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Vertiv Holdings Co (NYSE:VRT) has acquired Strategic Thermal Labs to expand its liquid cooling and high-density thermal management offerings for AI and high-performance computing data centers. The company has also been named a key infrastructure partner for Hut 8's Beacon Point campus AI project. For investors tracking AI infrastructure, Vertiv sits at the intersection of power, cooling, and data center buildouts. The stock trades at $369.99, with very large 3 year and 5 year returns and a...

IREN faces pressure from falling Bitcoin mining revenues, rising impairment charges and premium valuation as AI cloud competition intensifies.

Jacobs will apply expertise from Louisiana’s River Bend project to Hut 8’s planned Texas AI data centre campus.

Vertiv Holdings Co (NYSE:VRT) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with the first phase covering 352 megawatts of IT capacity. […]

On a recent episode of The Pomp Podcast, investor Jordi Visser relayed an admission from Anthropic CEO Dario Amodei that reframes how to think about AI infrastructure demand. Anthropic, the maker of the Claude assistant, watched AI demand blow past every internal scenario they had modeled: “We planned our business for 2 or 3x [growth], ... Anthropic’s CEO: AI Demand Didn’t 2-3x as Expected, ‘We 80x’d the Business’

For Hut 8, the recent event in focus is its 15-year $9.8 billion AI data center lease at Beacon Point with 352MW capacity. The stock ranks tenth on our list of 12 AI Stocks Wall Street Is Watching Now. Following the event, on May 6, Piper Sandler analyst Patrick Moley raised the price target on the […]

Why Hut 8 Stock Has Caught Investor Attention Recently Hut 8 (HUT) has drawn fresh attention after a strong recent run, with the stock showing gains over the past week, month, and past 3 months, prompting investors to reassess its risk and return profile. See our latest analysis for Hut 8. The recent surge in Hut 8 stands out, with a 30 day share price return of 92.14% and a year to date share price return of 97.35%, while the 1 year total shareholder return of more than 6x highlights how...

Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans.

Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

Canaccord raised its price target on Hut 8 (NASDAQ:HUT) stock to $130 from $70, keeping its Buy rating. The price target hike, delivered May 7, nearly doubles the firm’s prior valuation and reflects the company’s accelerating pivot from Bitcoin mining to AI data center infrastructure. A near doubling from a single firm ranks among the ... Canaccord Just Nearly Doubled Hut 8 Price Target to $130 on AI Data Center Pivot

American Bitcoin expands its Drumheller site, increasing hashrate by 1,112% using Bitmain units in partnership with Hut 8 to maximize Bitcoin per share.

The company said it mined a record 817 bitcoin in the quarter, up from about 783 in Q4 2025, and purchased an additional 803 bitcoin through treasury operations. Mining gross…

Moby summary of Hut 8 Corp.'s Q1 2026 earnings call

Hut 8 signs a major Beacon Point lease as it shifts from Bitcoin mining toward AI data center capacity.

Top Bitcoin miners booked Q1 2026 net losses as crypto prices slumped, even as AI data center pivots accelerated.

Matt from American Bitcoin joins the Block Space podcast live from Bitcoin 2026 in Vegas. They discuss the company’s 1,112% hashrate increase at Drumheller, the strategic partnership with Hut 8,…

Hut 8 Corp. (NASDAQ:HUT) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Hut 8 rallied to a new all-time high on Wednesday, as investors took heart from its strong performance in the first quarter of the year, with revenues more than tripling year-on-year. In an updated report, Hut 8 Corp. (NASDAQ:HUT) […]

Shares of Bitcoin miner turned AI factory Core Scientific (NASDAQ: CORZ) fell 9% following the company’s earnings call, held Wednesday evening. The firm announced Q1 2026 revenue of $115.24 million…

Bitcoin miner Hut 8 accelerates AI data center growth with $9.8 billion deal. Morgan Stanley debuts crypto trading on E-Trade.

(Bloomberg) -- Hut 8 Corp., a cryptocurrency miner that is shifting to developing artificial intelligence data center capacity, has signed a lease worth at least $9.8 billion over 15 years to provide computing power to a “high-investment-grade company.”Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While S