Core Viewpoint - Vertiv Holdings Co. is recognized for its strong profitability outlook and is included in a list of stocks expected to double in value over the next five years [1][4]. Group 1: Investment Ratings and Price Target - UBS has maintained a Buy rating on Vertiv Holdings Co. with a price target of $173, indicating a potential upside of 20% despite recent stock weakness [2]. - The recent stock weakness was attributed to Microsoft's announcement of a new liquid cooling system, but UBS clarified that Vertiv is not directly impacted by this development [2][3]. Group 2: Company Overview and Market Position - Vertiv Holdings Co. specializes in developing and maintaining essential digital infrastructure technologies and lifecycle solutions for data centers, communication networks, and industrial environments globally [4]. - The company plays a critical role in data center thermal management, providing fluid management solutions such as chillers, heat exchangers, distribution units, sensors, and controls [3]. - Vertiv's global presence spans across the Americas, Asia Pacific, Europe, the Middle East, and Africa, which reinforces its resilience in the market [3].

Core Insights - Core Scientific, Inc. (NASDAQ:CORZ) is viewed as a promising technology stock by hedge funds despite mixed opinions from Wall Street [1][3] - The company reported a revenue of $78.63 million for Q2 2025, which represents a 44.28% year-over-year decline and missed estimates by $4.57 million [1][2] - The earnings per share (EPS) was negative $0.04, which exceeded consensus estimates by $0.04 [1] Revenue and Market Performance - The decline in revenue was attributed to a 62% decrease in bitcoin mined, although this was partially offset by a 50% increase in bitcoin's average price [2] - Analysts have varied opinions on the stock, with price targets being adjusted; Roth MKM reduced its target from $20 to $17 while maintaining a Hold rating [3] - Craig-Hallum also reiterated a Hold rating without a price target, while Bernstein maintained a Buy rating with a price target of $17 [3] Company Overview - Core Scientific, Inc. specializes in providing digital infrastructure for high-density colocation and digital asset mining [4] - While the company shows potential as an investment, there are suggestions that certain AI stocks may offer better upside potential with less downside risk [4]

Core Insights - EdgeMode has made significant strides in 2025 with strategic acquisitions in Sweden and Spain, enhancing its data center portfolio and positioning in the European AI infrastructure market, resulting in a 1000% year-to-date increase in stock performance [1][2] Company Strategy - The company is executing an aggressive M&A strategy targeting both private and public businesses within the AI and digital infrastructure ecosystem, focusing on sectors such as renewable energy, real estate, battery storage, and energy [3] - EdgeMode aims to create a world-class digital infrastructure platform, with a flagship project in Marviken, Sweden, featuring scalable power capacity of up to 300MW, and a development in Spain that utilizes renewable energy for AI-ready colocation and hyperscale clients [2][3] Market Positioning - Plans for a Nasdaq uplisting are underway, positioning EdgeMode as a market consolidator that offers scale, public market access, and operational expertise to growth-oriented companies [4] - The company is actively inviting collaboration with other firms in the AI software, digital infrastructure, energy solutions, and strategic real estate sectors to meet the unprecedented demand for AI infrastructure [5] Company Overview - EdgeMode Inc. specializes in high-performance computing (HPC) data centers, focusing on energy-efficient colocation facilities to support customers in AI, machine learning, and cloud computing [6]

Core Viewpoint - Cathedra Bitcoin Inc. has appointed Joel Block as Chief Executive Officer, transitioning from a consulting agreement to a formal employment agreement, which includes the grant of restricted share units (RSUs) [1][2]. Company Overview - Cathedra Bitcoin Inc. develops and operates digital infrastructure assets across North America, hosting bitcoin mining clients in three data centers with a total capacity of 30 megawatts located in Tennessee and Kentucky. The company also recently sold a 60-megawatt data center in North Dakota, where it held a minority interest [3]. - The company operates a fleet of proprietary bitcoin mining machines, producing approximately 400 PH/s of hash rate [3]. Employment Agreement Details - Under the new employment agreement, Joel Block was granted 43,427,522 RSUs, which are redeemable for subordinate voting shares of the company. These RSUs will vest in equal portions on the first, second, and third anniversaries of the grant date [2]. - The RSUs are subject to applicable securities laws and require approval from the TSX Venture Exchange [2].

Core Viewpoint - Cipher Mining, Inc. has experienced a decline in stock price following the announcement of its convertible note offering, but the offering itself is a significant financial milestone that could enhance the company's growth prospects [1][2]. Group 1: Offering Details - Cipher Mining secured $1.1 billion through an upsized offering of convertible senior notes, which initially targeted $800 million but was increased by $300 million due to strong investor interest [3]. - The convertible senior notes carry a 0% interest rate and are due in 2031, allowing the company to maximize capital efficiency and focus on expansion rather than debt servicing [4]. Group 2: Strategic Implications - The initial conversion price is set at $16.03 per share, representing a 37.5% premium, indicating optimism about future growth [4]. - The company implemented capped call transactions with a high cap price of $23.32 to mitigate the dilution impact on existing equity from the convertible notes [5]. Group 3: Use of Proceeds - The majority of the proceeds from the offering are designated for growth initiatives, specifically to fund the expansion of a 2.4 GW data center pipeline and the construction of the Barber Lake facility [6]. Group 4: Financial Position - The $1.1 billion raised strengthens Cipher Mining's balance sheet without imposing significant debt or heavy dilution, positioning the company as a leader in the evolving digital infrastructure sector [7].

