Notícias

In a major update, Stanley Druckenmiller’s Duquesne Family Office has made a notable move into publicly traded Bitcoin mining companies. It has added exposure to four major miners as the billionaire investor reshuffles his portfolio. According to the latest portfolio disclosures, Duquesne has opened positions in Bitdeer Technologies, Riot Platforms, Hut 8 and IREN. The

Famed investor Stanley Druckenmiller has taken a shine to cryptocurrency miners turned artificial intelligence (A.I...

Bit Digital stock climbed after a $107.2 million quarterly loss, breaking from the selloff hitting rival crypto treasury firms.

The company had a busy Monday, announcing both its latest quarterly results and plans to sell more equity.

Stephen Glagola retained a Market Perform rating but applied an 8% cap rate to the Norway AI lease and projected $750 million of equity issuance through 2027.

Bitdeer Technologies Group stock has fallen sharply over the past few years, yet some valuation checks still point to pockets of potential value rather than a clear warning sign. Bitdeer Technologies Group shares are down about 35.7% over the past three years, which raises the question of whether recent weakness has pushed the stock below what its fundamentals may justify. The long term AI data center agreements and expansion plans can support higher long run cash generation if executed...

Mark Palmer argues Bitdeer’s mining cash flow and existing power infrastructure can limit the equity required to develop its contracted Tydal AI data center project.

The Buy-rated operator beat Needham’s second-quarter forecasts and secured a major Tydal lease, but limited follow-on colocation capacity and expected equity dilution weighed on its valuation.

Bitdeer stock fell 20% to its lowest since March after a Q2 loss and revenue that missed analyst estimates.

Bitcoin production surged 377% while AI cloud revenue jumped 284% sequentially.

For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics.

Bitdeer Technologies Group (BTDR) reports 47% revenue growth and a landmark 16-year lease with Volta, positioning AI infrastructure as a core growth pillar despite ongoing margin pressure.

Bitdeer Technologies Group (NASDAQ:BTDR) shares gained 1. 65% in pre-market trading on Monday despite the Bitcoin mining and AI infrastructure company reporting second-quarter earnings and revenue below Wall Street expectations.

Bitdeer’s adjusted EBITDA reached $31.1 million, while quarterly capital expenditures totaled $266 million as the operator expanded mining and AI infrastructure.

The headline numbers for BITDEER TEC GRP (BTDR) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Bitdeer Technologies Group (NASDAQ:BTDR) reported higher second-quarter revenue and a sharp improvement in adjusted EBITDA as growth in self-mining capacity and AI Cloud operations offset continued pressure on gross margins from depreciation and Bitcoin mining economics. The company also highlighte

BITDEER TEC GRP (BTDR) delivered earnings and revenue surprises of -5.71% and +2.10%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus […]

Bitdeer, Forward, and Bit Digital report this week after sharp Q1 losses. Bitdeer stock jumped 83% in Q2. Here's what to watch.

Bitcoin was trading right around $65,000 U.S. on Aug. 7 to end a difficult week for the crypto market. ...

ICF (ICFI) delivered earnings and revenue surprises of +10.06% and -0.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Bitdeer Technologies (NASDAQ: $BTDR) has secured a $4.7 billion U.S. artificial intelligence (A.I.) data centre lea...

Bitdeer Technologies Group recently announced that its subsidiary Tydal Data Center AS has signed a 16-year colocation lease and services agreement with Volta Tydal AS for 121 IT megawatts at its Tydal AI campus in Norway, underpinning an estimated US$4.70 billion in contracted revenue with electricity costs passed through to the tenant. The agreement effectively locks in long-duration, renewable-powered AI infrastructure demand, backstopped by about US$1.30 billion in letters of credit from...

Bitdeer Technologies Group (BTDR) is drawing fresh attention after announcing a 16-year colocation and services agreement at its Tydal campus in Norway, valued at about US$4.7b and focused on high-end AI workloads. See our latest analysis for Bitdeer Technologies Group. Even with the Tydal announcement and the recent auditor change to Deloitte & Touche LLP, Bitdeer Technologies Group’s share price return is down 17.9% over 90 days and its 1 year total shareholder return is down 14.5%. This...

The Norway conversion carries high revenue density and low remaining capex, but Volta’s partial credit support and termination rights leave Bitdeer with more tenant exposure than peer transactions.

The company plans to use Nvidia’s DSX platform for future sites and is targeting the deployment of multiple gigawatts of capacity by 2030.

Bitdeer jumped as much as 23% at the open after Bloomberg reported that Anthropic could be a counterparty for its Tydal, Norway campus. Bitdeer has signed a 16-year colocation, $4.7…

Anthropic has been on a cloud partnership spree in recent months, and its latest move is reportedly a $10 billion deal with AI cloud startup Volta.

The six-year agreement covers a 133-megawatt data center in Norway stocked with Nvidia's Vera Rubin chips

Anthropic has signed a $10 billion, six-year deal for computing capacity with Volta Infra Holdings, a cloud infrastructure startup backed by Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), according to media reports citing people familiar with the matter, as the Claude maker moves to secure additional...