TeraWulf Inc. (WULF) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -110.05%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.07, delivering a surprise of -75%.Over the last four quarters, the company has not been ...

MARA Holdings(MARA.US)正与巴里.斯特恩利希特(Barry Sternlicht)旗下的私募机构喜达屋资本集团 (Starwood Capital Group)合作，将这家比特币矿商的部分现有站点改造为可支持人工智能(AI)应用及其 他部分云服务的基础设施。受此消息提振，截至发稿，MARA周四美股盘后涨近15%。 作为该私募投资公司的数据中心开发平台，喜达屋Digital Ventures将负责设计、租户招募、建设及设施 运营，而MARA则提供部分站点。该加密货币矿企周四在声明中表示，双方预计将立即交付约1吉瓦的 容量，并有可能扩展至2.5吉瓦。财务条款未予披露。根据MARA的演示材料，双方将对所有相关项目 实行联合所有权，优先选择能够获得更具成本效益能源、且具备可扩展互联条件的场址。 斯特恩利希特在周四的一次采访中表示："我们评估了许多矿商，看看哪些是可操作的。关键在于我们 能多快让这些项目投入运行，以及它们的地理位置。我们对与MARA的这家合资企业非常兴奋。我们的 品牌在债务和股权市场都广为人知且备受信任，这将有助于实现MARA的雄心。"MARA首席执行官弗 雷德.蒂尔(Fred Th ...

Group 1 - The anticipation of the U.S. SEC's decision on Bitcoin ETF approval has led to a rise in Bitcoin prices, indicating strong investor interest in cryptocurrency investments [2] - MARA has reported strong revenue of $0.919 billion but faces significant profitability challenges with a -68.0% operating margin and -1.439 LTM free cash flow margin, which may hinder its competitiveness in the crypto mining sector [2] - Compared to its peers, MARA's P/E ratio stands at 3.4, which is lower than that of its competitors, reflecting investor concerns regarding its profitability and operational efficiency [7] Group 2 - MARA's revenue growth of 53.5% is higher than CORZ and CIFR but lags behind RIOT, CLSK, and HUT, suggesting potential issues with hash rate efficiency or limited diversification into AI and HPC [7] - The stock price of MARA has decreased by 31.0%, indicating underperformance relative to its peers and raising concerns about profitability and challenges following the Bitcoin halving [7]

上周五（2月20日），美国最高法院以6:3的表决结果裁定，特朗普政府去年援引《国际紧急经济权力法》（IEEPA）大规模征收的关税超越总统权限，宣告 相关措施违法。 判决公布数小时后，特朗普迅速签署行政令，转而依据1974年《贸易法》第122条，对全球进口商品加征临时10%关税，有效期最长150天（无需国会事先批 准，但到期需国会续期）。次日，他在社交媒体发文宣布将税率"立即"上调至15%，并强调这是"完全合法、经法律检验"的水平，未来数月还将推出更多新 关税措施。 关税政策的变动直接冲击加密市场：比特币（BTC）2月23日暴跌超5%，一度跌破6.5万美元，引发数亿美元爆仓；周二进一步下探至6.3万美元附近，全年 已累跌超25%。 关税本质上是进口税，旨在保护本土产业、减少贸易逆差，但往往引发连锁反应，其宏观传导路径如下： 进口成本上升与通胀压力 关税直接抬高进口商品价格，企业将成本转嫁给消费者，导致整体物价上涨。特朗普的10%-15%全球关税预计将推升美国通 胀率0.5%-1%，尤其影响消费电子、制造业原材料。通胀预期上升，美联储可能维持或加息以抑制物价，进一步收紧货币政策。 利率预期与流动性收紧高通胀促使市 ...

Geopolitical risks remain a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s ...

Geopolitical risks are a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s con ...

The market’s focus this week will be on corporate earnings results and economic news. On Tuesday, the Conference Board’s Feb consumer confidence index is expected to climb +2.5 to 87.0. Tuesday evening, President Trump delivers his State of the Union address. On Wednesday, Nvidia releases its earnings results after the close. On Thursday, initial weekly unemployment claims are expected to climb by +10,000 to 216,000. On Friday, the Feb MNI Chicago PMI is expected to slip -1.8 to 52.2.Fed Governor Christophe ...

Key Takeaways Hut 8 will report Q4 2025 on Feb. 25, with revenues projected at $97.5M, up 16.8% sequentially.HUT holds 13,696 Bitcoin, making earnings highly sensitive to fair value price swings.Hut 8's heavy capital spending and Power segment decline may pressure Q4 results.Hut 8 Corp. (HUT) is scheduled to report its fourth-quarter 2025 results on Feb. 25, 2026.The Zacks Consensus Estimate for fourth-quarter loss is pegged at 12 cents per share, narrowed by 5 cents over the past 30 days. However, this mar ...

Bitcoin tested the $64,000 support level on Monday as the cryptocurrency continued a 26.41% monthly drawdown. As bitcoin’s price wanes, bitcoin miners are accelerating their transitions to AI/HPC business lines. Sellers forced a retest of bitcoin’s $64,000 support zone early Monday morning. Bitcoin previously found a floor at this level on February 6 after suffering one its worst daily selloffs ever. At the time of writing, bitcoin is down 3.7% week-over-week to $65,400. The #1 podcast for emerging tech ...

Core Insights - The demand for AI computing has led to a surge in data center construction and development, with companies pivoting from cryptocurrency mining to AI data centers [1][2] Company Overview - Applied Digital and Riot Platforms are both transitioning to AI data centers, having initially focused on high-performance computing for Bitcoin and cryptocurrency mining [2] - Applied Digital has seen significant growth, with its stock price increasing by approximately 260% over the past year, while Riot Platforms has been affected by Bitcoin price volatility [3] Financial Performance - Applied Digital reported a 250% year-over-year revenue growth and reduced its net loss by 76% in the most recent quarter, driven by long-term contracts with hyperscalers [6] - Riot Platforms generated a record $180 million in revenue and achieved $104 million in net income, a significant turnaround from a $154 million net loss a year ago [10] Market Outlook - Analysts are optimistic about both companies, with 100% of analysts rating them as a buy. Applied Digital has a median price target of $43.50 per share, indicating a 33% upside, while Riot Platforms has a median price target of $28 per share, suggesting a potential 95% growth [5] - Applied Digital has secured $16 billion in long-term lease agreements and aims for $1 billion in net operating income within five years [9] Strategic Developments - Applied Digital is expanding its operations with new facilities, including Polaris 3 and Delta Forge 1, both set to open in 2027 [7] - Riot Platforms is diversifying its revenue by converting existing crypto mining facilities into data centers and has signed a 10-year lease agreement with AMD, potentially generating up to $1 billion in revenue [13][14]