TLDRs; Sandisk shares fell despite strong earnings as investors questioned whether price increases can sustain future growth. The company delivered record revenue growth, boosted by AI storage demand and higher NAND pricing. Data center sales […]
TLDRs; Intel’s shares lagged major semiconductor peers as investors questioned whether heavy manufacturing spending will translate into stronger cash generation. The company plans to invest $5.7 billion in its Ireland campus, representing roughly one-third of […]
Key Takeaways On June 30, the Energy Department issued emergency orders to the PJM grid to prevent blackouts. High power prices forced Bitcoin miners to curtail operations, cutting global hashrate. Investors are tracking PJM grid […]
You could feel the mood shift on desks. One morning the software names that owned the AI story just… stalled. Meanwhile Micron, Western Digital, Seagate started sprinting. Not a short squeeze, not a rumor cycle. […]
Key Takeaways HIVE’s BUZZ HPC signed a 3-year, $220M AI cloud deal with Bell Canada and Cohere. NVIDIA-powered AI factories could add $70M ARR, boosting HIVE’s HPC expansion. HIVE plans a 32MW Sweden upgrade, with […]
Key Takeaways IREN completed its Nostrum Group deal on June 15, adding 490MW in Spain. IREN stock gained about 4% as crypto-AI infrastructure demand stayed in focus. Nostrum CEO Gabriel Nebreda says IREN can scale […]
The following guest post comes from BitcoinMiningStock.io, a public markets intelligence platform delivering data on companies exposed to bitcoin mining, artificial intelligence, and crypto treasury strategies. Originally published on May 26, 2026, by Cindy Feng. […]
Key Takeaways Terawulf bought a Kentucky AI campus targeting 1GW of HPC capacity by 2030. Terawulf shares jumped 13.6% as AI revenue surpassed bitcoin mining in Q1 2026. Morgan Stanley and Google backed Terawulf’s $3B […]
TLDRs; Nvidia slipped slightly as investors locked in profits after strong AI-driven gains. $91 billion revenue forecast beat expectations but triggered cautious near-term trading sentiment. AI infrastructure demand remains strong, but valuation concerns are weighing […]
Key Takeaways Applied Digital signs a 15-year, $7.5B lease at Polaris Forge 3, pushing total contracted revenue to $31B. APLD now holds 1,200 MW of contracted AI capacity across 4 campuses, with 65% backed by […]
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