Core Viewpoint - HIVE Digital Technologies aims to achieve a Bitcoin mining capacity of 35 EH/s by 2026 through a new 100 MW hydroelectric expansion in Paraguay and a fivefold increase in its high-performance computing (HPC) and AI operations via strategic partnerships with Bell Canada [1][3][6] Strategic Expansion in Paraguay - HIVE has signed an agreement to develop a 100 MW hydroelectric-powered data center at its Yguazú site in Paraguay, increasing its total renewable capacity in the country to 400 MW [2][3] - This Phase 3 expansion follows the successful completion of Phases 1 and 2, which brought the Yguazú facility to a designed capacity of 300 MW [4] - Construction for Phase 3 is set to begin in early 2026, with full commissioning targeted for Q3 2026, resulting in a total renewable infrastructure footprint of 540 MW across Paraguay, Canada, and Sweden [5] Operational Growth and Strategic Partnerships - HIVE's Bitcoin mining capacity has increased from 6 EH/s at the beginning of the year to nearly 22 EH/s, with a target of reaching 25 EH/s by year-end [6] - The company expects to achieve a fivefold growth in its HPC capacity in 2026, supported by its partnership with Bell Canada, which integrates HIVE's AI infrastructure with Bell's national fiber network [7][9] - HIVE's dual business model focuses on Tier 1 Bitcoin mining for cash flow and network share, alongside Tier 3 HPC and AI operations for diversified growth [6][7] Future Outlook - In 2026, HIVE plans to continue scaling both its Tier 1 Bitcoin and Tier 3 HPC divisions, leveraging its renewable energy assets and strategic partnerships [8][9] - The company positions itself as a leader in sustainable digital infrastructure, combining blockchain and AI technologies [9][10]

Market Overview - U.S. stock futures are lower, with Dow futures dropping over 200 points on Friday [1] Company-Specific Movements - Bitfarms Ltd (NASDAQ:BITF) shares fell 9.5% to $4.78 in pre-market trading after announcing the pricing of upsized $500 million convertible senior notes [1] - American Battery Technology Co (NASDAQ:ABAT) shares tumbled 19.8% to $4.55 in pre-market trading, following a 37% decline on Thursday due to the termination of a Department of Energy grant [3] - HIVE Digital Technologies Ltd (NASDAQ:HIVE) shares dipped 18.2% to $4.78 in pre-market trading after a 14% decline on Thursday [3] - Standard Lithium Ltd (NYSE:SLI) shares declined 17.3% to $4.45 in pre-market trading after pricing a $130 million underwritten public offering [3] - Almonty Industries Inc (NASDAQ:ALM) slipped 16.4% to $7.11 in pre-market trading after a 12% dip on Thursday [3] - Mesoblast Ltd (NASDAQ:MESO) declined 13.7% to $15.63 in pre-market trading [3] - Jumia Technologies AG – ADR (NYSE:JMIA) shares fell 13.2% to $10.31 in pre-market trading [3] - Terawulf Inc (NASDAQ:WULF) shares fell 13.1% to $12.05 after reporting the pricing of $3.2 billion of senior secured notes [3] - Diginex Ltd (NASDAQ:DGNX) shares slipped 13.1% to $14.45 after an 18% decline on Thursday [3] - Aeluma Inc (NASDAQ:ALMU) shares fell 12.1% to $16.46 in pre-market trading [3] - Compass Diversified Holdings (NYSE:CODI) declined 11.7% to $6.60 in pre-market trading after an 8% gain on Thursday [3] - Integra Resources Corp (NYSE:ITRG) fell 11.3% to $2.89 in pre-market trading [3] - Forward Industries Inc (NASDAQ:FORD) fell 10.8% to $22.00 in pre-market trading [3] - Bruker Corp (NASDAQ:BRKR) declined 10.3% to $34.25 in pre-market trading [3] - Inter & Co Inc (NASDAQ:INTR) fell 10% to $8.04 in pre-market trading [3] - Hut 8 Corp (NASDAQ:HUT) fell 8.5% to $44.59 in pre-market trading after a 10% dip on Thursday [3] - Bitdeer Technologies Group (NASDAQ:BTDR) fell 8.2% to $23.75 in pre-market trading [3] - CleanSpark Inc (NASDAQ:CLSK) fell 7.5% to $18.49 in pre-market trading [3] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) fell 5.3% to $83.96 in pre-market trading [3]