Core Insights - HIVE Digital Technologies Ltd. is recognized as one of the best manufacturing stocks to buy, focusing on digital infrastructure and cryptocurrency mining [1] Group 1: Company Overview - HIVE Digital Technologies Ltd. operates in cryptocurrency mining and has expanded into energy-efficient, AI-ready datacenter operations, with major facilities in Canada, Sweden, and Paraguay [1] - The company is headquartered in Vancouver and primarily utilizes renewable energy for its operations [1] Group 2: Recent Performance - HIVE reported a 22% month-over-month increase in Bitcoin production, mining 247 BTC in August compared to 203 BTC in July [2] - The average hashrate reached 16.3 EH/s, peaking at 18.1 EH/s due to the Phase 2 Yguazú expansion in Paraguay, which produces over 8.5 BTC daily [2] - The nearly completed Phase 3 expansion is expected to increase global capacity to 25 EH/s by Thanksgiving, targeting 12 BTC daily, which would represent around 3% of the global Bitcoin mining network [2] Group 3: Strategic Developments - HIVE is advancing its AI and enterprise datacenter strategy through its BUZZ HPC subsidiary, acquiring a 7.2 MW Toronto data center for CAD$17.25 million and upgrading it to Tier 3 standards [3] - The upgrade aims to support AI, machine learning, and cloud enterprise clients, complementing a partnership with Bell Canada for advanced GPU infrastructure [3] Group 4: Market Sentiment - Operational and strategic developments have led to strong investor sentiment, with HIVE's stock surging 8% in September, reinforcing its position in the crypto and AI infrastructure space [4]

Core Insights - Qatar Investment Authority (QIA) and Blue Owl Capital Inc. have formed a Strategic Partnership Agreement to create a digital infrastructure platform aimed at enhancing global compute capabilities for hyperscalers amidst the rising demand for cloud and AI services [1][10] Company Overview - QIA is the sovereign wealth fund of Qatar, established in 2005, and is one of the largest sovereign wealth funds globally, investing across various asset classes and regions [4] - Blue Owl Capital Inc. is a leading asset manager with over $284 billion in assets under management as of June 30, 2025, focusing on providing private capital solutions across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital [5][6] Partnership Details - The partnership will leverage QIA's contribution of over $3 billion in initial data center assets, with plans for growth over time, aligning with Blue Owl's permanent capital strategy [2][3] - The collaboration aims to address the increasing global demand for data storage and computation, particularly enhancing data connectivity [3] Strategic Goals - QIA's CEO emphasized the partnership's alignment with QIA's strategy to engage with global firms addressing the demand for data centers [3] - Blue Owl's Co-CEOs highlighted the commitment to advancing the global data center ecosystem and meeting the surging demand for data connectivity [3] Investment Strategy - Blue Owl's Digital Infrastructure strategy is part of its Real Assets platform, focusing on mission-critical assets that support cloud and AI innovation, having raised $39 billion and invested in 104 facilities across 28 global markets as of June 30, 2025 [2][3]

Group 1 - Newmont Corporation (NEM) has seen a 14.8% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Simmons First National Corporation (SFNC) has experienced a 7.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Vertiv Holdings Co (VRT) has recorded a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Dorman Products, Inc. (DORM) has seen an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Masco Corporation (MAS) has also experienced an 11.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Insights - Core Scientific, Inc. (NASDAQ:CORZ) is recognized as one of the 11 best performing IPOs in the last two years despite a revenue decline and mixed analyst opinions [1] - The company reported a revenue of $78.63 million for Q2 2025, reflecting a 44.3% year-over-year decrease, primarily due to a 62% drop in bitcoin mined [2] - The company's EPS of -$0.04 exceeded the anticipated EPS of -$0.07, indicating some operational resilience [2] Analyst Sentiment - Analysts have mixed sentiments regarding Core Scientific's performance; Bernstein maintains a Buy rating while most others lean towards Hold [3] - The stock has an upside potential of 5.07% according to CNN [3] Company Overview - Core Scientific, Inc. is a leader in digital infrastructure, specializing in high-density colocation services and dedicated data centers, with a current focus on AI-related workloads [4] - The company was founded in 2017 and has experienced a growth of 371.68% since its IPO on January 20, 2024, contributing to its positive outlook [3]

Core Viewpoint - Mawson Infrastructure Group Inc. provides an update on its operations, focusing on its digital infrastructure for high-performance computing and digital assets, while emphasizing its commitment to carbon-free energy sources [1][3]. Company Operations - Mawson continues to operate normally across its U.S. footprint, with its facility in Midland, Pennsylvania being a cornerstone site supported by long-term tenure [6]. - The company has engaged advisors and presented a plan to Nasdaq to regain compliance with its continued listing standards, receiving an extension to maintain its listing [6]. Financial Strategy - Mawson has filed a new shelf registration statement on Form S-3 to maintain financial flexibility, allowing the company to offer and sell securities as needed without indicating immediate issuance of new shares [6]. - The leadership is focused on executing the growth strategy while improving the balance sheet and maintaining operational flexibility [6]. Legal Matters - The company is advancing efforts to resolve certain legacy legal matters as part of a broader program aimed at strengthening its balance sheet [6].