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Mawson Infrastructure Group Inc. Releases Preliminary Unaudited Results for Fourth Quarter and Fiscal Year 2025
Globenewswire· 2026-02-06 11:00
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 ...
Can These 5 Semiconductor Stocks Hit Earnings Target This Season?
ZACKS· 2026-02-03 15:46
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, ...
Mawson Infrastructure Group Inc. Adopts Limited Duration Stockholder Rights Agreement
Globenewswire· 2026-02-02 21:57
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 ...
Bit Digital spins out AI unit as banks shy away from crypto exposure, CEO says
Yahoo Finance· 2026-01-29 22:58
As Bitcoin miners increasingly pivot toward high performance computing and AI infrastructure, Bit Digital took a more drastic step, choosing to separate its AI infrastructure business after concluding that investors and lenders evaluate high performance computing and digital assets through entirely different lenses. During a recent interview with TheStreet Roundtable, Bit Digital CEO Sam Tabar said the decision to carve out the company’s AI infrastructure unit, now operating as WhiteFiber, was driven by t ...
Anthropic Capital Raise Sparks This ETF
Etftrends· 2026-01-29 14:59
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].
Applied Digital APLD Q4 2024 Earnings Transcript
Yahoo Finance· 2026-01-22 17:22
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]
Riot Platforms: A $311M AMD Deal Changes the HPC Game
Yahoo Finance· 2026-01-21 15:43
Potential: If all expansion options are exercised, the total contract value could exceed $1 billion.Capacity: The deployment begins with 25 Megawatts (MW) of capacity, with an option to scale operations up to 200 MW.The deal centers on Riot’s Rockdale, Texas, facility. Under the terms of the agreement, AMD will lease power and facility capacity for an initial 10-year term. The specifics of the deal highlight why investors are optimistic:The driver behind this market enthusiasm is the confirmation of a major ...
Motivair by Schneider Electric announces new CDU with capability to scale to 10MW and beyond for next-gen AI Factories
Globenewswire· 2026-01-21 10:00
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].
Mawson Infrastructure Group to Present at Emerging Growth Conference
Globenewswire· 2026-01-15 11:00
Company Overview - Mawson Infrastructure Group, Inc. is a U.S.-based technology company that designs, builds, and operates next-generation digital infrastructure platforms, providing services in artificial intelligence (AI), high performance computing (HPC), and digital assets, including Bitcoin mining [3] - The company offers both self-mining operations and colocation/hosting for enterprise customers, utilizing a vertically integrated infrastructure model designed for scalability and efficiency [3] Strategic Focus - A core part of Mawson's strategy is to power its operations with carbon-free energy resources, including nuclear power, to support the growth of the digital economy in an environmentally sustainable manner [4] - Mawson currently has 129 megawatts of capacity online, with additional capacity under development, positioning itself as a competitive provider of carbon-aware digital infrastructure solutions [4] Upcoming Events - Mawson will provide an update at the Emerging Growth Conference on January 22, 2026, where shareholders and the investment community can engage with Interim CEO Kaliste Saloom [1] - The presentation is scheduled from 3:40 PM to 3:50 PM Eastern Time, and questions can be submitted in advance [1][2] Additional Resources - Archived webcasts of Mawson's presentations will be available on EmergingGrowth.com and the Emerging Growth YouTube Channel after the event [2] - Previous presentations, including the December 2025 Emerging Growth Conference, can be accessed online [2]
AMAT Stock Rises 114% From Its 52-Week Low: Time to Hold or Fold?
ZACKS· 2026-01-06 15:50
Core Insights - Applied Materials (AMAT) stock has increased by 114.1% since its 52-week low of $123.7 in early April 2025, and has surged 59.9% over the past year, outperforming the Zacks Electronics - Semiconductors industry's return of 37.6% [1][9] Demand and Growth - The demand for Applied Materials' wafer fabrication equipment (WFE) is rising due to the increasing use of semiconductors in artificial intelligence and high-performance computing, with leading-edge foundry/logic, DRAM, and advanced packaging identified as the fastest-growing areas in the WFE market [4][6] - AMAT specializes in advanced technologies such as Gate-All-Around transistors at 2nm and below, which are essential for manufacturing next-generation semiconductor chips, and recent product launches are expected to contribute to growth [5][6] - The advanced packaging business, currently valued at $1.5 billion, is projected to double to $3 billion in the coming years, driven by high bandwidth memory (HBM) demand and next-generation packaging architectures [7] Financial Performance and Projections - AMAT's revenue from leading-edge customers in DRAM grew by over 50% in 2025, and this trend is expected to continue [6] - The company has restructured its pricing program, which is anticipated to contribute significantly to gross margin expansion in the upcoming fiscal year, allowing for increased R&D investments [8] - Zacks Consensus Estimates for AMAT's earnings per share (EPS) for the first and second quarters of fiscal 2026 are $2.21 and $2.25, indicating year-over-year declines of 7.1% and 5.8%, respectively [15][17] Competitive Landscape - AMAT faces challenges from U.S.-China tensions and export restrictions on semiconductor manufacturing equipment, which are impacting sales and growth outlook, particularly in the Chinese market [11] - The broader semiconductor market is recovering, but memory markets, including DRAM and NAND, remain weak, with only a gradual recovery expected in 2025 [12] - Rising competition from companies like KLA Corp., Lam Research, and ASML Holding is prompting AMAT to increase sales, marketing, and R&D costs to maintain its competitive edge [15] Stock Performance and Recommendation - AMAT's stock is currently trading above its 50-day and 200-day simple moving averages, indicating a bullish trend [10] - Despite strong AI-driven momentum and expanding margins, export restrictions and competitive pressures limit near-term upside, leading to a recommendation for investors to hold the stock [18]