Market Overview - U.S. stock futures are lower, with Dow futures dropping over 200 points on Friday [1] Company-Specific Movements - Bitfarms Ltd (NASDAQ:BITF) shares fell 9.5% to $4.78 in pre-market trading after announcing the pricing of upsized $500 million convertible senior notes [1] - American Battery Technology Co (NASDAQ:ABAT) shares tumbled 19.8% to $4.55 in pre-market trading, following a 37% decline on Thursday due to the termination of a Department of Energy grant [3] - HIVE Digital Technologies Ltd (NASDAQ:HIVE) shares dipped 18.2% to $4.78 in pre-market trading after a 14% decline on Thursday [3] - Standard Lithium Ltd (NYSE:SLI) shares declined 17.3% to $4.45 in pre-market trading after pricing a $130 million underwritten public offering [3] - Almonty Industries Inc (NASDAQ:ALM) slipped 16.4% to $7.11 in pre-market trading after a 12% dip on Thursday [3] - Mesoblast Ltd (NASDAQ:MESO) declined 13.7% to $15.63 in pre-market trading [3] - Jumia Technologies AG – ADR (NYSE:JMIA) shares fell 13.2% to $10.31 in pre-market trading [3] - Terawulf Inc (NASDAQ:WULF) shares fell 13.1% to $12.05 after reporting the pricing of $3.2 billion of senior secured notes [3] - Diginex Ltd (NASDAQ:DGNX) shares slipped 13.1% to $14.45 after an 18% decline on Thursday [3] - Aeluma Inc (NASDAQ:ALMU) shares fell 12.1% to $16.46 in pre-market trading [3] - Compass Diversified Holdings (NYSE:CODI) declined 11.7% to $6.60 in pre-market trading after an 8% gain on Thursday [3] - Integra Resources Corp (NYSE:ITRG) fell 11.3% to $2.89 in pre-market trading [3] - Forward Industries Inc (NASDAQ:FORD) fell 10.8% to $22.00 in pre-market trading [3] - Bruker Corp (NASDAQ:BRKR) declined 10.3% to $34.25 in pre-market trading [3] - Inter & Co Inc (NASDAQ:INTR) fell 10% to $8.04 in pre-market trading [3] - Hut 8 Corp (NASDAQ:HUT) fell 8.5% to $44.59 after a 10% dip on Thursday [3] - Bitdeer Technologies Group (NASDAQ:BTDR) fell 8.2% to $23.75 in pre-market trading [3] - CleanSpark Inc (NASDAQ:CLSK) fell 7.5% to $18.49 in pre-market trading [3] - Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) fell 5.3% to $83.96 in pre-market trading [3]

Group 1 - U.S. stock futures are lower, with Dow futures falling more than 350 points [1] - Orion SA expects third-quarter adjusted EBITDA to be around $55 million and full-year adjusted EBITDA in the range of $220-$235 million, leading to an 18.6% drop in shares to $5.56 in pre-market trading [1] Group 2 - ENDRA Life Sciences Inc shares fell 19.4% to $6.54 after a previous 25% increase due to $4.9 million in funding commitments [4] - Canaan Inc shares tumbled 11.8% to $1.34 after a 39% jump, despite a maintained Buy rating and $4 price target from Rosenblatt analyst [4] - DBV Technologies SA shares fell 11.8% to $14.48 after gaining around 10% previously [4] - Nanobiotix SA shares tumbled 10.2% to $27.23 after a previous increase of over 28% [4] - Draganfly Inc shares dipped 9.4% to $12.47 after filing for a mixed shelf of up to $200 million [4] - Bitdeer Technologies Group shares fell 9% to $18.61 after a 15% gain [4] - Diginex Ltd shares fell 9% to $23.40 [4] - HIVE Digital Technologies shares dipped 8.1% to $6.21, despite a maintained Buy rating and $10 price target [4] - Oatly Group AB shares fell 7.8% to $13.29 after a 5% gain [4] - Bit Digital Inc shares declined 7.7% to $3.69 after a previous gain of over 6% [4] - Upexi Inc shares fell 7.7% to $5.98 [4] - Sharplink Gaming Inc shares declined 7.1% to $14.98 after adding 5% previously [4] - Nio Inc shares fell 5% to $6.82, influenced by new port fees affecting US-listed Chinese stocks [4] - Alibaba Group Holding Ltd shares declined 4% to $160.20, also impacted by new port fees [4]

