Core Insights - Hut 8 Corp. is transitioning from cryptocurrency mining to AI-driven digital infrastructure, highlighted by a 15-year, $7 billion lease agreement with Fluidstack [1][6] - The lease agreement could reach a total value of $17.7 billion with renewals and is expected to generate an annual net operating income of $454 million [2][6] - Google's involvement provides financial backing, ensuring lease payment stability and enhancing Hut 8's market presence [3][6] Financial Impact - Following the announcement, Hut 8's stock price increased by 14.21%, reaching $50.39, with a market capitalization of approximately $5.44 billion [4][6] - The trading volume was reported at 13.5 million shares, indicating strong investor interest [4] Strategic Developments - Hut 8 is collaborating with Fluidstack to construct an AI data center in Louisiana for Anthropic, further solidifying its position in the AI infrastructure market [5][6]

Core Viewpoint - Hut 8 Corp. has shown significant stock performance improvement, driven by a bullish recommendation and a price target increase from an investment firm, indicating strong market confidence in the company's future prospects [1][2]. Group 1: Stock Performance - Hut 8 Corp. experienced a stock price increase of 14.21%, closing at $50.39 after two consecutive days of gains [1]. - The investment firm Benchmark raised its price target for Hut 8 by 8.9% from $78 to $85, suggesting a 69% upside potential from the latest closing price [2]. Group 2: Business Transformation - The upgrade in Hut 8's stock rating is attributed to a newly signed $7 billion data center deal, which is expected to facilitate the company's transition from a crypto-focused business to one that services AI and high-performance computing [3]. - Benchmark highlighted that the deal offers superior economics compared to peer transactions, with long-term, investment-grade cash flows and expansion options involving three counterparties: Anthropic, Fluidstack, and Google [4]. Group 3: Financial Projections - Benchmark anticipates that Hut 8's cash flow and power demand for its 245 MW River Bend data center campus will reach $7.6 billion [5].

Core Viewpoint - Hut8 has seen a significant increase in stock price, rising over 5% on Tuesday and accumulating a 37% increase over three trading days, currently priced at $52.90. This surge is attributed to an upgrade in target price by StoneX's Benchmark to $85, the highest on Wall Street [1] Group 1: Company Performance - Hut8's stock price has increased by over 5% on Tuesday and 37% over the last three trading days, reaching $52.90 [1] - The target price for Hut8 has been raised to $85 by Benchmark, marking the highest target on Wall Street [1] Group 2: Strategic Developments - The price upgrade is linked to Hut8's recent agreement to lease its River Bend data center's 245 MW capacity to Fluidstack for a 15-year term [1] - Analyst Mark Palmer highlighted that this transaction features superior economic terms compared to similar deals, providing long-term investment-grade guaranteed cash flow [1] Group 3: Market Position - Hut8 is positioned as one of the most advantageous providers of AI/high-performance computing infrastructure in the public market, supported by embedded expansion options across three counterparties: Anthropic, Fluidstack, and Google [1]

Core Viewpoint - Hut8 has seen a significant increase in stock price, rising over 5% on Tuesday and accumulating a 37% increase over three trading days, currently priced at $52.90. This surge is attributed to an upgrade in target price by StoneX's Benchmark to $85, the highest on Wall Street [1] Group 1 - The upgrade in target price is based on Hut8's recent agreement to lease its River Bend data center's 245 MW capacity to Fluidstack for a 15-year term [1] - Analyst Mark Palmer highlighted that this transaction features superior economic terms compared to similar deals, providing long-term, investment-grade guaranteed cash flow [1] - The deal includes embedded expansion options across three counterparties: Anthropic, Fluidstack, and Google (GOOGL.US), positioning Hut8 as one of the most advantageous providers of AI/high-performance computing infrastructure in the public market [1]

