Core Insights - Iren Limited has successfully transitioned from a Bitcoin mining company to a high-performance AI computing provider, benefiting from the growing demand for AI infrastructure in 2025 [1][4] - The company reported a significant revenue increase of 355% year-over-year, reaching $240 million in Q1 of fiscal 2026, with expectations to achieve a $3.4 billion annual revenue run rate by the end of 2026 [5] - Iren has secured a $9.7 billion multi-year AI cloud contract with Microsoft, indicating strong demand from hyperscalers for specialized compute infrastructure [6] Company Transition - Iren Limited began as a cryptocurrency mining operation, utilizing server-filled data centers, and has shifted focus towards AI computing due to increased demand for compute capacity [4] - The revenue generated from crypto mining has facilitated the company's transition to building AI cloud infrastructure, allowing for the replacement of Bitcoin mining microchips with AI GPUs [4][9] Market Performance - Despite a strong performance throughout 2025, Iren's shares experienced a 21% drop in December as some investors chose to lock in profits after a nearly fourfold increase in stock value [2][7] - The December slump was attributed to the stock's risk level, prompting investors to secure gains amid the volatile market [7] Financial Considerations - Iren is investing heavily in infrastructure projects, spending beyond the revenue generated from crypto mining, which raises concerns about debt levels for potential investors [8] - The company is generating cash flow while expanding its AI infrastructure, which supports its transition from crypto mining to AI cloud services [9]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Marathon Digital Holdings, Inc. (MARA) .Marathon Digital currently has an ...

Core Insights - The cryptocurrency mining industry is undergoing significant changes that are impacting various stocks and ETFs, particularly the CoinShares Valkyrie Bitcoin Miners ETF (WGMI) [1] Group 1: Performance and Transition - WGMI has transitioned from being a pure play bitcoin miner ETF, which could favor investors in the future [2] - Over the three years ending December 31, 2025, WGMI was the best-performing non-leveraged ETF, achieving a remarkable return of 760%, significantly outperforming the next-best ETF which gained 542% [2] Group 2: AI and HPC Integration - Companies in the crypto mining sector are shifting towards AI and hyper-performance computing (HPC), leveraging their existing competencies and technologies for data center applications [3] - The integration of AI is crucial for diversifying revenue sources and ensuring long-term growth for miners within the WGMI portfolio [3][4] Group 3: Market Positioning and Risks - Bitcoin miners are increasingly positioning themselves as power and rackspace operators, targeting AI customers to generate more stable cash flows compared to traditional bitcoin mining [5] - The shift towards AI raises the standards for miners, necessitating proof of legitimacy in the AI space to attract investor confidence [5] Group 4: ETF Advantages - WGMI offers a broad approach to the intersection of AI and mining, helping to mitigate risks associated with selecting individual stocks that may lack adequate AI exposure [6] - The data center space is becoming a premium asset, with top sites being highly sought after by hyperscalers, cloud firms, and AI startups [6] Group 5: Notable Holdings - Some of WGMI's largest holdings, such as IREN, Cipher Mining, and Applied Digital, are demonstrating credible transitions towards AI [7]

Core Viewpoint - The cryptocurrency mining sector saw a significant rise, led by Applied Digital's strong earnings report, which positively influenced other companies in the industry [1] Group 1: Company Performance - Applied Digital reported Q2 revenue of $126.6 million for fiscal year 2026, marking a 250% year-over-year increase [1] - The company narrowed its net loss per share to $0.11, a reduction of 82% compared to the previous year [1] - Adjusted net profit for Applied Digital was $100,000 [1] Group 2: Market Reaction - Following the earnings report, Applied Digital's stock surged by 12% [1] - Other companies in the sector also experienced gains, with IREN Ltd and Bitfarms rising over 4%, and MARA Holdings and TeraWulf increasing by over 3% [1]

Core Viewpoint - The cryptocurrency mining sector experienced a significant rise, led by Applied Digital's strong earnings report, which positively influenced the stock prices of several companies in the industry [1] Group 1: Company Performance - Applied Digital reported Q2 revenue of $126.6 million for fiscal year 2026, marking a 250% year-over-year increase [1] - The company narrowed its net loss per share to $0.11, a reduction of 82% compared to the previous year [1] - Adjusted net profit for Applied Digital was reported at $100,000 [1] Group 2: Market Reaction - Following the earnings report, Applied Digital's stock surged by 12% [1] - Other companies in the sector also saw positive movements, with IREN Ltd and Bitfarms increasing by over 4%, and MARA Holdings and TeraWulf rising by over 3% [1]

