TeraWulf, Inc. (NASDAQ:WULF) shares dropped in Thursday's extended trading after the company released its fourth-quarter earnings report, missing estimates on the top and bottom lines. Here's a look at the details from the report   WULF stock is moving. Watch the price action here.The Details: TeraWulf reported quarterly losses of 29 cents per share, which missed the Street estimate for a loss of 13 cents.Quarterly revenue of $35.84 million missed the consensus estimate of $45.78 million by 21.73%, accordin ...

We recently published 10 Stocks Winning the Market. TeraWulf Inc. (NASDAQ:WULF) was one of the best performers on Tuesday. TeraWulf rallied for a second day on Tuesday, jumping 11.99 percent to close at $17.56 apiece, as investors repositioned portfolios ahead of the results of its fourth quarter and full-year 2025 earnings performance. According to the company, it is scheduled to release its financial and operating highlights after market close on Thursday, February 26. A conference call will be held to ...

Core Insights - Paloma Partners Management Co reduced its holdings in Core Scientific by 2,547,000 shares, with an estimated transaction value of $44.41 million based on the average closing price for Q4 2025 [1] - Core Scientific's stock price was $17.23 as of February 17, 2026, reflecting a 39.1% increase over the past year, outperforming the S&P 500 by 25.81 percentage points [2] - The company's market capitalization stands at $5.30 billion, with a revenue of $334.18 million and a net income of -$654.24 million for the trailing twelve months [3] Company Overview - Core Scientific is a leading provider of digital asset mining and blockchain infrastructure services in North America, utilizing proprietary software and large-scale datacenter operations [4] - The company operates a dual-segment model, focusing on direct mining of digital assets and offering large-scale datacenter colocation and equipment sales for blockchain participants [5] - Primary customers include institutional miners, blockchain enterprises, and organizations seeking secure, scalable infrastructure for distributed ledger technology [6] Market Context - Core Scientific's stock performance reflects improving sentiment in the cryptocurrency market, with the company positioned at the intersection of Bitcoin price volatility and the high fixed costs of operating large-scale mining datacenters [9]

Core Viewpoint - HIVE Digital Technologies Ltd. has received a recommendation from independent proxy advisory firm Institutional Shareholder Services (ISS) for shareholders to vote "FOR" all resolutions at the upcoming Annual General and Special Meeting scheduled for March 5, 2026 [1][3]. Company Overview - HIVE Digital Technologies Ltd. is the first publicly listed company focused on mining digital assets using green energy. The company operates next-generation Tier-I and Tier-III data centers in Canada, Sweden, and Paraguay, catering to Bitcoin and high-performance computing clients [7]. Shareholder Voting Information - The Board of Directors of HIVE encourages shareholders to vote "FOR" all resolutions [4]. - The proxy voting deadline is set for 11:00 a.m. (Pacific Time) on March 3, 2026, and shareholders are urged to vote early to ensure their votes are counted [5][9]. - Eligible shareholders are those recorded as of the close of business on January 16, 2026 [5]. Proxy Advisory Firm Details - ISS, the independent proxy advisory firm, serves approximately 3,400 clients, including many leading institutional investors, providing objective analysis for voting decisions [2]. Communication and Assistance - Shareholders with questions regarding the voting process can contact HIVE's proxy solicitation agent or reach out to Laurel Hill Advisory Group for assistance [9].

On February 12, 2026, Oasis Management Co Ltd. disclosed a new position in Core Scientific (NASDAQ:CORZ), acquiring 2,643,729 shares worth $38.49 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Oasis Management Co Ltd. reported acquiring 2,643,729 shares of Core Scientific as a new position. The quarter-end value of the position stood at $38.49 million, which accounts for both the purchase and the stock’s price movement during the period. Wh ...

Core View - Helix Partners Management increased its stake in Core Scientific by purchasing 350,000 additional shares, valued at approximately $6.10 million, reflecting confidence in the company's future prospects [2][8]. Company Overview - Core Scientific is a leading provider of digital asset mining and blockchain infrastructure services in North America, utilizing advanced data center facilities and proprietary software to enhance mining efficiency [6][9]. - The company operates a dual business model, generating revenue from both direct digital asset mining and recurring fees from hosting services for institutional clients [9]. Financial Performance - For the trailing twelve months (TTM), Core Scientific reported revenue of $334.18 million, with a net income loss of $768.31 million [4]. - In the third quarter, the company generated $81.1 million in revenue, with high-density colocation revenue increasing to $15.0 million from $10.3 million year-over-year, despite a decline in total revenue [11]. - As of February 12, 2026, Core Scientific's stock price was $17.48, reflecting a 44.58% increase over the past year, outperforming the S&P 500 by 31.68 percentage points [4][8]. Investment Implications - Core Scientific now constitutes 27.41% of Helix Partners Management's assets under management, indicating a strong conviction in the company's potential [8][10]. - The company is pivoting towards high-density colocation services tied to AI workloads, with significant capital expenditures funded by CoreWeave [12].

