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Cipher Digital turns to debt market to fund data center growth
Proactive63d agoneutral
Cipher Digital turns to debt market to fund data center growth

Cipher Digital Inc (NASDAQ:CIFR) plans to raise $810 million through a private offering of senior secured notes due 2031, issued by a subsidiary, to back its data center operations. The notes will be offered by Stingray Compute LLC, a wholly owned subsidiary of Cipher, to qualified...

Analyst reveals a surprising winner in the AI race
TheStreet64d agoneutral
Analyst reveals a surprising winner in the AI race

Bitcoin miners are emerging as an important part of the artificial intelligence buildout, according to a new research note from Bernstein analyst Gautam Chhugani. The firm initiated coverage of two mining companies, TeraWulf and Cipher Digital, with "Outperform" ratings, calling them "the power ...

Investing.com68d agoneutral
Bitcoin miners best positioned in “time to compute” race, Bernstein says

Investing.com -- Bernstein initiated coverage of TeraWulf and Cipher Digital with Outperform ratings in a note on Thursday, arguing that Bitcoin miners are uniquely positioned to meet surging demand for AI computing infrastructure through their large-scale power portfolios and ability to deliver operational data center capacity quickly.

Cipher Digital (CIFR) Valuation Check As Data Center And Bitcoin Mining Expansion Draws Attention
Simply Wall St.70d agoneutral
Cipher Digital (CIFR) Valuation Check As Data Center And Bitcoin Mining Expansion Draws Attention

Cipher Digital stock reacts to data center and bitcoin mining business profile Cipher Digital (CIFR) runs industrial scale data centers focused on bitcoin mining and high performance compute hosting in the United States, putting the stock squarely in the spotlight for investors tracking crypto infrastructure exposure. See our latest analysis for Cipher Digital. The recent focus on Cipher Digital’s data center and bitcoin mining profile comes alongside strong momentum, with a 30 day share...

Cipher Digital Recasts Growth Story Around AI Data Center Contracts
Simply Wall St.70d agoneutral
Cipher Digital Recasts Growth Story Around AI Data Center Contracts

Cipher Digital (NasdaqGS:CIFR) has shifted its core business from bitcoin mining to high-performance data center development and leasing. The company has secured long-term contracted revenue with Amazon Web Services and Google, tied to U.S. AI infrastructure expansion. This pivot positions Cipher Digital as an infrastructure provider focused on high-demand AI computing power and related power grid capacity needs. Cipher Digital now trades at $24.01 and sits in a very different position than...

Bloomberg71d agoneutral
For Goldman’s Top Bankers, It’s All AI Data Centers All the Time

(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I

Cipher Digital Inc. (CIFR): Leopold Aschenbrenner Sells Stake in Data Center Stock
Insider Monkey73d agobearish
Cipher Digital Inc. (CIFR): Leopold Aschenbrenner Sells Stake in Data Center Stock

We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Cipher Digital Inc. (NASDAQ:CIFR) ranks 31st on this list. Filings for the first quarter of 2026 show that Leopold Aschenbrenner has sold off the stake his hedge fund had in Cipher Digital Inc. (NASDAQ:CIFR). In […]

The Secret Energy Play Overlooked by AI Investors That Is Set to Soar
24/7 Wall St.74d agobullish
The Secret Energy Play Overlooked by AI Investors That Is Set to Soar

The AI buildout has a power problem. Hyperscalers are racing to deploy GPUs, but the U.S. grid is short on megawatts, and operators with energized land and signed interconnect agreements have become the chokepoint nobody wants to talk about. The Energy Information Administration’s latest outlook flags data center growth concentrated in the West South Central ... The Secret Energy Play Overlooked by AI Investors That Is Set to Soar

Overhyped AI Stocks: 1 Pure-Play Infrastructure Stock Under $30 to Buy Right Now
24/7 Wall St.75d agobullish
Overhyped AI Stocks: 1 Pure-Play Infrastructure Stock Under $30 to Buy Right Now

Megacap tech is wobbling, and money is looking for somewhere cheaper to land. With NVIDIA (NASDAQ:NVDA) pushing eye-watering multiples and software names trading like the AI build-out is already finished, the smarter rotation is happening one layer down the stack: the physical power and data center capacity that every hyperscaler is fighting over. Stocks under ... Overhyped AI Stocks: 1 Pure-Play Infrastructure Stock Under $30 to Buy Right Now

Is Cipher Digital Inc. (CIFR) a Strong Buy as Morgan Stanley Raises Price Target?
Insider Monkey75d agobullish
Is Cipher Digital Inc. (CIFR) a Strong Buy as Morgan Stanley Raises Price Target?

We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Cipher Digital Inc. (NASDAQ:CIFR) is among the best Strong Buy stocks on this list. TheFly reported on May 19 that Morgan Stanley increased its price target on CIFR to $42.50 from $40.50 while maintaining an Overweight rating on the stock. […]

Cipher Digital Leases Hyperscale AI Capacity And Shifts Beyond Bitcoin Mining
Simply Wall St.79d agoneutral
Cipher Digital Leases Hyperscale AI Capacity And Shifts Beyond Bitcoin Mining

Cipher Digital (NasdaqGS:CIFR) has leased hyperscale AI infrastructure capacity to Amazon Web Services and Google/Fluidstack. The company is pivoting from bitcoin mining toward high performance computing and data center services. Cipher Digital recently leased a third large scale AI data center campus to support a multi gigawatt development pipeline. The new arrangements include substantial contracted cash flows tied to long term AI infrastructure demand. Cipher Digital, historically...

Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution
24/7 Wall St.82d agoneutral
Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution

With megacap AI software names trading at triple-digit cash-flow multiples, value-oriented investors are quietly rotating into the physical layer of the buildout: power, land, and data center capacity. The U.S. is projected to need at least 50 gigawatts of electric capacity for AI by 2028, and that bottleneck is where unsexy infrastructure plays under $30 ... Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution