Index Update
5-D Volatility: Bitcoin mining stocks decoupled Bitcoin's price movements. Here's how they performed compared to other major stocks 馃憞
Major Company Updates
- IREN announces successful energization of Sweetwater 1 (link)
- Soluna regains compliance with Nasdaq listing requirements (link)
- Hut 8 closes $3.25 billion of investment-grade senior secured notes in landmark financing for River Bend data center project (link)
- MARA advances its optimized digital infrastructure strategy with agreement to acquire Long Ridge Energy & Power (link)
- Canaan Inc. extends collaboration with Tether on new form factors for mining and compute systems (link)
- Big Digital Energy, Inc. announces colocation agreement with the Endeavor Group (link)
- Core Scientific plans expansion to 1.5 gigawatts of gross power at Pecos, Texas campus (link)
Quick Update: We've just launched a new AI Infrastructure category on the website. It now features 38 public companies across key segments, including power utilities, data center operators, neo-cloud providers, and GPU manufacturers. The section is built to give you a clear, consolidated view of the companies powering the AI buildout and the equities most exposed to it.
I'd love your input as we expand: Which names should we add? What features or data points would make this genuinely useful for your investment workflow?
As always, feel free to drop us a message for any suggestions, feedback, or just to say hi.
Thanks for being part of our journey - see you next week!
Cindy & the BMS Team 馃挏