SAN DIEGO, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Fermi Inc. (NASDAQ: FRMI): (a) common stock pursuant to the registration statement issued in connection with the Company's October 2025 initial public offering ("IPO"); or (b) securities between October 25, 2025 and December 11, 2025. Fermi purports to be an energy and artificial intelligence (“AI”) infrastructure company. For more informa ...

Core Viewpoint - The next 12-18 months are critical for IREN Limited's performance, and the company should be valued as an AI infrastructure provider [1] Company Analysis - IREN Limited is positioned to leverage its capabilities in AI infrastructure, which may enhance its market valuation and performance in the upcoming period [1]

HIVE Digital Technologies Ltd. (NASDAQ: HIVE) will release its financial results for the nine months ended Dec. 31, 2025, on Feb. 17, followed by an earnings call at 8:00 am Eastern Time. The diversified blockchain and AI infrastructure firm said a webcast and conference call will accompany the results. Participants are encouraged to register or dial in approximately five minutes before the call. A replay and a copy of the earnings release will be available on the company’s investor relations website. R ...

Core Insights - Nebius Group's Q4 revenue reached $227.7 million, a 547% increase year-over-year, driven by AI cloud demand [1] - The company plans to spend $16 billion to $20 billion on capital expenditures (capex) in 2026, following a $4.1 billion capex in 2025 [1] - Nebius projects 2026 revenue between $3 billion and $3.4 billion, with EBITDA margins approaching 40% [1] Revenue Growth - Q4 revenue surged to $227.7 million, up from $35.2 million last year, marking a 547% increase [1] - Total revenue for 2025 was $529.8 million, a 479% rise from $91.5 million in 2024 [1] - The annualized run-rate revenue reached $1.25 billion by the end of 2025, exceeding previous guidance [1] Capital Expenditures - Capex for Q4 was approximately $2.1 billion, up from $416 million in the same quarter last year [1] - Full-year 2025 capex totaled $4.1 billion, primarily for GPUs and infrastructure [1] - For 2026, Nebius anticipates capex of $16 billion to $20 billion to support the rollout of nine new data centers [1] Operational Performance - Adjusted EBITDA turned positive at $15 million, compared to a loss of $63.9 million a year earlier, though below the analyst consensus of $22.55 million [1] - The net loss for Q4 widened to $249.6 million from $122.9 million, attributed to high operating expenses [1] - Operating cash flow reached $834 million in Q4, indicating early positive returns from expansion efforts [1] Strategic Acquisitions - Nebius announced the acquisition of Tavily for $275 million to enhance its AI cloud platform with real-time search capabilities [1] - This acquisition aims to strengthen offerings for AI agents and improve applications such as coding assistance and data analysis [1] Market Positioning - Nebius has secured over 3 gigawatts of power capacity by the end of 2026, exceeding prior plans of over 2.5 gigawatts [1] - Strategic partnerships with major players like Microsoft and Meta Platforms validate Nebius's approach and support long-term demand [1] - Despite concerns over aggressive capex spending, the company is well-positioned to capture market share amid rising demand for data center capacity [1]

Bitdeer Technologies Group (NasdaqCM:BTDR) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Company ParticipantsBrett Knoblauch - Managing DirectorHaris Basit - CSOJihan Wu - Founder, Chairman, and CEOJohn Ragozzino - External Investor RelationsJohn Todaro - Managing DirectorKevin Cassidy - Managing DirectorMike Grondahl - Head of Equities/Director of ResearchConference Call ParticipantsDarren Aftahi - Managing Director and Senior Equity Research AnalystGreg Lewis - Managing Director and Energy/Shipping ...

Bitdeer Technologies Group (NasdaqCM:BTDR) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Speaker11Good day, and thank you for standing by. Welcome to the Bitdeer fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You'll then hear an automated message advising you your hand is raised. ...

