Platforms just demonstrated that a Bitcoin mining company’s most valuable line item isn’t its hash rate; it’s the megawatts sitting behind it. The company’s new 20-year, $9.1Bn compute lease with Anthropic converts a Texas mining campus into contracted AI infrastructure revenue that has nothing to do with block rewards, ...
In August 2026, Riot Platforms reported second-quarter 2026 results showing revenue of US$174.24 million but a net loss of US$237.17 million, driven in part by almost US$27.97 million of impairment charges, while bitcoin production rose to 1,587 coins. On the same day, the company revealed a long-term agreement to lease 191 MW of IT capacity at its Rockdale, Texas campus to a leading AI lab in a US$9.10 billion, 20-year data center deal, signaling a major move toward becoming an AI...
Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.
Riot Platforms used its Q2 earnings call to announce a $9.1 billion, 191-megawatt AI lease at Rockdale and disclose a non-binding letter of intent covering the entirety of its one-gigawatt…
One data center deal points to much bigger demand ahead
A big data center lease just sent Riot Platforms shares soaring, after Bloomberg named the undisclosed tenant as Anthropic.
Riot Platforms has already handed long-term holders a massive year-to-date gain, yet Wall Street analysts and a proprietary model are pointing to a target that would still more than double the current share price. The question is whether three very specific conditions can fall into place before 2026 ends.
Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.
On today's episode, Melker discusses the Riot Platforms (RIOT), a bitcoin mining company that is ditching bitcoin (BTC-USD) mining to pursue the potentially more lucrative artificial intelligence market through a reported $9 billion deal with Anthropic (ANTH.PVT). "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Riot Platforms surged more than 20% after signing a $9.1 billion deal, reportedly with Anthropic, to lease AI computing capacity at its Texas campus. The move shows how bitcoin miners are reinventing themselves as AI infrastructure landlords. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
Riot Platforms Inc (NASDAQ:RIOT) shares rose about 4% on Tuesday after the bitcoin mining company announced a 20-year data center lease with a leading frontier AI lab in a deal valued at approximately $9.1 billion over its initial term. The tenant was not identified by Riot, but the deal has...
Riot is scaling its data center push with a 191 MW AI lease, AMD buildout and Corsicana LOI, backed by project debt and $1.2B in liquidity.
Terrestrial Energy (NASDAQ:IMSR) reported second-quarter progress across its engineering, regulatory, supply-chain and commercial-development programs, while outlining updated unit economics for its IMSR small modular reactor plant design. Chief Executive Officer Simon Irish said the company contin
The analyst assigns half of Riot’s valuation to prospective site conversions, including a possible 756 MW critical IT deployment at Corsicana.
Wall Street analysts refuse to abandon their buy calls on a stock that has collapsed 75% over the past year, and one outlier has staked a price target so aggressive it would require a near-total reinvention of how the market values bitcoin leverage.
Futures for the Dow Jones Industrial Average and the other major stock indexes traded higher Tuesday, after it was reported the U.S. and Iran had reached "some sort of an arrangement" for a peace deal.
The 20-year lease covers 191 megawatts of computing capacity at Riot's Rockdale, Texas, campus and runs through June 2048
Stocks looked set to struggle for direction on Tuesday as investors worried about inflation, with hopes of Iran agreeing a deal to reopen the crucial Strait of Hormuz shipping route fading fast.
Riot Platforms, Inc. (NASDAQ:RIOT) stock traded higher Tuesday after the company reported second-quarter results after Monday’s market close. The rally may also have been supported by short-covering activity, with nearly 15% of the public float sold short. Second-Quarter Earnings Revenue rose 14% year over year to $174.2 million, beating the $152.1 million analyst estimate. Riot reported an adjusted EBITDA loss of $69.7 million, compared with adjusted EBITDA of $495.3 million a year earlier. The
↘️ Intel (INTC): The chip maker increased the size of its stock offering to $20 billion, up from $15 billion announced previously. Shares ticked down slightly in premarket trading. ↘️ Trump Media & Technology (DJT): President Trump’s media business posted a 10-fold increase in losses in the second quarter in its earnings after Monday’s close, driven by declines in the valuation of its digital assets.
Riot Platforms has delivered a 69.6% gain over the past year, yet its valuation checks lean expensive and raise questions about how much optimism is already in the share price. Over the last 12 months, Riot Platforms is up 69.6%. This puts recent buyers in profit and sets a high bar for what comes next to justify that move. The new US$9.1b, 20 year AI infrastructure lease at Rockdale can support long term contracted revenue. However, the scale of the required build out and financing may add...
Riot Platforms Inc (RIOT) secures landmark $9.1 billion AI data center lease and expands engineering margins, offsetting a $237 million GAAP net loss in Q2 2026.
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