IREN expands its data center, AI operations to Australia with new deal. Bernstein shifts targets on three bitcoin miners. Bitcoin price slides.
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Riot posted its first data center revenue of $33.2 million in the first quarter, a moment CEO Jason Les called an "inflection point."
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...
In late May 2026, Riot Platforms outlined its growing AI‑focused data center ambitions, highlighted at the Bernstein 42nd Annual Strategic Decisions Conference in New York and supported by newly reported, highly profitable recurring revenue from its Data Center segment. This marks a meaningful shift as Riot begins to diversify beyond traditional Bitcoin mining, using its power footprint to build lease‑based infrastructure for AI and high‑performance computing customers. We’ll now examine how...
The June 2nd earnings call will give investors more detail on HIVE’s mining profitability, power capacity, and whether its AI/HPC plans are moving from land and power access toward funded capacity and customer commitments.
Riot Platforms (RIOT) is back in focus after highlighting its newly separated Data Center segment and a large Corsicana expansion aimed at AI and high performance computing, alongside rising institutional interest. See our latest analysis for Riot Platforms. Recent news around the high margin Data Center segment and Corsicana expansion comes alongside sharp share price moves, with the stock showing strong upward momentum over the past month and a very large 1 year total shareholder return. If...
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Riot Platforms, Inc. (NASDAQ:RIOT) ranks 16th on this list. Riot Platforms, Inc. (NASDAQ:RIOT) has been a constant feature in the 13F portfolio of Situational Awareness LP since the third quarter of 2025. Back then, this position […]
Bitcoin mining stocks surged as investors view miners as AI infrastructure providers rather than crypto-focused companies. Hut 8 shares have climbed nearly 600% year-over-year, while ...
Small-cap stock Riot Platforms (NASDAQ: $RIOT) is firing on all cylinders.
MSTR's Bitcoin holdings near $64B dwarf its software revenue base as capital raises and treasury growth take center stage.
Riot Platforms, Inc. (NASDAQ:RIOT) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Jefferies initiated coverage of Riot Platforms, Inc. (NASDAQ:RIOT), on May 14, 2026, with a Hold rating and a price target of $24 on the stock. The inclusion was part of Jefferies’ coverage initiated on four AI data center developers with […]
Riot Platforms (NasdaqCM:RIOT) is expanding its role in the AI value chain as AMD confirms a major 10 year AI infrastructure expansion at data centers operated by Riot. AMD plans to double its capacity at Riot facilities, signaling concrete AI related demand beyond Riot's core bitcoin mining business. Bernstein analysts have recently assigned outperform ratings, pointing to Riot's access to power rich data center hubs as a key advantage for AI workloads. For investors tracking...
CleanSpark Inc. (NASDAQ:CLSK) is one of the 10 Stocks With Powerful Gains. Shares of CleanSpark rallied for a second day on Tuesday, jumping 9.30 percent to close at $14.69 apiece, as investors took heart from an investment firm’s bullish call for its stock. In a market note, CleanSpark Inc. (NASDAQ:CLSK) received a $24 price target […]
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...
Shares of HIVE Digital Technologies (NASDAQ:HIVE) are up 34% in mid-morning trading Monday, while T1 Energy (NYSE:TE) shares have climbed 20%. The catalyst: a wave of social media buzz around a 13-F disclosure from Leopold Aschenbrenner’s Situational Awareness LP. HIVE stock traded near $3.60 after closing Friday near $2.73. TE stock pushed to $6.76, from ... HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet
The S&P 500 Index ($SPX ) (SPY ) today is up +0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.25%. June E-mini S&P futures (ESM26 ) are up +0.10%, and June E-mini Nasdaq futures...
Riot Platforms (RIOT) has drawn fresh attention after recent trading left the stock with a month return of 35% and a past 3 months gain of 54%, in sharp contrast to its 1-day pullback. See our latest analysis for Riot Platforms. With the share price at US$23.49, Riot’s recent 1-day share price decline of 4.59% and 7-day share price pullback of 2.45% sit against a much stronger backdrop, including a 65.89% year to date share price return and a 156.72% 1-year total shareholder return that point...
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...
MSTR faces rising earnings pressure as fair-value accounting and Bitcoin volatility drive massive unrealized losses and balance-sheet risks.
Investing.com -- Wall Street is arguing that a group of former Bitcoin mining companies could emerge as major beneficiaries of the artificial intelligence infrastructure boom, thanks to one increasingly scarce asset: access to power.
Applied Digital trades at a premium, but expanding AI data center capacity and $23B in contracted lease revenues keep growth expectations elevated.
Terrestrial Energy (NASDAQ:IMSR) said it advanced engineering, regulatory, supply chain and commercial milestones in the first quarter of 2026, as management emphasized rising electricity demand from artificial intelligence infrastructure, manufacturing reshoring and broader electrification as key d
Traders are piling into this AI data-center pivot even as fresh earnings highlight execution risks, today, May 11, 2026.
Riot Platforms and Terrestrial Energy have agreed to jointly develop nuclear powered data centers using IMSR plants. The partnership focuses on supplying clean, reliable baseload power for Riot’s expanding digital infrastructure operations. The move reflects Riot’s effort to reduce reliance on Bitcoin mining and support power hungry AI and hyperscale data center customers. Riot Platforms (NasdaqCM:RIOT), recently trading at $24.11, has already attracted attention with a 39.8% return over...
In its latest news, Riot Platforms says it is investigating a partnership for nuclear-powered data centers.