Key Takeaways Cipher Mining's shares jumped 209.5% YTD, far outpacing peers and broader sector performance. Expanded mining capacity and Black Pearl's output boosted Q3 production, revenues, and efficiency. Higher costs, widening losses, and an overvalued stock highlight challenges alongside CIFR's growth. Cipher Mining (CIFR) shares have skyrocketed 209.5% in the year-to-date period, outperforming the Zacks Technology Services industry’s increase of 19.5%. The broader Zacks Business Services sector decline ...

Core Scientific and CoreWeave Acquisition - Core Scientific shareholders voted against the acquisition offer from CoreWeave, which was anticipated to be a significant data-center M&A deal in the mining sector [2] - The rejection of the deal alters the investment landscape by returning hundreds of megawatts back to the market for companies like Microsoft and Oracle [2] CleanSpark's AI Expansion - CleanSpark announced the acquisition of a new site in Texas with a 385 MW power pipeline, indicating a shift towards integrating AI and high-performance computing (HPC) workloads alongside traditional mining [4] - The stock of CleanSpark has increased nearly 100% since July 2025, following the market's anticipation of the use of its power pipeline for AI [5] TeraWulf's Long-term AI Hosting Agreement - TeraWulf signed a 25-year AI hosting deal with FluidStack, marking one of the longest contracts between a Bitcoin miner and an AI hosting firm, which enhances long-term revenue visibility [6] - This agreement reflects the industry's pivot towards high-margin compute workloads and TeraWulf's focus on the 'powershell' model for building AI factories [6] Global Hashrate Trends - The global hashrate has surged past 1.1 Zettahash, with significant contributions from China and Russia, despite Western miners potentially slipping in their market position [1][7] - The expansion of hashrate in these countries is occurring at a faster pace than expected, with many U.S. miners halting machine purchases to pivot towards AI [7][8]

Google Dives Deeper Into Bitcoin Mining by Backstopping AI Hosting Deal► https://t.co/BOOxTceSiH https://t.co/BOOxTceSiH ...