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  2. Published Social post

    CoinDesk (@CoinDesk)

    LATEST: CleanSpark ($CLSK) recently signed its first AI data center contract, and Clear Street's Brian Dobson says the Bitcoin miner-to-HPC pivot "is nowhere close to being over." $CORZ, $HUT, and $WULF have already inked deals. Now the question is execution.

  4. Published Social post

    The Block (@TheBlockCo)

    THE BLOCK: Bernstein values Core Scientific's AMD partnership at $14B over 15 years, saying the chipmaker is acting as both tenant and credit backstop. AMD's warrants for 30M CORZ shares vest only if the partnership scales to 2.5 GW.

  6. Published Social post

    The Block (@TheBlockCo)

    THE BLOCK: Core Scientific and AMD have struck a partnership giving the chipmaker more than 500 MW of U.S. data-center capacity from 2027, scalable to 2.5 GW. AMD also gets market-priced warrants to buy Core Scientific stock as its AI pivot deepens.

  8. Published Social post

    ZEROBASE (@zerobasezk)

    Crypto stocks posted some of the strongest gains on Wall Street on July 27, 2026, even as the broader market finished mixed and AI infrastructure shares came under pressure. The Dow rose 0.51 percent to 52,210.08, the S&P 500 edged up 0.02 percent to 7,413.18, and the Nasdaq slipped roughly 0.2 percent. Capital rotated out of chipmakers and data-center names into crypto equities, while bitcoin miners lagged. Bitmine Immersion climbed more than 11 percent after buying nearly 10,000 ether tokens worth about 19.4 million dollars, lifting its holdings to roughly 5.79 million tokens and total crypto-plus-cash assets to around 11.8 billion dollars. Strategy gained about 7 percent after adding to its cash reserves for a fifth straight week, reaching approximately 3.75 billion dollars while holding its bitcoin position steady at 843,775 coins. Coinbase, BitGo and Figure Technology each advanced 4 to 6 percent, and Circle rose 2 percent on its acquisition of IBM’s blockchain patent portfolio of nearly 1,000 patents. Bitcoin mining stocks moved lower. Cipher Mining fell about 8 percent, Core Scientific dropped 9 percent, Hut 8 declined roughly 6 percent, and Riot, CleanSpark, MARA and TeraWulf each slipped 3 to 5 percent. Most public miners have expanded into high-performance computing and AI data centers, so investors now treat them more as digital-infrastructure plays than pure bitcoin producers, causing them to trade in tandem with the AI complex. Spot bitcoin remained little changed in the mid-64,000-dollar range, while ether held near 1,900 dollars. The rotation away from AI was fueled by concerns over circular financing and heavy capital needs, including reports that Nvidia is discussing a financial backstop of up to 250 billion dollars for OpenAI’s planned Ohio data-center lease. Nvidia shares fell nearly 5 percent, AMD more than 7 percent, and other chipmakers also sold off. Macro conditions supported the shift. The 10-year Treasury yield eased to about 4.64 percent. Crude oil prices plunged more than 9 percent after the United States and Iran paused strikes in their ongoing conflict, reducing supply-disruption fears and freeing risk capital. The Federal Reserve meets through July 29 with rates in the 3.50–3.75 percent range, while major technology earnings arrive this week. The session showed how quickly capital can reallocate when AI financing questions, geopolitical de-escalation and softer yields coincide. Crypto stocks captured the alternative-theme bid, while the hybrid nature of most bitcoin miners left them on the wrong side of the same trade.

  17. Published Social post

    The Block (@TheBlockCo)

    Core Scientific revenue drops in Q4 as bitcoin miner pushes into supplying data center infrastructure https://www.theblock.co/post/391878/core-scientific-revenue-drops-in-q4-as-bitcoin-miner-pushes-into-supplying-data-center-infrastructure?utm_source=twitter&utm_medium=social

  20. Published Social post

    Wu Blockchain (@WuBlockchain)

    According to CryptoSlate, 70% of the world’s top 10 Bitcoin miners now rely on AI revenue to endure the bear market. Seven major firms — including Marathon, CleanSpark, Iris Energy, TeraWulf, and Core Scientific — have launched or profit from AI/HPC operations, while the remaining three are planning to do so. AI hosting revenue now exceeds traditional mining, generating about 50% higher annual income per MW. https://t.co/NzvoTklok6

  21. Published Social post

    The Block (@TheBlock__)

    Core Scientific shareholder vote sinks $9 billion CoreWeave deal, halting merger of AI cloud and bitcoin miner https://www.theblock.co/post/376959/core-scientific-vote-sinks-9-billion-coreweave-deal-halting-merger-ai-cloud-bitcoin-miner?utm_source=twitter&utm_medium=social

  24. Published Social post

    The Block (@TheBlock__)

    Investors 'probably' expected a higher valuation for Core Scientific, Bernstein says after bitcoin mining stock falls 17% https://www.theblock.co/post/361457/investors-probably-expected-a-higher-valuation-for-core-scientific-bernstein-says-after-bitcoin-mining-stock-falls-17?utm_source=twitter&utm_medium=social

  29. Published Social post

    Farside Investors (@FarsideUK)

    We have updated our Bitcoin mining production page, with a new chart $WULF has been removed as we cannot find the monthly production data The chart shows quite a large decline in prodcution for $CORZ farside.co.uk/miners/

  33. Published Social post

    CoinDesk (@CoinDesk)

    🗞️ @KamalaHarris shows love to digital assets 🗞️ @SECgov approves list of physically settled options tied to @BlackRock's #bitcoinETF 🗞️ Canaccord initiates coverage of @Core_Scientific with buy rating @christinenews has today's top stories on "CoinDesk Daily" 👇…

  34. Published Social post

    CoinDesk (@CoinDesk)

    .@CG_Driven says $CORZ is on the cusp of becoming a major player in AI hosting, in a report initiating coverage of the $BTC miner with a buy rating and a $16 price target. @willcanny99 reports. trib.al/WVUe0WU

  42. Published Social post

    CoinDesk (@CoinDesk)

    .@BernsteinBuzz says $BTC miners are attractive partners to help build AI data centers due to their readily available power supplies and operating capabilities. The broker initiated coverage of $IREN and $CORZ with outperform ratings. trib.al/rnRciBc

  44. Published Social post

    The Block (@TheBlock__)

    Bernstein reiterates $200,000 bitcoin target, initiates coverage on Core Scientific and IREN https://www.theblock.co/post/304425/bernstein-core-scientific-iren-bitcoin-target?utm_source=twitter&utm_medium=social

  46. Published Social post

    CoinDesk (@CoinDesk)

    .@BernsteinBuzz says $BTC miners are attractive partners to help build AI data centers due to their readily available power supplies and operating capabilities. The broker initiated coverage of $IREN and $CORZ with outperform ratings. By @willcanny99. trib.al/XQzpiFD

  47. Published Social post

    CoinDesk (@CoinDesk)

    Private equity giants finally seeing value in $BTC miners, after @Core_Scientific’s 200MW AI-related deal with @CoreWeave, says $CORZ CEO Adam Sullivan, noting that his firm was approached by top-tier PE firms. @willcanny99 and @Aoyon_A reports. trib.al/8x77nWx

  49. Published Social post

    CoinDesk (@CoinDesk)

    .@jpmorgan says the $BTC mining sector is attracting more interest from investors following news of the $CORZ deal with @CoreWeave and says $IREN is best positioned to take advantage of the HPC/AI opportunity. @willcanny99 reports trib.al/Yhk5Jj9

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