Key Takeaways MU shares surged 315% over the past year, far outpacing the broader Computer and Technology sector.Micron Technology benefits from AI and HPC demand, with DRAM, NAND and HBM3E memory gaining traction.MU posted strong Q1 results and trades at a lower forward P/E than major semiconductor peers.Micron Technology, Inc. (MU) has delivered a robust 314.8% gain over the past 12 months. This performance easily beats the broader Zacks Computer and Technology sector, which rose 20.6% in the same period. ...

Popular Bitcoin mining company HIVE Digital Technologies (Nasdaq: HIVE) reported strong results for January 2026, driven by significant hashrate growth, improved fleet efficiency, and stable operations across its global data center network. The company shared an update on Feb. 5 as per which it produced 297 Bitcoin during the month, up 191% from 102 Bitcoin in January 2025. Average daily production reached 9.6 BTC, even as global Bitcoin mining difficulty increased 30% year over year. Related: What is Bi ...

Core Insights - CleanSpark (CLSK) is expected to report its first-quarter fiscal 2026 results on February 5, with revenues projected at $186.66 million, indicating a 15% year-over-year increase [1][10] - The consensus estimate for the bottom-line loss is 10 cents per share, which has widened by 3 cents over the past month, reflecting a significant deterioration from a loss of 7 cents year-over-year [1][10] Financial Performance - CleanSpark's earnings performance has been inconsistent over the past four quarters, with an average negative surprise of 93.06% [2] - The transition towards AI and high-performance computing data centers has increased capital intensity, leading to substantial upfront costs without immediate revenue contributions, which may pressure liquidity and financial flexibility [3] - The company's reliance on Bitcoin mining ties its results to volatile cryptocurrency prices and increased competition, which likely constrained profitability during the quarter [4] Capital Structure and Risks - CleanSpark's expanded debt position from recent convertible note issuance has heightened vulnerability to Bitcoin price fluctuations and operational disruptions, limiting financial flexibility [5] - The company's Digital Asset Management strategy has begun generating incremental cash flow, producing $9.3 million in premiums in the fourth quarter of fiscal 2025, indicating stronger momentum [6] Earnings Prediction - The current Earnings ESP for CleanSpark is -68.42%, with a Zacks Rank of 4 (Sell), indicating a low probability of an earnings beat this quarter [7][8]

Investor.galaxy.com Q4 · 25 As of December 31, 2025 1 GALAXY 2 GALAXY Disclaimer This document, and the information contained herein, has been provided to you by Galaxy Digital Inc. and its affiliates ("Galaxy Digital" or "Galaxy") solely for informational purposes. This document may not be reproduced or redistributed in whole or in part, in any format, without the express written approval of Galaxy Digital. Neither the information, nor any opinion contained in this document, constitutes an offer to buy or ...

Core Insights - 3 E Network Technology Group Limited has officially initiated the procurement process for critical equipment for its AI Data Center Project in Finland, marking a transition from planning to construction preparation [1][2] Group 1: Project Overview - The AI data center is a strategic cornerstone for the company to connect digital ecosystems and deploy AI infrastructure, with a focus on high-performance computing and large language model training [2] - The procurement process aims to secure top-tier hardware resources early, aligning with the company's construction philosophy of "Green and Low-Carbon, Modular Assembly, and Extreme Energy Efficiency" [2][3] Group 2: Supply Chain and Compliance - The company has begun supply chain selection and technical validation procedures, developing a vendor qualification system focused on engineering adaptability and regulatory compliance [3] - All candidate technical solutions will undergo comprehensive compliance reviews according to Finnish national building standards and environmental permitting requirements [3] Group 3: Infrastructure Focus Areas - The company plans to procure prefabricated structural components that comply with Finnish fire and structural standards to improve construction efficiency [4] - Prioritization of prefabricated power skids and modular UPS systems is intended to support a decoupled power system design for scalable deployment [4] - Evaluation of liquid-cooling-ready coolant distribution units and air-cooling solutions aims to address thermal requirements of next-generation AI chips [4] - High-capacity optical cable systems will be evaluated to support low-latency data transmission for GPU-based computing workloads [4] - The company will prioritize the evaluation and procurement of sensor arrays and edge computing gateways to support the 3 E Intellisight™ Smart Operations Platform [4]

CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) today announced the sale of the Hawesville, Kentucky site, which will be redeveloped by TeraWulf Inc. (NASDAQ:WULF) into a digital infrastructure campus supporting high-performance computing and artificial intelligence workloads. Century will retain a non-controlling minority equity stake, reflecting its continued interest in the site’s productive reuse and long-term benefits to the Hawesville community. The redevelopment of ...