新浪合作大平台期货开户 安全快捷有保障 责任编辑：陈平 12月23日，近期加密货币矿业巨头 Hut 8 （HUT） 凭借其在人工智能（AI）基础设施领域的战略突 破，成为了全球资本市场关注的焦点。公司上周宣布与谷歌支持的 Fluidstack 签署了一份长达 15 年、 价值高达 70 亿美元的数据中心租赁协议。EasyMarkets易信表示，这一重磅消息直接点燃了投资者的热 情，带动其股价在消息公布后一度飙升 20%，充分显示出市场对其向数字基建转型的高度认可。 在当前 AI 计算需求爆发的背景下，EasyMarkets易信认为，Hut 8 展现出了极佳的商业洞察力与战略定 力。与许多急于在 AI 热潮初期就变现电力资产的同行不同，Hut 8 的管理层选择了等待最优的资源配 置方案。分析师 Mark Palmer 表示，Hut 8 成功从一个单纯的加密货币电力持有者，蜕变为一个能够提 供机构级数字基础设施的平台，这种身份的转变对其长期财务表现具有深远意义。 针对该协议的具体条款，EasyMarkets易信表示，交易对手的信誉和现金流的质量是其核心优势。由于 该项目涉及谷歌提供的 15 年支付担保（Payme ...

Core Viewpoint - Hut 8's stock price surged significantly, rising by 19% at one point and closing up 14.21% at $50.39, following Benchmark's upgrade of its target price to $85, the highest on Wall Street [1] Group 1: Company Developments - Hut 8 recently secured a 15-year lease agreement to rent its River Bend data park's 245 megawatt capacity to Fluidstack, which is a key factor in the stock price increase [1] - Analyst Mark Palmer highlighted that the deal features superior economic terms compared to similar transactions, providing long-term, investment-grade guaranteed cash flow, and multiple embedded expansion options across three counterparties: Anthropic, Fluidstack, and Google [1] Group 2: Valuation and Ratings - Benchmark's initial valuation of the 245 megawatt River Bend portion is approximately $7.6 billion, reflecting the scarcity value of contract cash flows and investment-grade rated power resources suitable for artificial intelligence [2] - Palmer reiterated a "buy" rating for Hut 8 and raised the target price from $78 to $85 based on a classified aggregate valuation analysis [2]

Gold has surged over 2% to a record high of $4,475 per ounce on Monday, leading a precious metals rally that has left Bitcoin struggling to maintain momentum. While traditional safe havens and AI-related equities capture investor capital, Bitcoin briefly touched $90,000 before retreating to the $88,000 range, failing to keep pace with the market’s clear winners. Market Divergence: Precious Metals and AI Ascend The divergence reflects a capital rotation where the ‘digital gold’ narrative is being tested. ...

Core Viewpoint - Wall Street is increasingly optimistic about Hut 8, an artificial intelligence (AI) power supplier, with shares rising over 14% following positive analyst commentary [1][3]. Group 1: Stock Performance - Hut 8's stock price increased by 14.21%, closing at $6.27 [4]. - The current market capitalization of Hut 8 is $4.8 billion [4]. - The stock has a 52-week range of $10.04 to $57.29 [5]. Group 2: Analyst Insights - Benchmark analyst Mark Palmer rates Hut 8's stock as a buy, projecting a target price of $85 per share [3]. - Palmer praised Hut 8's recent partnership with Anthropic, which involves delivering a minimum of 245 megawatts (MWs) of computing power [3]. - The agreement includes a 15-year, $7 billion lease with Fluidstack, with potential expansions allowing Hut 8 to deliver up to 2,295 MW of utility capacity [5]. Group 3: Financial Backing and Risk Management - The total contract value for Hut 8 could reach as high as $17.7 billion, enhancing the company's financial outlook [5]. - Alphabet's Google is providing a financial backstop for the lease payments, which mitigates counterparty risk and ensures predictable cash flows for Hut 8 [5].

Bitcoin (BTC) and other crypto assets again fell steadily through the U.S. session on Monday, with BTC sliding below $88,000 after earlier having climbed above $90,000 and ETH ducking back below $3,000. Some crypto-related stocks are still holding gains, led by Hut 8 (HUT), which continues to rise following its deal last week for a 15-year AI data center lease with Fluidstack. Shares are higher by 16% Monday, helped by a price target increase Benchmark's Mark Palmer. Other names in the green include Coi ...

RT Emmett Gallic (@emmettgallic)Hut 8 (@Hut8Corp) just loaded their Coinbase Credit Collateral with another 1800 $BTC ($160M)This brings their total collateral to 3495 $BTC ($312M).What are they buying with the loans? https://t.co/F1JPDVLVtT ...