According to Bernstein research on Tuesday, analysts assigned "Outperform" ratings to Iris Energy (IREN), Riot Platforms (RIOT), CleanSpark (CLSK), and Core Scientific (CORZ), citing bitcoin miners' positioning within

According to Bernstein analysts on May 19, four Bitcoin mining companies—IREN, Riot Platforms, CleanSpark, and Core Scientific—received 'outperform' ratings as the sector benefits from growing demand for AI data center infrastructure driven by deals from Google and BlackRock worth over $90

According to Bernstein, Bitcoin mining companies are poised for significant valuation rerating as major players in AI data center infrastructure. The research firm cites over $90 billion in announced AI infrastructure collaborations involving roughly 3.7 GW of power capacity among hyperscalers,

According to research firm Bernstein released on May 19, bitcoin mining companies are becoming key participants in large-scale computing infrastructure amid surging AI data center demand, with the firm bullish on IREN, Riot Platforms, CleanSpark, and Core Scientific. Major cloud companies, AI

According to CoinDesk, former OpenAI researcher Leopold Aschenbrenner disclosed that his investment holdings increased from $5.5 billion to $136.7 billion as of March 31, 2026. Aschenbrenner significantly increased positions in bitcoin mining companies including Iren, Core Scientific, Riot

According to BlockBeats, on May 18, IREN, a bitcoin mining and AI infrastructure company, acquired creative and media agency Awaken, which specializes in content strategy and brand building for high-growth enterprises. Core members of Awaken, including founder and CEO Chris Parker, will join IREN, w

According to CoinDesk, bitcoin miner and AI infrastructure company Iren completed a nearly $3 billion convertible senior notes sale on May 11. The company lifted its initial $2 billion target over three days due to strong investor demand. The 1% notes were priced with a 32.5% conversion premium,

According to GlobeNewsWire, Bitcoin miner IREN Limited completed a $3 billion convertible senior notes offering on May 15, with a 1% coupon rate and maturity in 2033. The offering consisted of $2.6 billion in initial issuance and $400 million in over-allotment rights, generating net proceeds of

According to BlockBeats, on May 13, holdings of Situational Awareness LP (SALP) plunged amid a sharp selloff in U.S. storage and semiconductor stocks. Of the fund's 10 positions tracked from 2025 Q4 filings, only IREN rose 2.56%, while the rest fell. Intel dropped 6.82%, SanDisk fell 6.17%, and

According to BlockBeats, on May 11, IREN announced plans to issue $2 billion in convertible senior notes due 2033, with initial purchasers granted an option to buy up to an additional $300 million. The unsecured senior debt will mature in December 2033, with proceeds allocated to capped call