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bitcoin: Archive

Subhasish Mukherjee

CIFR or IREN: Which Bitcoin Miner Leads the AI Infrastructure Now?

CIFR is racing ahead in AI infrastructure, using long-term hyperscaler contracts and massive power capacity to reduce reliance on Bitcoin mining.

CIFRPositive Net Change IRENNegative Net Change

Zacks Equity Research

Strategy's Bitcoin Accretion Continues: Is the Momentum Durable?

MSTR accelerates Bitcoin accumulation in 2025, lifting BTC yield to 26% as regulatory clarity and new credit access support momentum.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change

Zacks Equity Research

TeraWulf's HPC Shift Accelerates: Are Near-Term Revenues at Risk?

WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.

APLDNegative Net Change IRENNegative Net Change WULFNegative Net Change

Subhasish Mukherjee

Reasons to Hold MSTR Stock Despite a 50% Decline in 3 Months

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.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change CLSKNegative Net Change

Aniruddha Ganguly

Crypto & Blockchain Stocks to Gain From Supportive Policy Backdrop

Here, we discuss three stocks, HOOD, FIGR and CRCL, which are well-poised to benefit from the growing proliferation of bitcoin and other cryptocurrencies.

SOFIPositive Net Change HOODPositive Net Change CRCLNegative Net Change FIGRPositive Net Change

Subhasish Mukherjee

WULF vs. RIOT: Which Bitcoin Miner Stock Is the Smarter Investment?

Riot Platforms' large-scale mining base, AI data-center buildout and lower valuation give it an edge over TeraWulf's higher-risk expansion.

RIOTPositive Net Change WULFNegative Net Change

Subhasish Mukherjee

Is CleanSpark Stock a Buy, Sell or Hold at a P/E Multiple of 49.26X?

CLSK's premium valuation faces pressure as Bitcoin volatility, falling production and early-stage AI ambitions cloud earnings visibility.

APLDNegative Net Change CLSKNegative Net Change CIFRPositive Net Change IRENNegative Net Change

Subhasish Mukherjee

Cipher Mining Soars 297% in 6 Months: Buy, Sell or Hold the Stock?

CIFR is up 297% in six months as it pivots from bitcoin mining to hyperscaler-backed AI infrastructure with long-term contracts.

MARAPositive Net Change RIOTPositive Net Change BITFPositive Net Change CIFRPositive Net Change

Subhasish Mukherjee

Circle vs. Strategy: Which Crypto-Exposed Stock Has an Edge Now?

CRCL's USDC growth, rising transaction volumes, and expanding payments and blockchain products put it ahead of MSTR in terms of diversified crypto exposure.

MSTRPositive Net Change CRCLNegative Net Change

Aparajita Dutta

Market-Beating Crypto ETFs to Watch Before 2025 Ends

Crypto's explosive 2025 rally has pushed ETFs like BKCH and STCE sharply higher, putting them in focus for investors before the year ends.

BLOXPositive Net Change BKCHNegative Net Change STCEPositive Net Change DECONo Net Change NODEPositive Net Change

Zacks Equity Research

Can Subscription Services Power MSTR's Long-Term Software Growth?

Strategy's surging subscription revenues are emerging as a key stabilizer for its software business despite uneven legacy performance.

MSFTPositive Net Change CRMPositive Net Change MSTRPositive Net Change

Maharathi Basu

SYM vs. BMNR: Which Technology Services Stock Has an Edge Right Now?

BMNR's crypto pivot, massive ETH holdings and 380% stock surge give it a clear edge over SYM in tech services.

SYMNegative Net Change BMNRNegative Net Change

Shaun Pruitt

Is an Extended Rebound Ahead for Coinbase or Strategy Stock?

As two of the most sought-after crypto-related stocks, Coinbase (COIN) and Strategy (MSTR) are trading 38% and 59% from their 52-week highs, respectively.