Core Insights - Bitdeer Technologies Group has reported a significant financial turnaround in Q4 2025, achieving a net profit of US$70.5 million compared to a net loss of US$531.9 million in the same quarter of the previous year [5][21][32] - The company is strategically transitioning towards high-performance compute infrastructure and colocation services, anticipating a widening supply/demand imbalance in global AI infrastructure [2][3] - The self-mining operations remain a key component of the business, with a substantial increase in Bitcoin mined and hash rate under management [3][5] Financial Performance - Total revenue for Q4 2025 was US$224.8 million, a significant increase from US$69.0 million in Q4 2024 [5][9] - Cost of revenue rose to US$214.3 million from US$63.9 million, primarily due to higher electricity and depreciation costs [5][14] - Gross profit was US$10.6 million, up from US$5.1 million, with a gross margin of 4.7% compared to 7.4% in the previous year [5][17] Operational Metrics - The total hash rate under management increased to 71.0 EH/s from 21.6 EH/s year-over-year, with self-mining contributing 55.2 EH/s [3][9] - Bitcoin mined through self-mining operations reached 1,673 BTC, a significant increase from 469 BTC in Q4 2024 [5][9] - The number of mining rigs under management grew to 293,000, up from 175,000, with self-owned rigs increasing to 211,000 [3][9] Cash Flow and Balance Sheet - Cash and cash equivalents as of December 31, 2025, were US$149.4 million, down from US$476.3 million a year earlier [5][25] - The company generated net cash from financing activities of US$454.5 million, primarily from convertible senior note issuances [25][34] - Total assets increased to US$2.8 billion from US$1.6 billion year-over-year, reflecting growth in mining rigs and inventories [25][30] Strategic Initiatives - Bitdeer is pursuing a dual-track AI infrastructure strategy, focusing on colocation for large sites while expanding GPU-as-a-service opportunities [2][3] - The company is leveraging its power procurement and infrastructure development capabilities to meet the growing demand for AI compute capacity [2][3] - The operational infrastructure and speed to market are highlighted as competitive advantages in the current market landscape [2][3]

Company Overview - HIVE Digital Technologies Ltd. is a diversified global leader in renewable-powered blockchain and AI infrastructure, founded in 2017 [3] - The company is the first publicly listed entity to mine digital assets using green energy, operating next-generation data centers in Canada, Sweden, and Paraguay [3] - HIVE serves both Bitcoin and high-performance computing clients, utilizing a twin-turbo engine infrastructure driven by Bitcoin mining and GPU-accelerated AI computing [3] Financial Results Announcement - HIVE will release its financial results for the nine months ended December 31, 2025, on February 17, 2026 [1] - An earnings conference call and webcast will follow the financial results announcement on the same day at 8:00 AM EST [1][2]

San Antonio, Texas,--(Newsfile Corp. - February 12, 2026) - HIVE Digital Technologies Ltd. (TSXV: HIVE) (NASDAQ: HIVE) (FSE: YO0) (BVC: HIVECO) (the "Company" or "HIVE"), a diversified global leader in renewable-powered blockchain and AI infrastructure, today announced it will release its financial results for the nine months ended December 31, 2025 on Tuesday, February 17, 2026, followed by an earnings conference call and webcast on Tuesday, February 17, 2026, at 8:00 AM EST.Conference Call InformationTo ...

Core Insights - IREN Limited (IREN) aims to achieve $3.4 billion in annualized run-rate revenues (ARR) by the end of 2026, primarily driven by its AI cloud business [1][10] Financial Performance - In Q2 of fiscal 2026, IREN reported approximately $2.3 billion of ARR under contract, including a significant agreement with Microsoft and $0.4-$0.5 billion from the Prince George site [1][10] - IREN secured $3.6 billion in GPU financing and received $1.9 billion in customer prepayments from Microsoft, covering about 95% of the GPU-related capital spending associated with the Microsoft contract [2] - The Zacks Consensus Estimate for IREN's fiscal 2026 revenues is $1.01 billion, indicating a year-over-year increase of 98.6%, while the estimate for fiscal 2027 revenues is $2.76 billion, reflecting a year-over-year increase of 172.6% [4] Power and Infrastructure - IREN has secured over 4.5 gigawatts (GW) of power, which is crucial in the current data center market, and only about 10% of this power will be used to reach the $3.4 billion ARR target by the end of 2026 [3] - The company plans to deploy around 140,000 GPUs by the end of 2026, supported by its available power capacity [3] Competitive Landscape - IREN faces significant competition from Applied Digital (APLD) and TeraWulf (WULF) in the AI infrastructure sector [5] - Applied Digital is constructing Delta Forge 1, an AI data center campus with an initial capacity of 430 megawatts (MW) [6] - TeraWulf has expanded its portfolio by acquiring two sites, adding approximately 1.5 GW of power capacity, increasing its total to about 2.8 GW [7] Stock Performance - IREN's shares have increased by 142.5% over the past six months, outperforming the Zacks Financial Miscellaneous Services industry's decline of 23.4% [8]