Execution will dominate the conversation around CoreWeave (NASDAQ: CRWV) in 2026. Investors will closely watch how it manages capacity delivery, capital discipline, and infrastructure rollout. But beyond those near-term proofs, there's a quieter, more structural issue that could determine CoreWeave's durability as a business over the next decade: customer concentration. Today, a large share of CoreWeave's revenue comes from a small number of artificial intelligence (AI) hyperscalers. That high customer c ...

NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ:FRMI), certain of the Company’s senior executives and directors, and underwriters of Fermi’s Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cas ...

SINGAPORE, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bitdeer Technologies Group (NASDAQ: BTDR) (“Bitdeer” or the “Company”), a world-leading technology company for Bitcoin mining and AI infrastructure, today announced that it has scheduled its fourth quarter 2025 earnings conference call and webcast for Thursday, February 12, 2026 at 8:00 AM EST. During the call, Bitdeer management will discuss the unaudited financial and operational results for the quarter ended December 31, 2025, followed by a question-and-answer ...

Summary of Bit Digital Conference Call Company Overview - **Company Name**: Bit Digital - **Ticker**: BTBT - **Exchange**: NASDAQ - **CEO**: Sam Tabar - **Business Model**: Defined as a strategic asset company focusing on owning and operating productive infrastructure rather than passive asset holding [7][10][25] Core Industry Insights - **Strategic Asset Company Definition**: Focuses on capital allocation into productive infrastructure that generates yield, usage, and participation [8][10][25] - **Shift from Bitcoin Mining**: Initially started as a Bitcoin miner but pivoted to Ethereum and AI infrastructure due to challenges in the mining business [10][11][12] - **Ethereum as Economic Infrastructure**: Viewed as a primary programmable settlement layer for decentralized finance, supporting stablecoins and generating yield through staking [16][17][26] Key Financial Metrics - **Ethereum Holdings**: Approximately 155,000 ETH held, with about 90% actively staked yielding around 3%-4% [13][23] - **WhiteFiber Ownership**: Owns approximately 27 million shares of WhiteFiber, representing over 70% ownership, valued at nearly $900 million at year-end 2025, currently around $650 million due to market pressures [13][14][19][23] - **Debt Structure**: No unsecured debt; issued $150 million of unsecured convertible notes in 2025 [23] Strategic Focus Areas - **AI Infrastructure**: Majority equity ownership in WhiteFiber, which develops AI-focused data centers and compute infrastructure [19][20] - **Growth in AI Workloads**: WhiteFiber's infrastructure is positioned to meet the growing demand for AI compute, with plans to expand from 11 MW to over 75 MW by the end of 2026 [20][22] - **Long-term Vision**: Aims to be a leading public Ethereum treasury and a major shareholder in scaled AI infrastructure within five years [32] Market Positioning - **Diversification**: Bit Digital's diversified asset base has helped it perform better than pure ETH peers during market fluctuations [14] - **Valuation Disconnect**: The market assigns a lower implied value to Bit Digital's WhiteFiber stake compared to its public market value, indicating a potential investment opportunity [15][30] Operational Strategy - **Active Participation**: Focus on operational participation in infrastructure rather than passive asset holding, which allows for compounding returns [11][29] - **Capital Allocation**: Decisions to raise capital are based on opportunities to increase shareholder value, with a focus on maximizing long-term value per share [31] Conclusion - **Future Outlook**: Bit Digital is positioned to capitalize on the growing sectors of Ethereum and AI infrastructure, with a strategic focus on operational excellence and long-term compounding [24][32]

New York, New York--(Newsfile Corp. - February 4, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ: FRMI), certain of the Company's senior executives and directors, and underwriters of Fermi's Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://ww ...

Capital allocator to productive digital infrastructure Investor Presentation | February 2026 Strategic Asset Company (SAC) www.bit-digital.com @BitDigital_BTBT Investing in our securities involves a high degree of risk. Before making an investment decision, you should carefully consider the risks, uncertainties and forward-looking statements described under "Risk Factors" in Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2024, and any subsequently filed Quarterly Reports on Form 1 ...

Bitcoin miner-turned-AI factory TeraWulf (NASDAQ: WULF) is acquiring two brownfield industrial sites in Hawesville, Kentucky, and Charles County, Maryland, which could expand its gross load capacity by approximately 1.5 GW. TeraWulf announced the deal after market close on Monday. TeraWulf’s stock price surged in the morning following the announcement, rising 10% in Tuesday morning trading hours. The transaction doubles the firm’s total power portfolio to 2.8 GW across five locations, of which 642.5 MW ...

The Fermi class action lawsuit alleges that in the IPO's offering documents and throughout the Class Period defendants made false and/or misleading statements and/or failed to disclose: (i) that Fermi overstated its tenant demand for its Project Matador campus; (ii) the extent to which Project Matador would rely on a single tenant's funding commitment to finance the construction of Project Matador; and (iii) that there was a significant risk that the tenant would terminate its funding commitment. SAN DIEGO, ...

每经记者：蔡鼎 每经编辑：魏文艺 随着大模型参数量向万亿级规模迈进，传统存储架构已难以满足海量数据的高并发读写需求，AI（人 工智能）存储赛道因此迎来发展机遇。 日前，北京星辰天合科技股份有限公司（以下简称星辰天合）正式向港交所呈交了IPO（首次公开募 股）申请文件，拟根据上市规则第18C章在港交所主板上市。华泰国际为其独家保荐人。 根据招股书（申请版本，下同），星辰天合拟将此次港股IPO募集资金分别用于在未来五年内加强研发 能力及丰富AI（人工智能）存储解决方案组合，引进顶尖人才、扩大战略行业的销售覆盖范围、推进 开放及中立的生态系统战略，以及用作营运资金和一般企业用途。 若成功上市，星辰天合将成为港股"AI存储第一股"。不过，《每日经济新闻》记者梳理发现，星辰天合 业绩扭亏的表象下，仍面临经营性现金流持续净流出、应收账款大幅增加占用营运资金，以及研发投入 力度在上市前夕显著减弱等问题。 研发投入策略出现调整 对寻求通过第18C章上市的特专科技公司而言，虽然监管层对盈利门槛的包容度相对较高，但商业化能 力的稳定性与造血能力依然是市场定价的核心锚点。招股书显示，星辰天合过去几年实现了业绩账面改 善，截至202 ...

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ:FRMI), certain of the Company’s senior executives and directors, and underwriters of Fermi’s Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws. If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cas ...