Iren Limited (NASDAQ:IREN) is one of the worst AI stocks to invest in according to Reddit. On February 6, Macquarie analyst Paul Golding lowered the firm’s price target for Iren from $95 to $70 while keeping an Outperform rating. On the same day, B. Riley raised its price target for Iren to $83 from $74 with a Buy rating, despite the company’s Q2 adjusted EBITDA of $75.3 million falling short of internal and consensus estimates. The firm highlighted significant milestones, including $3.6 billion in GPU fi ...

Earnings Call Set for Thursday, February 26 at 4:30 p.m. ETEASTON, Md., Feb. 06, 2026 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated digital infrastructure, today announced that it will host its earnings conference call and webcast for the fourth quarter ended December 31, 2025 on Thursday, February 26, 2026 at 4:30 p.m. Eastern Time. A press release detailing the Company’s financial results will be issued prior to the ca ...

Land and power agreement supports up to 600 MW transmission-level data center in Texas LAS VEGAS, Feb. 4, 2026 /PRNewswire/ -- CleanSpark, Inc. (Nasdaq: CLSK) ("CleanSpark" or the "Company"), today released its unaudited Bitcoin mining and operations update for the month ended January 31, 2026. "In January we continued to aggressively scale our power and land portfolio, grew our AI data center team with additional key talent, and supported local grids across the Southeast at our Bitcoin mining locations," s ...

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 ...

Your vote is important - vote today.The Board of Directors unanimously recommends that Shareholders vote FOR the election of directors, appointment of auditors, amended incentive stock option plan, amended restricted share unit plan, and amendment to the shareholder quorum requirements at the annual general and special meeting.Shareholder questions or need voting assistance? Please contact Laurel Hill Advisory Group by email at assistance@laurelhill.com, or by texting "INFO" to, or calling, 1-877-452-7184 ...

Core Viewpoint - Bitdeer Technologies Group (NASDAQ:BTDR) is recognized as a promising investment opportunity, with analysts expressing confidence in its growth potential, particularly in Bitcoin mining and AI expansion [2][3]. Group 1: Analyst Ratings and Price Targets - BTIG analysts have reiterated a Buy rating on Bitdeer Technologies Group, setting a price target of $25 [1]. - Rosenblatt Securities has also maintained a Buy rating, with a higher price target of $30, citing strong performance in December [3]. Group 2: Revenue and EBITDA Projections - The research firm has raised its 2025 revenue estimates for Bitdeer to $615 million from $588 million, and expects 2026 revenue to reach $1.1 billion, up from an initial guidance of $1 billion [2]. - The expected EBITDA for the company is projected to be approximately $374 million [2]. Group 3: Mining Performance and AI Expansion - In December, Bitdeer increased its Bitcoin mining output by 21%, expanding its generation mining rig, Sealminer A3, to 5.9 EH/s from 0.6 EH/s in November [3]. - The company is converting an additional 225MW capacity to support AI applications, enhancing its technological capabilities [3]. Group 4: Company Overview - Bitdeer Technologies Group specializes in Bitcoin mining and AI cloud services, providing end-to-end solutions such as datacenter management, hash rate sharing, and proprietary mining [4]. - The company is also expanding into AI infrastructure using NVIDIA GPUs for advanced computing workloads [4].

Group 1 - TeraWulf Inc. (NASDAQ:WULF) experienced a significant rally, increasing by 9.54% to close at $14.12, breaking a three-day losing streak, driven by positive investor sentiment due to easing tensions between the U.S. and Europe [1] - The company is benefiting from a broader trend in the technology sector, with investors returning to stocks associated with artificial intelligence (AI), supported by strong demand and rapid growth in the sector [2] - Investment firm Needham & Company has reaffirmed a "buy" recommendation for TeraWulf with a price target of $21, indicating a potential upside of 48.7% from its latest closing price [3] Group 2 - Keefe, Bruyette, and Woods (KBW) upgraded TeraWulf's rating to "outperform" from "market perform," with a new price target of $24, significantly raised from $9.50, reflecting the market's underestimation of the company's shift towards high-performance computing services from Bitcoin mining [4] - KBW projects a remarkable 505% compound annual growth rate (CAGR) in TeraWulf's EBITDA through 2027, driven by existing lease agreements [4]

