Key Takeaways AMAT is set to report Q1 FY26 results on Feb. 12, with revenues expected to decline 3.87% year over year.Applied Materials is seeing strong WFE demand from AI and HPC, led by foundry, DRAM and advanced packaging.AMAT's NAND, display and services businesses are gaining momentum and could support overall segment growth.Applied Materials (AMAT) is scheduled to report first-quarter fiscal 2026 results on Feb. 12.For the fiscal first quarter, AMAT expects revenues to be $6.85 billion (+/- $500 mill ...

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Company Reaches Settlements in Two Separate Pending Litigation Cases to Resolve Large Portion of Potential Financial LiabilityMIDLAND, Pa., Feb. 06, 2026 (GLOBE NEWSWIRE) -- Mawson Infrastructure Group, Inc. (NASDAQ: MIGI) (“Mawson” or the “Company”) (Nasdaq: MIGI) today announced preliminary, unaudited financial results for the Fourth Quarter and Fiscal Year ended December 31, 2025. Preliminary Estimated Results for the Fourth Quarter and Year Ended December 31, 2025Our expectations with respect to our rev ...

Key Takeaways ARM, FORM, QCOM, VSH and ASYS are set to report their respective earnings on Feb. 4.AI data centers, HPC, 5G and cloud adoption are key drivers of rising chip demand worldwide.Global semiconductor sales surged 29.8% year over year in November 2025, reaching $75.3 billion, per SIA.The global semiconductor companies are likely to have experienced strong traction in the demand for their products, led by the scaling of AI data centers, high performance computing infrastructure, 5G implementation, ...

MIDLAND, Pa., Feb. 02, 2026 (GLOBE NEWSWIRE) -- MAWSON INFRASTRUCTURE GROUP Inc. (“Mawson” or the “Company”) (Nasdaq: MIGI) today announced that its Board of Directors (the “Board”) unanimously adopted a limited-duration stockholder rights agreement (the “Rights Agreement”) to protect the best interests of Mawson stockholders. The Board adopted the Rights Agreement in response to the significant and rapid accumulation of the Company’s common stock (the “Common Stock”) and covert campaign to take over the Co ...

Core Viewpoint - Bit Digital has decided to separate its AI infrastructure business, now operating as WhiteFiber, to better align with investor expectations and improve access to credit [1][2]. Group 1: Reasons for Separation - The separation was driven by two main factors: alignment with investors and access to financing [2][5]. - High performance computing (HPC) is viewed as an institutional product, while digital assets are seen as more retail-oriented, necessitating different investor bases [3][4]. Group 2: Impact on Financing - After the spinout, WhiteFiber's shareholding became primarily institutional, which has led to a better understanding of the economics of data centers and HPC [4]. - Traditional banks are more willing to finance data center developments when they are not associated with digital assets, leading to expanded financing options for WhiteFiber [5][6]. - The cost of capital for WhiteFiber has decreased since the separation, as it no longer has any digital assets involved [6].

Group 1 - The core focus of the news is the significant funding round for AI company Anthropic, which is expected to raise $20 billion, potentially valuing it at $350 billion, thus impacting cryptocurrency miners positively [2][5]. - The CoinShares Valkyrie Bitcoin Miners ETF (WGMI), which has nearly $342 million in assets under management, is positioned to benefit from the increasing intersection of AI and cryptocurrency mining [3][4]. - The enthusiasm from investors for AI, as demonstrated by the funding for Anthropic, suggests a positive outlook for companies in the AI and high-performance computing sectors, which could drive demand for services from WGMI's holdings [7][8]. Group 2 - Major tech companies like Microsoft and Nvidia have previously committed substantial investments of $10 billion and $5 billion, respectively, into Anthropic, indicating strong investor confidence in leading AI firms [6]. - The active management of the WGMI ETF allows for quicker adjustments to capitalize on AI and high-performance computing opportunities compared to index-based ETFs, enhancing its potential for growth [8].

