Key Takeaways CIFR shares have surged 296.7% in 6 months, outpacing peers as the company evolves beyond bitcoin mining.CIFR signed long-term AI hosting deals, including a 15-year AWS lease, boosting revenue visibility.CIFR still faces bitcoin price volatility and widening 2026 loss estimates, tempering near-term upside.Cipher Mining (CIFR) shares have gained a stellar 296.7% over the past six months compared with the Technology Services industry’s growth of 17.1%. However, the broader Zacks Business Service ...

We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Cipher Mining Inc. (NASDAQ:CIFR) is one of the biggest losers on Monday. Cipher Mining saw its share prices drop by 13.55 percent on Monday to close at $14.74 apiece as investors took path from the decline in Bitcoin prices and renewed concerns about an AI bubble. Cipher Mining Inc. (NASDAQ:CIFR) declined alongside its peers, namely Terawulf,  Hut 8, and CleanSpark, after Bitcoin, as of writing, shed 2.27 percent of its value at ...

Bitcoin mining equities fell approximately 10% shortly after market open on Monday as the price of bitcoin dropped significantly. The decline coincided with reports regarding the forced closure of cryptocurrency mining operations in China. Bitcoin dropped from $89,474 to $87,024.78 in less than one hour during the morning session. This volatility triggered a broad selloff among major publicly traded bitcoin mining stocks. Reports also surfaced today that the CCP has renewed its crack down on bitcoin min ...

Core Insights - Investment strategist Shay Boloor has identified ten sub-$10 billion market-cap companies poised to benefit from long-term trends leading into 2026, focusing on essential platforms and hard infrastructure rather than short-term narratives [1][19] Company Summaries - **Ondas Holdings (NASDAQ: ONDS)**: Developing a wireless connectivity layer for industrial and autonomous drones, with strong revenue growth momentum and a year-to-date stock increase of over 230% [2][3] - **Cipher Mining (NASDAQ: CIFR)**: Transitioning to a digital infrastructure owner with large-scale power and data-center assets, stock up over 250% year to date [6] - **Jumia Technologies (NYSE: JMIA)**: Refining its e-commerce and logistics model in Africa, with improved order volumes and a stock gain of about 215% [7] - **DigitalOcean Holdings (NYSE: DOCN)**: Regaining investor confidence with strong earnings and positioning as an AI inference cloud, stock up 40% year to date [8] - **IREN Limited (NASDAQ: IREN)**: Expanding compute capacity with record profitability and a nearly 285% stock increase [9] - **ClearPoint Neuro (NASDAQ: CLPT)**: Advancing image-guided navigation platforms for neurosurgeons, with a stock decrease of 18% year to date [10] - **Eos Energy Enterprises (NASDAQ: EOSE)**: Developing zinc-based energy storage systems for high-load environments, stock up 170% year to date [11] - **Navitas Semiconductor (NASDAQ: NVTS)**: Supplies gallium nitride power chips for AI data centers, stock up 145% year to date despite near-term pressures [14] - **Viking Therapeutics (NASDAQ: VKTX)**: Developing GLP-1 therapies for obesity and diabetes, with a stock decrease of about 10% [16] - **TransMedics Group (NASDAQ: TMDX)**: Scaling its organ care system with a focus on logistics, stock up about 90% [18]

Core Insights - The artificial intelligence industry is currently experiencing significant growth and is expected to maintain its success throughout the decade [1] Industry Summary - Artificial intelligence has emerged as the hottest industry, indicating a strong market demand and investment interest [1] - The ongoing advancements in AI technology are likely to drive further growth and innovation in various sectors [1]

Investment Rating - The report maintains an "Accumulate" rating for the industry [6] Core Insights - In recent years, several Bitcoin mining companies have partnered with AI cloud providers, utilizing part of their electricity for GPU hosting and developing AIDC (AI Data Center) businesses, with contracts totaling $53.6 billion and involving 1.959 GW of power [1][11] - The market perceives that Bitcoin mining companies primarily have an advantage in electricity resources compared to other AIDC competitors, but many have prior experience in self-operated cloud services [4][10] - The report suggests that companies with more AI electricity capacity tend to have higher market valuations, with average valuations of $4.73 million/MW for total electricity, $12.26 million/MW for mining electricity, and $144 million/MW for AI electricity [4][55] Summary by Sections 1. Current Status of Bitcoin Mining Transformation to AIDC - As of November 3, 2025, six Bitcoin mining companies have signed contracts with at least five cloud providers, totaling $53.6 billion and involving 1.959 GW of power [1][11] - Over 50% of the AI cloud providers that signed contracts with Bitcoin mining companies are emerging firms, with Coreweave being the largest [2][13] - The average contract duration for AIDC projects is 14 years, with a minimum of 5 years and a maximum of 25 years [3][24] - The average price for key IT load contracts is $1.73 million/MW/year, indicating a consistent pricing structure across projects [3][27] 2. Reasons and Models for Transformation - The transition to AIDC is driven by the uncertainty in revenue and profitability from Bitcoin mining, which faces challenges such as fluctuating prices and increasing competition [33][35] - AIDC offers higher gross margins compared to Bitcoin mining, with various projects reporting net operating income margins between 80% and 88% [40][39] 3. Self-Operated Cloud Services by Mining Companies - Companies like Iris Energy, Hive Digital, and Bitdeer are actively developing self-operated AI cloud services, with Iris Energy expected to operate 140,000 GPUs by the end of 2026 [43][47] - Bitdeer plans to operate 1,160 GPUs by the end of 2025, while Hive Digital aims to exceed 11,000 GPUs by the end of 2026 [44][51] 4. Future Outlook for AIDC Transformation - The report anticipates an acceleration in the transformation of Bitcoin mining companies to AIDC, as companies with more AI electricity capacity are valued higher in the market [55] - The report highlights the importance of companies having substantial electricity reserves and experience in AI cloud services for future investment opportunities [4][55]

GREENWICH, Conn., Dec. 11, 2025 (GLOBE NEWSWIRE) -- Leverage Shares by Themes unveil six new single stock leveraged ETFs, available for trading starting December 11, 2025. These products are designed to empower investors to amplify returns (up and down) and actively engage with the performance of Opendoor Technologies, Cipher Mining, Grab Holdings, Duolingo, Lithium Americas Corp, and the United Parcel Service. The new ETFs are tailored to target a 200% exposure to the daily performance of their underlying ...

Core Viewpoint - The U.S. cryptocurrency mining companies experienced a significant rebound in stock prices, indicating positive market sentiment towards the sector [1] Group 1: Company Performance - Applied Digital (APLD.US) saw an increase of over 5.8% in its stock price [1] - Cipher Mining (CIFR.US) rose by more than 5.6% [1] - CleanSpark (CLSK.US) and IREN Ltd (IREN.US) both experienced gains exceeding 3% [1]

We recently published 10 Stocks Deep in the Red. Cipher Mining Inc. (NASDAQ:CIFR) is one of the worst performers on Tuesday. Cipher Mining saw its share prices drop by 10.41 percent on Tuesday to close at $17.64 apiece as investors resorted to profit-taking following a whopping 40 percent gain last week. Despite the shortened trading session last week in line with the Thanksgiving holiday, Cipher Mining Inc. (NASDAQ:CIFR) saw its share prices break past the $21 level before trimming gains to end the day ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...