The AI Power Infrastructure Trade Has Never Been Stronger, But One Space Race Could Change That

Hut 8 and Fluence Energy have secured major contracts positioning them as critical suppliers for AI infrastructure. Hut 8 signed a $9.8 billion 15-year lease at its Beacon Point campus, while Fluence qualified as a pre-qualified supplier to major hyperscalers for energy storage. However, emerging orbital data center projects from Google and SpaceX pose a long-term structural risk to ground-based power infrastructure investments, though economics remain unfavorable before 2030.

05/14/2026, 12:30 PM • Benzinga

Hut 8, Cipher Digital Stocks Boom As AI Data Center Deals Fuel Rally

Hut 8 and Cipher Digital stocks surged on strong AI data center lease announcements. Hut 8 signed a 15-year, $9.8 billion deal (potentially $25.1 billion with renewals) for 352 MW of AI capacity, while Cipher Digital signed its third AI data center campus lease with a hyperscale tenant. Both companies are pivoting from crypto mining to high-performance computing infrastructure, attracting investor interest in contracted capacity and long-duration AI revenue.

05/06/2026, 3:16 PM • Benzinga

Anthony Scaramucci-Linked AlphaTON (ATON) Rebrands As Alpha Compute In 'Hard To Do' AI Pivot, CEO Terms Nvidia GPUs As 'Core' Balance Sheet Assets

AlphaTON Capital Corp. rebranded to Alpha Compute Corp. and began trading under ticker 'ALP', pivoting to AI GPU-as-a-service and confidential computing. The company deploys NVIDIA GPUs within trusted execution environments to provide privacy-centric AI infrastructure. CEO Brittany Kaiser stated that NVIDIA GPUs are now the company's core balance sheet assets, with plans to deploy over 1,000 Blackwell-generation GPUs. The stock is down 58.44% year-to-date with a market cap of $7.50 million.

04/21/2026, 3:34 AM • Benzinga

Ardsley Dumps 440,000 Hut 8 Shares Worth $19.4 Million

Ardsley Advisory Partners LP sold 440,000 shares of Hut 8 (55% of its position) worth $19.4 million in Q4 2025, likely taking profits after the stock surged 163% over the past year from April lows near $10 to above $50. Despite strong 45% revenue growth, the company's expensive 26x price-to-sales ratio and net losses may have prompted the fund's exit.

03/18/2026, 12:21 PM • The Motley Fool

Is Hut 8 Stock a Buy After Flight Deck Capital Initiated a Position Worth Nearly $10 Million?

Hedge fund Flight Deck Capital purchased 214,700 shares of Hut 8 (worth ~$9.86 million) in Q4 2025, signaling a bullish outlook. The stock has surged 167.6% over the past year, driven by strong demand for AI computing infrastructure. However, with a P/S ratio of 24 (double from a year ago), the analyst recommends waiting for a pullback before buying, despite the company's strong revenue growth and competitive advantages in energy infrastructure.

03/16/2026, 5:20 PM • The Motley Fool

Strategy Stock Plunges 60% in a Year: Why the Dip Signals a Buying Chance

MicroStrategy (MSTR) shares have declined 59.7% over the past year, significantly underperforming the finance sector. Despite weak technical indicators and concerns about its leveraged model and equity dilution, the article argues the stock presents a buying opportunity given its massive Bitcoin treasury of 717,131 BTC (3.4% of all BTC), conservative leverage, and demonstrated ability to grow Bitcoin per share. The company raised $25.3 billion in 2025 and maintains strong balance sheet durability with 67 years of dividend coverage.

02/26/2026, 2:18 AM • Investing

HUT 8 ALERT: Bragar Eagel & Squire, P.C. is Investigating Hut 8 Corp. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Law firm Bragar Eagel & Squire is investigating Hut 8 Corp. for potential breaches of fiduciary duty following a class action complaint. The investigation concerns alleged misstatements related to Hut 8's November 2023 merger with USBTC, including undisclosed related party shareholders, operational failures at the King Mountain bitcoin mining facility, and overstated financials. A J Capital Research report triggered a 23.3% stock price decline on January 18, 2024.

02/06/2026, 5:41 PM • GlobeNewswire

Hut 8’s Data Center Pivot: The Challenge Everyone’s Underestimating

Hut 8 Corp. is pivoting from cryptocurrency mining to AI data center infrastructure, leveraging its existing power infrastructure. The company secured a transformative $18 billion partnership with AI lab Anthropic and cloud provider Fluidstack, with plans to expand 8.6 gigawatts of capacity across four U.S. sites. While the company has a strong balance sheet with $1.2 billion in Bitcoin reserves and minimal debt, risks include executing rapid expansion without pre-signed contracts and managing multiple simultaneous buildouts.

01/30/2026, 9:52 AM • Investing

Digital Asset Treasury Strategy Positions Companies for Long-Term Shareholder Value

Companies are increasingly adopting digital asset treasury strategies, allocating portions of their balance sheets to Bitcoin and blockchain-based instruments to hedge inflation risk and protect capital. Several firms including Greenlane Holdings, Cipher Mining, Bitmine Immersion, Coinbase, and Hut 8 Corp are making strategic moves in this space, from validator deployments to new product launches and infrastructure investments.

01/20/2026, 8:45 AM • Benzinga

Hut 8 Corp. Plunges Another 12% Today. When Will the Bleeding Stop For This Bitcoin Miner?

Hut 8, a Bitcoin mining company, experienced a significant stock decline of 12% due to Bitcoin price volatility and underperformance of its American Bitcoin Trust subsidiary, reflecting investor concerns about the company's future prospects.

12/15/2025, 10:25 AM • The Motley Fool

The Key Reason Why Hut 8 Plunged 12% Today

Hut 8, a Bitcoin mining company, experienced a significant stock decline due to the drop in Bitcoin's price and the poor performance of its recently spun-off subsidiary, American Bitcoin Corp.

12/12/2025, 4:01 PM • The Motley Fool

TransAlta to Acquire 310 MW Contracted Ontario Gas Portfolio for $95 Million

TransAlta Corporation is acquiring Far North Power Corporation's 310 MW natural gas-fired generation portfolio in Ontario for $95 million, which will increase its Ontario footprint and is expected to add approximately $30 million in average Adjusted EBITDA annually.

11/17/2025, 6:30 AM • Benzinga

Thames Capital Loads Up On Hut 8 Stock With a 720,587 Share Purchase

Thames Capital invested $25.1 million in Hut 8, purchasing 720,587 shares in Q3 2025, making it the fund's third-largest holding. Hut 8 is a Bitcoin mining and high-performance computing company experiencing significant growth and profitability.

10/29/2025, 11:03 AM • The Motley Fool

Thames Capital Bets Big On Cipher Mining (CIFR) and Its Bitcoin Mining Peers

Thames Capital Management LLC acquired 1,514,664 shares of Cipher Mining during Q3 2025, valued at approximately $19.07 million, representing 2.72% of their reportable assets. The investment appears strategic, potentially anticipating increased demand from AI applications requiring significant energy and processing power.

10/28/2025, 12:13 PM • The Motley Fool

Bitfarms Massive AI Fundraise Puts It on the IREN, Hut 8 Path

Bitfarms is transitioning from Bitcoin mining to high-performance computing and AI datacenters, raising $800 million to develop its 350-megawatt Panther Creek campus, following successful pivots by IREN and Hut 8 in the AI infrastructure market.

10/20/2025, 11:21 AM • Benzinga