Three overvalued crypto-linked stocks have recently posted sharp declines in their value percentile ranking, signaling increased overvaluation and potential risk for investors eager to ride the Bitcoin (CRYPTO: BTC) wave.3 Overvalued Crypto-Linked Stocks To WatchAccording to the latest value percentile report, Bit Digital Inc. (NASDAQ:BTBT), HIVE Digital Technologies Ltd. (NASDAQ:HIVE), and CleanSpark Inc. (NASDAQ:CLSK) have experienced notable week-on-week drops, making them candidates for portfolio trimmi ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - HIVE Digital Technologies (HIVE) shares experienced a significant rally of 25.2%, closing at $5.57, attributed to higher trading volume and a 67.3% gain over the past four weeks [1][2]. Production and Financial Performance - In September 2025, HIVE produced 267 BTC, marking an 8% monthly increase and a 138% yearly increase, with an average production rate of 9 BTC/day and a hashrate of 19.4 EH/s [2]. - The company is expected to report a quarterly loss of $0.01 per share, reflecting an 83.3% year-over-year change, while revenues are projected to reach $75.08 million, up 231.5% from the previous year [4]. Competitive Strengths - HIVE's competitive advantages include vertically integrated operations that combine Bitcoin mining with high-performance computing (HPC) and AI cloud services, utilizing over 5,000 NVIDIA GPUs in renewable energy-powered data centers across Canada, Sweden, and Paraguay [3]. - The company aims for a strategic expansion to 25 EH/s by late 2025 and holds a preferred Nvidia Cloud Partner status, enhancing its sustainability and technological edge [3]. Market Position and Future Outlook - The consensus EPS estimate for HIVE has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [5]. - HIVE currently holds a Zacks Rank of 3 (Hold), while another company in the same industry, StoneX Group Inc. (SNEX), has a Zacks Rank of 1 (Strong Buy) [6].

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the author's extensive experience in asset management, particularly in equity analysis and research [1] - The goal of sharing insights is to empower investors and promote confidence in long-term investing [1] Company and Industry Analysis - The author has a background in both institutional and private client asset management, focusing on multi-asset strategies with an emphasis on equities and derivatives [1] - The analysis includes close monitoring of EU and US central bank policies, sector rotation, and sentiment dynamics [1] - The article aims to provide actionable investment strategies based on the author's research and insights [1]

Core Insights - HIVE Digital Technologies reported a significant increase in Bitcoin production for September 2025, with an output of 267 BTC, marking an 8% month-over-month increase and a 138% year-over-year growth [1] - The company attributes much of this output increase to the opening of its 100 MW Phase 3 Valenzuela plant in Paraguay, with nearly half of the facility's hashrate capacity now operational [2] - HIVE's average hashrate rose by 19% from August to September, increasing from 16.3 EH/s to 19.4 EH/s, and briefly reaching 21.7 EH/s [3] Production and Efficiency - The firm's Bitcoin mining fleet currently produces an average of 9 BTC per day, and the company has managed to maintain operational efficiency despite rising mining difficulties, which increased by 16% across the Bitcoin network [4] - HIVE expects to reach a hashrate of 25 EH/s by U.S. Thanksgiving, with a projected average fleet efficiency of 17.5 joules/terahash (J/TH) [4] Future Outlook - All ASIC purchases for Phase 3 have been shipped, and the company anticipates revenue growth to align with future increases in hashrate [5] - HIVE considers Paraguay a scalable market due to stable energy costs and fixed infrastructure, contributing to its operational efficiency [5] - Following the announcement, HIVE's stock surged over 25%, closing at $5.57 on October 6 [5]

Core Insights - Bitcoin's price reached a new all-time high of $126,080, leading to significant gains in Bitcoin mining company stocks, which rose even more rapidly than Bitcoin itself [1][4] - Major public mining companies such as HIVE Digital, MARA, and CleanSpark experienced substantial stock price increases, with HIVE Digital rising by 25% to nearly $6 per share [1][2] - The attractiveness of mining stocks is enhanced by companies leveraging high-powered computing to boost profits, exemplified by Google's involvement with Bitcoin miner Cipher [2][3] Company Performance - HIVE Digital saw a 25% increase, while MARA and CleanSpark both rose by over 9%, with MARA closing at $21 per share and CleanSpark at $17 [1][2] - Riot Platforms also experienced a nearly 11% increase, closing at $21.56 [2] Market Trends - Investors are increasingly viewing Bitcoin miners as owners of valuable infrastructure, such as power contracts and grid access, rather than just as proxies for Bitcoin [3][4] - The market capitalization of Bitcoin miners reached a record high in September, driven by significant investments into Bitcoin ETFs, which saw $5.95 billion in inflows, including $3.55 billion specifically into Bitcoin funds [5]