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Cipher remained the fund’s largest reported holding by value, while Soluna entered the portfolio and two other infrastructure operators disappeared from the filing.
The average brokerage recommendation (ABR) for Cipher Digital Inc. (CIFR) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.
The company pledged to cover its facilities’ energy, water and grid costs as Texas audits a 474 GW interconnection pipeline. Meta disclosed no spending amount, capacity or timetable.
The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.
Bitcoin is holding near $65,000, yet some of the largest mining stocks are posting their worst week in months. The reason has nothing to do with the coin and everything to do with what these companies reported after the bell.
CIFR delivers initial Black Pearl HPC capacity two months early as it expands its data-center pipeline and project financing.
Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.
The double miss is irrelevant baed on where Cipher Digital is heading.
Analyst price targets for Cipher Digital currently span a wide band from about US$25 to US$53.50, with many frameworks clustering around a Fair Value figure close to US$32.79 per share. Much of this centers on how research views Cipher Digital’s mix of high performance computing and bitcoin mining, its power access, and the strength of its leasing pipeline with hyperscalers and other tenants. As you read on, you will see how to track these shifting assumptions and what they can mean for your...
The audit leaves energization timelines uncertain for Cipher’s 1.4 GW net Texas portfolio, shifting near-term attention toward capacity outside the new interconnection study.
The firm maintained its $30 target, implying 38% upside, as early Black Pearl delivery and 477 MW of available capacity offset uncertainty across Cipher’s Texas development pipeline.
Cipher Digital reported early delivery progress at its Black Pearl data center site. The company announced plans for a major new data center project near San Antonio, Texas. Cipher Digital launched an $810 million secured notes offering to support its expansion plans. Regulatory reviews in Texas have introduced uncertainty around proposed data center approvals. Cipher Digital, traded as NasdaqGS:CIFR, is pushing ahead with an expanded data center footprint while scrutiny in Texas adds a new...
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.
Senate to try to fit in an initial vote on the Clarity Act, Majority Leader Thune said. Cathie Wood buys nearly $10 mil in Coinbase, Circle.
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?
The company said the Stingray development was funded completely by a bond offering completed during the quarter.
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.
The latest trading day saw Cipher Digital Inc. (CIFR) settling at $22.32, representing a -1.48% change from its previous close.
The latest trading day saw Cipher Digital Inc. (CIFR) settling at $22.32, representing a -1.48% change from its previous close.
Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.
Morgan Stanley research flagged upside for Cipher Digital and Galaxy Digital from ERCOT's large-load interconnection process. The bank estimates ERCOT will classify roughly 65 gigawatts of large-load requests as baseload…
With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.
TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.
The initial classifications could strengthen the grid positions of Cipher Mining and Galaxy Digital while adding pressure to Texas power prices. Projects placed in the studied category face a longer…
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