Bitcoin2026-09-09 18:38:17Bitcoin miners lag the rally as only Canaan outperforms BTC in a group of 11 firmsBitcoin has risen about 22% since Aug. 17, but listed bitcoin miners have not kept pace. According to an analysis cited by BlockBeats on Sept. 10, only Canaan outperformed BTC among 11 bitcoin mining companies and related firms, while the other 10 all trailed the cryptocurrency. The median gain for those 10 stocks was just 1.8% over the same period. Core Scientific and Terawulf ranked among the weakest performers, lagging bitcoin by 27% and 24%, respectively. The analysis said some miners have shifted in recent years toward high-performance computing, or HPC, and AI data center businesses. That move helped support share prices during the crypto bear market, but it also diverted attention from bitcoin mining operations and introduced added operational risk. At the same time, the report said a dual strategy built around AI data centers and bitcoin mining could still become a long-term advantage. Mining operations may benefit during crypto bull markets, while AI data center exposure could help improve balance sheets when the digital asset market is under pressure.810
Bitcoin miner2026-09-08 12:31:28Public Bitcoin Miners Have Been Pulling ASICs Since January and Leasing Power Capacity to AI TenantsBitcoin News said in a post on X that publicly listed Bitcoin mining companies have been removing ASIC miners since January and leasing the related power capacity to AI tenants. The account estimated that AI/HPC contract value tied to the sector has already exceeded $70 billion. It also listed 10 public mining companies that are retrofitting their sites, alongside the share of mining machines each has actually migrated. The post points to a continued shift in how listed miners are using infrastructure originally built for Bitcoin mining, with site upgrades and power allocation now being directed toward AI and high-performance computing workloads.900
US stocks2026-09-03 12:30:00ADP Miss Lifts Metals and Utilities as Hecla Jumps 8.69%; Ciena Earnings Up NextU.S. stocks closed higher on Sept. 2, with the Dow Jones Industrial Average up 0.56%, the S&P 500 rising 0.47%, and the Nasdaq gaining 0.45%. The immediate macro trigger was August ADP private payrolls, which increased by 38,000, below the 47,000 expected. That eased rate-hike bets and pushed investors toward precious metals and utilities. Hecla Mining stood out. The silver miner rose 8.69% to $20.77 even as silver moved less than 1% on the day, a move the report framed as a clear example of operating leverage in mining equities. The same article also compared silver-linked names with gold-focused miners, showing a much stronger reaction on the silver side. Beyond the daily market move, the report examined whether Bitcoin mining companies that have shifted toward AI data center capacity have really broken away from crypto price exposure. Its conclusion was that price action has not truly decoupled; what the market is separating is contract quality, especially the identity and concentration of the paying counterparties. Attention now shifts to Ciena, scheduled to report before the market at 12:30 UTC on Sept. 3. The key question is whether the optical networking company will raise its full-year fiscal 2026 revenue guidance again after previous increases from $5.9 billion to $6.1 billion and then $6.3 billion.1030
Third Point2026-08-31 10:48:33Third Point discloses stake in Core Scientific as Bitcoin miners’ AI infrastructure pivot draws attentionHedge fund Third Point disclosed in its second-quarter 13F filing that it held 54,000 shares of Bitcoin miner Core Scientific, according to Techub, which cited NewsBTC. The position is being read as a sign that institutional capital is paying closer attention to the theme of Bitcoin mining companies shifting toward AI infrastructure rather than taking direct Bitcoin exposure. The analysis pointed to miners’ existing advantages: large-scale energy access and data center infrastructure. As demand tied to the AI boom grows for power, land, cooling capacity and dense facilities, some mining companies have already started to repurpose part of their infrastructure for high-performance computing customers. The report also said Third Point’s holding suggests listed Bitcoin miners may no longer be seen only as leveraged proxies for Bitcoin. Instead, they may also be valued as infrastructure assets. AI hosting could open a second potential line of business for mining firms, with valuations that may rely on more than Bitcoin production alone.900
CoinShares2026-08-28 11:42:08CoinShares: US Grid Bottlenecks Could Lift Bitcoin Miners' AI Revenue Share to 70%CoinShares said grid bottlenecks at US data centers are intensifying, and bitcoin miners' AI revenue share could rise from 20% to 70%. The report also showed $1.65 billion in inflows to digital asset investment products in the first three trading days of the week, down from $2.94 billion a week earlier.810
Bitcoin2026-08-27 16:04:15Bitcoin’s 23% weekly jump lifts battered miners past some AI-linked stocksBitcoin’s August rebound has sharply lifted some of the mining sector’s weakest names, with Canaan, American Bitcoin and Cango posting gains of 41% to 67% as investors appeared to favor direct BTC exposure again. In its latest Miner Weekly newsletter, BlocksBridge Consulting said Bitcoin rose roughly 23% over the past week, outpacing most AI-related infrastructure stocks. By comparison, CoreWeave gained about 21%, Nebius rose 17% and IREN added 15%, while some miners with heavier exposure to artificial intelligence and high-performance computing were flat or declined. BlocksBridge attributed Bitcoin’s move to three drivers: the US Treasury Department’s Aug. 19 decision to at least double liquidity-support buybacks for longer-dated Treasury securities, a more optimistic regulatory tone after a White House meeting with crypto executives where President Donald Trump urged Congress to pass a “fair version” of the CLARITY Act, and a sharp short squeeze that liquidated more than $1.6 billion in crypto positions over 24 hours. The report also said publicly traded Bitcoin miners have spent roughly $15 on AI data centers for every $1 of AI-related revenue generated.960
ChainCatcher2026-08-21 16:22:53US Treasury Buyback Expansion Lifts Crypto Stocks as Canaan Jumps More Than 25%ChainCatcher said bitcoin miners and digital asset treasury companies rose at the end of the week as the crypto market extended its rebound. Traders pointed to the U.S. Treasury’s decision to expand its long-dated bond buyback program, which raised expectations for better liquidity and helped risk sentiment recover. Canaan gained more than 25%, MARA Holdings kept climbing after rising nearly 16% on Thursday, and Strive, which holds more than 20,000 bitcoin, advanced more than 16% on Friday. The rally also came as U.S. regulatory expectations improved. President Donald Trump on Thursday again urged Congress to move forward with the CLARITY Act, a bill aimed at clarifying the country’s digital asset framework and dividing oversight duties between the Commodity Futures Trading Commission and the Securities and Exchange Commission in crypto markets.1200
Bitcoin miner2026-08-20 16:12:00Bitcoin miners pour billions into AI as capex races far ahead of revenueBlocksBridge Consulting said 15 Bitcoin miners and AI data-center companies spent $30.7 billion on capital assets in their latest 2026 reporting periods, up 42.6% from the $21.53 billion they spent in all of 2025. Among nine comparable miners, first-half 2026 capex reached $5.11 billion, while directly reported AI and HPC revenue totaled just $341.2 million, a roughly 15-to-1 ratio. The report says the shift into AI and high-performance computing brings heavy upfront costs, even as quarterly revenue from those businesses is rising. Separately, CoinShares renamed its industry-tracking ETF and expanded its universe to 29 holdings tied to miners, data centers, semiconductors, power generation and HPC.1230
