Core Scientific Inc. (NASDAQ:CORZ) has signaled a definitive reversal in market sentiment this week, as its momentum score underwent a massive week-on-week transformation, jumping from 78.59 to a bullish 87.83.Bullish Momentum And Price TrendsThis quantitative surge follows an optimistic update from Keefe, Bruyette & Woods, which raised its price target for the company to $25 from $19, according to an Insider Monkey report.KBW's ‘Outperform’ rating highlights Core Scientific's strategic execution of a full ...

Group 1 - Bitdeer Technologies Group (NASDAQ:BTDR) has been downgraded from Buy to Hold by Keefe Bruyette, with a price target reduced from $26.50 to $14, indicating a 7.36% downside from current levels [1] - The downgrade reflects concerns over the company's valuation outlook, particularly due to its increasing focus on AI cloud services, which introduces uncertainty regarding long-term value creation [1] - The company's AI segment is currently small, contributing to the uncertainty, along with limited visibility into expansion plans in the U.S. and Europe [1] Group 2 - Despite the downgrade, Bitdeer Technologies is positioned to potentially become the leading publicly traded bitcoin miner by the end of 2026, although mining is characterized by lower EBITDA multiples, impacting the overall investment case [2] - Needham analyst John Todaro maintains a Buy rating on Bitdeer, with a price target of $30, suggesting a 130% upside from current levels, which aligns with the median Wall Street analyst estimate of 134.56% [3] - Bitdeer operates in the blockchain and high-performance computing sectors, providing hash rate sharing and mining-rig hosting solutions, with operations in the U.S., Norway, Singapore, and Bhutan [4]

Key Takeaways LDOS agreed to acquire ENTRUST Solutions Group for nearly $2.4B, with the deal expected to close by Q2 2026.The deal doubles LDOS' $600M energy unit and broadens its power delivery and grid modernization reach.ENTRUST adds expertise and scale, boosting LDOS' project capacity and long-term revenue outlook.Leidos Holdings, Inc. (LDOS) recently revealed that it has inked an agreement to acquire ENTRUST Solutions Group from Kohlberg for nearly $2.4 billion, funded through a mix of new debt, cash o ...

Core View - Core Scientific Inc. (NASDAQ:CORZ) is recognized as one of the best performing new tech stocks to buy, with a price target raised to $25 from $19 by Keefe Bruyette, reflecting a positive outlook ahead of the Q4 2025 report [1] - The company is transitioning from bitcoin mining to high-performance computing (HPC) leasing, although its shares are still largely valued based on existing CoreWeave leases [1] Analyst Upgrades - BTIG analyst Gregory Lewis upgraded Core Scientific from Neutral to Buy with a price target of $23, following the rejection of its merger with CoreWeave [2] - Lewis noted that Core Scientific has been one of the worst-performing stocks among those with contracts to convert power infrastructure from crypto mining to HPC, but expects the company to secure additional HPC colocation contracts by 2026 [3] Company Operations - Core Scientific provides digital asset mining services in the US, operating through three segments: Digital Asset Self-Mining, Digital Asset Hosted Mining, and HPC Hosting [4]

We recently published 10 Big Names With Easy 10-30% Gains. Cipher Mining Inc. (NASDAQ:CIFR) was one of the best performers on Tuesday. Cipher Mining saw its share prices jump by 13.71 percent on Tuesday to finish at $18.75 apiece as investors poured funds in high-performance computing (HPC) operators, with sentiment bolstered by Nvidia Corp.’s ramped up investments in the sector. In a statement on Monday, Nvidia said that it acquired a $2 billion stake in CoreWeave Inc., a leading data center and HPC se ...

SAN DIEGO, Jan. 27, 2026 /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Bitdeer Technologies Group (NASDAQ: BTDR) securities between June 6, 2024 and November 10, 2025. Bitdeer is a Bitcoin mining and high-performance computing (HPC) data-center infrastructure company with locations in Singapore, the United States, Bhutan, and Norway. For more information, submit a form, email attorney Aaron Dumas, Jr., or give u ...

