Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher Digital receiving higher price targets tied to contract growth, power ...
Welcome back to The Blockspace Podcast! Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and ...
Morgan Stanley raised its Cipher (NASDAQ: CIFR) price target to $54 from $43.50 on Friday, with analyst Stephen Byrd maintained an Overweight rating. The target implies about 219% upside from Cipher’s ...
Northland analyst Nehal Chokshi initiated coverage of IREN (NASDAQ: IREN) at Outperform on Friday with a $99 price target. The target is about 128% above IREN’s prior close of $43.48. The call follows ...
The AI labs are exploring smaller deployments alongside their gigawatt-scale commitments, targeting powered sites that could bring inference capacity online sooner.
Anthropic CEO Dario Amodei’s call to slow frontier AI development triggered a sharp but uneven market reaction across ...
CleanSpark revealed Meta as its Sandersville tenant in an SEC filing for $2.2B in secured notes tied to the site.
Wells Fargo initiated coverage of Cipher (NASDAQ: CIFR) at Overweight on Thursday, setting a $25 price target. The target implies 49.5% upside from the $16.72 prior close cited in the note. Wells ...
The AI infrastructure operator is pairing low-coupon convertible debt with capped calls and a delayed equity program as it ...
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