Key Takeaways Hut 8 will report Q4 2025 on Feb. 25, with revenues projected at $97.5M, up 16.8% sequentially.HUT holds 13,696 Bitcoin, making earnings highly sensitive to fair value price swings.Hut 8's heavy capital spending and Power segment decline may pressure Q4 results.Hut 8 Corp. (HUT) is scheduled to report its fourth-quarter 2025 results on Feb. 25, 2026.The Zacks Consensus Estimate for fourth-quarter loss is pegged at 12 cents per share, narrowed by 5 cents over the past 30 days. However, this mar ...

Bitcoin mining isn’t a sustainable business anymore, and industry participants are slowly stepping away. The process of validating transactions and securing the network by solving complex cryptographic puzzles to earn new Bitcoins is no longer sustainable. Higher network difficulty, reduced block rewards after the halving, and unstable energy costs have squeezed profitability across the sector. It has turned into a capital-heavy competition. Today’s large-scale miners must invest aggressively in infras ...

（来源：吴说） 据 UzDaily.uz，乌兹别克斯坦国家前瞻项目署（NAPP）正式颁发该国首张加密货币挖矿许可证。相关 信息已发布在该机构的电子登记系统中。获得合法数字资产挖矿资质的首家公司为私营企业 NexaGrid。该公司于 2026 年 1 月 19 日获得主管部门签发的许可文件。其挖矿设备将部署在布哈拉州罗 米坦区。NexaGrid 于 2025 年 4 月在塔什干注册成立，注册资本为 6 亿苏姆（约 5 万美元）。 ...

Key Takeaways Cipher Mining reports Q4 2025 earnings on Feb. 24, with revenues seen up 84% year over year.CIFR faces margin pressure from higher electricity costs and full-quarter Black Pearl exposure.CIFR expands into AI data centers with major deals, raising leverage and execution risk.Cipher Mining (CIFR) is scheduled to report fourth-quarter 2025 earnings on Feb. 24.The Zacks Consensus Estimate for revenues is currently pegged at $77.86 million, suggesting growth of 84.41% from the year-ago quarter’s le ...

Core Insights - Riot Platforms, Inc. is expected to report a quarterly loss of $0.22 per share with projected revenue of $158 million, making this earnings release significant for investors [1][6] - Despite the anticipated revenue increase, there is a consensus of a year-over-year decline in earnings, which will impact the stock's short-term price movement [2][6] Financial Ratios - The company's price-to-earnings (P/E) ratio is approximately 34.33, indicating high investor expectations for future growth [3][6] - The price-to-sales ratio stands at about 9.46, reflecting the market's valuation of its revenue [3][6] - The enterprise value to sales ratio is around 10.31, while the enterprise value to operating cash flow ratio is negative at approximately -11.62, indicating potential challenges in cash flow generation [4][6] Debt and Liquidity - Riot's debt-to-equity ratio is approximately 0.25, suggesting a relatively low level of debt compared to equity, indicating less reliance on debt financing [5][6] - The current ratio is about 1.47, showing the company's ability to cover its short-term liabilities with its short-term assets, providing a mixed picture of financial health [5][6]

Cipher Mining Inc. (NASDAQ:CIFR) is one of the 13 hot stocks to buy with the highest upside potential. On February 9, Morgan Stanley started covering Cipher Mining Inc. (NASDAQ:CIFR) with an Overweight rating and a price target of $38, suggesting that Bitcoin companies with established data centers such as Cipher Mining will likely draw interest from infrastructure investors who value long-term, stable cash flows, especially if they manage to secure long-term leases to creditworthy counterparties for their ...

Activist investor Starboard Value published a letter to Riot Platforms (NASDAQ: RIOT) leadership on Wednesday detailing a strategic transition that could value shares between $23.55 and $52.60. The firm argues the company can unlock significant value by shifting its power capacity focus from bitcoin mining to AI/HPC. Starboard noted that Riot has underperformed AI/HPC peers such as TeraWulf (NASDAQ: WULF), Core Scientific (NASDAQ: CORZ), Hut 8 (NASDAQ: HUT), and Cipher Mining (NASDAQ: CIFR) in share pric ...

Core Viewpoint - Activist investor Starboard Value is urging Riot Platforms to accelerate its AI data center initiatives, highlighting the company's potential to benefit from the increasing demand for artificial intelligence infrastructure [1]. Group 1: Company Positioning - Riot Platforms is positioned to leverage its substantial power capacity for AI computing as the profitability of bitcoin mining remains unstable [1]. - Starboard Value owns approximately 12.7 million shares of Riot and emphasizes that Riot's Texas sites, Corsicana and Rockdale, can provide about 1.7 gigawatts of power suitable for AI data center operations [1]. Group 2: Market Dynamics - The letter from Starboard indicates a trend among cryptocurrency miners to pivot towards AI and high-performance computing (HPC) as a response to the volatile nature of bitcoin mining profits [1]. - Starboard notes that AI and HPC companies are increasingly looking to cryptocurrency miners for immediate power capacity for their data centers [1]. Group 3: Strategic Recommendations - Starboard advises Riot to focus on securing high-quality, investment-grade tenants, such as hyperscalers, rather than merely pursuing the highest lease rates [1]. - The recent agreement between Riot and Advanced Micro Devices is viewed as a positive development, although it is characterized as a minor proof-of-concept deal [1].

Key Takeaways Riot’s Bitcoin mining profits are declining sharply due to lower prices. Activist investor Starboard urges Riot to accelerate its shift to AI data centers. Many Bitcoin miners are pivoting to AI hosting for steadier, higher margins. Riot Platforms, one of the largest U.S. Bitcoin mining companies, is under growing pressure to pivot to Artificial Intelligence (AI). This trend has gained momentum amid declining mining profitability. The company owns large power sites in Texas that c ...

据 TheEnergyMag 报道，激进投资者 Starboard Value 正敦促 Riot Platforms 加快从比特币挖矿向 AI 数据 中心和高性能计算（HPC）转型。Starboard 在致 Riot 董事会的信中指出，Riot 在德克萨斯州的 Corsicana 和 Rockdale 拥有约 1.7 吉瓦的电力容量，若能像同行一样将这些资源货币化用于 AI/HPC，预 计每年可产生超过 16 亿美元的 EBITDA。 （来源：吴说） ...