Core Insights - Applied Digital reported a significant revenue growth of 67% to $60.7 million for the fiscal first quarter 2025, driven by cloud services and data center hosting segments [9][10] - The company is in advanced discussions for a lease with a US-based hyperscaler for its Ellendale HPC campus, which is expected to start with an initial capacity of 100 megawatts, with plans for future expansion [5][19] - The balance sheet has improved significantly due to strategic investments, with cash and equivalents totaling $86.6 million and shareholders' equity nearly doubling to $241.8 million [10][11] Business Developments - Construction of the Ellendale HPC campus is on schedule, with plans to expand capacity to 400 megawatts [5][12] - The data center hosting business currently operates at full capacity with 286 megawatts dedicated to cryptocurrency clients [6] - The cloud services segment is experiencing growth, with six clusters online and plans to deploy additional clusters in the second half of fiscal year 2025 [6][7] Financial Performance - The adjusted EBITDA for the quarter increased to $20 million, while the adjusted net loss was $21.6 million, or $0.15 per share [10] - Depreciation and amortization expenses rose significantly to $34.4 million, impacting overall costs [9] - The company incurred $4.1 million in expenses for facilities not yet generating revenue, which are expected to offset costs in the future [10] Market Position and Strategy - The company aims to become a leading platform for building and operating multiple HPC data centers at scale, capitalizing on rising demand from hyperscalers [14][15] - Recent investments and strategic partnerships are expected to enhance market visibility and support growth initiatives [5][15] - The company is exploring opportunities for heat recirculation in its facilities, potentially collaborating with agricultural sectors to utilize waste heat [48]

NEW YORK, Jan. 21, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a provider of artificial intelligence ("AI") infrastructure and high-performance computing ("HPC") solutions, today announced that it intends to offer, subject to market conditions and other factors, $200.0 million principal amount of Convertible Senior Notes due 2031 (the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rul ...

Group 1 - Bitfarms Ltd. announced the sale of its 70 MW Bitcoin mining site in Paraguay to Sympatheia Power Fund, marking its exit from Latin America [1][2] - The transaction is expected to close within 60 days, with Bitfarms receiving $9 million in cash and up to $21 million in milestone payments over the next 10 months [2][3] - This strategic move aligns with the company's initiative to focus on North America for higher returns in HPC/AI infrastructure, accelerating expected free cash flow from the sold site [2][3] Group 2 - Bitfarms Ltd. is recognized as a leading North American energy and digital infrastructure company, specializing in high-performance computing and Bitcoin mining [3]

Core Insights - Cipher Mining has transitioned from being solely a Bitcoin mining company to focusing on high-performance computing (HPC) as of late 2024, although it still relies on Bitcoin mining for revenue currently [1] - The company earned $164.2 million from Bitcoin mining in the first three quarters of 2025, indicating its current financial dependence on this sector [1] Group 1: Business Strategy and Contracts - Cipher Mining has secured significant contracts in the HPC space, differentiating itself from other mining companies that have also pivoted towards AI and HPC data centers [3] - In September 2025, Cipher entered a 10-year HPC colocation agreement with Fluidstack valued at approximately $3 billion, with potential extensions bringing the total to around $7 billion [4] - In November 2025, Cipher signed a 15-year lease agreement with Amazon Web Services (AWS) for AI workloads, worth approximately $5.5 billion [5] Group 2: Financial Performance and Market Position - Cipher's stock has increased by 255% over the past year, trading at 32 times trailing sales as of January 12, indicating a high valuation despite potential rapid sales growth in 2026 [5] - The agreements with Fluidstack and AWS could generate hundreds of millions of dollars in annual revenue for Cipher, highlighting its growth potential in the rising demand for AI infrastructure [6]