Core Viewpoint - Cango Inc. has completed the sale of 4,451 Bitcoin for approximately US$305 million to strengthen its balance sheet and reduce financial leverage, enabling strategic expansion into AI compute infrastructure [1][2]. Financial Performance - The sale of Bitcoin was settled in USDT, with net proceeds utilized to partially repay a Bitcoin-collateralized loan [1]. - The divestment aims to enhance the company's financial position and support new growth initiatives [5]. Strategic Initiatives - Cango is pivoting towards providing distributed compute capacity for the AI industry, starting with the deployment of modular, containerized GPU compute nodes [3]. - The company plans to develop a software orchestration platform to unify its distributed compute resources in a subsequent phase [3]. Leadership and Expertise - Mr. Jack Jin has been appointed as the Chief Technology Officer (CTO) for Cango's AI business line, bringing extensive experience in AI/ML infrastructure and GPU systems [4]. - His previous work at Zoom Communications involved architecting high-performance GPU clusters for large language model inference, aligning with Cango's goals [4]. Infrastructure and Operations - Cango's AI high-performance computing development leverages its existing infrastructure capabilities in computing and energy management [5]. - The company operates over 40 mining sites across various regions, including North America and the Middle East [6]. Business Diversification - Since entering the digital asset space in November 2024, Cango has initiated pilot projects in integrated energy solutions and distributed AI computing, while also maintaining an online used car export business [7].

Core View - Core Scientific Inc. (NASDAQ:CORZ) is recognized as one of the best performing new tech stocks to buy, with a price target raised to $25 from $19 by Keefe Bruyette, reflecting a positive outlook ahead of the Q4 2025 report [1] - The company is transitioning from bitcoin mining to high-performance computing (HPC) leasing, although its shares are still largely valued based on existing CoreWeave leases [1] Analyst Upgrades - BTIG analyst Gregory Lewis upgraded Core Scientific from Neutral to Buy with a price target of $23, following the rejection of its merger with CoreWeave [2] - Lewis noted that Core Scientific has been one of the worst-performing stocks among those with contracts to convert power infrastructure from crypto mining to HPC, but expects the company to secure additional HPC colocation contracts by 2026 [3] Company Operations - Core Scientific provides digital asset mining services in the US, operating through three segments: Digital Asset Self-Mining, Digital Asset Hosted Mining, and HPC Hosting [4]

Core Viewpoint - HIVE Digital Technologies Ltd. has filed its notice of meeting and related documents for its upcoming annual general and special meeting of shareholders scheduled for March 5, 2026 [1][2]. Meeting Details - The meeting will take place in person at 11:00 a.m. (Pacific Time) on March 5, 2026, at 1095 West Pender Street, Vancouver, BC [3]. - Shareholders will vote on several resolutions, including the election of directors, appointment of auditors, and amendments to incentive stock option and restricted share unit plans [3][8]. Voting Information - The proxy voting deadline is set for March 3, 2026, at 11:00 a.m. (Pacific Time) [4]. - Shareholders of record as of January 16, 2026, are eligible to vote [5]. - Voting methods include online, by telephone, or other methods specified in the proxy materials [4][9]. Company Overview - HIVE Digital Technologies Ltd. was founded in 2017 and is the first publicly listed company to mine digital assets using green energy [10]. - The company operates next-generation data centers across Canada, Sweden, and Paraguay, focusing on Bitcoin mining and high-performance computing [10].

Core Insights - MARA Holdings, Inc. (MARA) is experiencing growth through vertical integration, strategic expansion, and improved operational efficiency in Bitcoin mining, supported by a strong liquidity position [1] Financial Performance - In Q3 of fiscal 2025, MARA reported revenues of $252 million, marking a 92% year-over-year increase [2] - The company also saw a 98% year-over-year increase in Bitcoin holdings, reaching a total of 52,850 bitcoins by the end of the quarter [4] Operational Strategy - MARA's energized hashrate reached 60.4 EH/s across 18 sites, with approximately 70% of its capacity owned and operated, which aims to lower costs and reduce reliance on third parties [2][3] - The company deployed nearly 5,000 new miners, achieving an energy efficiency of 18.6 J/TH as of September 30, 2025 [2] Asset Management - MARA retains a significant portion of the Bitcoin it mines while selling the remainder to generate revenue, allowing for financial flexibility and exposure to potential long-term Bitcoin price appreciation [4] - During the quarter, the company mined and retained 2,144 bitcoins, further expanding its holdings [4] Investment Considerations - Despite operational gains, MARA is considered a high-risk investment due to its heavy dependence on Bitcoin prices, which can significantly impact earnings and balance-sheet value [5] - The company has never declared, and does not plan to pay, cash dividends, meaning investor returns rely solely on share-price appreciation [6] Industry Comparisons - Riot Platforms (RIOT) is another major Bitcoin miner focusing on scaling energy-efficient operations but has a higher sell-through rate of mined Bitcoin, contrasting with MARA's asset-accumulation strategy [7] - Coinbase Global (COIN), while not a miner, benefits from transaction activity and has diversified revenue streams, highlighting the importance of balancing current revenues with long-term strategic positioning in the crypto economy [8]