bitcoin miners

semiconductor

2026-07-28 12:44:35

Chip sell-off pushes SOX into a bear market and drags bitcoin miners lower

Semiconductor stocks posted their worst week in more than a year, and the fallout spread to publicly traded bitcoin miners. According to Techub, citing CryptoBriefing, the Philadelphia Semiconductor Index, or SOX, fell about 4.3% on July 16 and slid roughly 20% from its June peak, meeting the common definition of a bear market. The retreat wiped out more than $1 trillion in market value across the sector. Bitcoin mining stocks moved lower alongside the chip complex. MARA and Riot Platforms each fell about 5%, reflecting how closely miners have become tied to broader AI and infrastructure trades. In recent years, listed mining firms have increasingly been viewed through the lens of AI data center demand rather than only bitcoin production, which has strengthened their correlation with semiconductor and large-cap technology names. The report said investors are questioning whether massive spending on AI infrastructure can translate into matching revenue growth. Upcoming earnings from major technology companies including Alphabet and Tesla are now seen as the next key signal for the market.

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FTX

2026-07-24 06:50:15

Former FTX Staffer Builds AI Fund With Public Holdings Jumping to $5.5 Billion

Leopold Aschenbrenner, a former FTX Future Fund staffer and ex-OpenAI researcher, launched Situational Awareness LP in 2024. SEC filings show its public holdings rose from $255 million in Q4 2024 to $5.5 billion in Q4 2025.

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Marathon Digi

2026-07-24 03:15:15

Marathon Digital Moves 1,318 BTC Worth About $87 Million as Markets Fall

Marathon Digital moved 1,318 BTC worth roughly $86.9 million over about 10 hours, sending funds to institutional counterparties, custodial wallets, and a new address. The transfers came as Bitcoin neared $60,000 and MARA shares fell nearly 19% in one Nasdaq session.

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Bitcoin miner

2026-07-24 03:00:16

Two Major US Bitcoin Miners Shift to Asset Sales as Strategy Changes Drastically

MARA Holdings and Core Scientific both revise treasury policies, planning to sell most Bitcoin holdings to fund AI data centers. MARA held 53,822 BTC by end of 2025; Core Scientific sold 1,900 BTC for $175 million in January.

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Hut 8

2026-07-24 00:40:16

Hut 8 Lands $9.8 Billion AI Data Center Lease in Texas, Shares Jump Nearly 30%

Hut 8 signed a 15-year AI data center lease at its Beacon Point campus in Texas worth $9.8 billion at base term, with total value reaching $25.1 billion if renewal options are exercised.

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TeraWulf

2026-07-23 18:25:15

TeraWulf Jumps 13% After Unveiling Kentucky AI and HPC Data Campus

TeraWulf rose 13% after announcing a Kentucky AI and HPC campus with capacity of more than 1 gigawatt over time. The first 500 megawatts are expected in the second half of 2028.

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Riot Platform

2026-07-23 16:20:16

Riot Platforms Sold 3,778 BTC in Q1 as Bitcoin Miner Selling Continued

Riot Platforms sold 3,778 BTC in the first quarter for about $289.5 million at an average price of $76,626, while ending the quarter with 15,680 BTC on its balance sheet.

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Riot Platform

2026-07-23 14:45:15

Riot Platforms Jumps Nearly 11% After 10-Year AMD Data Center Deal

Riot Platforms said it bought land at its Rockdale, Texas site for $96 million using proceeds from the sale of about 1,080 bitcoin, while also signing a 10-year data center lease and services agreement with AMD.

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