Group 1 - Mara Holdings' shares increased by 5.86% following a partnership with Starwood Capital Group, with a peak rise of 16.4% during the trading day [1] - The partnership aims to convert cryptocurrency mining facilities into high-performance computing sites for AI workloads, leveraging Mara's low-cost energy data centers and Starwood's expertise in facility management [3][5] - The companies are targeting 1 gigawatt of near-term capacity, with plans to expand to over 2.5 gigawatts in the long term [6] Group 2 - Mara's CEO highlighted that the partnership will provide customers with predictable access to energy, enhancing capacity certainty for diverse workloads [7] - The announcement coincided with Mara's fourth-quarter financial report, revealing a net loss of $1.7 billion, or $4.52 per share, attributed to a significant decline in Bitcoin prices [7]

MARA Holdings, Inc. (NASDAQ:MARA) shares are trading higher Friday after the company reported fourth-quarter financial results on Thursday after the market closed. The company also announced a collaboration with Starwood Capital Group to convert select MARA sites into digital infrastructure sites.Mara stock is among today’s top performers. Why is MARA stock up today?Mara Misses Estimates, Announces Major Infrastructure PartnershipMara reported a loss of $4.52 per share, missing the consensus estimate of a 3 ...

Bitcoin miner MARA Holdings has entered a strategic partnership with Barry Sternlicht's Starwood Capital Group to convert its existing mining sites into data center infrastructure for artificial intelligence and cloud computing. MARA shares jumped approximately 17% in after-hours trading following the February 26 announcement. Joint Venture Targets 2.5 GW Capacity The two companies will jointly develop, finance, and operate data center projects across MARA's existing portfolio. Starwood Digital Venture ...

MARA (NasdaqCM:MARA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsFred Thiel - Chairman and CEOGreg Lewis - Managing DirectorKevin Dede - Managing DirectorReggie Smith - Executive DirectorRobert Samuels - VP of Investor RelationsSalman Khan - CFOConference Call ParticipantsChris Brendler - Senior Research AnalystPaul Golding - Senior U.S. Payments and Digital Commerce AnalystOperatorGreetings, welcome to the MARA Q4 2025 earnings call. At this time, all participants are in a liste ...

MARA (NasdaqCM:MARA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsFred Thiel - Chairman and CEOGreg Lewis - Managing DirectorKevin Dede - Managing DirectorReggie Smith - Executive DirectorRobert Samuels - VP of Investor RelationsSalman Khan - CFOConference Call ParticipantsChris Brendler - Senior Research AnalystPaul Golding - Senior U.S. Payments and Digital Commerce AnalystOperatorGreetings, welcome to the MARA Q4 2025 Earnings Call. At this time, all participants are in a liste ...

MARA (NasdaqCM:MARA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker4Greetings, welcome to the MARA Q4 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Robert Samuels, VP Investor Relations. Tha ...

Core Viewpoint - MARA Holdings, Inc. has entered a strategic partnership with Starwood Capital Group to develop next-generation digital infrastructure, aiming to deliver approximately 1 gigawatt of near-term IT capacity with a pathway to over 2.5 gigawatts [1][2][3] Group 1: Partnership Details - The partnership will involve joint development, financing, and operation of digital infrastructure projects across MARA's existing power-rich portfolio [2] - Starwood Digital Ventures will lead the design, development, tenant sourcing, construction, and facility operations, while MARA will provide dedicated energy-advanced data center sites [2][3] - The collaboration is expected to accelerate the buildout of digital infrastructure, enhancing project-level economics through Starwood's investment expertise [2][3] Group 2: Strategic Advantages - MARA's sites provide predictable access to energy at scale, which is crucial for customers needing capacity certainty for diverse workloads [3][4] - The partnership will prioritize sites with low-cost energy access and strong interconnection positions, allowing for flexibility in operations between Bitcoin mining and AI compute [5] - This flexibility is anticipated to create upside for both partners and support long-term growth [5] Group 3: Company Background - MARA focuses on deploying digital energy technologies to transform excess energy into digital capital, balancing the grid and advancing critical infrastructure [9] - Starwood Capital Group manages over $125 billion in assets and has a significant presence in the data center development sector, with a strong portfolio and investment capabilities [10][11] - Starwood Digital Ventures specializes in digital infrastructure investment, leveraging a team with extensive data center expertise [12]

Industry Outlook - The global data center sector is expected to nearly double its capacity from 103 gigawatts to 200 gigawatts by 2030, driven primarily by artificial intelligence workloads, which are projected to represent half of all data center capacity by that time [1][6] - JLL forecasts that the sector will require up to $3 trillion in total investment over the next five years, including $1.2 trillion in real estate asset value creation and approximately $870 billion in new debt financing, marking it as an infrastructure supercycle [5] Company Insights - Digital Realty's CEO, Andy Power, emphasizes that the sector is not overbuilding and is instead responding to long-term technology trends such as cloud computing and digital transformation [7][8] - Power notes that the demand for data centers is significantly outpacing supply, with vacancies at Digital Realty being the tightest ever [9] - Digital Realty is strategically investing in locations where data workloads are high, such as Northern Virginia, Chicago, Dallas, Singapore, Tokyo, Frankfurt, and London [10] Financial Considerations - Concerns have been raised regarding the creditworthiness of tenants, particularly Oracle, which is heavily involved in AI projects [11] - Despite concerns, Power asserts that companies involved in data centers, including Oracle, have strong business foundations outside of AI and are inclined to own their real estate, with data centers currently being owned at about 50% [11][12]

Core Concept - 1 Hotels is launching Mission Membership, a purpose-driven loyalty program that emphasizes personalization and environmental impact rather than traditional points-based rewards [1][2][5] Program Structure - Mission Membership focuses on a human-centered approach, offering curated perks and exclusive opportunities based on member engagement rather than transactional metrics [2][5] - Members can choose where their contributions go, with 1% of qualifying spend donated to environmental nonprofits like NRDC, Oceanic Global, or Green Our Planet [3] Environmental Commitment - For each new member, 1 Hotels will plant a tree through its partnership with the Arbor Day Foundation, aiming to support the growth of 100,000 trees in California [3] - The program is designed to create a lasting impact, allowing members to engage in meaningful environmental contributions [3][5] Exclusive Perks - Members will receive unique benefits from sustainability-focused brands, including discounts on wellness services and vehicle purchases from Audi [4][5] - Exclusive experiences are offered at various locations, such as culinary bike rides and private mixology classes, enhancing the guest experience [6] Technology Integration - A significant investment in technology ensures a hyper-personalized experience for members, allowing them to customize their stays and track their impact [8] - The 1 Hotels App facilitates mobile check-in, room controls, and access to wellness content, streamlining guest engagement [8] Brand Expansion - 1 Hotels is expanding its portfolio with new properties in various global locations, including Cabo San Lucas, Paris, and Tokyo, while continuing to develop its Mission Membership program [9][10]

Welcome back. The AI trade in real estate becoming more and more entwined with the data center buildout. Billionaire investor Barry Stern, real estate mogul, key player in the space.Our Diana Ollex sat down with Sternlick and joins us now with today's property play. Diana, >> well Sarah Sterling did not mince words in this wide ranging interview, especially when it comes to the impact of AI on his own business. There's no question AI is going to change the entire world and do it much faster than anything we ...