Core Viewpoint - Hut 8 Corp is highlighted as a leading cryptocurrency and blockchain stock, with a recent price target increase by Benchmark to $85 due to a significant $7 billion data center deal that enhances its digital infrastructure business alongside its crypto operations [1][2]. Group 1: Financial Developments - Hut 8 has signed a 15-year lease agreement worth $7 billion with Fluidstack for 245 megawatts of IT capacity at its River Bend data center [2]. - Google will provide financial backing for the obligations during the 15-year lease term, indicating strong support for Hut 8's financial stability [2]. - Keefe, Bruyette & Woods has also raised Hut 8's price target to $55 from $30, citing strong execution on the high-performance computing colocation deal [4]. Group 2: Business Operations - Hut 8 operates an energy-first infrastructure platform, focusing on large-scale data centers for energy-intensive applications such as AI and Bitcoin mining [5]. - The company offers a range of services including power generation, digital infrastructure, compute power (GPU/CPU), and managed data center services [5]. Group 3: Strategic Partnerships - The deal structure includes multiple layers of embedded expansion optionality across three counterparties: Anthropic, Fluidstack, and Google, which enhances Hut 8's strategic positioning [3]. - The company's stake in American Bitcoin, a Bitcoin mining company, is viewed positively for future growth [2].

Core Insights - Hut 8 Corp.'s power-first strategy is highly sensitive to grid reliability, impacting operational continuity and the monetization of capital-intensive power assets [1] - The company’s business model focuses on securing and deploying large-scale electricity for Bitcoin mining and future AI infrastructure [1] Group 1: Business Model and Strategy - Hut 8's development pipeline exceeded 8 gigawatts as of September 30, 2025, highlighting the growing demand for energy in Bitcoin mining and AI computing [2] - The company is actively managing risks by diversifying across regions and power markets, utilizing Bitcoin mining as a flexible load to support power investments until AI use cases scale [4][10] Group 2: Industry Challenges - Industry-wide challenges such as generator retirements, transmission disruptions, and potential regional power shortages could hinder Hut 8's ability to convert its pipeline into operational assets [3] - The availability of power and grid readiness are critical for the deployment timelines of hyperscale AI infrastructure [3] Group 3: Competitive Landscape - Bitfarms is a close competitor with 473 MW of owned power and a 2.1 GW pipeline, but it is more exposed to Bitcoin volatility compared to Hut 8 [6] - TeraWulf is advancing in HPC leasing with long-term contracts, but it carries higher debt and is more concentrated in a few customers, while Hut 8 benefits from greater platform flexibility [7] Group 4: Financial Performance - Hut 8's shares have increased by 176.2% in the past six months, outperforming the broader Zacks Finance sector [8] - The Zacks Consensus Estimate for Hut 8's 2026 loss is projected at 90 cents per share, widening from a previous estimate of 60 cents [15]

Group 1 - MARA Holdings, Inc. (NASDAQ:MARA) is identified as one of the 12 stocks expected to rebound according to Wall Street analysts, despite a price target reduction from $22 to $15 by Rosenblatt, which maintained a Buy rating on the stock [1] - Bitcoin miners, including MARA, have faced significant challenges in 2025 due to high network competition and a sharp decline in Bitcoin prices, leading to increased pressure on pure play miners [2] - The recent downturn in the crypto market has negatively impacted crypto mining companies, including MARA, which previously benefited from long-term contracts for cheap electricity; many are now pivoting towards AI data centers for large tech firms [3] Group 2 - Matthew Sigel, portfolio manager of VanEck Onchain Economy ETF, highlighted that stocks like MARA combine the themes of digital assets through Bitcoin exposure and AI, although the macro environment has shifted, resulting in punishment for these companies [4] - While MARA shows potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk, indicating a competitive landscape for investment opportunities [5]