Core Viewpoint - Applied Digital is navigating challenges in its data center hosting business while making significant progress in growth initiatives, particularly in cloud services and high-performance computing (HPC) infrastructure development. Financial Performance - For the fiscal fourth quarter of 2024, revenues reached $43.7 million, a significant increase from $22 million in the same period of 2023, driven by expanded capacity and cloud service contributions [12] - The data center hosting segment generated $26.9 million in revenue, while the cloud services segment contributed $16.8 million [12] - Adjusted EBITDA for the quarter was approximately $4.8 million, compared to $3.4 million in the fourth quarter of 2023 [15] - The net loss for the quarter was $64.8 million, or $0.52 per share, compared to a net loss of $6.5 million, or $0.07 per share, in the same quarter of the previous year [14] Business Developments - The company is developing a 100-megawatt HPC data center in Ellendale, North Dakota, with a letter of intent signed with a US-based hyperscaler for a total of 400 megawatts [5][10] - The Jamestown facility has operated at full capacity for seven consecutive quarters, while the Ellendale facility faced power outages due to transformer failures, which have now been resolved [6][5] - The cloud services business is expanding, with six clusters online in the first quarter of 2025, projecting an annual revenue run rate of $100 million to $110 million [28][67] Strategic Focus - The company aims to finalize a lease agreement with a Fortune 50 company for the Ellendale campus, which is expected to enhance its position in the HPC market and facilitate project-level financing [19][20] - Applied Digital is actively marketing three additional campuses totaling 1.4 gigawatts, with a focus on securing power availability and fiber connectivity for future developments [10][40] - The company is committed to improving its capital structure to support growth in both data center and cloud services, emphasizing the need for asset-level financing [32][67] Market Position - The competitive landscape includes established private data center companies, but Applied Digital differentiates itself by prioritizing power availability and site selection based on connectivity needs [59][64] - The company is focused on near-term power solutions and has developed a refined approach to site selection that considers latency and redundancy requirements [57][64]

Core Insights - The partnership between Riot Platforms and AMD represents a significant validation of Riot's Power First strategy, with the potential total contract value exceeding $1 billion and an initial deployment capacity of 25 Megawatts (MW) that can scale up to 200 MW [1] - Institutional investors are re-evaluating Riot as a critical infrastructure landlord, moving beyond its previous perception as merely a cryptocurrency miner [2][5] - Riot's stock performance has diverged from Bitcoin prices, indicating a fundamental shift in investor sentiment, with shares rising over 16% despite Bitcoin's decline [4][3] Financial and Operational Developments - Riot's acquisition of a 200-acre site for $96 million enables the development of custom data centers necessary for AI, transitioning from a ground lease to fee-simple ownership [6] - The AMD lease introduces revenue stability, providing a fixed-income floor that contrasts with the historically variable revenue from Bitcoin mining [7] - Riot currently holds approximately 1.7 Gigawatts (GW) of secured power capacity, enhancing its competitive position in the market [9] Strategic Growth Initiatives - The Corsicana facility is being developed with a planned capacity of 1 GW, designed for both mining and high-performance computing [10] - Riot has initiated the development of 112 MW of infrastructure in Corsicana, reflecting management's confidence in future demand for AI and cloud computing [11] - The company is mitigating execution risks through vertical integration, controlling the supply chain for critical electrical components [12] Market Position and Future Outlook - Riot's strategic pivot allows it to leverage its Bitcoin treasury to fund infrastructure development while maintaining exposure to cryptocurrency market upside [13] - The AMD deal serves as a blueprint for future growth, positioning Riot as a key enabler in the expanding AI compute market [14] - Analysts have responded positively, with price targets for Riot raised to $30 and $31, reflecting the scarcity value of access to power in the current energy market [8]

Core Insights - Motivair by Schneider Electric has launched the MCDU-70, a 2.5MW Coolant Distribution Unit (CDU) designed for high-density data centers, addressing the cooling needs of next-generation GPUs and AI factories [1][2]. Product Features - The MCDU-70 is the highest-capacity CDU from Motivair, offering a flexible and scalable solution that can meet demands of up to 10MW for high-performance computing (HPC) and AI workloads [2][6]. - It is engineered with dual heat exchangers to maintain efficiency and performance, achieving the industry target of 1.5 liters per minute per kilowatt while minimizing system pressure drop [8]. - The CDU portfolio ranges from 105kW to 2.5MW, providing data center operators with greater scalability and flexibility [6][7]. Market Demand - The increasing heat generation from GPUs, which can produce 20 to 50 times more heat than traditional CPUs, necessitates advanced liquid cooling solutions in the AI era [4]. - Organizations deploying AI clusters are facing extreme rack power densities projected to exceed 1MW, highlighting the need for effective cooling solutions [4]. Strategic Positioning - Motivair's solutions are designed to keep pace with the rapid evolution of chip and silicon technology, ensuring that data centers can deliver scalable and reliable infrastructure for AI deployments [5]. - The MCDU-70 is positioned to support large-scale facilities, such as NVIDIA's Omniverse DSX Blueprint, which targets 10MW for gigawatt-scale operations [3][7]. Global Availability - The MCDU-70 is available globally through Schneider Electric's manufacturing hubs in North America, Europe, and Asia, ensuring widespread access to advanced cooling solutions [7][9].