VivoPower to advise and support KWeather in procuring Ripple Lab shares, including some on its own balance sheet Balance of Ripple Lab shares held by VivoPower to be economically acquired by Lean Ventures VivoPower to receive $4.3million worth of KWeather shares representing 20% shareholding VivoPower to concentrate its focus and resources on its data center infrastructure strategy LONDON, Feb. 04, 2026 (GLOBE NEWSWIRE) -- VivoPower International PLC (Nasdaq: VVPR) ("VivoPower" or the "Company"), a leading ...

Group 1: Moore Threads Technology - Moore Threads Technology, an AI chipmaker, experienced a 500% increase in share price on its debut in China, raising approximately $1.13 billion (8 billion yuan) in its IPO on the Shanghai STAR Market [3][4]. - The company, often referred to as "China's Nvidia," is capitalizing on China's push for domestic chip manufacturing and tech self-sufficiency, having shifted focus from gaming graphics to AI accelerators [4]. - The stock began trading at a price-to-sales ratio of 123x, significantly higher than the peer average of 111x, with projected sales growth of up to 242% by 2025, reaching 1.5 billion yuan [5]. Group 2: U.S. Mineral Companies - The Trump administration is looking to increase equity stakes in critical minerals companies to counter China's dominance in raw materials, having spent over $1 billion in the past year on this initiative [6]. - This strategy has positively impacted stock prices of companies like MP Materials and Lithium Americas [6]. Group 3: Fluidstack - Fluidstack, a neocloud company, is seeking to raise around $700 million in funding, which would value the startup at $7 billion [7]. - The company, which recently relocated its headquarters to New York, is part of a growing sector that rents compute capacity for AI development and has secured deals with crypto miners [8]. - Fluidstack is also involved in a significant AI project in France, planning to build a €10 billion ($11.5 billion) supercomputer by 2026, highlighting the increasing demand for AI compute infrastructure [9].

Core Insights - IREN has secured $3.6 billion in new capital through two transactions, including a direct equity sale and a convertible debt package [1] - The equity sale involved 39,699,102 shares priced at $41.12, expected to close on December 8, while the convertible debt package consists of $1 billion of 0.25% notes due 2032 and $1 billion of 1% notes due 2033 [1] - Following the announcement of these capital-raising efforts, IREN's shares fell by 15% but showed modest recovery the next day [2] - IREN's stock has decreased nearly 50% from its record high just one month prior, despite a significant rise earlier in the year [2] - Financial commentator Jim Cramer advised investors to avoid companies announcing new financings, specifically mentioning IREN, which he associates with late-cycle market patterns [3][4] Financial Strategy - The proceeds from the equity sale will be used to repurchase $227.7 million of 2030 notes and $316.6 million of 2029 notes, totaling $1.6 billion, reflecting the stock's rise above previous conversion prices [5] - IREN will also allocate $174.8 million for capped call transactions to mitigate dilution from the new convertible securities [6] - This financing marks a significant restructuring of IREN's balance sheet as it transitions from a bitcoin mining company to an AI compute provider amid volatile market conditions [6]

Group 1: Market Performance - Crypto-related equities, including BitMine Immersion Technologies, CleanSpark, and Riot Platforms, are experiencing positive momentum as Bitcoin surpasses $92,000 and Ethereum exceeds $3,000 [1] - BitMine shares have increased by 4.47% today and over 27% in the last five trading days, currently priced at $33.16 [1] - CleanSpark and Riot Platforms have seen larger gains, with CleanSpark up 12.27% and Riot Platforms up 7.8% since Friday's opening, and CleanSpark's five-day gain exceeding 54% [3] Group 2: Company Developments - BitMine, chaired by Tom Lee, holds over $11 billion in Ethereum and remains bullish despite a 38% decline from Ethereum's all-time high [2] - CleanSpark recently upsized a convertible notes offering to $1.15 billion, with nearly half allocated for share buybacks at an average price of $15.03 [4] - Cipher Mining shares surged 22% earlier this month following a $5.5 billion, 15-year lease agreement for Amazon Web Services and AI workloads, with shares up over 500% in the last six months [5] Group 3: Broader Market Trends - The improving risk sentiment has contributed to Bitcoin's recent price recovery, with Bitcoin and Ethereum rising 7% and 9.4% over the past week, respectively [7] - Odds of a December interest rate cut by the Federal Reserve have increased, with a prediction market indicating an 85% chance of a 25 basis points cut, potentially serving as a catalyst for market movements [7]

“In not more than 5 years, the lowest cost way to do AI compute, will be in space.” @ElonMusk https://t.co/EBmhWGft8h ...

