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IREN's AI cloud revenues surge as contracted demand grows, but heavy spending, execution risks and a premium valuation keep investors cautious.

In recent weeks, Cipher Digital Inc. has faced a sharp contrast between upbeat brokerage “buy” recommendations and a Zacks Rank of Sell, driven by very large cuts to current-year earnings estimates and rising concerns around Texas’ new data center review process. This divergence between headline ratings and weakening earnings expectations highlights how surface-level analyst enthusiasm can mask growing fundamental doubts about the business outlook. We’ll now examine how the sharp earnings...

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

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

Revenue, margin and cash expenses missed KBW forecasts as Cipher expanded its Texas development pipeline. A state-ordered review now clouds the interconnection timeline for several proposed campuses.

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?

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.

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 […]

Cipher Digital climbed by 16.97 percent on Monday to end at $20.54 apiece, as investors resorted to bargain-hunting after five days of declines, while starting to position portfolios ahead of its earnings release. The rally followed Friday’s fall to a three-month low of $16.13—a level it last touched in April this year, and which investors […]

Shares of Bitcoin (CRYPTO: $BTC) miners tied to the artificial intelligence (A.I.) buildout are rising after chipma...

Moby summary of Cipher Mining Inc.'s Q1 2026 earnings call

Thomas Armstrong: Good morning, and thank you for joining us on this conference call to address Cipher Digital's business update for the first quarter of 2026. Joining me on the call today are Tyler Page, Chief Executive Officer; and Greg Mumford, Chief Financial Officer. Please also note that this conference call is the property of Cipher Digital, and any taping or other reproduction is expressly prohibited without prior consent.

Cipher Mining (NASDAQ:CIFR) executives highlighted a busy start to 2026 focused on executing its shift from Bitcoin mining toward developing and operating hyperscale-ready high-performance computing (HPC) data centers, as management detailed new lease activity, major financings, construction progres

Cipher Digital Inc. (CIFR) delivered earnings and revenue surprises of -3.70% and +3.35%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Q1 2026 crypto earnings test whether AI hosting revenue can offset post-halving mining margin pressure for top miners.

CIFR is likely to report Q1 results with shrinking revenues, rising losses and a high-stakes pivot to HPC data centers yet to offset mining weakness.

AppLovin (APP) 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.

Cipher Digital Inc. (CIFR) 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.