NEW YORK, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Bitdeer Technologies Group (“Bitdeer” or the “Company”) (NASDAQ: BTDR) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of Bitdeer Technologies Group (NASDAQ: BTDR)?Did you purchase your shares between June 6, 2024 and November 10, 2025, inclusive ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bitdeer Technologies Group securities during the specified class period of the upcoming lead plaintiff deadline on February 2, 2026 [1]. Group 1: Class Action Details - Investors who bought Bitdeer securities between June 6, 2024, and November 10, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. - To serve as lead plaintiff, individuals must file a motion with the court by February 2, 2026 [3]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [4]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [4]. Group 3: Case Specifics - The lawsuit alleges that Bitdeer provided misleading information regarding its SEALMINER Bitcoin mining machine, particularly concerning the energy efficiency of its SEAL04 chip [5]. - Defendants are accused of failing to disclose that the SEAL04 chip, expected to have an energy efficiency of 5 J/TH, would not be ready for mass production until the second quarter of 2025, leading to artificially inflated security prices [5].

Core Insights - Bitcoin miners are transitioning from cryptocurrency mining to high-performance computing infrastructure, with mining revenue expected to drop from approximately 85% of total revenue in early 2025 to less than 20% by the end of 2026 for companies with AI contracts [1] - This shift indicates a move from low-margin mining operations to high-margin data center contracts, with companies generating 80% to 90% operating margins from AI deals compared to the thin margins of Bitcoin mining [2] Financial Projections - By October 2025, Bitcoin miners had secured $65 billion in contracts with major technology companies and cloud service providers, with AI contracts generating three times the revenue per megawatt compared to traditional mining [3] Company Developments - Six publicly traded mining companies have announced high-performance computing contracts: Core Scientific, Cipher Mining, TeraWulf, Applied Digital, Galaxy Digital, Iris Energy, and Bit Digital [4] - Despite the pivot to AI, publicly traded mining companies increased their Bitcoin mining operations in 2025, adding more computing power in the first nine months than in the same period of 2024, driven by equipment orders placed in 2024 [5] Investment Opportunities - The CoinShares Bitcoin Mining ETF (WGMI) offers exposure to this evolving sector, investing at least 80% of its net assets in companies deriving at least 50% of their revenue from Bitcoin mining or related services, with an expense ratio of 0.75% and a return of 72.05% over the past year [6]

Core Insights - Bitcoin reached an all-time high of approximately $126,000 in 2025 but has since fallen below $94,000, indicating volatility in the cryptocurrency market [3] - Despite the recent pullback, crypto enthusiasts remain optimistic about a potential rally in 2026 due to regulatory changes and the performance of crypto mining companies [4] Industry Overview - The cryptocurrency infrastructure costs are rising, particularly for mining rigs and servers that process Bitcoin transactions [1] - Precious metals have maintained a multi-quarter rally, suggesting a potential shift of investors from traditional equities to safer assets [4] Company Highlights - IREN Ltd. is the largest publicly traded Bitcoin miner with a market cap of around $14 billion, and analysts predict a potential stock increase of over 40% in 2026 [5] - IREN is exploring a pivot towards data centers and AI, supported by a nearly $10 billion multi-year contract with Microsoft [6] - Other Bitcoin mining companies, such as TeraWulf and Cipher Mining, have also seen significant share price increases and are worth monitoring for their lucrative contracts and growth potential [7]

Core Viewpoint - A securities class action lawsuit has been filed against Bitdeer Technologies Group for failing to disclose critical information regarding its SEAL04 chip and its financial performance, leading to significant stock price decline [1][2]. Group 1: Lawsuit Details - The lawsuit is filed in the United States District Court for the Southern District of New York on behalf of individuals or entities that acquired Bitdeer securities between June 6, 2024, and November 10, 2025 [1]. - The complaint alleges that Bitdeer did not disclose that the SEAL04 chip, expected to have an energy efficiency of 5 J/TH, would be ready for use in A4 rigs with mass production anticipated to start in Q2 2025 [2]. Group 2: Financial Performance - On November 10, 2025, Bitdeer reported a net loss of $266.7 million, equating to $1.28 per share, primarily due to increased operating expenses related to research and development of its ASICs roadmap [2]. - Following the financial results announcement, Bitdeer's stock price fell from $17.65 per share to $15.02 per share, marking a decline of over 14% [2]. Group 3: Investor Information - Investors who purchased Bitdeer shares are encouraged to contact the law firm Gainey McKenna & Egleston before the lead plaintiff motion deadline on February 2, 2026 [3].