Market Overview - U.S. stocks closed mostly lower on Friday, with the Dow Jones index dropping over 300 points during the session [1] - The Nasdaq fell by 0.5% last week, while the S&P 500 and Dow increased by 0.1% and 0.3%, respectively [1] Analyst Insights - Wall Street analysts frequently update stock picks, but their track records in predicting market movements can be inconsistent, leading to confusion among investors [2] - Benzinga's Analyst Ratings API compiles high-quality stock ratings through partnerships with major sell-side banks, providing insights that can serve as effective trading indicators [3] Top Analyst Picks - Benzinga offers access to the latest analyst ratings, allowing traders to sort by analyst accuracy [4] - Notable analysts and their recent ratings include: - John Todaro from Citigroup maintained a Neutral rating on HP Inc. (NYSE:HPQ) and reduced the price target from $29 to $27, indicating a potential upside of around 13% [5] - An analyst from Citizens maintained a Market Outperform rating on SoundThinking, Inc. (NASDAQ:SSTI) and cut the price target from $19 to $16, suggesting a potential upside of approximately 125% [5] - An analyst from Needham maintained a Buy rating on Circle Internet Group (NASDAQ:CRCL) and lowered the price target from $250 to $190, expecting a surge of around 129% [5] - An analyst from Wedbush reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD) with a price target of $290, anticipating a gain of about 17% [5] - An analyst from Wells Fargo maintained an Overweight rating on NVIDIA Corporation (NASDAQ:NVDA) and raised the price target from $220 to $265, expecting a 40% gain [7]

Group 1 - The article discusses the performance of US markets in relation to AI compute themes, indicating that major winners have already been rewarded handsomely [3] - The focus has shifted towards international markets as opportunities for investment, suggesting a strategic pivot in investment approach [3]

This week we've seen a resurgence of interest around Robotics and DeFi for AI AgentsThe first boom may have seen a nasty selloff earlier this year, but builders with conviction have continued to develop viable solutionsHere's a roundup from the past week alone:- @Grayscale DeAI fund opens; TAO leading with 33.5% of its holdings- @opentensor (Bittensor) subnet registration is back with a 128 cap, meaning darwinian evolution of its underlying ecosystem; if you don't compete you'll be replaced!- @bluwhaleai to ...

AMD & OpenAI Partnership - T Rowe Price's portfolio manager views the AMD and OpenAI partnership as exciting, giving AMD a significant customer to scale and attract others [1][2] - The deal involves OpenAI having the right to buy up to 160 million shares of AMD at $0.01 per share, contingent on operational and financial milestones, fostering co-development and partnership [6][7] - The partnership is considered a win-win, with shared economics and a high price on AMD stock, aligning the success of both companies [7] - This collaboration can improve AMD's market narrative, potentially elevating it from a second-place player to a major compute provider alongside OpenAI [8] - The partnership provides AMD with credibility, scale, and additional co-development R&D to enhance its roadmap, signifying the strong demand for AI compute [9] AI Market & Investment - The AI sector is seeing underestimated productivity use cases, including the formation of AI agents and physical AI, driving ROI with backing from blue-chip companies like Microsoft and Oracle [4][5] - The AI infrastructure buildout is supported by debt deals, with the key signal being the worth and use of AI capacity [12] - The useful life of GPUs in data centers is extending, with GPUs from 7-8 years ago still being utilized due to evolving AI workloads, justifying investment [13] - There's a long-term positive outlook for tech holdings, with AI driving productivity and uncapped labor, making it an exciting time for tech investors [10][11] - The potential use cases for AI are expanding beyond initial expectations, including robotics, diagnostics, and simulation [13][14]

Core Insights - IREN Limited is expanding its GPU fleet by purchasing an additional 4,200 Blackwell B200 GPUs from NVIDIA, increasing its total to approximately 8,500 GPUs [1][10] - The Blackwell architecture provides significant improvements in AI compute performance and energy efficiency, allowing IREN to offer next-generation compute capabilities in a supply-constrained market [2] - IREN Limited is one of the largest and lowest-cost Bitcoin miners, achieving a 326% year-over-year hashrate growth in Q3 FY25, with an installed hashrate target of 50 EH/s [3] - AI Cloud services revenues for IREN surged 33% year-over-year to $3.6 million in Q3 FY25, indicating strong growth in this segment [4][10] - IREN faces strong competition in the Bitcoin mining market from companies like Strategy and CleanSpark [5] Financial Performance - IREN's hardware profit increased by 28.7% month-over-month to $63.3 million in July, with an annualized hardware profit of approximately $830 million [3] - The average revenue per Bitcoin for CleanSpark was $99,000, a 50% increase year-over-year, while IREN's cost structure remains competitive [7] - IREN's stock has appreciated 135.5% year-to-date, significantly outperforming the broader Zacks Finance sector and the Zacks Financial Miscellaneous Services industry [8] Valuation Metrics - IREN's stock is trading at a forward 12-month price/cash flow ratio of 82.39X, compared to the industry average of 26.72X, indicating a premium valuation [13] - The Zacks Consensus Estimate for IREN's 2025 earnings is 14 cents per share, unchanged over the past 30 days, following a loss of 29 cents per share in the same quarter last year [14]