On its Q3 2026 earnings call, Riot announced a 910 megawatt agreement with a leading frontier lab. Riot didn't name the ...
The midterms brought a blue wave, and Texas now has its first Democratic governor in over 30 years. Gina Hinojosa beat Greg ...
Texas just elected a governor who wants to pause new data centers, and SpaceX stock has slid back toward its IPO price. Does ...
Riot signs 15-year, 910 MW Corsicana powered-land lease with frontier AI lab worth about $28 billion
Riot will commit about $5.5 billion to site work and tenant reimbursements. Rent on all 910 MW is due regardless of utilization, with the first 400 MW scheduled for September 2027.
TeraWulf said Google can assume Anthropic's rent or pay a declining termination fee after a default, but the support starts ...
KBW halved its odds on Cipher's Reveille lease and trimmed CleanSpark's Sealy and Brazoria to 50%, citing Gina Hinojosa's ...
Hut 8 used bitcoin-sale proceeds for $250 million of repurchases while its expected AI lease value reached $26.6 billion.
The upcoming US elections could trigger massive shifts for AI stocks and data center builds. We analyze the policy risks ...
Bernstein raised its 2030 capacity, revenue and EBITDA forecasts for Cipher but cut its multiple to 15x from 21x and lifted ...
Rosenblatt raised its 2027 and 2028 EBITDA forecasts for Cipher Digital but applied a lower multiple, citing a growing share ...
ATB Cormark sees 138.6% upside in Galaxy shares. The firm lifts 2026 and 2027 EBITDA estimates, trims 2028 data-center revenue and gives no value to most of the Texas power pipeline.
Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...
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