Market news

Cipher Digital extends Barber Lake lease to 20 years, pushing total contracted revenue past $9B with a new top AI lab commitment.

A Texas grid operator quietly disclosed something about Cipher Mining that sent the stock surging 9% before the company said a word, and the ripple moved two of its rivals in the same direction.

Applied Digital just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade goes next.

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

Bitcoin miners like Cipher Mining, MARA, and Riot are falling several times harder than Bitcoin itself this morning, and the structural reason behind that punishing gap matters as much as the dip itself.

Detailed price information for Zscaler Inc (ZS-Q) from The Globe and Mail including charting and trades.

Bitcoin miners turned data center operators are surging today, but the rally reveals a strange disconnect: these stocks still chase the coin even as billion-dollar AI lease deals rewrite what these companies actually are.

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

A surge in long-term Treasury yields is carving a brutal divide inside the AI infrastructure trade, punishing capital-hungry buildout names far harder than the broader data center sector and raising urgent questions about who survives a prolonged rate shock.

Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading. Here is what the acceptance milestone means for the bulls, the shorts, and the sector peers caught in the middle.

Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the synchronized selloff reveals about the risks hiding inside the AI miner pivot.

HIVE Digital Technologies just landed a contract that could redefine whether it belongs in conversations about AI infrastructure or bitcoin mining, and the market is only beginning to price in what execution actually requires.

Bitcoin miner Riot Platform has struck a $9 billion, 20-year compute deal with Anthropic

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades.

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

Detailed price information for Cipher Digital Inc (CIFR-Q) from The Globe and Mail including charting and trades.

Moby summary of Cipher Mining Inc.'s Q2 2026 earnings call

Cipher Mining (NASDAQ:CIFR) said its second-quarter 2026 business update reflected continued progress in its transition toward developing and operating data centers for high-performance computing, or HPC, customers. The company highlighted an accelerated delivery at its Black Pearl campus, an $810 m

Cipher Digital's Q2 results may show data-center progress and stronger growth visibility, but mining exposure, construction spending and financing costs loom.

TeraWulf and Cipher Mining have surged past 50% gains in 2026 while IREN sits in the red, yet IREN carries the biggest GPU partnership and power portfolio of the three. Something in this picture does not add up.

Cipher Digital Inc. (CIFR) concluded the recent trading session at $23.15, signifying a -10.34% move from its prior day's close.

Detailed price information for Core Scientific Inc (CORZ-Q) from The Globe and Mail including charting and trades.

Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in signed leases.