Together, Eaton and Flexnode will offer turnkey, prefabricated IT infrastructure purpose-built for high power density data halls from 3.5 to 35 megawatts, and the ability to deploy multiple data halls onsite. The collaboration couples Eaton's technologies and 800 VDC power infrastructure with Flexnode's modular construction from design to deployment. Eaton technologies will be integrated into the Flexnode NX Compute Module, for rapid deployment to support the most demanding compute requirements. Learn more ...

Core Insights - Cadence Design Systems, Inc. (CDNS) has entered a technical collaboration with Lightmatter to develop co-packaged optics (CPO) solutions aimed at enhancing AI and high-performance computing (HPC) systems [1][9] Group 1: Collaboration and Technology Development - The partnership combines Cadence's high-speed SerDes IP and Universal Chiplet Interconnect Express (UCIe) technology with Lightmatter's Passage optical engine to create manufacturing-ready CPO platforms [1][9] - The collaboration focuses on integrating advanced-node CMOS and industry-standard packaging workflows to meet the increasing demands for bandwidth and power efficiency in modern AI infrastructure [2][4] - Cadence's expertise in optics-optimized connectivity IP and chiplet disaggregation is being leveraged alongside Lightmatter's strengths in silicon photonics to support hyperscalers in building custom AI and HPC chips [3] Group 2: Market Position and Strategic Initiatives - Cadence's strategic acquisition strategy has been crucial for its growth, including the acquisition of Secure-IC and the Design & Engineering division of Hexagon AB, which will enhance its IP portfolio [5][6] - The company is well-positioned to benefit from the rising demand for AI-driven solutions, with its Cadence.ai portfolio gaining traction and new product launches like Cerebrus AI Studio expected to sustain momentum [6] - For Q4 2025, Cadence anticipates revenues between $1.405 billion and $1.435 billion, compared to $1.356 billion in the same quarter last year, with non-GAAP EPS projected between $1.88 and $1.94 [7] Group 3: Stock Performance - Cadence currently holds a Zacks Rank 3 (Hold), with its shares increasing by 7.6% over the past year, outperforming the Zacks Computer-Software industry's growth of 0.1% [8]

Key Takeaways LRCX's Systems revenues are likely to rise sharply in Q2, driven by strong demand from its foundry clients.LRCX is benefiting from AI and HPC investments that boost demand for advanced etch and deposition tools.LRCX's Aether EUV and Akara etch technologies are gaining traction for next-generation chip nodes.Lam Research Corporation (LRCX) is scheduled to release its second-quarter fiscal 2026 earnings on Jan. 28. The chip-making tool provider looks well-positioned for another strong quarter, s ...

Core Insights - Buzz HPC is launching a purpose-built AI cloud in Paraguay, marking its third global cloud region alongside operations in Sweden and Canada [1][11] - The expansion into Paraguay is driven by its emerging status as a hub for high-performance computing (HPC) data centers [1][5] Infrastructure and Energy - Buzz HPC is utilizing its existing Tier 1 infrastructure in Paraguay, initially developed for crypto mining, to transition into AI-focused Tier 3+ data center facilities [2][4] - Paraguay's access to hydroelectric power, particularly from the largest dam in the Western Hemisphere, provides a renewable energy advantage, reducing the carbon footprint of AI operations [2][6] Market Position and Strategy - The company aims to build AI infrastructure to meet the increasing demand for modern AI workloads, positioning Paraguay as a key market for next-generation HPC data center development [5][6] - A strategic partnership with a telecom provider facilitates an accelerated path to market, leveraging existing enterprise-grade data center capacity and national fiber connectivity [7][8] Community and Government Relations - Buzz HPC has established deep relationships with local communities and government, which support collaboration and growth in AI development through institutions and businesses [8] - The company is committed to using hydroelectric energy as its primary power source across all its assets, aligning with its green strategy [9][10] Future Plans - The Buzz AI cloud is set to go online in Q1 2026, providing compute capacity for AI workloads and complementing existing cloud regions [11][12] - The company plans to redevelop its Tier 1 facilities into Tier 3+ facilities to accommodate larger compute clusters over time [12]