MSTRPositive Net Change COINNegative Net Change HOODPositive Net Change

Zacks Equity Research

CleanSpark Bets Big on AI Compute: Will Diversification Drive Upside?

CLSK accelerates its pivot into AI and HPC, leveraging vast power assets and new campuses to build a steadier, higher-margin digital infrastructure model.

MARAPositive Net Change CLSKNegative Net Change CIFRPositive Net Change

Ritujay Ghosh

Buy 3 Crypto-Centric Stocks as Bitcoin Shows Signs of Steady Rebound

NVDA, HOOD and IBKR gain attention as Bitcoin rebounds, with fresh liquidity and rising confidence lifting crypto-linked sentiment.

IBKRPositive Net Change NVDANegative Net Change HOODPositive Net Change

Subhasish Mukherjee

Should Investors Exit WULF Stock at a High P/S Multiple of 18.24x?

TeraWulf's lofty 18.24x P/S and mounting financial, regulatory and client risks raise doubts about the stock's stability and near-term outlook.

MARAPositive Net Change RIOTPositive Net Change CLSKNegative Net Change WULFNegative Net Change

Andrew Rocco

Strategy (MSTR) Fire Sale: Should you Buy?

While Strategy remains a polarizing stock, many of the most significant risks appear priced in already. The combination of a historical NAV discount, panic-driven sentiment across crypto, and strong technical support provides a compelling rebound setup.

MSTRPositive Net Change

Zacks Equity Research

BlackRock's Surge in Crypto: Bitcoin ETFs Now Its Top Revenue Driver

Bitcoin ETFs have become BLK's top revenue driver, with IBIT assets soaring past many legacy funds since launch in January 2024.

BLKPositive Net Change TROWPositive Net Change IVZPositive Net Change

Vasundhara Sawalka

WULF vs. CLSK: Which Bitcoin Miner Has Better Upside Potential?

CLSK's strong fiscal gains and AI buildout outshine WULF's heavy losses and leverage, making it the superior bet.

CLSKNegative Net Change WULFNegative Net Change

Shuvra Shankar Dey

MARA vs. BITF: Which Bitcoin Miner is the Smarter Bet Right Now?

MARA's balanced mining and Bitcoin accumulation strategy shines as the article weighs how miners stack up amid rising costs and shifting models.

MARAPositive Net Change RIOTPositive Net Change BITFPositive Net Change

Zacks Equity Research

MSTR's Massive BTC Holdings Lift Prospects: What's the Path Forward?

Strategy's vast Bitcoin treasury fuels soaring gains and bold guidance, but rising crypto rivals and volatility sharpen the stakes.

BLKPositive Net Change MSTRPositive Net Change COINNegative Net Change

Nilanshi Mukherjee

CIFR vs. CRCL: Which Crypto-Infrastructure Stock Has an Edge Now?

Cipher Mining's mining momentum meets rising competition from Circle Internet Group as both chase growth in a crypto market expanding at a rapid pace.

CIFRPositive Net Change CRCLNegative Net Change

Anirudha Bhagat

CLSK vs. MSTR: Which Bitcoin-Linked Stock Has Better Upside Potential?

CleanSpark's faster growth, lower valuation and AI-HPC pivot give it an edge over Strategy in this Bitcoin-linked matchup.

MSTRPositive Net Change CLSKNegative Net Change

Maharathi Basu

BMNR's Shares Down 46.1% in a Month: Should You Buy the Dip?

BitMine Immersion Technologies' 46% slide and its massive ETH buildout raise questions as investors weigh the pullback against mounting crypto-driven risks.

APPNegative Net Change BITFPositive Net Change BMNRNegative Net Change

Zacks Equity Research

CleanSpark Stock Falls 3% as FY25 Earnings and Sales Miss Estimates

CLSK shares slide as FY25 earnings and revenues lag forecasts, even with strong Bitcoin-driven gains across production and pricing.

FORMPositive Net Change MRVLNegative Net Change CRUSPositive Net Change CLSKNegative Net Change