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bitcoin: Archive
6 Major Investment Themes Shaping 2026
by Ethan Feller
The market looks set to maintain momentum into the New Year with investment in AI infrastructure continuing. But several other sectors are positioned for growth as well. Ethan Feller can help you build a constructive, forward-looking portfolio for 2026.
alt-energy artificial-intelligence bitcoin cryptocurrency gold oil-energy
IREN's AI Client Base Expands: Is Growth Becoming More Durable?
by Subhasish Mukherjee
IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.
artificial-intelligence bitcoin finance
CIFR or IREN: Which Bitcoin Miner Leads the AI Infrastructure Now?
by Subhasish Mukherjee
CIFR is racing ahead in AI infrastructure, using long-term hyperscaler contracts and massive power capacity to reduce reliance on Bitcoin mining.
bitcoin business-services finance
Strategy's Bitcoin Accretion Continues: Is the Momentum Durable?
by Zacks Equity Research
MSTR accelerates Bitcoin accumulation in 2025, lifting BTC yield to 26% as regulatory clarity and new credit access support momentum.
bitcoin cryptocurrency finance
TeraWulf's HPC Shift Accelerates: Are Near-Term Revenues at Risk?
by Zacks Equity Research
WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.
bitcoin finance
Reasons to Hold MSTR Stock Despite a 50% Decline in 3 Months
by Subhasish Mukherjee
Shares of Strategy plunge nearly 50% in 3 months, but massive Bitcoin holdings, preferred securities funding and a discounted valuation support a case to hold.
bitcoin finance
Crypto & Blockchain Stocks to Gain From Supportive Policy Backdrop
by Aniruddha Ganguly
Here, we discuss three stocks, HOOD, FIGR and CRCL, which are well-poised to benefit from the growing proliferation of bitcoin and other cryptocurrencies.
bitcoin blockchain
WULF vs. RIOT: Which Bitcoin Miner Stock Is the Smarter Investment?
by Subhasish Mukherjee
Riot Platforms' large-scale mining base, AI data-center buildout and lower valuation give it an edge over TeraWulf's higher-risk expansion.
artificial-intelligence bitcoin finance
Is CleanSpark Stock a Buy, Sell or Hold at a P/E Multiple of 49.26X?
by Subhasish Mukherjee
CLSK's premium valuation faces pressure as Bitcoin volatility, falling production and early-stage AI ambitions cloud earnings visibility.
artificial-intelligence bitcoin finance
Cipher Mining Soars 297% in 6 Months: Buy, Sell or Hold the Stock?
by Subhasish Mukherjee
CIFR is up 297% in six months as it pivots from bitcoin mining to hyperscaler-backed AI infrastructure with long-term contracts.
bitcoin business-services