Markets
The latest updates, analysis, and deep dives into the Markets sector of the energy-compute nexus.
AI Stocks Bottomed? Anthropic May Have Put a Floor Under the Trade Ahead of Earnings
Did Anthropic’s S-1 mark the bottom for AI infrastructure stocks? Preview upcoming earnings, HPC revenue, billable capacity, capex and financing costs. ...
Miner Weekly – FUD or Credit Risk? Inside AI Buildout’s $74 Billion Selloff
AI infrastructure stocks shed an estimated $74 billion in a week as neocloud debt concerns, rising bond yields and rate-hike fears rattled investors. ...
EIF Returns to Dallas in 2027. Plus, SpaceX, Broadcom Seek $90B AI Debt
Broadcom, SpaceX and Oracle are seeking billions for AI chips as lenders take a closer look at the risks. Plus: Energy Investors Forum returns in 2027. ...
Duke Energy Reaches Data Center Cost Deal With Tech Giants
Duke Energy has reached an agreement with major tech companies and North Carolina’s utility consumer advocate to broaden financial safeguards for serving data c...
Bitcoin’s Great Unplug: $1.5 Billion in Hardware Behind the AI Pivot
Bitcoin miners’ lost hashrate represents $1.5 billion in hardware at $20 per TH/s, exposing the earlier investment behind rising AI revenue. ...
Poolin Auction Reopens as Hut 8 Deal Ties $80 Million to Data Center Milestones
A New Jersey bankruptcy judge approved another round of bidding for Poolin’s Texas mining and data center assets after a dispute over the selection of Hut 8. ...
Anthropic Eyes $2 Trillion IPO Valuation After $7.3 Billion Compute Spend
Anthropic’s IPO prospectus reveals a potential $2 trillion valuation, a $42 billion 2025 net loss, and $7.33 billion spent on compute and infrastructure. ...
MARA Posts $100M Deposit, Reworks Texas Deal Amid Data Center Audit
MARA posted a $100 million utility deposit and revised its $600 million Matagorda deal as Texas audits data centers. ...
Riot Repays Coinbase Loan, Ends $200 Million Bitcoin-Backed Facility
Riot repaid its Coinbase borrowing and closed a $200 million facility carrying 6.15% interest, releasing bitcoin collateral without an early repayment penalty. ...
Oracle Shares Fall 4% on Reported Bid to Defer Payments on AI Project
Oracle reportedly seeks payment protection if New Mexico’s Project Jupiter AI data center is delayed, while saying the campus remains on schedule. ...
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